GAAP results included after-tax transformation charges of $891 million tied mainly to employee separation costs from the Driver Choice Program.
UPS lifted its 2026 outlook, targeting about $91.2 billion in revenue, about $8.65 billion in non-GAAP adjusted operating profit, and about $7.22 in non-GAAP adjusted diluted EPS.
Second-quarter results
UPS posted 2Q 2026 revenue of $22.8 billion; diluted EPS was $0.71.
Operating profit fell to $930 million from $1.82 billion a year earlier; operating margin narrowed to 4.1% from 8.6%.
Non-GAAP adjusted operating profit rose to $2.1 billion from $1.88 billion; non-GAAP adjusted diluted EPS increased to $1.76 from $1.55.