UPS Stock Rises Pre-Market On Upbeat Guidance – CEO Calls 2026 As Inflection Year After Amazon Pullback

The package delivery giant forecast 2026 revenue of about $89.7 billion, and guided for a non-GAAP adjusted operating margin of 9.6%.
A UPS truck is parked as a driver makes a delivery on January 30, 2024 in Miami Beach, Florida.
A UPS truck is parked as a driver makes a delivery on January 30, 2024 in Miami Beach, Florida. (Photo by Joe Raedle/Getty Images)
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Arnab Paul·Stocktwits
Updated Jan 27, 2026   |   6:59 AM EST
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United Parcel Service (UPS) shares jumped nearly 4% in pre-market trading on Tuesday after the company delivered better-than-expected fourth-quarter and full-year 2025 results and issued an upbeat outlook for 2026.

The package delivery giant forecast 2026 revenue of about $89.7 billion, and guided for a non-GAAP adjusted operating margin of 9.6%. FY 2025 revenue came in at $88.7 billion, above estimates of $87.95 billion, according to Fiscal.ai data.

UPS’ Q4 revenue came in at $24.5 billion, above Wall Street’s estimates of $24 billion, while adjusted earnings per share were $2.38, compared to analysts’ estimates of $2.1.

“Looking ahead, upon completion of the Amazon glide-down, 2026 will be an inflection point in the execution of our strategy to deliver growth and sustained margin expansion,” said Carol Tomé, UPS chief executive officer.

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