United Parcel Service, Inc. · UPS · Next earnings

United Parcel Service, Inc. reports Tuesday, Jan 26, 2027

UPS reports before market open with consensus EPS at $2.76 and revenue at $25.71B. Last quarter: UPS raises 2026 outlook as premium volumes support margins

Reports Before market open82 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $2.76 Calendar consensus
Consensus revenue $25.71B Calendar consensus
Report date Jan 26, 2027 Tuesday, date estimated
Session Before market open 82 days away

Where UPS left off: FY2026 Q3

Full report

UPS raises 2026 outlook as premium volumes support margins

EPS surprise +4.3% Reported $1.69 vs $1.62
Revenue surprise +2.8% Reported $22.90B vs $22.27B
Stock move +5.8% Event window
Subsequent drift 0.0% Up to 20 sessions

Management raised full-year 2026 guidance to $92.6 billion of revenue, $8.75 billion of operating profit and $7.28 EPS, with full-year free cash flow expected at $6.1 billion.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Further Amazon volume reductions could pressure total average daily volume.
  • Geopolitical tensions and fuel-price volatility could weigh on international margins and costs.
  • Competitive pressure and future Teamsters contract negotiations remain watchpoints.

Questions analysts left open

  • Whether margin gains remain durable as Amazon volume declines.
  • Visibility into SMB and enterprise volume growth into 2027.
  • Free cash flow outlook and dividend coverage.

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Recent UPS quarters

All UPS earnings
+5.8%FY2026 Q3-6.6%FY2026 Q2-4.0%FY2026 Q1+0.2%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.