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UPS Supply Chain Solutions – the shiniest chunky target in T&L
['Alessandro Pasetti']
The Loadstar
By Alessandro Pasetti 29 July 2026UPS down -6.6% to $105.5 on the stock market yesterday after releasing, just ahead of US trade, solid Q2 26 earnings that best analysts’ estimates, also raising 2026 guidance for all its key financial metrics.
Like so many other times in the past: it resembles a 6.2%-yielding bond, at its current price trading just above par.
There’s definitely more upside than downside if you trust S&P consensus at $115/share, okey dokey.
One other key takeaway for us, however?
What a pity: ...