UPS Q2 2026 earnings beat estimates, raises full-year revenue outlook

UPS reported second-quarter 2026 gross of $22.8 cardinal and raised its full-year guidance, arsenic the institution delivered year-over-year maturation successful some gross and adjusted operating profit. Adjusted net per stock came successful astatine $1.76 for the 4th ended June 30.

Analysts had expected adjusted net per stock of $1.66 and gross of $21.81 billion, according to CNBC.

On a GAAP basis, nett income fell to $604 million, oregon $0.71 per diluted share, from $1.28 billion, oregon $1.51 per share, successful the year-ago period. The institution recorded $891 cardinal successful after-tax translation charges, chiefly worker separation costs tied to its Driver Choice Program.

UPS lifted its full-year gross people to astir $91.2 billion, a measurement up from the $89.7 cardinal it had antecedently projected, according to Reuters. The institution besides raised its full-year adjusted diluted EPS guidance to astir $7.22 and adjusted operating nett guidance to astir $8.65 billion, the institution said.

"We entered the 2nd fractional of the twelvemonth with beardown momentum and are raising our full-year consolidated revenue, non-GAAP adjusted operating nett and non-GAAP adjusted diluted EPS guidance," UPS CEO Carol Tomé said successful a statement.

U.S. home gross grew 6% to $14.9 billion, with a 9.3% leap successful gross per portion providing the superior tailwind. The segment's adjusted operating borderline was 8%. International gross climbed 12.5% to $5 billion, with the conception posting an operating borderline of 12.4%. The proviso concatenation solutions conception recorded $2.9 cardinal successful revenue, a 7.8% gain, with healthcare logistics among the contributors to that increase.

The results travel a play of important restructuring. UPS has been reducing its reliance connected Amazon, closing facilities, and cutting jobs arsenic portion of an effort to make $3 cardinal successful outgo savings. Tomé said the institution had completed its Amazon measurement simplification and related web changes. Through the archetypal fractional of 2026, UPS said its web reconfiguration inaugural had generated astir $1.2 cardinal successful programme benefits, putting the institution connected way toward its $3 cardinal full-year target.

UPS has been gathering retired temperature-controlled logistics facilities spanning the Americas, Europe, and Asia to conscionable increasing request for refrigerated pharmaceutical delivery, including value nonaccomplishment drugs. Healthcare has go a cardinal portion of the company's strategy arsenic it shifts toward higher-margin services. Supply concatenation solutions — the conception that includes healthcare logistics — posted an adjusted operating borderline of 10.2% successful the 2nd quarter, up from 8% a twelvemonth earlier.

UPS banal roseate successful premarket trading connected Tuesday.