UNITED PARCEL SERVICE INC (UPS)
SEC filings, insider trading & institutional ownership from EDGAR.
UPS, founded in 1907, is a global package delivery and logistics provider serving over 200 countries and territories. Its services include transportation and delivery through an integrated air and ground network, distribution, contract logistics, ocean freight, airfreight, customs brokerage and insurance. In 2025 it delivered an average of 20.8 million packages per day (5.2 billion for the year) and generated total revenue of $88.7 billion. Its strategy, "Customer First, People Led, Innovation Driven," targets healthcare, business-to-business, small- and medium-sized businesses (SMBs) and international markets, and uses technology such as RFID-enabled Smart Package Smart Facility initiatives to optimize network volume.
UPS has two reporting segments, U.S. Domestic Package and International Package, together called global small package operations. They provide time-definite delivery of express letters, documents, packages and palletized freight by air and ground. U.S. Domestic Package offers air services, day-definite ground service (about 15 million ground packages per day) and Ground Saver for non-urgent residential shipments. International Package covers Europe, Middle East and Africa, the Americas and Asia, with services such as Worldwide Expedited, UPS Standard, Worldwide Economy and Worldwide Express Freight, supported by brokerage capabilities. Remaining businesses are reported as Supply Chain Solutions (SCS): airfreight and ocean freight forwarding, customs brokerage, logistics and distribution with fulfillment and transportation management, and healthcare logistics, which produced over $11 billion in revenue in 2025 and was expanded through the Frigo-Trans and Andlauer Healthcare Group acquisitions. Digital and other SCS businesses include Roadie crowdsourced delivery, Happy Returns return services and UPS Capital insurance and supply chain solutions. The Coyote truckload brokerage business was divested in 2024.
In 2025 UPS served 1.6 million shipping customers and more than 10.7 million delivery recipients daily. Amazon.com and its affiliates represented about 10.6% of consolidated revenue, nearly all in U.S. Domestic Package, and UPS plans to cut volume from this customer by more than 50% by June 2026 from 2024 levels. UPS has increased SMB penetration to over 30% of U.S. volume. Customers reach the network through UPS Access Points, The UPS Stores, drop boxes and drivers, and the Digital Access Program embeds shipping into e-commerce platforms. Returns services are offered in about 150 countries. In December 2025 UPS agreed with the USPS to support final-mile delivery for part of its Ground Saver and Mail Innovations volume starting in 2026.
UPS runs a single integrated global network, with its main air hub in Louisville, Kentucky, and other air hubs across the U.S. and in Germany, China, Hong Kong, Canada and Florida. It operates multi-client and dedicated logistics facilities, many near its air and ground hubs. It has about 460,000 employees (370,000 in the U.S.), and nearly 80% of U.S. employees are union-represented, mostly by the Teamsters, whose national master agreement runs through July 31, 2028. It competes with local, regional, national and international logistics providers and national postal services. Operations are regulated by bodies such as the DOT, FAA, TSA, FMCSA and customs authorities, and UPS participates in the Civil Reserve Air Fleet program.
AI-summarized from Item 1 (Business) of the company’s most recent 10-K filing.
Financials
As reported to the SEC via XBRL, no adjustments
| Operating income | $7.87B |
| Diluted EPS | $6.56 |
| Net margin | 6.3% |
Latest filings
10-K, 10-Q, 8-K, Form 4 & 13D/G. Sourced directly from SEC EDGAR
| Form | Filed | Accession |
|---|---|---|
| 10-Q | Nov 4, 2026 | 0001628280-26-070246EDGAR |
| 8-K | Nov 4, 2026 | 0001628280-26-070386EDGAR |
| 4Guffey Matthew W | Oct 30, 2026 | 0001225208-26-008572EDGAR |
| 8-K | Oct 27, 2026 | 0001628280-26-067381EDGAR |
| 8-K | Aug 31, 2026 | 0001628280-26-059609EDGAR |
| 8-K | Aug 18, 2026 | 0001104659-26-098351EDGAR |
| 8-K | Aug 12, 2026 | 0001104659-26-094502EDGAR |
| 10-Q | Aug 5, 2026 | 0001628280-26-053249EDGAR |
Insider trading
From Form 4 filings
| Insider | Date | Type |
|---|---|---|
| Guffey Matthew W | Oct 28, 2026 | Sell |
| Brothers Norman M. Jr | May 15, 2026 | Tax withholding |
| Brothers Norman M. Jr | May 15, 2026 | Option exercise |
| Ford Darrell L | May 15, 2026 | Tax withholding |
| Ford Darrell L | May 15, 2026 | Option exercise |
Top holders
13F & 13D/G • latest quarter
| Holder | Stake | Filed | Value |
|---|---|---|---|
| BlackRock, Inc. | 7.3% | Aug 7, 2026 | $5.9B |
| Vanguard Capital Management | 6.5% | Aug 13, 2026 | $5.24B |
| STATE STREET CORPORATION | 4.5% | Sep 22, 2026 | $3.64B |
| FMR LLC | 4.4% | Aug 13, 2026 | $3.53B |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.3% | Aug 14, 2026 | $2.66B |
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Data as of Nov 8, 2026Source: SEC EDGAR.