UPS
UNITED PARCEL SERVICE INCEvidence as of 2026-09-03Overview · UNITED PARCEL SERVICE INC
United Parcel Service, Inc., a package delivery company, provides transportation and delivery, distribution, contract logistics, ocean freight, airfreight, customs brokerage, and insurance services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of letters, documents, small packages, and palletized freight through air…
Management team
- Mr. Nando Cesarone · Executive VP & President of U.S. and UPS AirlineFind on LinkedIn
- Ms. Kathleen M. Gutmann · Executive VP and President of International, Healthcare & Supply Chain SolutionsFind on LinkedIn
- Mr. Bala Subramanian · EVP and Chief Digital & Technology OfficerFind on LinkedIn
- Mr. Brian Dykes · Chief Financial Officer & Executive Vice PresidentFind on LinkedIn
Start your 7-day free trial to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.1 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The desk rates the evidence balance as Mixed (+0.1 of a possible +2; was +0.1 before debate) · confidence high. Revenues held roughly steady through the comparison set: $ 21,546,000,000 in Q1 2025 (fiscal quarter ended 2025-03-31), $ 21,221,000,000 in Q2 2025 (fiscal quarter ended 2025-06-30), $ 21,202,000,000 in Q1 2026 (fiscal quarter ended 2026-03-31) and $ 22,834,000,000 in Q2 2026 (fiscal quarter ended 2026-06-30).
Profitability measures show compression over the same windows: operating income fell from $ 1,822,000,000 in Q2 2025 to $ 930,000,000 in Q2 2026, and net income fell from $ 1,283,000,000 to $ 604,000,000. Diluted EPS moved from $ 1.51 in Q2 2025 to $ 0.71 in Q2 2026 while diluted shares outstanding stayed near 847–851 million. Cash and cash equivalents declined from $ 5,802,000,000 as of 2026-03-31 to $ 4,653,000,000 as of 2026-06-30, and long‑term debt was $ 23,585,000,000 as of 2025-12-31. The firm filed an underwriting agreement on August 14, 2026 to issue $ 325,105,000 of floating‑rate senior notes due 2076 and disclosed intent to use proceeds for general corporate purposes.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue was $21,546,000,000 in Q1 2025 (2025-01-01 to 2025-03-31, 3mo) and $21,221,000,000 in Q2 2025 (2025-04-01 to 2025-06-30, 3mo), then $21,202,000,000 in Q1 2026 (2026-01-01 to 2026-03-31, 3mo) and $22,834,000,000 in Q2 2026 (2026-04-01 to 2026-06-30, 3mo).
XBRL companyfacts · 0001628280-26-053249Operating income was $1,666,000,000 in Q1 2025 (2025-01-01 to 2025-03-31, 3mo), $1,822,000,000 in Q2 2025 (2025-04-01 to 2025-06-30, 3mo), $1,267,000,000 in Q1 2026 (2026-01-01 to 2026-03-31, 3mo) and $930,000,000 in Q2 2026 (2026-04-01 to 2026-06-30, 3mo).
XBRL companyfacts · 0001628280-26-031154Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
On August 14, 2026 the company entered into an underwriting agreement to sell $325,105,000 aggregate principal amount of Floating Rate Senior Notes due 2076, and the company filed a Form 8-K on August 18, 2026 to report the Transaction.
8-K filed 2026-08-18The Form 8-K filed August 18, 2026 states that the company intends to use the net proceeds of the Transaction for general corporate purposes.
8-K filed 2026-08-18Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Beta vs SPY is 0.80 and correlation vs SPY is 0.35, indicating lower sensitivity to broad-market moves and modest linear co-movement on the date shown.
Moneyta signal set · 2026-09-02Trailing twelve-month dividend yield is +6.37% and the dividend yield ranks in the 97th percentile of the 547-stock research universe on this date.
Moneyta signal set · 2026-09-02Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02 13:45:47.228469+00:00, UNITED PARCEL SERVICE INC appears as a holding in the ETF with symbol IVV at a weight of 0.12% of that fund.
ETF constituents · market dataThe provided data shows at least one major ETF (IVV) includes UNITED PARCEL SERVICE INC in its portfolio as of 2026-09-02, indicating passive index exposure at the reported weight.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
A finance.yahoo.com headline on 2026-09-02 says UPS stock 'may be 37% undervalued' and notes the share price is down about 33.5% over the past five years.
News · finance.yahoo.com · 2026-09-02A finance.yahoo.com headline on 2026-09-02 discusses whether United Parcel Service is 'outperforming the Dow' and frames sentiment as 'cautiously bullish' among Wall Street analysts.
News · finance.yahoo.com · 2026-09-02weakened in debateReads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The model produces an implied free cash flow (FCF) growth rate of -0.82% per year (implied_growth = -0.0082).
Valuation inputs · SEC XBRL + stored EOD closePrice-to-free-cash-flow (price/FCF) on the trailing twelve months equals 13.15.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The evidence shows stable-to-rising top-line receipts (revenues around $21.2B–$22.8B with Q2 2026 above prior quarters) combined with a high trailing dividend yield (6.37%, in the 97th percentile) and valuation multiples that are modest (price/FCF ~13x, EV/EBITDA ~9.6x). Twelve‑month momentum is positive (+38.1%, 74th percentile) and several outlets grouped UPS among recent sector earnings outperformers, which together with ETF inclusion (IVV) indicates continued passive and analyst interest. Although operating income, net income and diluted EPS fell year-over-year in the most recent quarters, weighted shares outstanding stayed essentially flat, and the company has taken a financing action (underwriting for floating rate notes due 2076 with proceeds earmarked for general corporate purposes) that addresses liquidity as cash balances declined. Taken jointly, revenue resilience, dividend income profile, reasonable valuation metrics, and the financing activity support a favorable informational read on the company’s current market positioning.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.35
30 surviving claims rest on 14 distinct sources; the heaviest analyst carries 23% of them, and 92% of what the desk raised survived the debate.
The read rests on a moderate number of distinct sources but a relatively small analyst footprint: one analyst contributes nearly a quarter of the surviving claims, so some statements depend disproportionally on a few voices. The high survival rate through debate suggests internal robustness, but source concentration and analyst dependence reduce how much independent weight the desk should place on isolated or controversial claims.
Peer context · computed, not argued
12-1 momentum ranks 2nd of 3 in Integrated Freight & Logistics (as of 2026-09-02).
6-month relative strength ranks 2nd of 3 in Integrated Freight & Logistics (as of 2026-09-02).
90-day volatility ranks 2nd of 3 in Integrated Freight & Logistics (as of 2026-09-02).
dividend yield ranks 1st of 3 in Integrated Freight & Logistics (as of 2026-09-02).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
14 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer−0.6 to the score
3 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.2 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+1.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
Get this for the tickers you actually hold
Plus the one thing no sample can show: how each name correlates with your portfolio, and what hides inside your funds.
The full terminal on UPS Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.