Latest Earnings Results: Q3 '26
Estimated EPS
$1.62
Reported EPS
$1.69
Surprise
+4.05%
Estimated Rev
$22.27B
Reported Rev
$22.9B
Surprise
+2.82%
UPS raised fourth-quarter 2026 guidance: $25.7B, $3.3B; full-year 2026: $92.6B, $8.75B, adjusted diluted EPS ~$7.28, $6.1B.
Bullish Takeaway
UPS increased consolidated revenue across all segments, reported revenue-per-piece increases in U.S. Domestic and International, and cited premium growth, greater network efficiency, and its most automated and efficient network.
Bearish Takeaway
UPS's network reconfiguration related to volume declines from its largest customer; Supply Chain Solutions adjusted profit and margin were below 3Q 2025, while domestic adjusted cost per piece was higher and package volume lower.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $2.76 | -- | -- | N/A |
Q3 '26 | $1.62 | $1.69 | 4.05% | BEAT |
Q2 '26 | $1.66 | $1.76 | 5.79% | BEAT |
Q1 '26 | $1.01 | $1.07 | 5.67% | BEAT |
Q4 '25 | $2.20 | $2.38 | 8.15% | BEAT |