United Parcel Service Inc. (NYSE: UPS) beats Q2 2026 adjusted EPS consensus of ~$1.65 per share (July 28, 2026, before market open)
Hit
✦ AI-generated prediction
Published on 21. July 2026
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Predicted for 28. July 2026
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Based on: Historical Cycle
UPS reports on July 28 before market open. Analysts expect adjusted EPS of ~$1.65 (YoY +6.5% vs. $1.55 in Q2 2025). The macro backdrop supports: FactSet records S&P 500 Q2 2026 earnings growth of 23.6% — the second straight quarter above 20%. UPS benefits from e-commerce volumes and structurally improved utilization after renegotiating the USPS contract. Historical beat rate ~65%. No Polymarket anchor; calibrated on sector trend and historical hit rate.
Data basis for this prediction
- UPS Q2-2026-Ergebnis-Datum 28. Juli bestätigt (UPS Newsroom/Morningstar, 14.07.2026)
- EPS-Konsens ca. 1,65 USD, +6,5 % YoY (Yahoo Finance/TipRanks, 21.07.2026)
- S&P-500-Gewinnwachstum Q2 2026: 23,6 % — zweites Quartal über 20 % (FactSet, 21.07.2026)
- UPS historische Beat-Rate: ca. 65 % (MarketBeat, 21.07.2026)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
UPS meldete am 28. Juli 2026 (vor Börseneröffnung) ein bereinigtes EPS (Non-GAAP) von 1,76 USD je Aktie – deutlich über dem Konsens von ca. 1,65–1,68 USD. Das entspricht einem Beat von rund 6–7 %. Zusätzlich übertraf der Umsatz mit 22,8 Mrd. USD (+7,6 % YoY) die Erwartungen, und UPS hob die Jahresprognose auf ~7,22 USD bereinigtes EPS an. Quellen: investors.ups.com (Pressemitteilung Q2 2026), Alphastreet, Yahoo Finance, CNBC.
📈 Economy
✦ AI
The S&P 500 closed at 7,636.36 on 9 September 2026. Falling below 7,450 by month-end would require a 2.4% decline. Headwinds: Fed rate hike of 25bp on 16 September (CentralBank.Watch: 59% probability), August PPI above expectations (+5.4% YoY), Iran-Gulf risk premium. Stabilizing factors: hike largely priced in (Polymarket: 93% for zero 2026 cuts), Q2 earnings solid, no recession signals. Historically, a single 25bp September hike rarely causes a monthly decline above 2.5%.
📈 Economy
✦ AI
Polymarket shows a 53% probability for a 25 basis point hike as of September 10, 2026. US Core CPI August 2026 (release September 11) is expected by market consensus to be above 3.0% YoY. The ECB raised its deposit rate by 25 bps to 2.50% on September 10, 2026 – an inflation-fighting signal that provides cover for the Fed. Against a hike: a mild slowdown in US industrial output. CME FedWatch also shows ~53% probability for a hike.
📈 Economy
✦ AI
The DAX closed at 25,562 points on September 9, 2026. A gain of +1.7% is required by month-end. Headwinds: ECB rate hike to 2.50% (September 10), 53% FOMC hike probability (September 16), persistently high oil prices (~$101/barrel Brent) weigh on energy-intensive DAX heavyweights. Tailwinds: strong SAP cloud growth expected, robust US demand, EUR/USD at 1.1644 benefits exporters. Implied 30-day volatility (VDAX): ~16%, corresponding to a σ range of roughly ±5.5% by month-end — the 26,000 level falls within the central distribution.