United Parcel Service (UPS) reported $21.2 billion in revenue for the quarter ended March 2026, representing a year-over-year decline of 1.6%. EPS of $1.07 for the same period compares to $1.49 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $21.03 billion, representing a surprise of +0.83%. The company delivered an EPS surprise of +2.92%, with the consensus EPS estimate being $1.04.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how UPS performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Average revenue per piece - International Package - Domestic: $9.16 versus $8.66 estimated by four analysts on average. Average revenue per piece - U.S. Domestic Package - Ground: $12.14 compared to the $12.25 average estimate based on four analysts. Average daily package volume - Total: 19.18 million versus the four-analyst average estimate of 19 million. Average daily package volume - U.S. Domestic Package - Total: 16.04 million versus 15.82 million estimated by four analysts on average. Revenue- International Package- Cargo and other: $157 million versus the five-analyst average estimate of $163.03 million. The reported number represents a year-over-year change of -0.6%. Revenue- U.S. Domestic Package- Ground: $10.44 billion compared to the $10.36 billion average estimate based on five analysts. The reported number represents a change of -2.5% year over year. Revenue- Supply Chain Solutions- Other: $472 million versus the five-analyst average estimate of $445.41 million. The reported number represents a year-over-year change of +13.7%. Revenue- International Package- Export: $3.55 billion versus $3.42 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +3% change. Revenue- U.S. Domestic Package: $14.13 billion versus the five-analyst average estimate of $13.96 billion. The reported number represents a year-over-year change of -2.3%. Revenue- International Package: $4.54 billion versus $4.39 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +3.8% change. Revenue- Supply Chain Solutions: $2.54 billion versus $2.72 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -6.5% change. Revenue- U.S. Domestic Package- Next Day Air: $2.35 billion versus $2.3 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -0.3% change.View all Key Company Metrics for UPS here>>>
Shares of UPS have returned +14% over the past month versus the Zacks S&P 500 composite's +12.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
Free: See Our Top Stock And 4 Runners UpWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
United Parcel Service, Inc. (UPS): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).