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United Parcel Service, Inc. UPS Deferred — Revenue

Other product segments

Ground
$10.91B+4.0%
Export
$3.96B+13.7%
Next Day Air
$2.58B+12.4%
Logistics
$1.54B+4.3%
Domestic
$869M+4.7%
Forwarding
$791M+8.1%
Cargo and Other
$555M+22.5%

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Other financials

Income statement

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Revenue$22.8B+7.6%
Operating income$930.0M-49.0%
Net income$604.0M-52.9%
EPS (diluted)$0.71-53.0%

Balance sheet

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Cash & equivalents$4.7B-24.9%
Total debt$29.9B+537%
Total equity$15.1B-4.3%
Total assets$71.3B+0.5%

Cash flow

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Operating cash flow$859.0M+147%
CapEx$693.0M-38.3%
Free cash flow$166.0M—

Valuation

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Market cap$91.55B+25.3%
Enterprise value$116.76B+63.2%
P/E20×+7.3×
P/S1×+0.2×

Profitability

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Operating margin7.3%-2.0pp
Net margin5.1%-1.3pp
FCF margin6.1%—

Returns & leverage

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Return on equity29.7%-5.3pp
Debt / equity2×+1.7×
Current ratio1.2×-0.1×

Where this comes from

Reported directly by United Parcel Service, Inc. in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: United Parcel Service, Inc.’s 10-Q, filed August 5, 2026.

Filed
Aug 5, 2026, 3:48 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001628280-26-053249
Line itemThree Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Revenue:
Next Day Air$2,578$2,293$4,932$4,654
Deferred1,1021,0242,1472,073
Ground10,90810,48421,34621,193
Cargo and Other342282630623
U.S. Domestic Package14,93014,08329,05528,543
Domestic8698301,7041,601
Export3,9623,4847,5106,928

Item 1. Financial Statements

FAQ

What is United Parcel Service, Inc.'s deferred — revenue?
United Parcel Service, Inc. (UPS) reported deferred — revenue of $1.1B in Q2 2026.
How has United Parcel Service, Inc.'s deferred — revenue changed year-over-year?
United Parcel Service, Inc.'s deferred — revenue increased by 7.6% year-over-year, from $1.02B to $1.1B.
What is the long-term trend for United Parcel Service, Inc.'s deferred — revenue?
Over 2 years (2021 to 2023), United Parcel Service, Inc.'s deferred — revenue has grown at a -6.7% compound annual growth rate (CAGR), from $5.85B to $5.09B.
What does deferred — revenue mean?
This metric represents the total revenue generated from the company's deferred air and ground shipping services, which offer non-urgent delivery options at a lower price point than express services. It reflects the volume and pricing power of the company's economy-tier logistics offerings within the broader parcel delivery network. Tracking this revenue stream helps investors understand demand for cost-sensitive shipping solutions relative to premium, time-definite services.

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