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๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Adj. EPS: $1.69 (Est. $1.62) โ .
โข Revenue: $22.85B (Est. $22.28B) โ , +6.7% YoY.
โข GAAP EPS: $1.37.
โข Adj. Operating Profit: $2.1B.
โข Adj. Operating Margin: 9.0%.
โข GAAP Operating Margin: 7.6%.
โข U.S. Domestic Revenue: $14.87B, +4.5% YoY.
โข International Revenue: $5.01B, +7.1% YoY.
โข Supply Chain Solutions Revenue: $2.98B, +18.2% YoY.
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๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q4 2026 Revenue: ~$25.7B (Est. $25.53B) โ , raised.
โข Q4 2026 Adj. Operating Profit: ~$3.3B.
โข FY2026 Revenue: ~$92.6B (Est. $91.74B) โ , raised.
โข FY2026 Adj. EPS: ~$7.28 (Est. $7.20) โ , raised.
โข FY2026 Adj. Operating Profit: ~$8.75B, raised.
โข FY2026 Adj. Free Cash Flow: ~$6.1B, raised.
โข FY2026 CapEx: ~$3.0B.
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๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Q3 Adj. EPS beat consensus by ~4.3%, while revenue exceeded estimates by ~2.6%.
โข Revenue grew across all three segments, led by Supply Chain Solutions (+18.2%).
โข U.S. Domestic revenue per piece increased 6.1%, supporting improved profitability.
โข International revenue per piece surged 15%, with an operating margin of 14.9%.
โข Adjusted operating profit reached $2.1B, supported by premium growth and network efficiency.
โข UPS raised its FY2026 revenue, earnings and free cash flow outlook ahead of the holiday shipping season.
โข Q3 GAAP earnings included $279M in net charges related to transformation costs and a goodwill impairment, partially offset by asset sale gains.
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๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โOur third-quarter results demonstrate the continued strengthening of our business fundamentals, driven by premium growth and greater network efficiency.โ