Here's What to Expect From United Parcel's Next Earnings Report

United Parcel Service, Inc_ logo on truck-by 100pk via iStock

Atlanta, Georgia-based United Parcel Service, Inc. (UPS) is a package delivery and logistics provider that offers transportation and delivery services. Valued at a market cap of $85.5 billion, the company provides a range of time‑definite services including domestic and international package delivery, freight forwarding, supply chain logistics, customs brokerage, and shipping insurance. It is scheduled to announce its fiscal Q2 earnings for 2025 before the market opens on Tuesday, Jul. 29.

Prior to this event, analysts project this package delivery and logistics company to report a profit of $1.57 per share, down 12.3% from $1.79 per share in the year-ago quarter. The company has exceeded Wall Street’s bottom-line estimates in three of the last four quarters, while missing on another occasion. Its earnings of $1.49 per share in the previous quarter outpaced the consensus estimates by 4.9%. 

For the full year, analysts expect UPS to report EPS of $7.05, down 8.7% from $7.72 in fiscal 2024. Nonetheless, its EPS is expected to rebound in fiscal 2026 and grow by 14% year over year to $8.04.

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UPS has declined 23.2% over the past 52 weeks, considerably lagging behind both the S&P 500 Index's ($SPX) 13.2% return and the Industrial Select Sector SPDR Fund’s (XLI) 22.8% uptick over the same time frame.

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On Apr. 29, shares of UPS closed down marginally after its Q1 earnings release, despite delivering a better-than-expected performance. The company’s revenue slightly declined year-over-year to $21.5 billion but exceeded the consensus estimates by 2.3%. Higher revenue from its U.S. domestic and international segments were offset by decline in its supply chain solutions segment sales. Meanwhile, its adjusted earnings of $1.49 per share improved 4.2% from the year-ago quarter, surpassing the analyst estimates by 3.5%. UPS’ efforts to reconfigure its network and reduce costs across its business supported its profitability. 

Wall Street analysts are moderately optimistic about UPS’ stock, with a "Moderate Buy" rating overall. Among 27 analysts covering the stock, 15 recommend "Strong Buy," one suggests a "Moderate Buy,” nine recommend “Hold,” and two indicate “Strong Sell” rating. The mean price target for UPS is $114.36, which indicates a 9.5% potential upside from the current levels.


On the date of publication, Neharika Jain did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.