---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-003510"
form_type: "8-K"
ticker: "UPS"
cik: "0001090727"
company_name: "UNITED PARCEL SERVICE INC"
filed_at: "2026-01-27T23:59:59+00:00"
generated_at: "2026-05-16T07:24:14.861061+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# UPS Q4 2025 adj. EPS $2.38 beats; guides 2026 revenue ~$89.7B, margin ~9.6%

## Summary
- Q4 consolidated revenue $24.5B (-3.2% YoY); adj. operating margin 11.8%; adj. diluted EPS $2.38.
- Full-year 2025 revenue $88.7B; adj. diluted EPS $7.16; cash from ops $8.5B; free cash flow $5.5B.
- 2026 guidance: revenue ~$89.7B, adj. operating margin ~9.6%, capex ~$3.0B, dividends ~$5.4B.
- Board declares Q1 2026 dividend of $1.64/share, payable March 5, 2026, record Feb 17, 2026.
- CEO cites Amazon glide-down completion; MD-11 fleet retired, Q4 non-cash charge of $137M for write-off.

## SEC filing metadata
- accession: 0001628280-26-003510
- form_type: 8-K
- ticker: UPS
- cik: 0001090727
- company_name: UNITED PARCEL SERVICE INC
- filed_at: 2026-01-27T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1090727/000162828026003510/0001628280-26-003510-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1090727/000162828026003510/ups-20260127.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-003510
- JSON: https://secwatch.observer/filing/0001628280-26-003510.json
- Plain text: https://secwatch.observer/filing/0001628280-26-003510.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.