UPS stock jumps 5.8% as UPS raises its 2026 outlook
UPS reported Q3 revenue up 6.7% to $22.9 billion, raised its full-year outlook, and the stock rose 5.8%.
Evento: 27 de outubro de 2026
Fonte primária: 27 de outubro de 2026
Publicado aqui: 27 de outubro de 2026 às 20:57 UTC
Ler: 2 min
O que aconteceu
On 27 October UPS reported Q3 2026 results. Revenue was $22.9 billion, up 6.7%, with growth in every segment. Adjusted EPS was $1.69. It raised its full-year outlook to about $92.6 billion in revenue and about $7.28 adjusted EPS. Reuters says the stock rose 5.8%.
Por que importa para você
UPS carries a huge share of parcels in the US and the world, so its outlook shows how online shopping and holiday demand look. The company says it enters the holiday shipping season from a position of strength.
O que conferir e observar
The Q4 guide: about $25.7 billion in revenue and about $3.3 billion adjusted operating profit. Compare with FedEx and shipping prices. This is not advice to buy or sell.
What happened. UPS reported Q3 2026 results. Revenue was $22.9 billion, up 6.7%, with growth in every segment. Diluted EPS was $1.37 versus $1.55 a year earlier. Adjusted EPS was $1.69 versus $1.74. Results include $279 million of one-off charges, among them a $182 million goodwill impairment in Supply Chain Solutions.
Segments. US Domestic revenue was $14.9 billion, up 4.5%, and revenue per piece rose 6.1%. International grew 7.1% to $5.0 billion with a 14.9% margin. Supply Chain Solutions rose 18.2% to $3.0 billion on forwarding and healthcare logistics.
New outlook. For 2026 UPS now expects about $92.6 billion in revenue, about $8.75 billion adjusted operating profit and about $7.28 adjusted EPS. In July the outlook was $91.2 billion, $8.65 billion and $7.22. The adjusted free cash flow target is about $6.1 billion. It plans about $5.4 billion in dividends.
Market reaction. Reuters says UPS shares rose 5.8% after the raised forecast. CEO Carol Tomé said the strength of the business lets UPS raise its full-year guidance, and that the network enters the holiday season from a position of strength.
Keep in mind. Margins are still below last year: adjusted operating margin was 9.0% versus 10.0%. The company's largest customer finished its planned volume cuts in Q2. This is not advice to buy or sell.
Fatos confirmados
- UPS Q3 2026 revenue was $22.9 billion, up 6.7%.[1]
- Diluted EPS was $1.37 and adjusted EPS $1.69.[1]
- 2026 outlook: about $92.6 billion revenue, about $8.75 billion adjusted operating profit, about $7.28 adjusted EPS.[1]
- In July the outlook was $91.2 billion revenue, $8.65 billion operating profit and $7.22 EPS.[2]
- Q4 guide: about $25.7 billion revenue and about $3.3 billion adjusted operating profit.[1]
- UPS shares rose 5.8% after the raised forecast.[3]
- Adjusted operating margin was 9.0% versus 10.0% a year earlier.[1]
Implicações
- ConfirmadoUPS expects a strong holiday shipping season.
- Nossa leituraThe UPS outlook suggests US online shopping is holding up.
Ainda não se sabe
- How strong holiday demand really turns out.
- Whether FedEx shows the same picture in its results.
Quem é afetado
United States, Worldwide. People who follow UPS stock, logistics and online retail
Fontes
- UPS (SEC filing): UPS Releases 3Q 2026 Earnings 27 de outubro de 2026 · oficial
- UPS (SEC filing): UPS Releases 2Q 2026 Earnings 28 de julho de 2026 · oficial
- Reuters via Investing.com: Wall Street ends higher on revived AI momentum 27 de outubro de 2026 · mídia
Capa: Gráfico de Freekonomist, uma imagem simbólica, não uma foto do evento. Este é um explicador de notícia, não recomendação financeira.
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