By Lawrence Lim 7 August 2026Look: the quarter cleared a lowered bar and guidance ticked up, but four banks covering the same print landed in four different places, and the gap between them is really a disagreement about what UPS looks like once the Amazon story is finished. Last week, UPS reported second-quarter (Q2 26) revenue of $22.8bn, up 7.6% year on year, and adjusted earnings per share of $1.76, against a consensus estimate that sat somewhere between $1.65 and $1.67 in the days before ...