United Parcel Service (NYSE:UPS) is set to give its latest quarterly earnings report on Tuesday, 2026-01-27. Here's what investors need to know before the announcement.

Analysts estimate that United Parcel Service will report an earnings per share (EPS) of $2.21.

The announcement from United Parcel Service is eagerly anticipated, with investors seeking news of surpassing estimates and favorable guidance for the next quarter.

It's worth noting for new investors that guidance can be a key determinant of stock price movements.

Overview of Past Earnings

In the previous earnings release, the company beat EPS by $0.43, leading to a 1.08% increase in the share price the following trading session.

Here's a look at United Parcel Service's past performance and the resulting price change:

Performance of United Parcel Service Shares

Shares of United Parcel Service were trading at $107.98 as of January 23. Over the last 52-week period, shares are down 20.26%. Given that these returns are generally negative, long-term shareholders are likely a little upset going into this earnings release.

Analyst Opinions on United Parcel Service

For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on United Parcel Service.

Analysts have given United Parcel Service a total of 15 ratings, with the consensus rating being Buy. The average one-year price target is $111.73, indicating a potential 2.22% upside.

Comparing Ratings Among Industry Peers

This comparison focuses on the analyst ratings and average 1-year price targets of FedEx, Expeditors International and C.H. Robinson Worldwide, three major players in the industry, shedding light on their relative performance expectations and market positioning.

• Analysts currently favor an Neutral trajectory for FedEx, with an average 1-year price target of $305.91, suggesting a potential 179.88% upside.
• Analysts currently favor an Neutral trajectory for Expeditors International, with an average 1-year price target of $135.18, suggesting a potential 23.68% upside.
• Analysts currently favor an Outperform trajectory for C.H. Robinson Worldwide, with an average 1-year price target of $166.7, suggesting a potential 52.52% upside.

Peers Comparative Analysis Summary

In the peer analysis summary, key metrics for FedEx, Expeditors International and C.H. Robinson Worldwide are highlighted, providing an understanding of their respective standings within the industry and offering insights into their market positions and comparative performance.

Key Takeaway:

United Parcel Service ranks at the bottom for Revenue Growth among its peers. It is in the middle for Gross Profit. For Return on Equity, it is at the top.

All You Need to Know About United Parcel Service

As the world's largest parcel delivery company, UPS manages a massive fleet of more than 500 planes and 100,000 vehicles, along with many hundreds of sorting facilities, to deliver an average of about 22 million packages per day to residences and businesses across the globe. UPS' domestic US package operations generate around 65% of total revenue, while international package makes up 20%. Air and ocean freight forwarding and contract logistics make up the remainder.

United Parcel Service: Financial Performance Dissected

Market Capitalization Analysis: Above industry benchmarks, the company's market capitalization emphasizes a noteworthy size, indicative of a strong market presence.

Revenue Challenges: United Parcel Service's revenue growth over 3 months faced difficulties. As of 30 September, 2025, the company experienced a decline of approximately -3.73%. This indicates a decrease in top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Industrials sector.

Net Margin: United Parcel Service's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 6.12%, the company showcases strong profitability and effective cost management.

Return on Equity (ROE): United Parcel Service's ROE excels beyond industry benchmarks, reaching 8.3%. This signifies robust financial management and efficient use of shareholder equity capital.

Return on Assets (ROA): United Parcel Service's ROA stands out, surpassing industry averages. With an impressive ROA of 1.84%, the company demonstrates effective utilization of assets and strong financial performance.

Debt Management: With a high debt-to-equity ratio of 1.85, United Parcel Service faces challenges in effectively managing its debt levels, indicating potential financial strain.

To track all earnings releases for United Parcel Service visit their earnings calendar on our site.

This article was generated by Benzinga's automated content engine and reviewed by an editor.