secwatch.observer — SEC 8-K summary ====================================== Issuer: UNITED PARCEL SERVICE INC (UPS) CIK: 0001090727 Form: 8-K Filed at: 2026-07-28T10:03:54+00:00 Accession: 0001628280-26-049912 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 UPS Q2 2026: Non-GAAP EPS $1.76, revenue $22.8B; raises full-year guidance -------------------------------------------------------------------------- - Consolidated revenue $22.8B, up 7.6% YoY; GAAP diluted EPS $0.71, non-GAAP adjusted $1.76 (up 13.5% YoY). - U.S. Domestic non-GAAP adj. operating profit $1,188M (+21% YoY) on 6% revenue growth; International non-GAAP adj. op. profit $623M (-8.7% YoY). - Full-year 2026 guidance raised: revenue ~$91.2B, non-GAAP adj. operating profit ~$8.65B, non-GAAP adj. diluted EPS ~$7.22. - Transformation charges of $891M after-tax ($1.05/share) from Driver Choice Program workforce reductions. - Supply Chain Solutions non-GAAP adj. op. profit $291M (+37.3% YoY); healthcare and forwarding growth cited. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1090727/000162828026049912/0001628280-26-049912-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1090727/000162828026049912/ups-20260728.htm HTML page: https://secwatch.observer/filing/0001628280-26-049912 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer