United Parcel Service, Inc. - Ordinary Shares - Class B

United Parcel Service, Inc. - Ordinary Shares - Class B

UPS

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Market Cap$92.26B
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Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
United Parcel Service, Inc. - Ordinary Shares - Class BUnited Parcel Service, Inc. - Ordinary Shares - Class B17.66.04%33%1.11.6

Earnings Call Q1 2026

April 28, 2026 - AI Summary

Strong Q1 Performance: UPS reported consolidated revenue of $21.2 billion in Q1 2026, with operating profit of $1.3 billion and an operating margin of 6.2%. U.S. domestic revenue per piece increased by 6.5% year-over-year, indicating effective management of pricing despite an 8% decline in average daily volume, primarily due to the strategic reduction of low-yielding Amazon volume.
$3 Billion Cost-Reduction Target on Track: The company's successful initiatives, including the significant reduction in nonnutritive Amazon volume and operational efficiency improvements, have put UPS on track to achieve its $3 billion cost-out target for the year. Management emphasized that the actions taken in Q1, including transitioning Ground Saver volume back to USPS and strategic hiring adjustments, set the stage for ongoing savings.
Challenges from External Factors: UPS faces risks from volatile global markets, rising fuel costs driven by geopolitical issues, and lower U.S. consumer confidence, which is currently at historic lows. While the company has earmarked higher fuel costs in its outlook, they did not adjust financial expectations due to uncertainty in the ongoing conflict in the Middle East.

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$117.20

Target Price by Analysts

7.9% upsideUnited Parcel Service Target Price DetailsTarget Price
$117.27

Current Fair Value

7.9% upside

Undervalued by 7.9% based on the discounted cash flow analysis.

Share Statistics

Market cap$92.26 Billion
Enterprise Value$111.59 Billion
Dividend Yield$6.56 (6.04%)
Earnings per Share$6.56
Beta1.04
Outstanding Shares850,000,000

Return

Return on Equity33.30%ROE
Return on Assets7.31%
Return on Invested Capital13.48%

Valuation & Multiples

P/E Ratio17.58P/E Ratio
PEG-64.59PEG
Price to Sales1.05Price to Sales
Price to Book Ratio6.04Price to Book Ratio
Enterprise Value to Revenue1.26
Enterprise Value to EBIT14.49
Enterprise Value to Net Income21
Total Debt to Enterprise0.23
Debt to Equity1.59Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 5, 2026
EPS Estimate
$1.12
Average shareholder expectation
Revenue Estimate
$21.05 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 28, 2026
EPS Estimate
$1.67
Average shareholder expectation
Revenue Estimate
$21.69 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.9006 7.85%
Total Calls16,219,660 24.65%
Total Puts14,607,531 17.45%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %59.13% 0.53%
Total Invested$49.31B 4.02%
Investors Holding2,181 29.00%

ESG Score

No data

About United Parcel Service, Inc.

481,000 employees
CEO: Carol Tome

UPS, one of the world's largest package delivery companies with 2019 revenue of $74 billion, provides a broad range of integrated logistics solutions for customers in more than 220 countries and territories. The company's more than 500,0...

Relevant Senate Committees

Finance

This committee controls taxation and trade policy. Its decisions on corporate tax rates directly impact UPS's profitability, while trade policies (tariffs, trade agreements) have a profound effect on the volume and cost of UPS's international shipping business.

Appropriations

This committee allocates discretionary federal spending. Its subcommittees determine precise funding for defense programs, scientific research, and infrastructure projects, directly affecting potential government contracts for UPS (e.g., defense logistics) and critical infrastructure that UPS relies on.

Health, Education, Labor, and Pensions

This committee regulates labor laws and union relations, which are critically important for UPS, a company with a very large unionized workforce (Teamsters). Its decisions directly impact labor costs, operational flexibility, and collective bargaining outcomes for UPS.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce, the FCC, FTC, and FAA. It directly regulates key aspects of UPS's business, including air cargo operations (FAA), interstate transportation, and competition policy (FTC), making it highly relevant.

Environment and Public Works

This committee regulates federal highway programs and the EPA. Infrastructure spending directly impacts the efficiency and cost of UPS's ground transportation network, while EPA regulations affect its fleet emissions, fuel standards, and environmental compliance costs.

Foreign Relations

UPS operates globally in over 220 countries. This committee's actions on foreign policy, trade agreements, and sanctions directly impact UPS's international operations, cross-border shipping volumes, ability to serve certain markets, and can influence fuel prices, a significant operational cost.