UPS Raises 2026 Guidance After Third-Quarter Revenue Climbs 6.7% to $22.9 Billion

UPS reported third-quarter 2026 revenue of $22.9 billion, up 6.7% from a year earlier, with growth in all three reporting segments. U.S. Domestic revenue rose 4.5%, International rose 7.1% and Supply Chain Solutions rose 18.2%.

Diluted earnings per share were $1.37 on a GAAP basis and $1.69 on an adjusted basis, compared with $1.74 a year ago, a period that included a sale-leaseback gain. Operating margin was 7.6% GAAP and 9.0% adjusted. Supply Chain Solutions results included a $182 million goodwill impairment.

The company raised its full-year outlook, now expecting revenue of about $92.6 billion, adjusted operating profit of about $8.75 billion and adjusted EPS of about $7.28. For the fourth quarter it guided to revenue of about $25.7 billion. CEO Carol Tomé said the network is the most automated and efficient in the company's history heading into the holiday season.