View ValuationUnited Parcel Service 향후 성장Future 기준 점검 4/6United Parcel Service (는) 각각 연간 14.5% 및 3.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 15.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 43.5% 로 예상됩니다.핵심 정보14.5%이익 성장률15.24%EPS 성장률Logistics 이익 성장0%매출 성장률3.6%향후 자기자본이익률43.48%애널리스트 커버리지Good마지막 업데이트18 Aug 2026최근 향후 성장 업데이트공고 • Jul 29United Parcel Service, Inc. Raises Consolidated Earnings Guidance for the Full Year 2026United Parcel Service, Inc. raised consolidated earnings guidance for the full year 2026. For the year, the company is raising its guidance for consolidated revenue to approximately $91.2 billion.공고 • Apr 30United Parcel Service, Inc. Reaffirms Earnings Guidance for the Full Year 2026United Parcel Service, Inc. reaffirmed earnings guidance for the full year 2026. For the year, the company reaffirmed its consolidated financial targets of revenue of approximately $89.7 billion.모든 업데이트 보기Recent updatesDeclared Dividend • Aug 10Second quarter dividend of US$1.64 announcedDividend of US$1.64 is the same as last year. Ex-date: 17th August 2026 Payment date: 3rd September 2026 Dividend yield will be 6.1%, which is lower than the industry average of 6.5%. Sustainability & Growth Dividend is not covered by earnings (122% earnings payout ratio) nor is it covered by cash flows (102% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 35% to bring the payout ratio under control. EPS is expected to grow by 55% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.New Risk • Aug 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 122% Cash payout ratio: 102% Minor Risks High level of debt (123% net debt to equity). Large one-off items impacting financial results.공고 • Aug 06United Parcel Service, Inc. Announces Quarterly Dividend on All Outstanding Class A and Class B Shares, Payable on September 3, 2026United Parcel Service, Inc. announced its regular quarterly dividend of $1.64 per share on all outstanding Class A and Class B shares. The dividend is payable September 3, 2026, to shareowners of record on August 17, 2026.Buy Or Sell Opportunity • Aug 05Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.3% to US$107. The fair value is estimated to be US$138, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 19%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.공고 • Jul 31UPS Announces Shipping Enhancements Including New Pickup Management Tools, Faster Label Creation and Expanded Mobile CapabilitiesUPS has put more power directly into the hands of SMB customers with a series of shipping enhancements, including new pickup management tools, faster label creation and expanded mobile capabilities. The company is rolling out a new online dashboard to manage pickups with real-time status updates, faster shipment creation and a customizable experience on ups.com, and a refreshed mobile app that integrates with The UPS Store. UPS’s new pickup dashboard gives customers a best-in-class experience, allowing them to schedule, manage and track pickups in one place, with real-time notifications providing updates along the way. UPS has also improved how customers can manage Smart Pickups, allowing them to request, confirm or cancel pickups based on their actual shipping needs. Because Smart Pickups occur only on days when shipments are ready, businesses can save up to 50% over the cost of a daily pickup. UPS has simplified label creation on UPS.com with a new single-screen shipping experience that brings all shipment details and service options together in one place, making it easier to compare choices, understand tradeoffs and create shipments faster. Customers also can import order information directly from shopping carts and major online marketplaces, and shipping label templates help reduce repetitive data entry and speed up fulfillment. The redesigned UPS app allows customers to create labels, schedule pickups, track shipments and manage shipping activity from their mobile devices, including the ability to scan a tracking number for instant shipment visibility without manual entry. The app also integrates with more than 5,500 The UPS Store locations across the U.S., making it easy for customers to create labels digitally and print them where it's convenient. Labels printed through The UPS Store are RFID-enabled, giving customers enhanced shipment visibility and near-real-time tracking from the moment a package enters the UPS network. These enhancements simplify the shipping experience for customers who use UPS digital solutions, complemented by a more flexible online dashboard that allows customers to personalize their UPS.com experience. This marks a significant advancement in how businesses can manage shipments with ease and remain in control with the highest level of visibility.공고 • Jul 29United Parcel Service, Inc. Raises Consolidated Earnings Guidance for the Full Year 2026United Parcel Service, Inc. raised consolidated earnings guidance for the full year 2026. For the year, the company is raising its guidance for consolidated revenue to approximately $91.2 billion.Reported Earnings • Jul 29Second quarter 2026 earnings released: EPS: US$0.71 (vs US$1.52 in 2Q 2025)Second quarter 2026 results: EPS: US$0.71 (down from US$1.52 in 2Q 2025). Revenue: US$22.8b (up 7.6% from 2Q 2025). Net income: US$604.0m (down 53% from 2Q 2025). Profit margin: 2.6% (down from 6.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Global Logistics industry.공고 • Jul 16United Parcel Service, Inc. to Report Q2, 2026 Results on Jul 28, 2026United Parcel Service, Inc. announced that they will report Q2, 2026 results at 6:00 AM, US Eastern Standard Time on Jul 28, 2026공고 • Jun 16United Parcel Service, Inc. Announces Resignation of Eva Boratto from Board, Effective June 13, 2026United Parcel Service, Inc. announced that Eva Boratto, a member of the Board of Directors of United Parcel Service, Inc., resigned from the Board, effective June 13, 2026. Ms. Boratto's decision was made in connection with her appointment to the position of Chief Financial Officer of Cencora, Inc. and her need to devote additional time to her professional responsibilities at that company. Her decision was not due to any disagreement with the Company on any matter relating to the Company's operations, policies or practices.공고 • May 08United Parcel Service, Inc. announces Quarterly dividend, payable on June 04, 2026United Parcel Service, Inc. announced Quarterly dividend of USD 1.6400 per share payable on June 04, 2026, ex-date on May 18, 2026 and record date on May 18, 2026.공고 • Apr 30United Parcel Service, Inc. Reaffirms Earnings Guidance for the Full Year 2026United Parcel Service, Inc. reaffirmed earnings guidance for the full year 2026. For the year, the company reaffirmed its consolidated financial targets of revenue of approximately $89.7 billion.Reported Earnings • Apr 29First quarter 2026 earnings released: EPS: US$1.02 (vs US$1.40 in 1Q 2025)First quarter 2026 results: EPS: US$1.02 (down from US$1.40 in 1Q 2025). Revenue: US$21.2b (down 1.6% from 1Q 2025). Net income: US$864.0m (down 27% from 1Q 2025). Profit margin: 4.1% (down from 5.5% in 1Q 2025). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Global Logistics industry.공고 • Apr 15+ 1 more updateUnited Parcel Service, Inc. Rolls Out RFID Sensing Technology Across U.S. Small Package NetworkUnited Parcel Service, Inc. rolled out radio frequency identification (RFID) package sensing across its U.S. small package network, bringing unprecedented visibility and reliability to customers of all sizes. RFID sensing technology is in all UPS package delivery vehicles in the U.S., in the company’s delivery facilities across the country and on every package shipped through over 5,500 The UPS Store locations, including customer return shipments. UPS is the first major logistics provider to broadly roll out RFID technology across its integrated network. UPS invested more than $100 million to date to develop and implement the technology. Scanning technology has been the logistics industry standard since the early 1990s with UPS leading the way by putting scanning capability directly into the hands of drivers. The company is moving from scanning to sensing – a natural evolution of UPS’s commitment to customer innovation through technology, improving service continuity and creating an unmatched, premium experience for UPS customers. With RFID embedded into labels, on vehicles and in loading bays, customers benefit from clear visibility during the entire shipping process – from pick up to delivery, with no manual scanning required. RFID pickup sensing confirms packages have been picked up and are in UPS’s possession. Packages are automatically sensed as they move through the network and customers gain greater transparency into where their shipments are and how they are progressing. With more and better data, UPS responds faster when conditions change – such as weather and other unexpected events. RFID is in use every day at UPS, supporting millions of packages and providing customers with unparalleled insight into their shipments.Buy Or Sell Opportunity • Apr 01Now 26% undervaluedThe stock has been flat over the last 90 days, currently trading at US$100.00. The fair value is estimated to be US$136, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Earnings per share has declined by 27%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.공고 • Mar 20United Parcel Service, Inc., Annual General Meeting, May 07, 2026United Parcel Service, Inc., Annual General Meeting, May 07, 2026.공고 • Feb 07United Parcel Service, Inc. Announces Potential Resignation of Director Kevin M. WarshUnited Parcel Service, Inc. announced that on January 30, 2026, President Donald J. Trump announced his intent to nominate Kevin M. Warsh, a member of the Board of Directors of United Parcel Service, Inc., to serve as Chairman of the Board of Governors of the United States Federal Reserve System, subject to confirmation by the United States Senate. On February 2, 2026, Mr. Warsh informed the Company that if he is confirmed as Chairman of the Board of Governors of the United States Federal Reserve System by the United States Senate, he would resign as a director of the Company.Recent Insider Transactions • Feb 05Executive VP recently sold US$2.7m worth of stockOn the 28th of January, Norman Brothers sold around 25k shares on-market at roughly US$106 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.2m more than they bought in the last 12 months.공고 • Jan 27+ 2 more updatesUnited Parcel Service, Inc. Approves First-Quarter 2026 Dividend on All Outstanding Class A and Class B Shares, Payable on March 5, 2026United Parcel Service, Inc. announced that its Board of Directors has approved a first-quarter 2026 dividend of $1.64 per share on all outstanding Class A and Class B shares. The dividend is payable March 5, 2026, to shareowners of record on February 17, 2026.이익 및 매출 성장 예측BVL:UPSUS - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202898,1506,9995,89711,1811412/31/202794,9476,7126,80010,2382512/31/202691,4425,1285,6348,289256/30/202689,9304,5705,4578,867N/A3/31/202688,3175,2494,5168,356N/A12/31/202588,6615,5724,7658,450N/A9/30/202589,4835,5024,3968,463N/A6/30/202590,3135,7303,5397,479N/A3/31/202590,9105,8565,3749,124N/A12/31/202491,0705,7826,21310,122N/A9/30/202490,6865,6664,3589,218N/A6/30/202489,5025,2544,6479,953N/A3/31/202489,7395,9265,61311,197N/A12/31/202390,9586,7085,08010,238N/A9/30/202393,0748,5565,55911,159N/A6/30/202396,17410,0136,20411,405N/A3/31/202398,88510,7817,15111,981N/A12/31/2022100,33811,5489,33514,104N/A9/30/2022101,07611,18810,11614,018N/A6/30/2022100,09910,93310,93414,846N/A3/31/202298,75710,76011,04814,956N/A12/31/202197,28712,89010,81315,007N/A9/30/202194,4126,4508,17412,937N/A6/30/202192,4666,0787,94912,966N/A3/31/202189,5015,1707,12712,440N/A12/31/202084,6281,3435,04710,459N/A9/30/202080,3004,5846,96612,229N/A6/30/202077,3804,3774,79510,379N/A3/31/202074,9694,294N/A8,912N/A12/31/201974,0944,440N/A8,639N/A9/30/201973,3744,999N/A8,982N/A6/30/201972,5004,757N/A9,718N/A3/31/201971,9084,557N/A10,921N/A12/31/201871,8614,791N/A12,711N/A9/30/201870,9885,434N/A6,483N/A6/30/201869,7175,185N/A6,058N/A3/31/201868,1885,084N/A5,307N/A12/31/201766,5854,905N/A1,479N/A9/30/201764,5413,570N/A5,528N/A6/30/201763,2963,581N/A4,401N/A3/31/201761,9983,466N/A4,042N/A12/31/201661,6103,422N/A6,473N/A9/30/201660,0295,001N/A6,378N/A6/30/201659,3384,988N/A7,884N/A3/31/201658,8044,949N/A7,349N/A12/31/201558,3634,844N/A7,430N/A9/30/201558,2043,966N/A7,950N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: UPSUS 의 연간 예상 수익 증가율(14.5%)이 saving rate(6.7%)보다 높습니다.수익 vs 시장: UPSUS 의 연간 수익(14.5%)이 PE 시장(2.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: UPSUS 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: UPSUS 의 수익(연간 3.6%)이 PE 시장(연간 2.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: UPSUS 의 수익(연간 3.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: UPSUS의 자본 수익률은 3년 후 43.5%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/19 07:23종가2026/08/18 00:00수익2026/06/30연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스United Parcel Service, Inc.는 43명의 분석가가 다루고 있습니다. 이 중 25명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Will ChienAccountability Research CorporationJohn EadeArgus Research CompanyAndrew KaplowitzBarclays40명의 분석가 더 보기
공고 • Jul 29United Parcel Service, Inc. Raises Consolidated Earnings Guidance for the Full Year 2026United Parcel Service, Inc. raised consolidated earnings guidance for the full year 2026. For the year, the company is raising its guidance for consolidated revenue to approximately $91.2 billion.
공고 • Apr 30United Parcel Service, Inc. Reaffirms Earnings Guidance for the Full Year 2026United Parcel Service, Inc. reaffirmed earnings guidance for the full year 2026. For the year, the company reaffirmed its consolidated financial targets of revenue of approximately $89.7 billion.
Declared Dividend • Aug 10Second quarter dividend of US$1.64 announcedDividend of US$1.64 is the same as last year. Ex-date: 17th August 2026 Payment date: 3rd September 2026 Dividend yield will be 6.1%, which is lower than the industry average of 6.5%. Sustainability & Growth Dividend is not covered by earnings (122% earnings payout ratio) nor is it covered by cash flows (102% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 35% to bring the payout ratio under control. EPS is expected to grow by 55% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
New Risk • Aug 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 122% Cash payout ratio: 102% Minor Risks High level of debt (123% net debt to equity). Large one-off items impacting financial results.
공고 • Aug 06United Parcel Service, Inc. Announces Quarterly Dividend on All Outstanding Class A and Class B Shares, Payable on September 3, 2026United Parcel Service, Inc. announced its regular quarterly dividend of $1.64 per share on all outstanding Class A and Class B shares. The dividend is payable September 3, 2026, to shareowners of record on August 17, 2026.
Buy Or Sell Opportunity • Aug 05Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.3% to US$107. The fair value is estimated to be US$138, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 19%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
공고 • Jul 31UPS Announces Shipping Enhancements Including New Pickup Management Tools, Faster Label Creation and Expanded Mobile CapabilitiesUPS has put more power directly into the hands of SMB customers with a series of shipping enhancements, including new pickup management tools, faster label creation and expanded mobile capabilities. The company is rolling out a new online dashboard to manage pickups with real-time status updates, faster shipment creation and a customizable experience on ups.com, and a refreshed mobile app that integrates with The UPS Store. UPS’s new pickup dashboard gives customers a best-in-class experience, allowing them to schedule, manage and track pickups in one place, with real-time notifications providing updates along the way. UPS has also improved how customers can manage Smart Pickups, allowing them to request, confirm or cancel pickups based on their actual shipping needs. Because Smart Pickups occur only on days when shipments are ready, businesses can save up to 50% over the cost of a daily pickup. UPS has simplified label creation on UPS.com with a new single-screen shipping experience that brings all shipment details and service options together in one place, making it easier to compare choices, understand tradeoffs and create shipments faster. Customers also can import order information directly from shopping carts and major online marketplaces, and shipping label templates help reduce repetitive data entry and speed up fulfillment. The redesigned UPS app allows customers to create labels, schedule pickups, track shipments and manage shipping activity from their mobile devices, including the ability to scan a tracking number for instant shipment visibility without manual entry. The app also integrates with more than 5,500 The UPS Store locations across the U.S., making it easy for customers to create labels digitally and print them where it's convenient. Labels printed through The UPS Store are RFID-enabled, giving customers enhanced shipment visibility and near-real-time tracking from the moment a package enters the UPS network. These enhancements simplify the shipping experience for customers who use UPS digital solutions, complemented by a more flexible online dashboard that allows customers to personalize their UPS.com experience. This marks a significant advancement in how businesses can manage shipments with ease and remain in control with the highest level of visibility.
공고 • Jul 29United Parcel Service, Inc. Raises Consolidated Earnings Guidance for the Full Year 2026United Parcel Service, Inc. raised consolidated earnings guidance for the full year 2026. For the year, the company is raising its guidance for consolidated revenue to approximately $91.2 billion.
Reported Earnings • Jul 29Second quarter 2026 earnings released: EPS: US$0.71 (vs US$1.52 in 2Q 2025)Second quarter 2026 results: EPS: US$0.71 (down from US$1.52 in 2Q 2025). Revenue: US$22.8b (up 7.6% from 2Q 2025). Net income: US$604.0m (down 53% from 2Q 2025). Profit margin: 2.6% (down from 6.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Global Logistics industry.
공고 • Jul 16United Parcel Service, Inc. to Report Q2, 2026 Results on Jul 28, 2026United Parcel Service, Inc. announced that they will report Q2, 2026 results at 6:00 AM, US Eastern Standard Time on Jul 28, 2026
공고 • Jun 16United Parcel Service, Inc. Announces Resignation of Eva Boratto from Board, Effective June 13, 2026United Parcel Service, Inc. announced that Eva Boratto, a member of the Board of Directors of United Parcel Service, Inc., resigned from the Board, effective June 13, 2026. Ms. Boratto's decision was made in connection with her appointment to the position of Chief Financial Officer of Cencora, Inc. and her need to devote additional time to her professional responsibilities at that company. Her decision was not due to any disagreement with the Company on any matter relating to the Company's operations, policies or practices.
공고 • May 08United Parcel Service, Inc. announces Quarterly dividend, payable on June 04, 2026United Parcel Service, Inc. announced Quarterly dividend of USD 1.6400 per share payable on June 04, 2026, ex-date on May 18, 2026 and record date on May 18, 2026.
공고 • Apr 30United Parcel Service, Inc. Reaffirms Earnings Guidance for the Full Year 2026United Parcel Service, Inc. reaffirmed earnings guidance for the full year 2026. For the year, the company reaffirmed its consolidated financial targets of revenue of approximately $89.7 billion.
Reported Earnings • Apr 29First quarter 2026 earnings released: EPS: US$1.02 (vs US$1.40 in 1Q 2025)First quarter 2026 results: EPS: US$1.02 (down from US$1.40 in 1Q 2025). Revenue: US$21.2b (down 1.6% from 1Q 2025). Net income: US$864.0m (down 27% from 1Q 2025). Profit margin: 4.1% (down from 5.5% in 1Q 2025). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Global Logistics industry.
공고 • Apr 15+ 1 more updateUnited Parcel Service, Inc. Rolls Out RFID Sensing Technology Across U.S. Small Package NetworkUnited Parcel Service, Inc. rolled out radio frequency identification (RFID) package sensing across its U.S. small package network, bringing unprecedented visibility and reliability to customers of all sizes. RFID sensing technology is in all UPS package delivery vehicles in the U.S., in the company’s delivery facilities across the country and on every package shipped through over 5,500 The UPS Store locations, including customer return shipments. UPS is the first major logistics provider to broadly roll out RFID technology across its integrated network. UPS invested more than $100 million to date to develop and implement the technology. Scanning technology has been the logistics industry standard since the early 1990s with UPS leading the way by putting scanning capability directly into the hands of drivers. The company is moving from scanning to sensing – a natural evolution of UPS’s commitment to customer innovation through technology, improving service continuity and creating an unmatched, premium experience for UPS customers. With RFID embedded into labels, on vehicles and in loading bays, customers benefit from clear visibility during the entire shipping process – from pick up to delivery, with no manual scanning required. RFID pickup sensing confirms packages have been picked up and are in UPS’s possession. Packages are automatically sensed as they move through the network and customers gain greater transparency into where their shipments are and how they are progressing. With more and better data, UPS responds faster when conditions change – such as weather and other unexpected events. RFID is in use every day at UPS, supporting millions of packages and providing customers with unparalleled insight into their shipments.
Buy Or Sell Opportunity • Apr 01Now 26% undervaluedThe stock has been flat over the last 90 days, currently trading at US$100.00. The fair value is estimated to be US$136, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Earnings per share has declined by 27%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.
공고 • Mar 20United Parcel Service, Inc., Annual General Meeting, May 07, 2026United Parcel Service, Inc., Annual General Meeting, May 07, 2026.
공고 • Feb 07United Parcel Service, Inc. Announces Potential Resignation of Director Kevin M. WarshUnited Parcel Service, Inc. announced that on January 30, 2026, President Donald J. Trump announced his intent to nominate Kevin M. Warsh, a member of the Board of Directors of United Parcel Service, Inc., to serve as Chairman of the Board of Governors of the United States Federal Reserve System, subject to confirmation by the United States Senate. On February 2, 2026, Mr. Warsh informed the Company that if he is confirmed as Chairman of the Board of Governors of the United States Federal Reserve System by the United States Senate, he would resign as a director of the Company.
Recent Insider Transactions • Feb 05Executive VP recently sold US$2.7m worth of stockOn the 28th of January, Norman Brothers sold around 25k shares on-market at roughly US$106 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.2m more than they bought in the last 12 months.
공고 • Jan 27+ 2 more updatesUnited Parcel Service, Inc. Approves First-Quarter 2026 Dividend on All Outstanding Class A and Class B Shares, Payable on March 5, 2026United Parcel Service, Inc. announced that its Board of Directors has approved a first-quarter 2026 dividend of $1.64 per share on all outstanding Class A and Class B shares. The dividend is payable March 5, 2026, to shareowners of record on February 17, 2026.