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北京时间·🕒 发布 18:04:39时区推断·⟳ 抓取 18:04:48·⚡ 决策 07-28 18:07:53 +3m05s·90.9 天前
UPS二季度业绩超预期并上调全年收入与EPS指引
UPS二季度收入22.8亿美元、调整后EPS 1.76美元均高于预期，并上调全年收入与调整后EPS指引。
📄 原文Wall St Engine@wallstengine↗ 原文
$UPS Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $22.8B (Est. $21.81B) 🟢 🔹 Adj. EPS: $1.76 (Est. $1.66) 🟢; +14% YoY 🔹 Adj. Ope…
不做 联合包裹（UPS.US）
同一具体财报催化已在近72小时已处理消息库命中：联合包裹二季度营收超预期并上调全年营收指引；按去重纪律不重复出卡、不建仓。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-28 · 扩散 medium · price-in 风险 medium ↗
关键理由
- UPS二季度收入22.8亿美元、调整后EPS 1.76美元均高于预期，并上调全年收入与调整后EPS指引。
- 美国国内、国际与供应链解决方案三大分部收入均同比增长，且公司称Amazon glide down和网络重配已完成。
- 但同一具体财报催化已在近72小时已处理消息库中命中，按去重纪律不重复出卡。
主要风险
- GAAP经营利润率同比下降450bp，且GAAP EPS受Driver Choice Program转型费用拖累。
- UPS.US盘前/最新报价较前收下跌1.6%，市场对调整后 beat 与指引上调的反应并不强。
反向证据
- 做多前查反向 · 来源 kb_search · 影响 none
内部KB未命中UPS本次财报的有效新增解读，未提供可覆盖去重闸的新增事实。
检索:UPS Q2 2026 earnings guidance Amazon glide down adjusted EPS revenue - 做多前查反向 · 来源 search_processed_events · 日期 2026-07-28 · 影响 invalidates
命中同一具体财报催化已处理记录，因此本条按重复转述处理。
检索:search_processed_events hours=72 limit=200
工具调用 · 历史记录,结果未知(4 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- kb_search · 结果未知
- search_case_library · 结果未知
原文全文
展开原文 · 1,301 字
$UPS Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $22.8B (Est. $21.81B) 🟢
🔹 Adj. EPS: $1.76 (Est. $1.66) 🟢; +14% YoY
🔹 Adj. Oper Margin: 9.2%; +40 bps YoY
🔸 Successfully completed Amazon glide down
Raises FY26 Guide:
🔹 Adj. EPS: ~$7.22 (Est. $7.11) 🟢
🔹 Revenue: ~$91.2B (Est. $90.3B) 🟢
🔹 Non-GAAP Adj. Operating Profit: ~$8.65B
🔹 CapEx: ~$3.0B
🔹 Dividend Payments: ~$5.4B
🔹 Effective Tax Rate: ~23.0%
Segment Revenue:
🔹 US Domestic Package: $14.93B; +6.0% YoY
🔹 International: $5.04B; +12.5% YoY
🔹 Supply Chain Solutions: $2.86B; +7.8% YoY
Other Q2 Metrics:
🔹 Consolidated Operating Margin (GAAP): 4.1%; -450 bps YoY
🔹 EPS (GAAP): $0.71; includes $1.05/share of after-tax transformation charges from the Driver Choice Program
Comments:
🔸 “Our second-quarter results marked an expected and significant shift in our performance and we delivered both consolidated revenue and non-GAAP adjusted operating profit growth. We entered the second half of the year with strong momentum and are raising our full-year consolidated revenue, non-GAAP adjusted operating profit and non-GAAP adjusted diluted EPS guidance.”
🔸 “I want to thank all UPSers for their extraordinary work over the past 18 months as we successfully completed our Amazon glide down and related network reconfiguration initiatives as designed.”
🔹 Revenue: $22.8B (Est. $21.81B) 🟢
🔹 Adj. EPS: $1.76 (Est. $1.66) 🟢; +14% YoY
🔹 Adj. Oper Margin: 9.2%; +40 bps YoY
🔸 Successfully completed Amazon glide down
Raises FY26 Guide:
🔹 Adj. EPS: ~$7.22 (Est. $7.11) 🟢
🔹 Revenue: ~$91.2B (Est. $90.3B) 🟢
🔹 Non-GAAP Adj. Operating Profit: ~$8.65B
🔹 CapEx: ~$3.0B
🔹 Dividend Payments: ~$5.4B
🔹 Effective Tax Rate: ~23.0%
Segment Revenue:
🔹 US Domestic Package: $14.93B; +6.0% YoY
🔹 International: $5.04B; +12.5% YoY
🔹 Supply Chain Solutions: $2.86B; +7.8% YoY
Other Q2 Metrics:
🔹 Consolidated Operating Margin (GAAP): 4.1%; -450 bps YoY
🔹 EPS (GAAP): $0.71; includes $1.05/share of after-tax transformation charges from the Driver Choice Program
Comments:
🔸 “Our second-quarter results marked an expected and significant shift in our performance and we delivered both consolidated revenue and non-GAAP adjusted operating profit growth. We entered the second half of the year with strong momentum and are raising our full-year consolidated revenue, non-GAAP adjusted operating profit and non-GAAP adjusted diluted EPS guidance.”
🔸 “I want to thank all UPSers for their extraordinary work over the past 18 months as we successfully completed our Amazon glide down and related network reconfiguration initiatives as designed.”
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