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UPUPS

United Parcel Service, Inc.

$UPS·$92B·Integrated Freight & Logistics·Industrials
$108.15-0.4%
Mentions · last 7 days
2026-06-02: 34 posts2026-06-03: 45 posts2026-06-04: 236 posts2026-06-05: 25 posts2026-06-06: 22 posts2026-06-07: 41 posts2026-06-08: 77 posts486+17%
Price updated 12h ago·X counts updated 7h ago
UPUPS
United Parcel Service, Inc.$UPS
$108.15-0.36%486 posts+17%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $UPS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-06-08

Catching its breath after a run — could pick back up or fade from here.

Delivery giant consolidates lower as parcel shipping volumes remain soft.

United Parcel Service is cooling as logistics providers encounter subdued social media attention and minor revenue declines. Long-term dividend investors continue to treat the company as a key value holding while waiting for transport volume improvements. The company trades at a price-to-earnings ratio of 17.6, yielding a return on equity of 33.0%. First-quarter revenue declined 1.6% year-over-year to $21,202.0M, generating an operating margin of 6.0% and a free cash flow yield of 4.9%.

What to watch: The recovery velocity of domestic parcel shipping volumes and the next quarterly earnings report scheduled for July twenty-eighth.

On the calendar: 2026-07-28 — Q2 2026 earnings

Read the AI verdict + X sentiment for $UPS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

United Parcel Service, Inc. provides letter and package delivery, transportation, logistics, and related services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of letters, documents, small packages, and palletized freight through air and ground services in the United States. The International Package segment provides guaranteed day and time-definite international shipping services in Europe, the Asia Pacific, Canada and Latin America, the Indian sub-continent, the Middle East, and Africa. This segment offers guaranteed time-definite express options. The company also provides international air and ocean freight forwarding, customs brokerage, distribution and post-sales, and mail and consulting services in approximately 200 countries and territories. In addition, it offers truckload brokerage services; supply chain solutions to the healthcare and life sciences industry; shipping, visibility, and billing technologies; and financial and insurance services. The company operates a fleet of approximately 121,000 package cars, vans, tractors, and motorcycles; and owns 59,000 containers that are used to transport cargo in its aircraft. United Parcel Service, Inc. was founded in 1907 and is headquartered in Atlanta, Georgia.

Industry overviewAI analysisGenerated by AI from underlying data

Where Integrated Freight & Logistics sits in its cycle right now — and what that implies for $UPS.

Integrated Freight & Logistics · Industrials

FedEx's integrated logistics network restructuring (DRIVE program) and freight spin-off (FedEx Freight starts trading Monday) are the operative catalysts — the freight business separation creates a pure-play less-than-truckload company and allows FedEx to sharpen parcel and express focus.

See how Integrated Freight & Logistics shapes $UPS

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $UPS's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Top industry ETF

$IYTiShares U.S. Transportation ETF
+13.0%YTD
+29.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
17.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
8.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
33.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
18.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 28, 2026$1.07$1.02+4.9%
Q4 2025Jan 27, 2026$2.38$2.20+8.2%
Q3 2025Oct 28, 2025$1.74$1.29+34.9%
Q2 2025Jul 29, 2025$1.55$1.56-0.6%
Next earningsTue, Jul 28·consensus EPS $1.67

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$21.2B-1.6%15.8%6.0%$1.02$1.2B
Q4 FY25$24.5B-3.0%20.8%10.5%$2.11$2.6B
Q3 FY25$21.4B-3.6%16.3%8.4%$1.55$1.5B
Q2 FY25$21.2B-2.5%17.8%8.6%$1.51$-775.0M

Forward consensus

5-year forecast · up to 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$90.0B$89.4B – $91.1B$7.10$6.70 – $7.2418
FY27$93.5B$91.5B – $95.1B$7.92$7.02 – $8.2918
FY28$96.5B$96.4B – $96.6B$8.57$8.27 – $8.9012
FY29$102.5B$100.7B – $104.3B$10.05$9.83 – $10.2811
FY30$109.4B$107.5B – $111.3B$11.97$11.70 – $12.246

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.66%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+6.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+10.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Know if $UPS is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 40 other (20 awards · 10 exempts · 10 inkinds) in window

See when $UPS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

I'm Calling It: UPS Is a Buy Before July 15fool.com·1d ago3 Dividend Stocks to Buy Hand Over Fist in Junefool.com·2d agoUPS: 6% Dividend Yield And Undervalued Shares, A Non-Tech Leaderseekingalpha.com·2d agoUPS: The Transformation Has Landed - Buy Before The Market Noticesseekingalpha.com·4d agoUnited Parcel Service, Inc. (UPS) Is a Trending Stock: Facts to Know Before Betting on Itzacks.com·4d ago

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