UPS forecasts upbeat 2026 revenue

United Parcel Service (UPS) has projected 2026 revenue to be $89.7 billion, compared to the $88.7 billion it reported last year. Analysts on average had expected revenue of $87.94 billion, according to data compiled by LSEG. It forecasts an adjusted operating margin of 9.6% for 2026. UPS reported fourth-quarter consolidated revenue of $24.5 billion, above estimates of $24 billion. The peak holiday shipping season, which runs from late November into early January, is critical for parcel carriers, as average daily volumes can double, and companies often add seasonal surcharges. Revenue per piece in the company’s US domestic segment rose 8.3% despite lower volumes, while international revenue per piece increased 7.1%, benefiting from the company’s push toward higher-margin shipments. On an adjusted basis, UPS reported a profit of $2.38 per share for the quarter ended Dec. 31, above estimates of $2.20, as per a report.