| UPS |
Report |
Revenue |
IN-LINE |
pred ~$22.00B vs. cons $21.873B |
MEDIUM |
| UPS |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$1.68 vs. cons $1.660 |
MEDIUM |
| UPS |
Report |
U.S. Domestic operating margin |
BEAT |
pred ~8.10% vs. cons 7.76% |
MEDIUM |
| UPS |
Guide |
FY26 Revenue |
UNCHANGED |
guide ~$89.7B vs. cons $90.36B |
MEDIUM |
| UPS |
Guide |
FY26 adjusted operating margin |
BETTER |
guide ~9.6% vs. cons 9.49% |
MEDIUM |
| UPS |
Guide |
2H26 margin/cost commentary |
BETTER |
guide accelerating savings / margin expansion vs. cons UNVERIFIED |
LOW |
| UPS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
LOW |
| UPS |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit 2H revenue cut should pull revisions lower |
LOW |