- United Parcel Service Inc.
- 27 October 2026 16:16:14
Source: Sharecast
The company said revenue rose 6.7% year-on-year to $22.9bn in the three months to September, with growth across all three operating divisions.
Adjusted operating profit totalled $2.1bn, more or less in line with last year, though the adjusted operating margin eased to 9% from 10%. Adjusted diluted earnings per share fell to $1.69 from $1.74 but still came in ahead of the $1.62 consensus forecast.
US domestic revenue increased 4.5% to $14.9bn, supported by a 6.1% rise in revenue per package, while international revenue grew 7.1% to $5bn.
Supply Chain Solutions recorded an 18.2% revenue increase to $3bn, driven by forwarding and logistics, including healthcare.
“Our third-quarter results demonstrate the continued strengthening of our business fundamentals, driven by premium growth and greater network efficiency," said chief executive Carol Tomé.
"As momentum builds, we are entering the holiday shipping season from a position of strength, with the most automated and efficient network in our history. Given the strength we see in the business, we are raising our full-year financial guidance."
UPS now expects full-year revenue of approximately $92.6bn, $1.4bn higher than its previous forecast, while adjusted EPS guidance was lifted to $7.28 from $7.22. It also increased its adjusted free cash flow target to $6.1bn.
For the fourth quarter, UPS forecast revenue of $25.7bn and adjusted operating profit of $3.3bn.
UPS shares were up 2.8% at $103.05 by 1615 BST.