United Parcel Service (UPS) broke its streak of ten consecutive quarterly revenue misses, reporting third quarter revenue of $22.25 billion, exceeding analyst expectations of $22.16 billion. The logistics giant also surpassed earnings forecasts, posting adjusted earnings per share of $1.76, above the projected $1.63.

Barclays senior equity research analyst Brandon Oglenski joins Market Domination to analyze UPS's performance and discuss the company's future outlook.

"I think what people are really debating is the path forward, which is really important for UPS," Oglenski explains, highlighting several significant long-term challenges: Amazon's (AMZN) development of its own delivery network and withdrawal as a major customer due to UPS's pricing increases and growing competition from FedEx (FDX), which benefits from a non-unionized workforce and improving operational efficiency.

While Oglenski acknowledges that "the company is winning back share," he cautions that in 2025, "unfortunately, we didn't see a lot of yield upside."

Watch Yahoo Finance's earlier interview with UPS CFO Brian Dykes here.

To watch more expert insights and analysis on the latest market action, check out more Market Domination here.

This post was written by Angel Smith