Skip to main content
UPS10-K: Major contract loss

UPS is strategically reducing volume from its largest customer, Amazon, which accounted for 10.6% of 2025 revenue.

What happened

This planned volume decline from Amazon requires UPS to make significant operational adjustments, including reductions in facilities, vehicles, and workforce to eliminate 'stranded costs'.

Source

SEC EDGARFeb 17, 2026

Annual report (Form 10-K)

UPS 10-K for FY2025

Filing excerpt

Our strategy includes planned volume declines from our largest customer, Amazon.com, Inc. For 2025, this customer and its affiliates accounted for 10.6% of our consolidated revenues.

sec.gov/Archives/edgar/data/1090727/000162828026008432/ups-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Major contract loss

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 17, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Numbers

Percent
10.6% (percentage of consolidated 2025 revenues from Amazon.com, Inc.)

Details

CIK
1090727
Accession number
0001628280-26-008432
Timeframe
Current year
Filing year
2026
Why it matters
Urgency to improve
Signal category
Revenue

Topics and mentions

Competitors

  • Amazon.com
  • Inc.

Competitors named

  • Amazon.com, Inc.

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Feb 24, 2026
signal_type
sec-10k
signal_subtype
majorContractLoss

Use this data

Get every 10-K signal for UPS and the companies you sell to, in the tools you already use.

  1. Ask Claude about it

    Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at UPS this week?”

  2. Send it to your own tools

    The Signal API returns 10-K signals for any list of companies as JSON, for your CRM, warehouse or app.

  3. Try it free

    Sign up and spend your free credits on the companies you sell to.

    Start Free1,000 free credits

The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/6377728b-fde6-40f9-87eb-0755a1b29744 returns this record as JSON. POST /v1/companies/enrich returns every signal for ups.com.

{
  "signal_id": "6377728b-fde6-40f9-87eb-0755a1b29744",
  "signal_type": "sec-10k",
  "signal_subtype": "majorContractLoss",
  "detected_at": "2026-02-24T09:20:13.502+00:00",
  "company": {
    "name": "UPS",
    "domain": "ups.com"
  },
  "data": {
    "detail": "This planned volume decline from Amazon requires UPS to make significant operational adjustments, including reductions in facilities, vehicles, and workforce to eliminate 'stranded costs'. This creates an urgent need for efficiency, cost-control, and revenue-replacement solutions.",
    "metrics": {
      "pct": 0.106,
      "timeframe": "current_year",
      "pct_context": "percentage of consolidated 2025 revenues from Amazon.com, Inc."
    },
    "summary": "UPS is strategically reducing volume from its largest customer, Amazon, which accounted for 10.6% of 2025 revenue.",
    "excerpts": "Our strategy includes planned volume declines from our largest customer, Amazon.com, Inc. For 2025, this customer and its affiliates accounted for 10.6% of our consolidated revenues.",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1090727/000162828026008432/ups-20251231.htm",
    "filing_date": "2026-02-17",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Urgency to improve",
    "signal_category": "revenue",
    "competitors_mentioned": [
      "Amazon.com, Inc."
    ]
  }
}

Long text fields are shortened on this page.

Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.