UPS reported third-quarter consolidated revenue of $22.9 billion, up 6.7%, and raised its full-year revenue outlook to about $92.6 billion.
UPS reported third-quarter 2026 consolidated revenue of $22.9 billion on Tuesday, up 6.7% from a year earlier, and raised its full-year financial guidance as growth came from all three of its business segments.
Consolidated operating profit was $1.7 billion and adjusted operating profit was $2.1 billion, with diluted earnings per share of $1.37 and adjusted diluted earnings per share of $1.69. The GAAP result included a net charge of $279 million, or $0.32 per share, made up of $130 million in transformation costs and a $182 million goodwill impairment in Supply Chain Solutions, partly offset by a $33 million gain from selling MD-11 aircraft assets. The US domestic segment reported revenue of $14.865 billion, up 4.5% on a 6.1% rise in revenue per piece, with operating profit rising to $906 million from $603 million a year earlier. International revenue rose 7.1% to $5.007 billion.
Chief executive Carol Tomé said the quarter showed the continued strengthening of the company's fundamentals, driven by premium growth and greater network efficiency, and said UPS enters the holiday shipping season with the most automated and efficient network in its history. The company raised its full-year outlook to about $92.6 billion in revenue, about $8.75 billion in adjusted operating profit, about $7.28 in adjusted diluted earnings per share and about $6.1 billion in adjusted free cash flow.
The figures come from UPS's own third-quarter release, carried identically by Business Wire, Morningstar and trade coverage, and premarket market reporting confirms the beat and the raised outlook. One number tempers the headline: the adjusted consolidated operating margin of 9.0% was down from 10.0% a year earlier, so profitability per dollar of sales slipped even as revenue grew.
The holiday season is now the test of that efficiency claim. If premium volume holds through the peak, the raised outlook looks reachable; if costs keep outpacing revenue, the margin comparison will be the number to watch when UPS reports its fourth-quarter results.