| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | July 28, 2026 | 9/12 | 1 high, 4 medium, 2 low flags | 4 | 0 | Call sheet → |
| Q1'26 | April 28, 2026 | 10/12 | 6 low flags | 3 | 0 | Call sheet → |
| Q4'25 | January 27, 2026 | 11/12 | 3 medium, 3 low flags | 5 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | Operating margin 'flat to 2025' for full year Now guiding 7.5% for U.S. domestic, appears achievable |
| Q2'26 | Exceeded | Driver Choice Program targeting 7,500 positions Program was 'oversubscribed' with 80% already departed |
| Q2'26 | Pending | $3 billion in cost savings for 2026 On track but 'more to come' suggests not fully realized |
| Q2'26 | Delivered | Expand operating margin in Q2 9.2% vs 6.2% in Q1, up 300 bps sequentially |
| Q2'26 | Delivered | Return to revenue and profit growth in Q2 Revenue +7.6%, operating profit +12% YoY |
| Q2'26 | Delivered | Complete Amazon glide-down by June 2026 Executed 'exactly as designed' removing 2MM pieces/day |
| Q1'26 | Pending | Deploy automation to 68% of volume by year-end At 67.5% currently, on track for year-end target |
| Q1'26 | Pending | Return to revenue and profit growth in second half Reaffirmed guidance, Q2 expected to show sequential improvement |
| Q1'26 | Delivered | Maintain industry-leading service during peak Eighth consecutive year of industry-leading peak performance |
| Q1'26 | Pending | Generate $3 billion in cost savings for 2026 On track with Q1 execution, Brian confirmed firmly on target |
| Q1'26 | Pending | Complete Ground Saver transition to USPS Ramp-up achieved in Q1, full transition completing in Q2 |
| Q1'26 | Delivered | Close 23 buildings in Q1 Completed exactly as promised, part of network reconfiguration |
| Q1'26 | Delivered | Reduce Amazon volume by 500k pieces per day in Q1 Exactly hit the 500k target with Amazon glide down progressing as planned |
| Q4'25 | Delivered | Year-to-date, we have completed the closure of 195 operations, including closing 93 buildings Confirmed 195 operations closed, 93 buildings - exactly as promised |
| Q4'25 | Exceeded | We finished down nearly 34,000 positions year-over-year Finished down 48,000 positions including 15,000 fewer seasonal positions |
| Q4'25 | Exceeded | Total operational hours continue to move down with volume. So far this year, we are down more than 16 million hours, and we are on track to reach our reduction target of approximately 25 million hours for the year Achieved 26.9 million hours reduced, beating 25M target |
| Q4'25 | Pending | We are targeting $3 billion in savings related to the Amazon glide down Reiterated as 2026 target, on track based on progress metrics |
| Q4'25 | Exceeded | We expect to be busy processing volume during peak, we also plan to deploy automation projects in 7 additional buildings in December Deployed automation in 57 buildings vs planned 7, way ahead of target |
| Q4'25 | Delivered | We're on track to achieve our 2025 expense reduction target of approximately $3.5 billion Confirmed $3.5B in savings from network reconfiguration and efficiency reimagined initiatives |
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