United Parcel Service (UPS) Q1 2026 (USD): adj. EPS 1.07 (exp. 1.05), Revenue 21.2bln (exp. 21.00bln); Reaffirms FY26 guidance
Importance
Level 1
GUIDANCE:
- FY Rev. view 89.7bln (exp. 89.50bln)
- Confirms expected capex of about USD 3.0bln
- Expects dividend payments of around USD 5.4bln
COMMENTARY:
- Notes it is in a critical transition period
- "We expect to return to consolidated revenue and operating profit growth, and adjusted operating margin expansion in the Q2 of this year.”