Form 8-K · Current report

United Parcel Service 8-K, filed Oct 27, 2026

Filed
CIK
0001090727
Accession no.
0001628280-26-067381
AI-generated summary

Summary

United Parcel Service reported third-quarter 2026 consolidated revenue of $22.9 billion, up 6.7% with growth in all segments, and raised its fourth-quarter and full-year 2026 financial guidance. CEO Carol Tomé attributed the results to premium growth and greater network efficiency and said the company is entering the holiday shipping season from a position of strength.

Key points

  • Third-quarter diluted EPS was $1.37; non-GAAP adjusted diluted EPS was $1.69.
  • GAAP results included a net charge of $279 million, or $0.32 per diluted share, including $130 million of after-tax transformation strategy costs and a $182 million goodwill impairment in Supply Chain Solutions, partly offset by a $33 million gain on sale of MD-11 assets.
  • Segment revenue rose 4.5% in U.S. Domestic, 7.1% in International, and 18.2% in Supply Chain Solutions.
  • Full-year 2026 outlook raised to approximately $92.6 billion consolidated revenue, $8.75 billion non-GAAP adjusted operating profit, $7.28 non-GAAP adjusted diluted EPS, and $6.1 billion non-GAAP adjusted free cash flow.
  • Fourth-quarter 2026 guidance set at approximately $25.7 billion revenue and $3.3 billion non-GAAP adjusted operating profit.
  • CEO Carol Tomé and CFO Brian Dykes were to discuss the results on a conference call on October 27, 2026.

Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.

Items reported

  • 2.02Results of Operations and Financial Condition
  • 9.01Financial Statements and Exhibits

From the filing

Item 2.02 — Results of Operations and Financial Condition. On October 27, 2026, United Parcel Service, Inc. (the “Company”) issued a press release containing information about the Company’s results of operations and financial condition for the quarter ended September 30, 2026. The Company also posted on its website at www.investors.ups.com financial statement schedules containing additional detail about the Company's results of operations and financial condition for the same period. A copy of the press release is attached hereto as Exhibit 99.1. Item 9.01 — Financial Statements and Exhibits. …

An excerpt of the text as filed with the SEC, cut for length.

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