The company said consolidated revenue for Q3 2026 rose 6.7% to $22.9 billion, with a GAAP operating margin of 7.6% and a non-GAAP adjusted operating margin of 9.0%. Diluted EPS was $1.37, and non-GAAP adjusted diluted EPS was $1.69.

1. 01

   The company said consolidated revenue for Q3 2026 rose 6.7% to $22.9 billion, with a GAAP operating margin of 7.6% and a non-GAAP adjusted operating margin of 9.0%. Diluted EPS was $1.37, and non-GAAP adjusted diluted EPS was $1.69.

2. 02

   UPS said GAAP results for Q3 2026 included a net charge of $279 million ($0.32 per diluted share). The charge comprised after-tax transformation strategy costs of $130 million and a goodwill impairment of $182 million at Supply Chain Solutions, partially offset by a gain on the sale of MD-11 assets of $33 million.

3. 03

   The company said U.S. Domestic revenue rose 4.5% in Q3 with an operating margin of 6.1%, and International revenue rose 7.1% with a 14.9% operating margin. It said Supply Chain Solutions revenue increased 18.2%, while its operating margin was 3.1%, compared with 20.8% a year earlier.

4. 04

   UPS said it expects full-year 2026 consolidated revenue of about $92.6 billion, non-GAAP adjusted operating profit of about $8.75 billion, non-GAAP adjusted diluted EPS of about $7.28, and non-GAAP adjusted free cash flow of about $6.1B. For Q4, it expects revenue of about $25.7 billion and adjusted operating profit of about $3.3 billion.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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