United Parcel Service (UPS)

Outperform Current rating · 2 reports

Coverage summary

Aardvark Labs Capital Research has covered United Parcel Service (UPS) since April 29, 2026. The company is in the Industrials sector. This page lists 2 reports: 2 earnings recaps.

The latest is the Q2 2026 Earnings Recap, published July 29, 2026. That report moved the rating from Hold to Outperform. The rating has changed once since coverage began.

Translations: 2 in Chinese.

Rating history

April 29, 2026 First rating: Hold Q1 2026 Earnings Recap
July 29, 2026 Hold → Outperform Q2 2026 Earnings Recap

All UPS reports

2026-07-29

Outperform Recap: Q2 2026

Q2 Delivered the Inflection: 8.0% Domestic Margin and 26% More Profit Per Piece, Sold Off on a GAAP Charge Consensus Never Modelled

2026-04-29

Hold Recap: Q1 2026

The Beat Was Real, the Ramp Is the Problem: 4.0% Domestic Margin and a Reaffirmed 9.6% Guide That Now Lives in the Back Half