United Parcel Service (UPS) is set to report its fourth-quarter 2025 results on Jan. 27, 2026. The Zacks Consensus Estimate for EPS is $2.23 and revenues are $24.01 billion, with a projected 18.9% decline in earnings. Full-year 2025 estimates show a 3.3% revenue decline and a 9.6% EPS decrease.

UPS is expected to beat earnings for Q4 with an Earnings ESP of +0.58% and a Zacks Rank #3. The company has focused on cost-cutting measures to combat weak revenues and low shipment volumes, with a shift towards higher-margin areas like SMBs and healthcare logistics.

Shares of UPS have fallen over 19% in a year, underperforming the industry. The company’s valuation is currently at a discount compared to the industry average, with a focus on cost-cutting to improve the bottom line. However, concerns about the sustainability of dividends in a weak demand environment remain.

Read more at Nasdaq: UPS Stock Before Q4 Earnings: Is It a Smart Buy or Risky Move?