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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bruce Chan | Stifel | 6 | 0% |
| Ken Hoexter | Bank of America | 6 | 33% |
| Jordan Alliger | Goldman Sachs | 6 | 0% |
| Chris Wetherbee | Wells Fargo | 6 | 17% |
| Brian Ossenbeck | JPMorgan | 5 | 0% |
| Dave Vernon | Bernstein | 5 | 20% |
| Tom Wadewitz | UBS | 5 | 20% |
| Ravi Shanker | Morgan Stanley | 5 | 40% |
| Ariel Rosa | Citigroup | 5 | 0% |
| Scott Group | Wolfe Research | 5 | 20% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Citigroup | 2 | 7 | 0% |
| Wells Fargo | 2 | 7 | 14% |
| Wolfe Research | 2 | 6 | 17% |
| Bank of America | 1 |
| 6 |
| 33% |
| Bernstein | 2 | 6 | 33% |
| Goldman Sachs | 1 | 6 | 0% |
| Stifel | 1 | 6 | 0% |
| Morgan Stanley | 1 | 5 | 40% |
UPS reported Q1 consolidated revenue of $21.2B with adjusted EPS of $1.07 as the Amazon volume glide-down neared completion and transitional cost pressures from driver buyouts and network reconfiguration weighed on margins. FY2026 guidance was reaffirmed at approximately $89.7B revenue and 9.6% operating margin, with premium mix shift driving revenue quality as revenue per piece grew 6.5%. Healthcare revenue hit a record quarter and Supply Chain Solutions doubled profitability, though international trade lane disruptions continued and the broader margin recovery was still back-half loaded.
Cost Pressure | Margin | Demand | Competitive Dynamics | Trade Tariffs | Capex Investment | Pricing | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 4 | 5 | 8 | 1 | 2 | ||
| 2025Q1 | 5 | 3 | 4 | 2 | 1 | 2 | ||
| 2025Q2 | 4 | 3 | 5 | 2 | 3 | 2 | ||
| 2025Q3 | 8 | 4 | 3 | 1 | 3 | 1 | 1 | 1 |
| 2025Q4 | 7 | 5 | 3 | 2 | 1 | 3 | 1 | 1 |
| 2026Q1 | 5 | 7 | 3 | 4 | 4 | 1 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cost Pressure | 2 | 5 | 4 | 8 | 7 | 5 |
| Margin | 4 | 3 | 3 | 4 | 5 | 7 |
| Demand | 5 | 4 | 5 | 3 | 3 | 3 |
| Competitive Dynamics | 8 | 2 | 1 | 2 | 4 | |
| Trade Tariffs | 2 | 3 | 3 | 1 | 4 | |
| Capex Investment | 1 | 2 | 1 | 3 | 1 | |
| Pricing | 2 | 1 | 1 | 1 | 2 | |
| Macroeconomic | 2 | 1 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
UPS United Parcel Service | 3 | -1.6% | |
| CHRW C.H. Robinson | 4 | -0.8% | |
| EXPD Expeditors International | 7 | +4.4% | |
| FDX FedEx | 9 | +8.3% | |
| JBHT J.B. Hunt | 7 | +4.6% |