CLAIM #65140 · United Parcel Service Inc (UPS) · 2026Q2 earnings call · Jul 28, 2026 · due Dec 31, 2026
“Now, in mid-teens EPS growth in both the third quarter and the fourth quarter.”
Brian Dykes · CFO
In context
“Brian Dykes (Chief Financial Officer): Sure. So first, Scott, if you think about the sequentials between Q2 to Q3, it's really normal seasonality, right? So we're still in that 50 to 100 basis point revenue-per-piece to cost-per-piece spread. It is consistent with where we set out at the beginning of the year. And look, if you take a step back and think about our original guide, we had anticipated an earnings decline in the first half and an earnings increase in the second half when you normalize for the sale-leaseback transactions in the third quarter of last year. Now, in mid-teens EPS growth in both the third quarter and the fourth quarter. So it was a robust guide to begin with. The first half performance gives us a lot of confidence that we can hit that and domestic is just going to perform under normal seasonality as we go into Q3 and Q4.”
Verify independently
SEC filings for UPS ↗ · Claim quote is verbatim from the 2026Q2 earnings call.