United Parcel Service (UPS) is set to report its first-quarter 2026 results on April 28, 2026. The Zacks Consensus Estimate forecasts earnings per share (EPS) of $1.06 and revenues of $21.08 billion, reflecting a year-over-year EPS decline of 28.9% and a revenue contraction of 2.2%. Over the last 60 days, the EPS estimate has been revised downward by 8 cents.
For the full year 2026, revenues for UPS are projected at $89.28 billion, a 0.7% increase year-over-year, while EPS is expected to decline by 1.3% to $7.07. The company has previously beaten earnings estimates in three of the last four quarters, with an average surprise of 10.7%. Challenges impacting the upcoming quarter include rising oil prices and weakened performance from delivery volumes, particularly due to tariff impacts and a decrease in business with Amazon.
UPS’ operational adjustments, including workforce reductions and network optimizations, aim to enhance profitability amid these challenges. However, a 9.6% drop in consolidated volumes is anticipated for the March quarter, along with a 2.5% revenue decline. As the company prioritizes higher-margin segments, such as healthcare logistics, analysts suggest investors should monitor upcoming results closely before making decisions.
