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United Parcel Service (UPS)
NYSE:UPS
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United Parcel (UPS) Price & Analysis

9,293 Followers

UPS Stock Chart & Stats

$106.44
$0.59(0.47%)
At close: 4:00 PM EST
$106.44
$0.59(0.47%)

Bulls Say, Bears Say

Bulls Say
Integrated Global Network & Diversified ServicesUPS’s integrated air/ground network and broad logistics services create multiple recurring revenue streams (domestic, international, supply chain, retail). Scale and density provide durable unit-cost advantages and sticky contractual relationships that support stable earnings and resilience across cycles.
On-track $3.0B Cost‑out ProgramA committed $3.0B cost‑out program (workforce reductions, building closures, operational hours cuts) is a structural margin lever. Sustained execution reduces fixed costs, improves operating leverage and accelerates margin recovery even if volumes remain muted over the next several quarters.
Automation & Productivity GainsAutomation across hubs materially lowers unit costs and scales with volume, creating a durable efficiency advantage. As automation penetration increases, structural cost per piece declines should sustain margins, improve cash conversion and enhance competitiveness vs peers over the medium term.
Bears Say
Elevated LeverageA debt-to-equity ratio near 2.0 constrains financial flexibility. High leverage limits capacity to absorb prolonged demand weakness, increases interest exposure, and reduces optionality for opportunistic investments or buybacks, leaving the company more sensitive to cash-flow volatility.
Sharp Revenue & FCF DeteriorationSteep TTM revenue decline and sharply negative free-cash-flow growth indicate structural volume and margin headwinds. Weaker cash generation impairs deleveraging, capital allocation flexibility, and ability to fund automation or dividends without reliance on external financing.
Volume And Trade‑lane SensitivitySignificant volume declines and trade-lane shifts (including major customer glide-downs) expose the network to utilization swings and pricing pressure. Structural sensitivity to lane changes and policy shifts can prolong margin recovery and complicate capacity planning and fleet transitions.

United Parcel News

UPS FAQ

What was United Parcel Service’s price range in the past 12 months?
United Parcel Service lowest stock price was $82.00 and its highest was $122.41 in the past 12 months.
    What is United Parcel Service’s market cap?
    United Parcel Service’s market cap is $91.69B.
      When is United Parcel Service’s upcoming earnings report date?
      United Parcel Service’s upcoming earnings report date is Jul 28, 2026 which is in 47 days.
        How were United Parcel Service’s earnings last quarter?
        United Parcel Service released its earnings results on Apr 28, 2026. The company reported $1.07 earnings per share for the quarter, beating the consensus estimate of $1.016 by $0.054.
          Is United Parcel Service overvalued?
          According to Wall Street analysts United Parcel Service’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does United Parcel Service pay dividends?
            United Parcel Service pays a Quarterly dividend of $1.64 which represents an annual dividend yield of 6.55%. See more information on United Parcel Service dividends here
              What is United Parcel Service’s EPS estimate?
              United Parcel Service’s EPS estimate is 1.66.
                How many shares outstanding does United Parcel Service have?
                United Parcel Service has 746,581,800 shares outstanding.
                  What happened to United Parcel Service’s price movement after its last earnings report?
                  United Parcel Service reported an EPS of $1.07 in its last earnings report, beating expectations of $1.016. Following the earnings report the stock price went down -3.973%.
                    Which hedge fund is a major shareholder of United Parcel Service?
                    Currently, no hedge funds are holding shares in UPS
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      United Parcel Service

                      United Parcel Service, Inc. (UPS) stands as a leading global entity in shipping and logistics, delivering an extensive array of services such as parcel and document conveyance, transportation of goods, and supply chain management. The corporation structures its widespread operations into two principal divisions: U.S. Domestic Package and International Package. Within the United States, its Domestic Package unit specializes in time-guaranteed delivery for a range of items, including correspondence, critical paperwork, smaller parcels, and palletized cargo, utilizing both air and surface transportation methods. Conversely, the International Package division ensures reliable, precise-time international shipping services across extensive geographical areas, encompassing Europe, the Asia Pacific region, Canada, Latin America, the Indian sub-continent, the Middle East, and Africa. This segment notably features guaranteed express options for urgent consignments. Beyond core package services, UPS extends its reach to roughly 200 nations and jurisdictions, offering international air and sea cargo forwarding, expert customs clearance, distribution and after-sales support, alongside postal and advisory solutions. Furthermore, its diversified portfolio includes truckload transport brokering; tailored supply chain management for the healthcare and life sciences sectors; sophisticated shipping, tracking, and invoicing technologies; and a suite of financial and insurance offerings. Supporting these extensive operations is an impressive operational fleet of around 121,000 vehicles, comprising package cars, vans, tractors, and motorcycles. Additionally, it possesses 59,000 specialized containers integral for cargo transport aboard its aircraft. Established in 1907, United Parcel Service, Inc. has its corporate headquarters situated in Atlanta, Georgia.

                      United Parcel (UPS) Earnings & Revenues

                      UPS Company Deck

                      UPS Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call highlighted meaningful strategic progress: strong revenue quality gains, tangible cost-out actions (on track for $3 billion), automation-driven productivity improvements, and validated full-year guidance. These positive developments were offset by significant but described-as-transitional cost pressures (~$350 million), double-digit increases in cost per piece, and volume declines tied to the Amazon glide-down and trade-lane shifts. Management framed the negatives as temporary and outlined clear operational actions and timing (completion by end of June) that should enable margin inflection in the back half of 2026. Given the breadth of strategic wins, profitable growth initiatives (health care, SMB/B2B, DAP), and reaffirmed guidance, the highlights materially outweigh the lowlights.View all UPS earnings summaries

                      UPS Revenue Breakdown

                      10.89%10.89%5.01%49.83%3.84%16.33%2.18%3.29%6.60%2.02%
                      10.89% Next Day Air
                      5.01% Deferred
                      49.83% Ground
                      3.84% Domestic
                      16.33% Export
                      2.18% Cargo & other
                      3.29% Forwarding
                      6.60% Logistics
                      2.02% Other
                      tipranks

                      UPS Stock 12 Month Forecast

                      Average Price Target

                      $113.53
                      ▲(6.66% Upside)
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                      Ownership Overview

                      0.06%16.96%10.98%47.97%
                      10.98% Other Institutional Investors
                      47.97% Public Companies and Individual Investors
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