United Parcel Service, Inc. (UPS) reported third-quarter 2026 consolidated revenue of $22.9 billion, a 6.7% increase compared to the prior year. The company reported consolidated operating profit of $1.7 billion and non-GAAP adjusted consolidated operating profit of $2.1 billion. Diluted earnings per share were $1.37, while non-GAAP adjusted diluted EPS was $1.69.
For the third quarter, GAAP results included a net charge of $279 million, or $0.32 per diluted share, which included after-tax transformation strategy costs of $130 million and a $182 million goodwill impairment in Supply Chain Solutions, partially offset by a $33 million gain on the sale of MD-11 assets.
UPS has raised its full-year 2026 financial guidance. The company now expects consolidated revenue of approximately $92.6 billion, non-GAAP adjusted operating profit of approximately $8.75 billion, non-GAAP adjusted diluted EPS of approximately $7.28, and non-GAAP adjusted free cash flow of approximately $6.1 billion.
For the fourth quarter of 2026, UPS expects revenue of approximately $25.7 billion and non-GAAP adjusted operating profit of approximately $3.3 billion.
The company also confirmed its full-year 2026 capital expenditures of approximately $3.0 billion, dividend payments of around $5.4 billion (subject to board approval), an effective tax rate of approximately 23%, and $1.3 billion in pension contributions.
