UPS posted adjusted second-quarter earnings per share of $1.76, clearing the Wall Street consensus of $1.66 by ten cents. Management responded by lifting both its full-year earnings and revenue forecasts. The quarter also marks the completion of UPS's deliberate pullback from Amazon shipping volume, a transition that had weighed on results in prior periods.
A guidance raise from UPS is a signal about the broader economy, because package volume reflects how much businesses and consumers are actually shipping. If you hold industrial or transportation ETFs, this is a direct positive data point. The Amazon transition completing removes a known revenue headwind, which makes the raised guidance more credible than if it were still mid-process.
July 29: Federal Reserve rate decision. August 13: Next CPI inflation report. October: UPS Q3 earnings (date TBD).
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