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UPS lifts full-year revenue forecast after strong third-quarter results

UPS reported a 6.7% rise in Q3 revenue to $22.9 billion and upgraded its 2026 revenue outlook to roughly $92.6 billion.

In the third quarter, UPS saw consolidated revenue climb 6.7% to $22.9 billion, with adjusted diluted earnings of $1.69 per share beating forecasts. Net income fell to $1.16 billion, while a $182 million goodwill impairment affected GAAP results. The company lifted its full-year revenue target to approximately $92.6 billion and expects adjusted earnings of $7.28 per share.

Domestic shipments grew modestly, international revenue rose 7.1%, and the Supply Chain Solutions segment expanded 18.2% despite lower operating profit. UPS highlighted $1.8 billion in efficiency gains so far in 2026 and aims for nearly $3 billion by year-end.

Why it matters

The upgraded outlook signals stronger demand for UPS services and may influence market expectations for logistics firms.

In this story

UPSrevenue outlookthird-quarter earningsadjusted earningsefficiency initiativedomestic revenueinternational revenueSupply Chain Solutions
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