UPS (UPS) reported second-quarter 2026 consolidated revenue of $22.8 billion, with GAAP consolidated operating profit of $930 million and diluted earnings per share of $0.71.
The company said GAAP results included after-tax transformation charges of $891 million, or $1.05 per diluted share, primarily tied to employee separation costs from its Driver Choice Program. UPS raised its full-year 2026 consolidated revenue outlook to approximately $91.2 billion.
- Second-quarter consolidated revenue was $22.8 billion.
- GAAP consolidated operating margin was 4.1%.
- GAAP net income was $604 million for the three months ended June 30, 2026.
- U.S. Domestic segment revenue rose 6.0% to $14.930 billion.
- International segment revenue rose 12.5% to $5.044 billion.
- Supply Chain Solutions revenue rose 7.8% to $2.860 billion.
- UPS raised full-year 2026 guidance for consolidated revenue to approximately $91.2 billion.
