UPS Q4 Earnings Report Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Source: Benzinga
- Earnings Expectations: Analysts anticipate UPS will report Q4 earnings per share of $2.21, down from $2.75 last year, yet the company has consistently beaten EPS estimates for seven consecutive quarters, indicating some earnings resilience.
- Revenue Forecast: UPS expects Q4 revenue of $24.01 billion, a decline from $25.30 billion year-over-year, reflecting weak market demand, particularly with a 2.6% drop in U.S. domestic business, which may impact overall performance.
- Market Performance: Despite a 25% drop in stock price over the past 52 weeks, UPS shares have risen about 9% year-to-date in 2026, maintaining above the 200-day moving average for an extended period, suggesting potential rebound signals.
- Analyst Ratings: Evercore ISI raised UPS's price target from $94 to $113, reflecting market confidence in UPS's future performance, especially as it competes with FedEx and needs to demonstrate stronger growth potential.
Analyst Views on FDX
Wall Street analysts forecast FDX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FDX is 315.05 USD with a low forecast of 210.00 USD and a high forecast of 365.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
20 Analyst Rating
13 Buy
6 Hold
1 Sell
Moderate Buy
Current: 304.470
Low
210.00
Averages
315.05
High
365.00
Current: 304.470
Low
210.00
Averages
315.05
High
365.00
About FDX
FedEx Corporation provides customers and businesses with a portfolio of transportation, e-commerce, and business services. The Company offers integrated business solutions utilizing its flexible and efficient global network. Its segments include Federal Express, FedEx Freight, and Corporate, other, and eliminations. Federal Express segment includes express transportation, small-package ground delivery, and freight transportation, and it also operates combined sales, marketing, administrative, and information-technology functions in shared service operations for United States customers. FedEx Freight segment includes FedEx Freight (LTL freight transportation) and FedEx Custom Critical (time-critical transportation). Corporate, other, and elimination segments include FedEx Dataworks, Inc. (FedEx Dataworks), FedEx Office and Print Services, Inc. (FedEx Office), and FedEx Logistics, Inc. (FedEx Logistics). FedEx Logistics offers customs brokerage, specialty transportation, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
