United Parcel Service, Inc. (UPS) Stock

United Parcel Service, Inc. (UPS) is a Industrials stock trading at $102.72 (as of 2026-08-24), with a market capitalization of $87.41B and a trailing P/E of 19.1. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

United Parcel Service delivers letters and packages and provides transportation and logistics services through U.S. Domestic Package and International Package operations. It serves customers in the United States and internationally (including specified regions across Europe, Asia Pacific, Canada, Latin America, and others), using air and ground delivery options.

Understand United Parcel Service, Inc.: how it makes money

UPS provides letter and package delivery, transportation, logistics, and related services. It makes money by moving time-definite shipments through its U.S. Domestic network and its International network, and by providing additional logistics services through Supply Chain Solutions.

UPS is fundamentally a transportation network business, and its profit is driven by how efficiently it matches time-definite shipping demand across its domestic and international networks, plus how well its logistics services translate shipment handling into segment operating profit.

Revenue by segment (latest quarter)
U.S. Domestic$14.1B
International$4.5B
Supply Chain Solutions$2.6B

Business quality (Mixed): UPS has a clear operating model around time-definite delivery and logistics services, but investors should expect segment operating profit to fluctuate based on execution and business mix across domestic, international, and logistics services.

Valuation: At 18× earnings, UPS trades in line with the Transportation average (18×). Note: one-time items can distort reported P/E.

Bull case

  • Time-definite delivery offering: UPS provides time-definite delivery in the United States, which supports a defined service promise for letters, documents, small packages, and palletized freight.
  • International network with guaranteed delivery: UPS offers guaranteed day and time-definite international shipping across multiple regions, which can broaden where its transportation and logistics services are used.

Bear case

  • Segment operating profit can vary by lane and service complexity: UPS reports segment operating profit for International and Supply Chain Solutions, implying profitability is sensitive to how well each segment performs, not just overall company revenue.
  • Time-definite service raises execution demands: Because UPS emphasizes day and time-definite delivery, operational issues affecting on-time performance can be a risk to segment results.
Valuation — source: SEC EDGAR (first-party)
Price$102.72
Market Cap$87.41B
P/E Ratio19.1
EV / EBITDA8.8
Price / Book5.79
Price / Sales0.97
FCF Yield6.2%
DCF Value (model)$89.39
DCF Upside vs Price-13.0%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$88.66B
Net Margin6.3%
Revenue Growth (YoY)7.6%
EPS Growth (YoY)-53.0%
FCF Growth (YoY)-121.4%
Financial Health — source: SEC EDGAR
Altman Z-Score2.93 (grey)
Valuation vs Sector & Industry
Stock P/E19.1
Sector P/E (Industrials)26.0
Industry P/E (Transportation)17.0
vs Sector-26.4%
vs Industry12.5%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($6.79B)
Institutional Holders Tracked10
Congressional Trades (recent)10
Company
SectorIndustrials
IndustryTransportation
CEOCarol Tome
Employees490,000
CountryUS
IPO Date1999-11-10

Related Companies (Transportation; 8 comparable transport companies)

  • J.B. Hunt Transport Services, Inc. (JBHT)
  • FedEx Corporation (FDX)
  • Knight-Swift Transportation Holdings Inc. (KNX)
  • Schneider National, Inc. (SNDR)
  • Old Dominion Freight Line, Inc. (ODFL)
  • Landstar System, Inc. (LSTR)
  • ArcBest Corporation (ARCB)
  • Delta Air Lines, Inc. (DAL)
UPS earnings history · UPS institutional & insider holders · UPS KPIs & operating metrics · UPS financials · UPS investor presentations & press releases · UPS SEC filings · UPS peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-24.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.