Filings monitor · UPS

What UNITED PARCEL SERVICE INC's SEC filings said

10-Q for 2026Q3, filed 4 Nov 2026, and 1 8-K since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Capital Return Program69 · importance in its document · 10-Q · 2026Q3
   UPS paid $4.064 billion in dividends during the first nine months of 2026, compared with $4.045 billion in the 2025 period. Dividends declared were $4.92 per share in both nine-month periods, and the company paid a quarterly cash dividend…
2. Guidance and Outlook69 · importance in its document · 8-K exhibit · 27 Oct 2026
   UPS raised fourth-quarter 2026 consolidated revenue guidance to approximately $25.7 billion and non-GAAP adjusted operating profit guidance to approximately $3.3 billion. For full-year 2026, it now expects consolidated revenue of…
3. Customer Dynamics63 · importance in its document · 10-Q · 2026Q3
   UPS completed the planned reduction of volume from its largest customer in the second quarter of 2026, reducing that customer’s volume by more than 50% from 2024 levels. The reduction contributed to lower average daily volume in both U.S.…
4. Strategic Cost Reduction62 · importance in its document · 10-Q · 2026Q3
   UPS’s Network of the Future, Network Reconfiguration and Efficiency Reimagined initiatives are consolidating its U.S. Domestic Package network through automation, facility closures and process redesign. In the first nine months of 2026,…
5. Guidance raised60 · rule score among filings · 8-K Item 2.02 · 27 Oct 2026
   Raises Fourth-Quarter 2026 Financial Guidance

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 4 Nov 2026

Full report · Filing on EDGAR

• Capital Return ProgramImportance 69
  UPS paid $4.064 billion in dividends during the first nine months of 2026, compared with $4.045 billion in the 2025 period. Dividends declared were $4.92 per share in both nine-month periods, and the company paid a…
• Customer DynamicsImportance 63 · +1 more on this subject
  UPS completed the planned reduction of volume from its largest customer in the second quarter of 2026, reducing that customer’s volume by more than 50% from 2024 levels. The reduction contributed to lower average daily…
• Strategic Cost ReductionImportance 62
  UPS’s Network of the Future, Network Reconfiguration and Efficiency Reimagined initiatives are consolidating its U.S. Domestic Package network through automation, facility closures and process redesign. In the first…
• Headcount / RestructuringImportance 58 · +1 more on this subject
  UPS closed 47 leased or owned buildings in the first nine months of 2026, including 46 permanently closed facilities, under Network Reconfiguration and Efficiency Reimagined. The company recorded approximately $1.2…
• Operating Cash Flow TrendsImportance 54
  Net cash from operating activities increased $838 million to $5.986 billion for the nine months ended September 30, 2026, from $5.148 billion in 2025. The increase reflected favorable accounts payable changes, lower…
• Capital Expenditure ProgramImportance 53
  Capital expenditures were $2.221 billion for the nine months ended September 30, 2026, down from $2.969 billion in the comparable 2025 period, and fell from 4.6% to 3.3% of revenue. Lower spending reflected reduced…
• Operating Margin DriversImportance 47
  Consolidated operating profit declined $60 million, or 3.3%, to $1.744 billion in the third quarter and $1.351 billion, or 25.5%, to $3.941 billion year to date. Operating margin fell 80 basis points to 7.6% for the…
• Outstanding IndebtednessImportance 42
  Total debt outstanding was $26.078 billion at September 30, 2026, compared with $24.782 billion at the end of the 2025 comparison period. During the first nine months of 2026, UPS issued $1.3 billion of fixed- and…
• Operating Expense TrendsImportance 41 · +1 more on this subject
  Consolidated operating expenses rose 7.6% to $21.109 billion in the quarter and 6.9% to $62.948 billion year to date; adjusted operating expenses increased 7.9% and 5.1%, respectively. Purchased transportation…
• Revenue Performance and MixImportance 37 · +1 more on this subject
  Consolidated revenue increased 6.7% to $22.853 billion in the third quarter of 2026 and 4.2% to $66.889 billion for the first nine months, while average daily package volume fell 4.2% and 5.2%, respectively. Revenue…
• Market Demand TrendsImportance 37
  Average daily package volume in global small package operations decreased 4.2% in the third quarter and 5.2% year to date, with declines primarily reflecting the planned reduction from UPS’s largest customer,…
• Tariff Refund and Gross MarginImportance 34
  After a February 2026 Supreme Court ruling invalidated certain IEEPA tariffs, UPS received approximately $500 million in tariff refunds under the first phase of the CBP administrative process. As of September 30, 2026,…

8-K filings last 12 months

• Board change5 Nov 2026 · 8-K Item 5.02 · Routine · rule score 10
  “On November 4, 2026, the Board of Directors (the “Board”) of United Parcel Service, Inc. (the “Company”), upon recommendation of the Board’s Nominating and Corporate Governance Committee, set the size of the Board to eleven members and…”
• Guidance raised27 Oct 2026 · 8-K Item 2.02 · Flagged · rule score 60
  “Raises Fourth-Quarter 2026 Financial Guidance”
  Read from the attached exhibit: Guidance and Outlook · Operating Cash Flow Trends · Operating Margin Drivers
• Other officer change31 Aug 2026 · 8-K Item 5.02 · Routine · rule score 15
  “On August 31, 2026, United Parcel Service, Inc. (the “Company”) announced that Kate Gutmann, Executive Vice President and President, International, Healthcare and Supply Chain Solutions, will retire from her current positions, effective…”
  Read from the attached exhibit: Global Operating Model · Strategic Initiatives
• Results (release not read)28 Jul 2026 · 8-K Item 2.02 · Routine · rule score 20
• Management change (filing not read)15 Jun 2026 · 8-K Item 5.02 · Routine · rule score 20
• Management change (filing not read)13 May 2026 · 8-K Item 5.02 · Routine · rule score 20
• Management change (filing not read)11 May 2026 · 8-K Item 5.02 · Routine · rule score 20
• Results (release not read)28 Apr 2026 · 8-K Item 2.02 · Routine · rule score 20
• Management change (filing not read)6 Feb 2026 · 8-K Item 5.02 · Routine · rule score 20
• Results (release not read)27 Jan 2026 · 8-K Item 2.02 · Routine · rule score 20

Earlier reports

• 10-Q · 2026Q2filed 5 Aug 2026
  Customer Dynamics · Market Demand Trends · Interest Rate and Refinancing Exposure

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.