UPS Earnings

UPS reported its earnings on 2026-01-27, showcasing a revenue of 24.50B against an estimate of 23.98B, resulting in a 2.17% surprise. The EPS was 2.38, surpassing the expected 2.22 by 7.21%. The stock experienced a 0.22% price change on the earnings day and a -0.7% change over the next five days, reflecting market reactions to the results.

Following UPS's earnings announcement on 2026-01-27, the stock price moved by 0.22% on the day of the release. Over the subsequent five days, it saw a -0.7% change. Historically, UPS's stock price tends to shift by an average of 3.23% in the 10 days leading up to earnings and 0.38% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate UPS's annual revenue to reach 20.70B, while the EPS is projected at 1.40. These estimates reflect recent revisions, with revenue estimates revised upward by 0.01% and EPS estimates revised upward by 0.06% over the past three months, indicating analyst expectation in the company's performance.

The correlation between UPS's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.01%, while EPS estimates moved revised upward by 0.06%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, UPS's stock price typically moves by 3.23% in the 10 days before its earnings and 0.38% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 1.40 and revenue of 20.70B.

The earnings call presented a mix of positive and negative elements. Positives include strong revenue growth in digital and B2B segments, a positive outlook for domestic package revenue, and strategic investments in automation and healthcare logistics. The Q&A highlighted concerns about cost pressures from MD-11 retirement and export volume declines. However, the focus on cost efficiency, margin improvement, and shareholder returns, along with optimistic guidance, outweigh the negatives, suggesting a positive stock reaction in the short term.