UPS Q3 2026 EPS Falls to $1.37 as Supply Chain Solutions Profit Drops 82.5%
· The NYC Memo
UPS reported Q3 2026 revenue of $22.853 billion, up 6.7% year-over-year, with net income declining to $1.163 billion from $1.311 billion in Q3 2025 and diluted EPS falling to $1.37 from $1.55. The Supply Chain Solutions segment posted operating profit of $92 million in Q3 2026, down from $525 million in Q3 2025, coinciding with the establishment of a new Healthcare Logistics and Distribution business unit as of July 1, 2026.
Year-to-date net income through September 30, 2026 fell approximately 30% to $2.631 billion from $3.781 billion in the same period of 2025, with U.S. Domestic Package YTD operating profit down 42.5% to $1.437 billion from $2.498 billion.