UPS Targets Data Center Logistics as New Revenue Driver

TD Cowen kept a Hold rating on UPS with a $116 price target, suggesting a 9.3% upside from the Oct 27 close. UPS beat Q3 earnings expectations with an adjusted EPS of $1.69, and forecasts volume growth through 2027, focusing on B2B markets.

United Parcel Service (UPS) reported Q3 adjusted EPS of $1.69, beating estimates by $0.06, with revenue of $22.9B, exceeding expectations by $600M. UPS raised its full-year outlook to $92.6B in revenue and $8.75B in adjusted operating profit. The company's turnaround plan, 'Efficiency Reimagined,' includes cost cuts, automation, and focusing on higher-margin businesses. UPS stock rose 5.8% on the earnings news.

UPS reported Q3 revenue of $22.9B and EPS of $1.69, beating estimates. The company raised its 2026 outlook, including revenue to $92.6B and EPS to $7.28. Truist expects sustained earnings recovery. UPS shares are up 3.5% YTD. Stocktwits sentiment is bullish.

UPS stock rose 6% after Q3 revenue grew 6.7% to $22.9B, beating estimates. The company raised its 2026 outlook and reported a 3% drop in daily volume but a 6.1% increase in U.S. revenue per piece. Free cash flow guidance was increased to $6.1B. CEO Carol Tomé attributed the gains to focusing on higher-value deliveries.

UPS stock rose 5.8% after reporting Q3 earnings of $1.69 per share, beating estimates. Revenue hit $22.9B, also topping forecasts. The company reduced package volume but increased revenue per package. UPS raised its 2026 revenue outlook to $92.6B. Peers like FedEx and JB Hunt also gained but less than UPS.

Western Midstream Partners (WES) yields 8.2%, with record cash flow and rising payouts. UPS (UPS) yields 6.3%, with strong earnings and dividend coverage. Plains All American Pipeline (PAA) yields 6.3%, with improved leverage and annual raises. All three companies are highlighted for their dividend safety and growth prospects.