UPS raises full-year guidance to $7.22 as revenue forecast hits $91.2B

United Parcel Service Inc. raised its full-year 2026 adjusted diluted earnings guidance to approximately $7.22 a share, up from a prior outlook, and lifted its revenue forecast to about $91.2 billion, the company said July 28.

"The updated guidance reflects our confidence in the second-half outlook," Carol Tomé, chief executive officer of UPS, said in a statement.

The new revenue forecast of $91.2 billion compares with a prior projection of about $89.7 billion and exceeds the $90.39 billion consensus estimate compiled by Bloomberg. The adjusted diluted EPS target of $7.22 also represents an increase from the company's earlier guidance, though UPS did not disclose the prior EPS figure in the release.

The guidance raise signals that management expects sustained demand for parcel delivery services through the remainder of the year, even as the broader economy faces uncertainty from elevated interest rates and shifting consumer spending patterns. UPS, which handles about a quarter of all US parcel volume, benefits from both business-to-business shipments and e-commerce deliveries, giving it broad exposure to economic activity.

Shares of the Atlanta-based company have gained about 12% this year through July 25, outperforming the S&P 500's 8% advance over the same period. The raised outlook could provide further support as investors assess the health of the logistics sector heading into the peak holiday shipping season.

The guidance raise puts UPS on track for its strongest annual earnings since 2022, when the company reported adjusted EPS of $12.55. Investors will watch the company's next quarterly report for details on volume trends and whether the momentum extends into 2027.

This article is for informational purposes only and does not constitute investment advice.