United Parcel Service Latest Results: Raises FY26 Sales Guidance to $91.2B

1 min read | Published on 28 Jul 2026, 04:03 PM |Updated on 28 Jul 2026, 04:03 PM

Reviewed by

Riya DScanX News Team

Key Highlights

UPS raises FY2026 sales guidance to $91.200 billion, beating estimates. Adjusted EPS projected at $7.22 vs $7.11 consensus.

*this image is generated using AI for illustrative purposes only.

United Parcel Service (NYSE: UPS) has upgraded its financial outlook for FY2026, signaling stronger-than-expected demand and operational performance. The logistics giant raised its full-year sales guidance to $91.200 billion, exceeding the previous guidance of $89.700 billion and the analyst consensus estimate of $90.290 billion. Additionally, UPS now expects adjusted earnings per share (EPS) of $7.22, outperforming the market estimate of $7.11.

The upward revision in both revenue and earnings per share indicates that UPS is capturing more volume or pricing power than initially anticipated for the fiscal year ending in 2026. This positive adjustment suggests effective cost management and robust package flow across its network.

Key Financial Metrics

Metric	New Guidance / Estimate	Previous Guidance	Analyst Estimate
FY2026 Sales	$91.200 billion	$89.700 billion	$90.290 billion
FY2026 Adj EPS	$7.22	—	$7.11

What the Numbers Show

The revision reflects a meaningful upside surprise relative to market expectations. By raising the top-line guidance by $1.500 billion from its prior view and beating the consensus by nearly $1.000 billion, UPS demonstrates confidence in its full-year trajectory. The EPS beat of $0.11 per share further underscores margin resilience, implying that the additional revenue is being generated with favorable profitability dynamics.

How will this upgraded outlook influence UPS's capital allocation strategy, particularly regarding share buybacks or dividend increases in the near term?

What specific operational efficiencies or technological investments are driving the margin resilience that allowed EPS to beat estimates despite increased volume?

How might competitors like FedEx and Amazon Logistics adjust their pricing or service offerings in response to UPS's demonstrated pricing power and volume growth?

Bernstein, Evercore ISI raise UPS price targets

0 min read | Published on 21 Jul 2026, 09:47 PM |Updated on 21 Jul 2026, 11:45 PM

Reviewed by

Radhika SScanX News Team

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Key Highlights

Bernstein increased United Parcel Service's price target to $133 with an Outperform rating, while Evercore ISI Group raised its target to $117 with an In-Line rating.

*this image is generated using AI for illustrative purposes only.

Bernstein and Evercore ISI Group have revised their outlooks for United Parcel Service (NYSE: UPS), raising price targets while maintaining their respective ratings. Bernstein analyst David Vernon increased the target to $133 from $130, reflecting a revised valuation view. Separately, Evercore ISI Group analyst Jonathan Chappell lifted the target to $117 from $111.

The research notes highlight continued confidence in United Parcel Service's performance trajectory. Bernstein maintained its Outperform rating, while Evercore ISI Group kept an In-Line rating.