UNITED PARCEL SERVICE INC (UPS) Form 8-K — Oct 27, 2026
UPS reported Q3 2026 consolidated revenue of $22.9 billion, up 6.7% year over year, with growth across all three segments. Diluted EPS was $1.37 GAAP and $1.69 non-GAAP adjusted, and the company raised its full-year guidance on revenue, operating profit, EPS, and free cash flow. Revenue per piece drove gains: U.S. Domestic revenue rose 4.5%, International rose 7.1% on a 15.0% increase in revenue per piece, and Supply Chain Solutions jumped 18.2% on forwarding, logistics, and healthcare growth.
Key figures
- Eps
- 1.37
- Revenue
- 22900000000
- Guidance
- Q4 2026 revenue ~$25.7B, non-GAAP adj. operating profit ~$3.3B; FY2026 revenue ~$92.6B, non-GAAP adj. operating profit ~$8.75B, non-GAAP adj. diluted EPS ~$7.28, non-GAAP adj. FCF ~$6.1B, capex ~$3.0B, dividends ~$5.4B, tax rate ~23%, pension contributions $1.3B
- Net Income
- 1163000000
- Q3 net charge
- 279000000
- Goodwill impairment
- 182000000
- Us domestic revenue
- 14865000000
- Non gaap diluted eps
- 1.69
- Gaap operating margin
- 7.6%
- International revenue
- 5007000000
- Us domestic revenue growth
- 4.5%
- Note fy2025 revenue context
- About UPS section states 2025 revenue of $88.7 billion (likely intended as full-year 2025 total revenue)
- International revenue growth
- 7.1%
- Non gaap adj operating margin
- 9.0%
- Supply chain solutions revenue
- 2981000000
- Supply chain solutions revenue growth
- 18.2%
AI analysis
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