earnings
confidence high
sentiment negative
materiality 0.75
UPS Q1 adj. EPS $1.07, revenue $21.2B; net income down 27% YoY, FY guidance reaffirmed
UNITED PARCEL SERVICE INC
2026-Q1 EPS
reported $1.02
vs consensus $1.03
▼ miss
(-1.0%)
- Diluted EPS $1.02 (adj. $1.07), down from $1.40; net income $864M vs $1,187M YoY.
- U.S. Domestic op. profit fell 47% to $515M; revenue down 2.3%, volume down 8%.
- International segment revenue +3.8%, operating profit $547M (down 15% YoY).
- Full-year 2026 guidance reaffirmed: revenue ~$89.7B, adj. op. margin ~9.6%, capex ~$3B.
- Supply Chain Solutions op. profit surged 346% to $205M, aided by transformation costs.