United Parcel Service Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
6.6%projected annual EPS growth
Analyst Coverage
26analysts covering
FY Revenue (est.)
$91.5Bnext fiscal year
FY EPS (est.)
$7.21next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 United Parcel Service, Inc. Earnings Conference Call | 27 Oct 2026 |
Monitoring Framework
Key Performance Indicators
U.S. Domestic Average Daily Package Volume Decline Quarterly0.0Target: Mid-single digit decline in Q3 2026
U.S. Domestic Revenue per Piece (RPP) Growth Quarterly9.3%Target: Maintain positive spread over cost per piece growth
U.S. Domestic Package Volume Moving Through Automated Buildings Quarterly0.7Target: Continued expansion from 64% in prior year
Quarterly Healthcare Logistics Segment Revenue Quarterly3BTarget: 20000000000 annually by end of 2026
Watch Items
- Amazon Glide-Down and Volume ExitTrigger: Completion of the 50% volume reduction from 2025 levels by mid-2026Action: Monitor domestic volume stabilization and transition of low-margin ground volume to higher-yield segments.
- Teamsters Union Legal Disputes and Driver Choice ProgramTrigger: Federal court rulings on Teamsters injunctions blocking driver buyoutsAction: Assess impact on the planned reduction of up to 30,000 operational positions and the $3 billion cost-out target.
- U.S. Domestic Operating Margin RecoveryTrigger: Second-half 2026 domestic margin target of 8.8%Action: Evaluate seasonal acceleration, holiday surcharges, and network efficiencies in Q3 and Q4 2026.
Research as of 2 Sep 2026