secwatch.observer — SEC 8-K summary
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Issuer:     UNITED PARCEL SERVICE INC (UPS)
CIK:        0001090727
Form:       8-K
Filed at:   2026-01-27T23:59:59+00:00
Accession:  0001628280-26-003510
Event type: earnings
Sentiment:  neutral
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1090727/000162828026003510/0001628280-26-003510-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1090727/000162828026003510/ups-20260127.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-003510

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer