UPS lifts 2026 guidance as third-quarter revenue climbs 6.7% to $22.9 billion
UPS posted $22.9 billion in third-quarter 2026 revenue, up 6.7%, and raised its full-year forecasts for revenue, operating profit, earnings and free cash flow.
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what happened
According to TradingView, which relied on UPS filings with the SEC, the company reported third-quarter 2026 revenue of $22.9 billion, 6.7% higher than a year earlier. Adjusted diluted earnings per share came in at $1.69, while the figure under standard reporting was $1.37.
The company also improved its outlook for the whole of 2026, now expecting revenue near $92.6 billion, adjusted operating profit around $8.75 billion, adjusted earnings of $7.28 per diluted share and adjusted free cash flow of about $6.1 billion. Growth appeared in every segment: revenue per piece rose 6.1% in U.S. Domestic and 15.0% in International.
Reuters, citing LSEG data, adds that UPS expects fourth-quarter revenue of roughly $25.7 billion. The company credits the results to higher revenue per piece, growth in forwarding and healthcare logistics within Supply Chain Solutions, and a more automated network.
why it matters
The key point for markets is the raised forecast alongside rising revenue, a sign that delivery demand is holding up ahead of the holiday shipping peak. Net income under standard reporting fell to $1.163 billion from $1.311 billion, so the gap between adjusted and reported figures deserves attention.
market impact
UPS shares: the raised forecast and revenue growth support interest in the stock
- UPS shares pressure up — raised guidance and revenue growth support interest in the stock
tags
instruments
sources
- UPS Revenue Rises 6.7% to $22.9 Billion; Raises 2026 Outlook — TradingView, 27 October 2026 at 10:13 UTC
- UPS Q3 revenue rises 6.7%, lifts 2026 outlook — Reuters, 27 October 2026 at 10:10 UTC
prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.
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