UPS Earnings Beat Sparks -2.5% Stock Shock Repricing
UPS Earnings beat expectations, so why did the stock still slide and what does that say about the parcel giant’s new strategy? Maik Kemper Editor in Chief The…
United Parcel Service, Inc., a package delivery and logistics provider, offers transportation and delivery services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery services for express letters, documents, packages and palletized freight through air and ground services. The International Package segment provides small package operations in Europe, the Middle East and Africa, Canada and Latin America, and Asia. The company offers a range of guaranteed day- and time-definite international transportation services; day-definite services; cross-border ground package delivery; contract-only, e-commerce…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $21.20B | -1.6% | $864.0M | $1.02 | -27.1% | 15.8% | 6.0% |
| Q4 2025 Dec 2025 | $24.48B | -3.2% | $1.79B | $2.10 | — | 20.8% | 10.5% |
| Q3 2025 Sep 2025 | $21.42B | — | $1.31B | $1.55 | — | 16.3% | 8.4% |
| Q2 2025 Jun 2025 | $21.22B | — | $1.28B | $1.51 | — | 17.8% | 8.6% |
| Q1 2025 Mar 2025 | $21.55B | — | $1.19B | $1.40 | — | 17.1% | 7.7% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
UPS Earnings beat expectations, so why did the stock still slide and what does that say about the parcel giant’s new strategy? Maik Kemper Editor in Chief The…