$UPS

Investing.com reports UPS Q2 2026 results beat expectations, with adjusted EPS of $1.76 vs $1.66 consensus and revenue of $22.8B vs $21.84B. The stock fell 6.2% to $105.06 despite raised full-year guidance to $91.2B revenue and $7.22 EPS. Analysts cite mixed views, with Barclays at $80 and multiple others above $118. UPS declared a $1.64 quarterly dividend (~6.25% yield).

UPS and Starbucks raised full-year 2026 outlooks, citing restructuring-driven operating leverage. UPS phased out about half of lower-margin Amazon delivery volumes and cut tens of thousands of jobs, reporting Q2 revenue growth and a higher full-year outlook despite a sharp quarterly profit decline from workforce and fuel charges. Starbucks reported fiscal Q3 revenue of $9.32B, same-store sales up 7.9%, and raised adjusted EPS to $2.55-$2.65.

UPS said its yearslong restructuring is complete, cutting billions in costs, and raised its full-year 2026 outlook after Q2 revenue increased, according to the Wall Street Journal. The company phased out about half of lower-margin Amazon parcel volumes, reduced tens of thousands of jobs, and cited elevated fuel costs tied to the Middle East conflict. CEO Carol Tomé said the network is structurally reset and more automated.

Business Insider reports that over 40 companies across tech, banking, retail, manufacturing and healthcare have announced 2026 layoffs tied to cost cutting, restructuring and AI adoption. Named firms include UPS (30,000 jobs), Oracle (~21,000), Citi (~20,000), Amazon (~16,000 corporate roles) and Dell (~11,000). WARN notices suggest more cuts may follow.

CBP reported about $128B entered its tariff-refund pipeline after the Supreme Court voided Trump’s IEEPA “Liberation Day” tariffs in Feb 2026, with about $100B paid out. Public filings quantify windfalls: Apple $2.2B quarterly, Amazon $600M, Nike about $300M. Under customs law, only the Importer of Record can claim refunds, so consumers generally cannot.

UPS raised its 2026 revenue outlook to about $91.2B and adjusted EPS guidance to $7.22, citing progress toward ~$3B annual cost savings, including $1.2B saved in the first half of 2026. PayPal reported Q2 revenue of $8.68B and lifted its full-year transaction margin dollars target to about $15.6B, and noted a $53B takeover proposal from Stripe and Advent.

United Parcel Service (UPS) reported Q2 revenue of $22.83B vs $21.87B estimates and adjusted EPS of $1.76 vs $1.66. Full-year revenue guidance was raised to $91.2B and adjusted EPS to $7.22. Operating margin fell to 4.1% from 8.6% as UPS said Amazon volume reduction and network changes reset costs. Analysts asked about margins, competition, automation, international recovery, and Teamsters labor risk.

After the Supreme Court struck down most of Trump’s tariffs in February, companies are receiving refunds from the government. Amazon said it received about $600M in Q2 refunds and will automatically refund some customers. Apple estimated up to $2.2B, Ford $1.3B, GM $500M, and Nike nearly $1B. Lawmakers and consumers are urging firms to share refunds.

UPS said it filed a July 31 application with the US Department of Transportation to transfer six Hong Kong fifth-freedom all-cargo frequencies currently used on Hong Kong-Warsaw and Hong Kong-Hanoi routes to support new Hong Kong-Clark cargo services. UPS plans to use Boeing 767 freighters and may restore Warsaw and Hanoi if more frequencies are later awarded.

United States / Logistics / NYSE:UPS Is UPS’s (UPS) Digital Push for Small Shippers a Margin Fix or a Strategic Detour? July 31, 2026 In late July 2026, United Parcel Service (UPS) announced a suite of digital shipping enhancements for small and mid-sized businesses, including a real-time pickup management dashboard, streamlined online label creation, and a refreshed mobile app integrated with The UPS Store network.