United Parcel Service (UPS) beat expectations in Q2 FY2026 on revenue of $22.8B versus the $21.9B estimate (+7.6% YoY) and EPS of $1.76. The next United Parcel Service (UPS) earnings date is Oct 27, 2026. Below is the full United Parcel Service earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
United Parcel Service (UPS) Earnings Analysis — key stats
Next earnings date
Oct 27, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Beat
EPS beat rate
7 of last 8 (quarters above estimate)
Avg next-day move
±7.0% (over the last 8 reports)
Post-earnings direction
Up 2 / Down 6 (of the last 8 reports)
Implied move (next report)
±14.9% (options-derived · into Oct 27, 2026)
Institutional ownership
78.6% (13F as of 2026-06-30)
Top 10 holders
32.5% (of shares outstanding)
Insider activity
4 buys / 8 sells (recent Form 4 filings)
Revenue
$22.8B (vs $21.9B est · +4.3% surprise · +7.6% YoY)
EPS
$1.76 (vs $1.65 est · +6.7% surprise · -53.0% YoY)
Share price
$102.72 (+0.7%)
Market cap
$87.3B
United Parcel Service (UPS) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$22.8B vs $21.9B est
$1.76 vs $1.65 est
+6.7%
-7.4%
Beat
Q2 FY2026
$21.2B vs $21.9B est
$1.07 vs $1.04 est
+2.9%
-1.5%
Mixed
Q1 FY2026
$24.5B vs $24.0B est
$2.38 vs $2.20 est
+8.2%
-3.1%
Beat
Q4 FY2025
$21.4B vs $20.8B est
$1.74 vs $1.29 est
+34.9%
+9.2%
Beat
Q3 FY2025
$21.2B vs $20.9B est
$1.55 vs $1.56 est
-0.6%
-14.2%
In line
Q2 FY2025
$21.5B vs $21.0B est
$1.49 vs $1.38 est
+8.0%
-1.8%
Beat
Q1 FY2025
$25.3B vs $25.4B est
$2.75 vs $2.52 est
+9.1%
-14.6%
Mixed
Q4 FY2024
$22.2B vs $22.1B est
$1.76 vs $1.63 est
+8.0%
+4.6%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
6.5%
54.9M
$5.9B
+7.5%
Vanguard Capital Management LLC
5.7%
48.7M
$5.2B
+1.2%
State Street Corp
4.0%
33.9M
$3.6B
+3.9%
Fmr LLC
3.9%
32.8M
$3.5B
+0.8%
Charles Schwab Investment Management INC
2.9%
24.7M
$2.7B
+11.7%
Sixth Street Partners Management Company, L.P.
2.9%
24.7M
$2.7B
+100.0%
Geode Capital Management, LLC
2.1%
17.9M
$1.9B
+2.0%
Victory Capital Management INC
1.7%
14.3M
$1.5B
+29.1%
Vanguard Portfolio Management LLC
1.6%
13.9M
$1.5B
+3.1%
Bank Of America Corp /De/
1.3%
10.8M
$1.2B
+11.0%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Subramanian Bala
officer: Chief Digital & Tech Officer
2026-05-15
Buy
3K
—
Subramanian Bala
officer: Chief Digital & Tech Officer
2026-05-15
Sell
1K
$103501
Subramanian Bala
officer: Chief Digital & Tech Officer
2026-05-15
Sell
3K
—
Gutmann Kathleen M.
officer: Pres Intl, Healthcare and SCS
2026-05-15
Buy
4K
—
Gutmann Kathleen M.
officer: Pres Intl, Healthcare and SCS
2026-05-15
Sell
2K
$159434
Gutmann Kathleen M.
officer: Pres Intl, Healthcare and SCS
2026-05-15
Sell
4K
—
Guffey Matthew W
officer: CHF Commercial & Strategy Off
2026-05-15
Buy
3K
—
Guffey Matthew W
officer: CHF Commercial & Strategy Off
2026-05-15
Sell
1K
$119827
What you'll find
Next United Parcel Service (UPS) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment United Parcel Service reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in United Parcel Service (UPS)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is United Parcel Service's next earnings date?
United Parcel Service's (UPS) next scheduled earnings date is Oct 27, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did United Parcel Service (UPS) beat or miss earnings?
In Q2 FY2026, United Parcel Service (UPS) posted beat results — revenue of $22.8B versus the $21.9B estimate (+4.3% surprise) and EPS of $1.76 versus $1.65 expected (+6.7% surprise). Magnisto decodes every United Parcel Service (UPS) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does United Parcel Service beat earnings estimates?
Over its last 8 reported quarters, United Parcel Service (UPS) beat Wall Street EPS estimates 7 times, most recently a beat result in Q3 FY2026. Magnisto tracks every United Parcel Service (UPS) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does United Parcel Service stock move after earnings?
Over its last 8 quarterly reports, United Parcel Service (UPS) moved an average of ±7.0% the day after earnings — ranging from -14.6% (Q1 FY2025) to +9.2% (Q4 FY2025). The stock rose after 2 of those 8 reports and fell after 6. Heading into its next report on Oct 27, 2026, options-implied volatility is pricing in a move of roughly ±14.9% (derived). Magnisto tracks the realized post-earnings move for every United Parcel Service (UPS) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of United Parcel Service?
Institutions hold about 78.6% of United Parcel Service's (UPS) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (6.5%), Vanguard Capital Management LLC (5.7%), State Street Corp (4.0%). Magnisto lists United Parcel Service's (UPS) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling United Parcel Service (UPS)?
In the most recent Form 4 filings Magnisto tracks, United Parcel Service (UPS) insiders recorded 4 purchases and 8 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for United Parcel Service (UPS) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for United Parcel Service (UPS), anchored to the current $102.72 share price, so you can weigh the bull, base and bear cases for United Parcel Service side by side.
Is United Parcel Service (UPS) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether United Parcel Service fits your own thesis and risk profile. This is research, not investment advice.