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Just reported
Q3 2026 results
From United Parcel Service's results release of October 27, 2026; its quarterly report has since been filed.
Revenue
Actual
$22.85B
+6.7% y/y
+0.1% q/qGuided
—
No guide given
EPS, GAAP
Actual
$1.37
-12% y/y
+93% q/qGuided
—
No guide given
Operating income, GAAP
Actual
$1.74B
-3.3% y/y
+88% q/qGuided
—
No guide given
Company outlook
Q4 2026
- EPS$7.28First given
- Operating income$8.75BFirst given
Full year 2026
- Revenue$92.6B+4.4% y/y Raised +1.5%
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes United Parcel Service is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The theme it is part of
Highest-graded in Integrated Freight and Logistics
Graded A or B and worth $2B or more: A first, then the largest.
FDXFedEx Corporation$75.6BA
JBHTJ.B. Hunt Transport Services, Inc.$21.2BA
ZTOZTO Express (Cayman) Inc.$16.8BA+
Grade rose recently in Industrials
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
CSXCSX CorporationOct 21, 2026CAGraded C, now A
CPCanadian Pacific Kansas City Ltd.Oct 29, 2026BAGraded B, now A
URIUnited Rentals, Inc.Oct 21, 2026CAGraded C, now A
WCNWaste Connections, Inc.Oct 22, 2026BAGraded B, now A
FIXComfort Systems USA, Inc.Oct 22, 2026BAGraded B, now A
How it makes money
- U.S. Domestic Package: package delivery within the United States65%
- International Package: package delivery across and within countries outside the United States22%
- Supply Chain Solutions: freight, logistics and related services13%
Shares of revenue are estimates for quarter ended June 30, 2026, not figures from a filing.
Competes with
- FDXFedExA
- Size
- $75.6B
- Margin
- 4.7%
- DHLGYDHL Group
- AMZNAmazon Logistics, an Amazon divisionD
- Size
- $2.88T
- Margin
- 16.9%
- United States Postal Service
What it sells6
U.S. air and ground package delivery
Time-specific or day-specific delivery for packages sent to homes and businesses, including same-day, next-day and deferred services.
International package services
Express, deferred and ground delivery for shipments moving between countries, supported by customs clearance services.
Freight forwarding and customs brokerage
Air and ocean freight services that move larger shipments between countries, along with help preparing shipments for customs clearance.
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Healthcare logistics and cold-chain shipping
Temperature-controlled transport and storage for medicines, vaccines and other sensitive healthcare products.
Digital Access Program
Shipping services built into online shopping and business websites so sellers can arrange UPS shipments through the tools they already use.
Roadie and Happy Returns
Roadie arranges same-day delivery for items that do not fit the usual UPS package network; Happy Returns helps retailers and shoppers handle product returns.
Who buys it5
- Small and medium-sized businesses that ship packages, including sellers that arrange shipping through online shopping and business websites.
- Large businesses that ship packages, freight or time-sensitive goods.
- Healthcare and life sciences companies that ship medicines, vaccines and other temperature-sensitive products.
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- Retailers and online sellers that need package delivery, customer returns and shipping services.
- Households and other package recipients; UPS reported more than 10.7 million delivery recipients daily (2025, high).
What it stands on, and what could break it
What the business leans on
- 1The package network depends on a large workforce, including union-represented employees and collective bargaining agreements.
- 2Air and ground delivery depend on aircraft, vehicles, fuel and purchased transportation from outside carriers.
- 3Some Ground Saver and Mail Innovations deliveries rely on the United States Postal Service for final-mile delivery under an agreement beginning in 2026.
- 4A substantial customer base includes Amazon; UPS has been reducing Amazon shipment volume as part of its planned network changes.
What could go wrong
- 1Changes in business from major customers, including the planned reduction in Amazon shipments, can affect package volumes and revenue.
- 2Labor disputes, work stoppages or difficulty attracting and retaining employees could disrupt package handling and delivery.
- 3Fuel price changes and disruptions from conflicts, severe weather or other events can raise operating costs and interfere with air and ground routes.
About United Parcel Service, Inc.
UPS picks up and delivers packages by air and ground, and provides freight shipping, customs brokerage, warehousing and returns services. It serves more than 200 countries and territories (2025, high), using its own delivery network and, for some services, other carriers. Its healthcare logistics business handles temperature-sensitive goods such as medicines and vaccines.
- Head office
- Atlanta, Georgia, United States
- Founded
- 1907
- Employees
- 460,000 (December 31, 2025, high)
- Listed on
- NYSE
- Financial year ends
- December 31
Built from United Parcel Service, Inc.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.