UNITED PARCEL SERVICE $UPS Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $22.9B (Est. $22.29B) 🟢; +6.7% YoY 🔹 Adj. EPS: $1.69 (Est. $1.63) 🟢; -3% YoY 🔹 Adj. Operating Margin: 9.0% FY26 Guide: 🔹 Revenue: ~$92.6B (Est. $91.72B) 🟢 🔹 Adj. EPS: ~$7.28 (Est. $7.19) 🟢 🔹 Adj. Operating Profit: ~$8.75B 🔹 Adj. Free Cash Flow: ~$6.1B Q4 Guide: 🔹 Revenue: ~$25.7B (Est. $25.51B) 🟢 🔹 Adj. Operating Profit: ~$3.3B Segment Net Revenue: 🔹 U.S. Domestic: $14,865M; +4.5% YoY 🔹 International: $5,007M; +7.1% YoY 🔹 Supply Chain Solutions: $2,981M; +18.2% YoY Key Updates: 🔹 GAAP results include a $279M net charge, or $0.32 per diluted share, including a $182M goodwill impairment charge. Comments: 🔸 “Given the strength we see in the business, we are raising our full-year financial guidance.” 🔸 “continued strengthening of our business fundamentals, driven by premium growth and greater network efficiency.”

*US STOCKS END HIGHER, VIX FALLS AS TECH SHARES RALLY FOR SECOND STRAIGHT DAY $SPY $QQQ $VIX

⚠️ JUST IN: *VISA 3Q EPS $3.48; EST. $3.44 *VISA 3Q REVENUE $12.10B; EST. $12.09B $V

Sectors/indexes performance yesterday and MTD/YTD

⚠️BREAKING: *COCA-COLA 3Q EPS $0.91; EST. $0.88 *COCA-COLA 3Q REVENUE $13.40B; EST. $12.93B $KO

DoorDash could buy Instacart as soon as this week in a deal valuing it at around $17 billion, WSJ reports.

*US STOCKS END HIGHER TO START THE WEEK, VIX FALLS AS ANTHROPIC IPO FILING LIFTS AI SHARES $SPY $QQQ $VIX

The American dream just got three times more expensive. per WSJ. 10 years ago: Mortgage rate: 3.4% Median home price: $235,000 Monthly payment: about $830 Today: Mortgage rate: 7.4% Median home price: $418,000 Monthly payment: about $2,300 Home prices are up 78%.