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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for United Parcel Service (UPS) is 3/10.
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.
Scored from United Parcel Service’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $25.24B | +1.5% | $2.02 | +8.0% | 11.8% | 6.8% | $2.22B |
| FY2025 Q1 | $21.55B | -0.5% | $1.40 | +7.7% | 7.7% | 5.5% | $1.44B |
| FY2025 Q2 | $21.22B | -2.5% | $1.51 | -7.9% | 8.6% | 6.0% | $-775M |
| FY2025 Q3 | $21.41B | -3.6% | $1.55 | -13.9% | 8.4% | 6.1% | $1.51B |
| FY2025 Q4 | $24.48B | -3.0% | $2.10 | +4.0% | 10.5% | 7.3% | $2.59B |
| FY2026 Q1 | $21.20B | -1.6% | $1.02 | -27.1% | 6.0% | 4.1% | $1.19B |
| FY2026 Q2 | $22.83B | +7.6% | $0.71 | -53.0% | 4.1% | 2.6% | $166M |