UPS Q3 2026 Results Overview
United Parcel Service Inc. (NYSE: UPS) posted third‑quarter adjusted earnings per share of $1.69, surpassing the analyst consensus of $1.63. Revenue for the quarter increased 6.7% year‑over‑year to $22.9 billion, beating the consensus estimate of $22.28 billion. Adjusted operating profit was $2.1 billion, delivering an adjusted operating margin of 9.0%.
Segment Performance
All three business segments recorded revenue growth. Supply Chain Solutions led with an 18.2% year‑over‑year increase, while the International segment grew 7.1% and the U.S. Domestic segment rose 4.5%. On an adjusted basis, the U.S. Domestic segment generated operating profit of $1.03 billion with a 7.0% adjusted margin. The International segment achieved a 14.9% adjusted operating margin. Supply Chain Solutions posted adjusted operating profit of $274 million, down from $536 million in the prior‑year period.
Guidance and Outlook
UPS raised its full‑year fiscal 2026 guidance, now expecting adjusted earnings per share of approximately $7.28, above the consensus of $7.20, and revenue of roughly $92.6 billion versus the estimate of $91.74 billion. For the fourth quarter, the company projects revenue of about $25.7 billion, slightly ahead of the consensus $25.53 billion, and adjusted operating profit of approximately $3.3 billion.
Market Reaction
Shares were up about 2% in pre‑market trading following the release. CEO Carol Tomé said the results “demonstrate the continued strengthening of our business fundamentals, driven by premium growth and greater network efficiency.”