华尔街日报Codex · 实盘不做把握 6/10
北京时间·🕒 发布 18:59:00(美东 06:59)·⟳ 抓取 19:00:10 +1m10s·⚡ 决策 07-28 19:04:57 +4m47s·90.9 天前
UPS二季度收入超预期并小幅上调全年收入和调整后EPS指引
UPS二季度收入22.83亿美元、调整后EPS 1.76美元均高于FactSet预期，全年调整后EPS指引7.22美元也略高于市场预期7.10美元。
📄 原文华尔街日报↗ 原文
UPS Lifts Outlook as Revenue Rises
United Parcel Service raised its full-year outlook after second-quarter revenue rose 7.6% to $22.83 billion. UPS expect…
不做 联合包裹服务（UPS.US）
排期财报的小幅超预期指引上修，盘前已上涨约2.7%，对大市值物流股短线重定价空间不足，不追。
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研究档案
🔎 新鲜度:最早出现 2026-07-28 · 扩散 medium · price-in 风险 medium ↗
消息传播链
- WSJ报道UPS二季度收入增长7.6%至22.83亿美元，并上调全年收入和调整后EPS指引。市场反应:报道中称UPS盘前上涨2.7%至116.02美元。
关键理由
- UPS二季度收入22.83亿美元、调整后EPS 1.76美元均高于FactSet预期，全年调整后EPS指引7.22美元也略高于市场预期7.10美元。
- 全年收入指引从约897亿美元上调至约912亿美元，高于市场预期904.3亿美元，但超预期幅度不足1%。
- 税后8.91亿美元裁员费用导致GAAP利润同比大降，正面增量主要来自成本节约和小幅指引上修。
主要风险
- 这是排期财报披露，市场已有一致预期基准，且盘前已上涨约2.7%，短线追多容易被开盘重定价消化。
- 全年EPS指引只比一致预期高约1.7%，收入指引只高约0.9%，对UPS这种大市值物流股的短线弹性不足。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-28 · 影响 weakens
同一事件中GAAP利润同比下滑且包含8.91亿美元税后裁员费用，正面指引上修幅度较小，削弱追多期望值。
检索:UPS Q2 2026 earnings guidance FactSet expectations workforce reduction charge 原文 ↗
原文全文
展开原文 · 2,202 字
United Parcel Service raised its full-year outlook after second-quarter revenue rose 7.6% to $22.83 billion.
UPS expects full-year adjusted earnings of $7.22 a share and raised its revenue outlook to about $91.2 billion.
UPS posted a second-quarter profit of $604 million, down from $1.28 billion a year earlier, amid an $891 million charge for workforce cuts.
This summary was generated with AI and reviewed by an editor. Read more about how we use artificial intelligence in our journalism.
United Parcel Service raised its full-year outlook after second-quarter revenue rose 7.6% to $22.83 billion.View more
United Parcel Service UPS -1.60%decrease; down pointing triangle raised its full-year outlook after revenue climbed in the second quarter, as the company said its years-long restructuring efforts are bearing fruit.
The company said Tuesday it now expects adjusted earnings of $7.22 a share for the year, ahead of the $7.10 a share that analysts polled by FactSet expected.
UPS also raised its revenue outlook to about $91.2 billion from approximately $89.7 billion. Wall Street had modeled $90.43 billion.
UPS is wrapping up years-long restructuring in which the company has cut costs, phased out roughly half its Amazon business, and cut tens of thousands of delivery-driver and warehouse-worker roles. The company said it achieved about $1.2 billion in cost savings through the first half months of the year and remains on track to deliver roughly $3 billion in cost savings in 2026.
“Our second-quarter results marked an expected and significant shift in our performance,” Chief Executive Carol Tomé said.
For its three months ended June 30, UPS posted a profit of $604 million, or 71 cents a share, down from $1.28 billion, or $1.51 a share, a year earlier. The recent quarter included an $891 million after-tax charge, consisting primarily of employee separation costs tied to workforce reduction initiatives.
Stripping out one-time costs, adjusted earnings came in at $1.76 a share, ahead of analyst views for $1.66 a share.
Revenue climbed 7.6% to $22.83 billion, topping Wall Street models for $21.86 billion.
Shares recently rose 2.7%, to $116.02, in premarket trading.
UPS expects full-year adjusted earnings of $7.22 a share and raised its revenue outlook to about $91.2 billion.
UPS posted a second-quarter profit of $604 million, down from $1.28 billion a year earlier, amid an $891 million charge for workforce cuts.
This summary was generated with AI and reviewed by an editor. Read more about how we use artificial intelligence in our journalism.
United Parcel Service raised its full-year outlook after second-quarter revenue rose 7.6% to $22.83 billion.View more
United Parcel Service UPS -1.60%decrease; down pointing triangle raised its full-year outlook after revenue climbed in the second quarter, as the company said its years-long restructuring efforts are bearing fruit.
The company said Tuesday it now expects adjusted earnings of $7.22 a share for the year, ahead of the $7.10 a share that analysts polled by FactSet expected.
UPS also raised its revenue outlook to about $91.2 billion from approximately $89.7 billion. Wall Street had modeled $90.43 billion.
UPS is wrapping up years-long restructuring in which the company has cut costs, phased out roughly half its Amazon business, and cut tens of thousands of delivery-driver and warehouse-worker roles. The company said it achieved about $1.2 billion in cost savings through the first half months of the year and remains on track to deliver roughly $3 billion in cost savings in 2026.
“Our second-quarter results marked an expected and significant shift in our performance,” Chief Executive Carol Tomé said.
For its three months ended June 30, UPS posted a profit of $604 million, or 71 cents a share, down from $1.28 billion, or $1.51 a share, a year earlier. The recent quarter included an $891 million after-tax charge, consisting primarily of employee separation costs tied to workforce reduction initiatives.
Stripping out one-time costs, adjusted earnings came in at $1.76 a share, ahead of analyst views for $1.66 a share.
Revenue climbed 7.6% to $22.83 billion, topping Wall Street models for $21.86 billion.
Shares recently rose 2.7%, to $116.02, in premarket trading.
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