United Parcel Service Inc Class B

UPS: XNYS (USA)

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UPS Earnings: Domestic Margin Expands, Amazon Drawdown Winds Down

Matthew Young

Oct 27, 2026

UPS' third-quarter revenue grew 7% year over year on surging fuel surcharges, favorable mix (revenue quality), and steady base rate gains. As expected, domestic volume fell on the Amazon drawdown. Excluding last year's sale-leaseback gain, we calculate that consolidated margin improved.

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United Parcel Service Inc Class B

UPS Earnings: Domestic Margin Expands, Amazon Drawdown Winds Down

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