Benzinga·Sep 24, 2026
Why UPS Stock Is Dropping ThursdayUnited Parcel Service Inc. (NYSE:UPS) shares are trading lower Thursday afternoon as surging fuel costs and transport sector headwinds weigh on parcel carriers.
UPS is navigating a challenging demand environment, with revenue declining for four consecutive quarters and gross margin contracting 450 basis points year-over-year to 13.3% in Q2 2026. The company's cost structure appears rigid, as COGS as a percentage of re...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue declined 2.5% year-over-year to $22.8B in Q2 2026, with gross margin compressing to 13.3% from 17.8% a year earlier, and operating income falling 48% to $930M.
UPS is considered oversold, presenting a potential buying opportunity for investors.
UPS offers a high dividend yield, making it attractive for income-focused investors.
UPS has implemented strategic measures to compete effectively with Amazon in the logistics industry.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 28, 2026 | $1.76+6.7% vs $1.65 | $22.8B+4.3% vs $21.9B |
Q2 2026 Apr 28, 2026 | $1.07+2.9% vs $1.04 | $21.2B-3.0% vs $21.9B |
Q1 2026 Jan 27, 2026 | $2.38+8.2% vs $2.20 | $24.5B+2.0% vs $24.0B |
Q4 2025 Oct 28, 2025 | $1.74+34.9% vs $1.29 | $21.4B+2.8% vs $20.8B |
United Parcel Service Inc. (NYSE:UPS) shares are trading lower Thursday afternoon as surging fuel costs and transport sector headwinds weigh on parcel carriers.
Bank of America just cut UPS to sell, and the catalyst has nothing to do with shipping demand or Amazon competition.
UPS (UPS) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
United Parcel Service (UPS) closed at $94.75 in the latest trading session, marking a -4.35% move from the prior day.
Benchmark UPS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for United Parcel Service, Inc. (UPS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $93.02 | $79.02B | 14.18 | -2.46% | 6.28% | 33.77% | 6.83% | |
| $290.36 | $69.28B | 15.65 | 7.73% | 4.68% | 15.11% | — | |
| $186.09 | $21.85B | 70.49 | 1.05% | 4.71% | 21.57% | — | |
| $180.48 | $37.53B | 37.37 | -5.48% | 19.44% | 24.87% | — | |
| $351.12 | $9.36B | 36.88 | 0.79% | 8.19% | 10.63% | — | |
| $251.52 | $2.71T | 35.08 | 12.38% | 17.44% | 30.5% | — |
United Parcel Service, Inc. (UPS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
United Parcel Service, Inc. (UPS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 18, 2026·SEC
Aug 12, 2026·SEC
Jul 28, 2026·SEC
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United Parcel Service, Inc. (UPS) stock FAQ — growth, dividends, profitability & financials explained
United Parcel Service, Inc. (UPS) reported $89.93B in revenue for fiscal year 2025. This represents a 263% increase from $24.79B in 1998.
United Parcel Service, Inc. (UPS) saw revenue decline by 2.5% over the past year.
Yes, United Parcel Service, Inc. (UPS) is profitable, generating $4.57B in net income for fiscal year 2025 (6.3% net margin).
Yes, United Parcel Service, Inc. (UPS) pays a dividend with a yield of 6.83%. This makes it attractive for income-focused investors.
United Parcel Service, Inc. (UPS) has a return on equity (ROE) of 33.8%. This is excellent, indicating efficient use of shareholder capital.
United Parcel Service, Inc. (UPS) generated $5.49B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
