Every material Form 8-K United Parcel Service filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
UPS reported third-quarter 2025 revenue of $21.4 billion and GAAP diluted EPS of $1.55, down from $1.80 a year earlier, with non-GAAP adjusted diluted EPS of $1.74 versus $1.76. The results include a $330 million pre-tax gain from a sale-leaseback of five properties, which contributed $0.30 to diluted EPS, and a net charge of $164 million, or $0.19 per diluted share. The company also guided to fourth-quarter revenue of approximately $24.0 billion and a non-GAAP adjusted operating margin of 11.0% to 11.5%.
Q3 2025 GAAP diluted EPS was $1.55 versus $1.80 in Q3 2024; non-GAAP adjusted diluted EPS was $1.74 versus $1.76.
Consolidated operating profit was $1.8 billion; non-GAAP adjusted operating profit was $2.1 billion.
The sale-leaseback gain of $330 million contributed $0.30 to diluted EPS; transformation strategy costs were $250 million after tax.
Q4 2025 outlook: revenue of approximately $24.0 billion and non-GAAP adjusted operating margin of 11.0% to 11.5%.
UPS reported second-quarter 2025 consolidated revenue of $21.2 billion and GAAP diluted earnings per share of $1.51, down from $1.65 in the year-earlier quarter as shown in the filing's reconciliation tables. The company is not providing revenue or operating profit guidance because of macro-economic uncertainty, but it confirmed full-year items, including about $3.5 billion of expected expense reductions, which matter to shareholders as a measure of cost-cutting progress.
Consolidated revenue $21.2 billion; GAAP operating profit $1.8 billion versus $1.9 billion on a non-GAAP adjusted basis
GAAP diluted EPS $1.51 versus $1.65 in 2Q 2024; non-GAAP adjusted EPS $1.55 versus $1.79
U.S. Domestic revenue fell 0.8% to $14.1 billion; Supply Chain Solutions revenue fell 18.3%, mainly due to the Coyote divestiture
No revenue or operating profit guidance; company confirmed around $1.0 billion in share repurchases, completed, and $3.5 billion in expected 2025 expense reductions
UPS expanded its Board of Directors to thirteen members and appointed John Morikis, the retired President and CEO of Sherwin-Williams, effective June 2, 2025. He will join the Audit Committee and receive standard non-employee director compensation. The filing describes a board appointment and does not report financial results or guidance.
Appointed June 2, 2025, effective immediately; Board size increased to thirteen members
John Morikis, age 61, joins the Audit Committee
Morikis previously served as President and CEO of Sherwin-Williams and currently sits on the boards of General Mills and Whirlpool
UPS reported first-quarter 2025 revenue of $21.5 billion, down 0.7% from a year earlier, while operating profit rose 3.3% to $1.7 billion and diluted EPS was $1.40 versus $1.30. Non-GAAP adjusted diluted EPS was $1.49, up 4.2%, and the company did not update its full-year 2025 outlook, saying it would provide second-quarter expectations on its earnings call.
Revenue was $21.5 billion, down 0.7% from $21.7 billion in Q1 2024, with Supply Chain Solutions revenue down 14.8% mainly due to the divestiture of Coyote.
Operating profit was $1.7 billion, up 3.3%; GAAP results include a net charge of $83 million, or $0.09 per diluted share.
The company is not updating its previously issued consolidated full-year 2025 outlook, citing macro-economic uncertainty.
UPS expects about 20,000 operational workforce reductions in 2025 and closing 73 buildings by the end of June 2025.
On March 3, 2025, UPS's board increased its size to thirteen members and appointed Kevin Clark, Chair and Chief Executive Officer of Aptiv PLC, as a director, effective immediately. Clark is expected to join the Audit Committee if shareowners elect him at the 2025 annual meeting, so shareholders will have a vote on his election.
Kevin Clark, age 62, appointed to the UPS board on March 3, 2025, which expands the board to thirteen members
Clark is Chair and CEO of Aptiv PLC and was named Aptiv Chair and CEO in 2022
If elected at the 2025 annual meeting of shareowners, Clark will join the board's Audit Committee
Clark will receive standard non-employee director compensation, and the filing reports no related-party transactions requiring disclosure
UPS reported fourth-quarter 2024 revenue of $25.3 billion, up 1.5% from a year earlier, and diluted EPS of $2.01 on a GAAP basis, compared with $1.87 a year earlier. The company also forecast 2025 consolidated revenue of about $89.0 billion, below its $91.1 billion for 2024, and an operating margin of about 10.8%, after announcing an agreement in principle to cut volume from its largest customer by more than 50% by the second half of 2026.
Q4 2024 consolidated revenue was $25.3 billion, up 1.5%; operating profit was $2.9 billion, up 18.1%
GAAP diluted EPS was $2.01 versus $1.87 a year earlier; non-GAAP adjusted diluted EPS was $2.75 versus $2.47
2025 outlook: revenue of about $89.0 billion and operating margin of about 10.8%, versus full-year 2024 revenue of $91.1 billion
Efficiency Reimagined and network reconfiguration target about $1.0 billion in annualized savings; Q4 charges totaled $639 million, or $0.74 per diluted share
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every United Parcel Service filing is on SEC EDGAR ↗. 8-K briefs of other companies →