United Parcel Service's results for Q3 2026 (quarter ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-27. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $22,853 million (+6.7% vs a year earlier) |
| Diluted EPS (GAAP) | $1.37 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $1.69 |
| Full-year guidance | Raised |
Guidance
UPS raised 2026 outlook: revenue about $92.6 billion, adjusted operating profit about $8.75 billion, adjusted EPS about $7.28, free cash flow about $6.1 billion.
Why this label: 'Raises Full-year 2026 Outlook' for revenue (~$92.6B), adjusted operating profit (~$8.75B) and adjusted EPS (~$7.28); priors not stated; nothing core lowered.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| consolidated revenue | FY2026 | ~$92.6 billion | not stated |
| non-GAAP adjusted operating profit | FY2026 | ~$8.75 billion | not stated |
| non-GAAP adjusted diluted EPS | FY2026 | ~$7.28 | not stated |
| non-GAAP adjusted free cash flow | FY2026 | ~$6.1 billion | not stated |
| capital expenditures | FY2026 | ~$3.0 billion | not stated |
| dividend payments | FY2026 | ~$5.4 billion | not stated |
| effective tax rate | FY2026 | ~23% | not stated |
| pension contributions | FY2026 | $1.3 billion | not stated |
Next-quarter outlook:
| Metric | Period | Range |
|---|---|---|
| revenue | Q4 2026 | ~$25.7 billion |
| non-GAAP adjusted operating profit | Q4 2026 | ~$3.3 billion |
From the release
Revenue: "Consolidated Revenue Increased 6.7% to $22.9B,"
Earnings per share: "Diluted earnings per share were $1.37; non-GAAP adjusted diluted earnings per share were $1.69"
consolidated revenue: "For the full year 2026, 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 $6.1B."
non-GAAP adjusted operating profit: "non-GAAP adjusted operating profit of approximately $8.75 billion"
non-GAAP adjusted diluted EPS: "non-GAAP adjusted diluted EPS of approximately $7.28"
Key fact: Revenue rose 6.7% to $22.9 billion; full-year adjusted EPS outlook raised to about $7.28.
Source
United Parcel Service earnings release (SEC filing), accession 0001628280-26-067381, filed 2026-10-27.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.