UPS Raises Full-Year Outlook Despite Near-Term Challenges
United Parcel Service (NYSE: UPS) raised its full-year outlook for 2026 following a second-quarter performance that exceeded expectations. The company reported adjusted earnings per share of $1.76, surpassing analyst estimates of $1.66, and revenue reached $22.8 billion against forecasts of $21.84 billion. Despite the strong quarterly results, UPS shares fell 6% as investors reacted to weaker near-term domestic expectations and a decline in international operating profit. The US Domestic segment saw growth driven by higher revenue per piece but is expected to face flat performance next quarter due to volume declines from Amazon-related changes. Meanwhile, International operations faced margin pressures from increased fuel costs and geopolitical tensions. UPS also incurred $891 million in restructuring charges related to workforce reductions under the Driver Choice Program. For 2026, UPS now forecasts consolidated revenue of approximately $91.2 billion, adjusted operating profit of about $8.65 billion, and earnings per share around $7.22.
Tickers: $UPS
Topics: 2026 Outlook Domestic Segment Earnings Report International Segment UPS