UPS United Parcel Service, Inc.

$UPS wow, another great day for the brown truck people! Trimmed another 25% at close today, still think the fair price is 120$ a share

$UPS walked away from low-margin volume and still beat and raised. Wall Street finally rewarding a company for shrinking the right way.

$UPS it’s as though fuel costs doesn’t even matter to a company who uses so much of it lmao

$UPS Q3 adjusted EPS was 1.69 dollars, ahead of the 1.62 to 1.63 dollar consensus, and revenue came in at 22.9 billion dollars, up 7.0% YoY and about 620 million dollars ahead of estimates. They raised the full year outlook too. Revenue is now guided to about 92.6 billion dollars, up from roughly 91.2 billion in the July outlook, with adjusted EPS at about 7.28 dollars. Pretty clean print for a company that is deliberately shrinking its Amazon volume.

https://www.cnbc.com/2026/10/27/ups-ups-q3-2026-earnings.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension $UPS UPS beat Wall Street expectations for its third-quarter results on the top and bottom lines. The company also raised its full-year guidance for the second quarter in a row. UPS has been in the midst of a turnaround, aiming to create a leaner business and leverage automation.

$UPS CEO is not providing shareholder value over the long-term. Does not know how to expand the business.

$UPS I’m bullish on UPS because its turnaround is gaining traction, earnings are improving, and management raised its outlook. I see solid long-term recovery potential.

$UPS Holding up well considering the overall market and collecting my dividends, feels good.

$UPS worst carrier there is. every delivery i get comes in a damaged box, this last time they even managed to punture the bag inside the shipping box. that takes some effort. i wouldnt care but we dont get a choice when ordering from Costco or Lego. do better browns, you mouth breathing clowns. how hard is it to deliver a box.

$UPS So gunna pop back up on Monday. UPS gets hella busy on the holidays. Worked at a store once. I’m betting on it jumping.

$UPS Getting close to my number, I'll trim about 25% today, got here faster than I thought it would, i still think it's a 120$ fair value.

$UPS They could easily earn $9/share next year. Forward PE of 11 with a dividend yield over 6% that is now safe, and easily covered? They're typical average forward PE of 15 gives them a $135 share price currently

$UPS up over 10% since this post. I gave clear reason for why I entered and my exact position. Calls are up 69%.

$UPS It's almost as if they pass invreased fuel costs onto customer through fuel surcharges, like every other transport company? 🙄

$UPS UPS has deliberately reduced Amazon shipments by roughly 2 million packages per day, prioritizing higher-margin business. UPS doesn't necessarily need to grow package volumes to improve earnings. It needs to make more money per package. Automation is becoming a meaningful competitive advantage. By the second quarter, approximately 69% of domestic package volume was moving through automated facilities. Those facilities have roughly 28% lower costs per package. That creates meaningful operating leverage if UPS can successfully eliminate excess network capacity.

$UPS UPS has pricing power. Nobody is going to switch. It's a cost of doing business and it's tax deductible.

$UPS UPS reports Tuesday before the open, and the setup is a bit unusual. Zacks consensus is 1.63 dollars of EPS, down 6.3% year over year, on 22.23 billion dollars of revenue, up 3.8%. Volume is expected to fall 5.4%. A lot of that is on purpose. UPS agreed to cut Amazon volume by more than 50% by June, and Amazon was not its most profitable customer. SMBs were 34.5% of U.S. volume in Q2, up 250 basis points year over year. If that mix keeps moving, revenue per package should tell us more Tuesday than the headline volume number.

$UPS we SMASHED this play. Congrats if you held. I’m going to trim 10 here with a stop on others at 120%.

$UPS delivered a strong earnings beat and raised guidance. Revenue was $22.9B vs. consensus of $22.3B, while EPS was $1.69 vs. consensus estimates of $1.63. Management raised full-year guidance to $92.6B. Notably, the company shifted from low-margin contracts with $AMZN toward higher-margin verticals, including healthcare ($3B), and has become a new $15B high-tech data center logistics pipeline for chips and software. Automation is driving major network productivity gains, with nearly 70% of packages set to route through automated processes for the peak holiday season.

UPS Stock On Track For Best Week Since May: United Parcel's Q3 Beat Wins Wall Street Praise, CEO Sees Strong Holiday Demand $UPS $IYT $XTN https://stocktwits.com/news/equity/markets/ups-stock-on-track-for-best-week-since-may-united-parcel-s-q3-beat-wins-wall-street-praise-ceo-sees-strong-holiday-demand/cZU93YhRB6K