United Parcel Service (NYSE:UPS) Surpasses Earnings and Revenue Estimates

Core Insights - United Parcel Service (UPS) is a global leader in logistics and package delivery, competing with major players like FedEx and DHL in the air freight and cargo industry [1] Financial Performance - On January 27, 2026, UPS reported earnings per share (EPS) of $2.38, surpassing the estimated $2.22, marking an earnings surprise of 7.15%, although it declined from $2.75 per share reported in the same quarter the previous year [2][6] - UPS achieved a revenue of $24.5 billion, exceeding the estimated $24.01 billion by 1.95%, but fell short of the $25.3 billion recorded a year ago [3][6] - The company's consolidated operating profit for the fourth quarter of 2025 was $2.6 billion, with a non-GAAP adjusted consolidated operating profit of $2.9 billion, reflecting effective financial management despite total charges of $238 million [4] Strategic Outlook - UPS has projected an increase in revenue for 2026, driven by a strategic decision to reduce low-margin deliveries for its largest customer, Amazon, and focus on more lucrative, higher-paying shipments, which is expected to enhance profitability [5][6]