Every material Form 8-K United Parcel Service filed with the SEC in 2026, 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 appointed Shannon Eisenhardt, Group Chief Financial Officer and Executive Director of Reckitt Benckiser Group plc, to its board effective immediately, expanding the board to eleven members. She also joins the Audit Committee, and the filing does not report any financial results or guidance changes.
Board size set at eleven members; Eisenhardt appointed effective November 4, 2026, including a seat on the Audit Committee
Eisenhardt, 52, previously spent eight years at NIKE, Inc., most recently as CFO of Consumer, Marketplace and Brand (2020 to 2023)
Prorated annual cash retainer of $125,000 and annual equity award of $210,000 for the remainder of the current board service year
United Parcel Service announced its third-quarter 2026 financial results, reporting consolidated revenue of $22.9 billion and diluted earnings per share of $1.37. Driven by strengthening business fundamentals and network efficiency, the company raised its full-year 2026 financial guidance and non-GAAP adjusted free cash flow target. Shareholders benefit from updated expectations for higher revenue and profitability through the end of the year.
Consolidated revenue for 3Q 2026 increased 6.7% to $22.9 billion.
Reported diluted EPS was $1.37 and non-GAAP adjusted diluted EPS was $1.69 for 3Q 2026.
Full-year 2026 consolidated revenue outlook was raised to approximately $92.6 billion.
Non-GAAP adjusted free cash flow target for full-year 2026 was raised to approximately $6.1 billion.
UPS said Executive Vice President Kate Gutmann will retire from her current roles effective September 1, 2026, and remain in a transitional role through March 31, 2027. Wilfredo Ramos was appointed to succeed her, alongside a new global operating model that reassigns several executive responsibilities. The filing does not include financial results, so it gives shareholders no new performance figures.
Kate Gutmann retires from current roles effective September 1, 2026; transitional role through March 31, 2027
Wilfredo Ramos appointed EVP and Chief International, Healthcare and Supply Chain Solutions Officer, with over 20 years at the company
Nando Cesarone becomes EVP and Chief Global Operations Officer; retention RSU award valued at $6.0 million
Bala Subramanian receives retention RSU award valued at $3.0 million; RSUs vest 25% in 2027, 25% in 2028, 50% in 2029
UPS reported second-quarter 2026 consolidated revenue of $22.8 billion, up 7.6% from a year earlier, while GAAP operating profit fell to $930 million from $1.82 billion. The company raised its full-year 2026 revenue, non-GAAP adjusted operating profit and non-GAAP adjusted diluted EPS guidance, but GAAP results included $891 million in after-tax transformation charges, mainly employee separation costs.
Q2 2026 revenue was $22.8 billion versus $21.2 billion in Q2 2025.
GAAP diluted EPS was $0.71 versus $1.51; the transformation charges were $1.05 per diluted share.
Non-GAAP adjusted diluted EPS was $1.76 versus $1.55 a year earlier.
Full-year 2026 guidance was raised to about $91.2 billion revenue, $8.65 billion non-GAAP adjusted operating profit and $7.22 non-GAAP adjusted diluted EPS.
Board member Eva Boratto resigned from the United Parcel Service board effective immediately, as disclosed in a filing dated June 15, 2026. She is taking a Chief Financial Officer role at Cencora, Inc. and needs more time for that job, and the company said her decision was not due to any disagreement over its operations, policies or practices.
Eva Boratto notified UPS of her board resignation on June 13, 2026, effective immediately.
Stated reason: appointment as Chief Financial Officer of Cencora, Inc. and need to devote more time to that role.
The company states there was no disagreement with UPS on operations, policies or practices.
The filing does not name a replacement director or describe any board committee changes.
Kevin M. Warsh resigned from the UPS Board of Directors automatically when the Senate confirmed him as Chairman of the Federal Reserve Board of Governors on May 13, 2026, as he had previously said he would. UPS states his decision was not due to any disagreement with the company on its operations, policies or practices.
Kevin M. Warsh's board resignation took effect on May 13, 2026, upon his Senate confirmation as Fed Chairman.
Warsh had advised UPS of his planned resignation in an earlier 8-K filed February 6, 2026.
UPS says the resignation was not due to any disagreement with the company.
At its May 7, 2026 annual meeting, UPS shareholders approved the 2026 Omnibus Incentive Compensation Plan, which allows stock and cash-based awards to employees, directors and others. All twelve director nominees were elected to terms expiring at the 2027 annual meeting, and the advisory vote on executive pay passed. Three shareholder proposals, including one to reduce the voting power of class A stock, did not pass.
Plan approved with 907,050,699 votes for and 111,886,661 against
All twelve director nominees elected, including Carol B. Tomé with 867,039,453 votes for and 146,069,149 against
Advisory say-on-pay proposal passed with 870,170,397 votes for and 151,229,847 against
Shareholder proposal to cut class A voting power from 10 votes to one per share failed with 418,305,353 for and 614,820,130 against
UPS reported first-quarter 2026 revenue of $21.2 billion, down 1.6% from a year earlier, and operating profit of $1.27 billion, down 23.9%. Diluted EPS was $1.02 versus $1.40 a year earlier, and the company reaffirmed its full-year 2026 targets of about $89.7 billion in revenue and a non-GAAP adjusted operating margin of about 9.6%. For shareholders, profit fell sharply in the quarter, though the outlook was held steady.
Revenue $21.2 billion vs. $21.5 billion in Q1 2025; U.S. Domestic Package revenue fell 2.3% on lower volume
GAAP operating profit $1.27 billion vs. $1.67 billion; non-GAAP adjusted operating profit $1.32 billion vs. $1.76 billion
Diluted EPS $1.02 vs. $1.40 (GAAP); non-GAAP adjusted diluted EPS $1.07 vs. $1.49, including $42 million after-tax transformation charges
2026 guidance reaffirmed: revenue of about $89.7 billion, adjusted operating margin of about 9.6%, capital expenditures of about $3.0 billion
UPS disclosed that director Kevin M. Warsh would resign from the company's Board if the Senate confirms him as Chairman of the Federal Reserve Board of Governors, a nomination announced by President Trump on January 30, 2026. Warsh told the company on February 2, 2026, that his decision was not due to any disagreement with UPS on its operations, policies or practices. The filing does not describe any change to UPS operations or financial results.
President Trump announced intent to nominate Kevin M. Warsh as Fed Chairman on January 30, 2026, subject to Senate confirmation.
Warsh informed UPS on February 2, 2026, that he would resign as a director if confirmed.
The company states the decision was not due to any disagreement on operations, policies or practices.
UPS reported fourth-quarter 2025 consolidated revenue of $24.5 billion and GAAP diluted earnings per share of $2.10, compared with $2.01 in the year-earlier quarter, and declared a $1.64 quarterly dividend. The company also guided to 2026 revenue of about $89.7 billion and a non-GAAP adjusted operating margin of about 9.6%, versus 9.8% for 2025, so shareholders face a mix of higher reported earnings and a lower expected margin.
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 →