earnings
confidence high
sentiment positive
materiality 0.75
UPS Q2 2026: Non-GAAP EPS $1.76, revenue $22.8B; raises full-year guidance
UNITED PARCEL SERVICE INC
- Consolidated revenue $22.8B, up 7.6% YoY; GAAP diluted EPS $0.71, non-GAAP adjusted $1.76 (up 13.5% YoY).
- U.S. Domestic non-GAAP adj. operating profit $1,188M (+21% YoY) on 6% revenue growth; International non-GAAP adj. op. profit $623M (-8.7% YoY).
- Full-year 2026 guidance raised: revenue ~$91.2B, non-GAAP adj. operating profit ~$8.65B, non-GAAP adj. diluted EPS ~$7.22.
- Transformation charges of $891M after-tax ($1.05/share) from Driver Choice Program workforce reductions.
- Supply Chain Solutions non-GAAP adj. op. profit $291M (+37.3% YoY); healthcare and forwarding growth cited.