UPS’s new guidance ‘should be favorable to the shares,’ Goldman says

UPS’s new guidance ‘should be favorable to the shares,’ Goldman says


Ahead of its Investor Day on Tuesday, UPS (UPS) has unveiled its financial goals for 2026, aiming for a revenue range of approximately $108 billion to $114 billion over the next three years.

The company’s shares rose 2.5% ahead of Tuesday’s market open.

UPS also outlined several other financial objectives, including achieving a consolidated adjusted operating margin of over 13%.

For its US Domestic Package segment, UPS targets an adjusted operating margin of at least 12%, while the International Package segment aims for an 18% to 19% margin. The Supply Chain Solutions segment is expected to reach an adjusted operating margin of around 12%.

The shipping and supply chain management company projects its adjusted free cash flow to be between $17 billion and $18 billion for 2026.

UPS plans to share further information about its strategic growth plans during its investor day, which is scheduled to start at 9:15am ET.

“Overall the numbers appear quite solid with revenue, margin and implied EPS ahead of our existing 2026 forecast,” analysts at Goldman Sachs said.

“We think, pending the investor day that hopefully provides a solid framework for achieving these results over three years that this guidance should be favorable to the shares – particularly as they estimate domestic margin should achieve at least 12% — a number we think investors are most focused on for recovery,” they added.


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