UNITED PARCEL SERVICE INC — Form 8-K
Filed October 27, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
UPS reported 3Q 2026 consolidated revenue of $22.9B (up 6.7% YoY), non-GAAP adjusted operating profit of $2.1B, and non-GAAP adjusted diluted EPS of $1.69. The company raised FY2026 guidance: consolidated revenue to ~$92.6B, non-GAAP adjusted operating profit to ~$8.75B, non-GAAP adjusted diluted EPS to ~$7.28, and free cash flow target to ~$6.1B. All three segments grew; U.S. Domestic revenue +4.5%, International +7.1%, Supply Chain Solutions +18.2%. The company took $279M in charges (transformation costs, goodwill impairment in SCS) offset by gains on asset sales.
Why this rating
Guidance raise and margin expansion are meaningful, but absolute dollars (~$92.6B revenue, ~$8.75B adjusted op. profit) represent modest improvement relative to $74.2B market cap. Transformation costs ($1.4–1.6B annually) and SCS headwinds ($182M impairment) temper upside. Routine operational progress.
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