โ
๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข EPS: $1.76 (Est. $1.66) โ
โข Revenue: $22.80B (Est. $21.84B) โ
โข Non-GAAP adjusted operating margin: 9.2% vs. 8.7% YoY.
โข U.S. Domestic revenue: $14.93B (+6.0% YoY); International revenue: $5.04B (+12.5% YoY).
โข Supply Chain Solutions revenue: $2.86B (+7.8% YoY).
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข FY2026 EPS: ~$7.22 (Est. $7.13) โ
โข FY2026 revenue: ~$91.2B (Est. $90.38B) โ
โข FY2026 adjusted operating profit: ~$8.65B (raised).
โข Capital expenditures of ~$3.0B and dividends of ~$5.4B reaffirmed.
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Revenue and adjusted operating profit returned to year-over-year growth following the completion of the Amazon network transition.
โข Revenue per piece increased 9.3% in the U.S. and 18.9% internationally, supporting margin expansion.
โข GAAP EPS was reduced by $1.05 per share from transformation charges related to workforce reduction initiatives.
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๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
CEO Carol Tomรฉ said UPS successfully completed its Amazon network reconfiguration, entered the second half of the year with strong momentum, and raised its full-year revenue, adjusted operating profit, and adjusted EPS outlook.