earnings
confidence high
sentiment positive
materiality 0.85
UPS Q4 beats on adjusted EPS $2.75, guides FY25 revenue ~$89B, margin ~10.8%
UNITED PARCEL SERVICE INC
2024-FY EPS reported
$6.75
revenue$91,070,000,000
- Q4 revenue $25.3B (+1.5% YoY); GAAP EPS $2.01; adjusted EPS $2.75, 11.3% above $2.47 YoY.
- U.S. Domestic operating margin 9.7% (adj. 10.1%); International rev +6.9% on 8.8% avg daily volume gain.
- FY24 revenue $91.1B; adjusted EPS $7.72; free cash flow $6.3B; returned $5.9B to shareowners.
- FY25 guidance: revenue ~$89B, operating margin ~10.8%, capex ~$3.5B, dividends ~$5.5B, buybacks ~$1B.
- Agreement in principle with largest customer to cut volume >50% by H2 2026; 100% SurePost insourced; targeting $1B in 'efficiency reimagined' savings.