Earnings call briefThird-quarter 2026
United Parcel Service expects approximately 10.5% Q4 U.S. Domestic margin
The company also expects fourth-quarter International operating margin of approximately 20% and Supply Chain Solutions operating margin of approximately 12.2%.
GetSignal United Parcel Service UPS
United Parcel Service said on its third-quarter call that it expects fourth-quarter U.S. Domestic revenue to rise approximately 3% year-over-year. CFO Brian Dykes said the company expects fourth-quarter International revenue to rise approximately 7% and Supply Chain Solutions revenue nearly 13%.
CEO Carol Tomé said that, if trade lanes start to settle down a bit, the company expects International margin to grow next year to the mid to high teens.
Quotes from the call
“Starting with U.S. Domestic, we expect revenue to be up approximately 3% year-over-year in the fourth quarter, driven by revenue per piece and premium volume growth. We expect an operating margin of approximately 10.5%.”
Key facts from the call
- Expected fourth-quarter U.S. Domestic operating margin
- Approximately 10.5%
- Expected fourth-quarter International operating margin
- Approximately 20%
- Expected fourth-quarter Supply Chain Solutions operating margin
- Approximately 12.2%
- Expected next-year International operating margin, if trade lanes start to settle down a bit
- Mid to high teens
Source: United Parcel Service's third-quarter 2026 earnings call, October 27, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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