UPS Q3 2026 Earnings Beat Expectations and Raises Full-Year Outlook

United Parcel Service reported adjusted earnings of $1.69 per share for the third quarter of 2026, surpassing the consensus estimate of $1.63. Revenue reached $22.9 billion, exceeding analysts’ expectation of roughly $22.3 billion. On the strength of the results, UPS lifted its full-year consolidated revenue target to approximately $92.6 billion, up from the prior outlook of $91.2 billion. The company also projected fourth-quarter revenue of about $25.7 billion.

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• U.S. Domestic Package: revenue grew 4.5 % year-over-year.

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• International Package: revenue rose 7.1 % year-over-year.

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• Supply Chain Solutions: revenue surged 18.2 %, driven by forwarding, logistics and healthcare services.

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Overall revenue increased 6.7 % versus the same quarter a year earlier.

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CEO Carol Tomé highlighted that the company entered the holiday shipping season from “a position of strength,” citing the most automated and efficient network in UPS’s history. She noted that healthcare shipments alone generated over $3 billion for the third consecutive quarter.

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UPS reported that restructuring initiatives delivered roughly $1.8 billion in benefits during the first nine months of 2026 and are expected to generate nearly $3 billion for the full year. The company completed its planned reduction of Amazon-related volume in the second quarter, allowing a shift toward higher-margin shipments and improved network efficiency.

UPS Stock Eyes Comeback After Strong Q3 Earnings

• “We're driving more premium growth, improving revenue quality and mix, and creating greater operating leverage through a more efficient network,” — Carol Tomé, CEO

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