Industry Newsupslogisticsearningsanalyst ratings
UPS Lowers Q1 EPS Forecast After Comments
5.1
On March 6, Bank of America cut its price target for United Parcel Service to $112 and kept a Neutral rating after CFO Brian Dykes reiterated UPS's 2026 outlook. Management expects slight revenue growth but roughly flat EPS, while BofA lowered Q1 EPS to $1.01 and modestly trimmed its FY26 EPS to $7.05. The update signals earnings timing shifts.
Key Points
- 1BofA lowers UPS price target to $112 and cuts Q1 EPS estimate 16% to $1.01
- 2Management's 2026 outlook projects slight revenue growth but roughly flat EPS, back-end loaded
- 3Signals greater first-quarter pressure, prompting analysts to reweight earnings across Q2 and FY26
Scoring Rationale
Solid analyst update with official CFO comments, but limited novelty and company-specific scope reduce broader impact.
Sources
Public references used for this report.
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