earnings
confidence high
sentiment neutral
materiality 0.75
UPS Q1 2025 adjusted EPS $1.49 (+4.2% YoY); revenue $21.5B (-0.7%)
UNITED PARCEL SERVICE INC
2025-Q1 EPS reported
$1.40
revenue$21,546,000,000
- Consolidated revenue $21.5B, down 0.7% YoY; non-GAAP adjusted diluted EPS $1.49 vs $1.43 a year ago.
- U.S. Domestic segment operating margin 6.8% GAAP (7.0% adjusted); International margin 14.7% (15.0% adjusted).
- Supply Chain Solutions revenue fell 14.8% due to Coyote divestiture; adjusted operating margin 3.6% vs 6.8%.
- GAAP results include $83M net charge ($0.09/share): transformation costs $44M, asset impairments $49M, tax benefit $10M.
- Full-year 2025 guidance not updated due to macro uncertainty; Q2 expectations to be provided on conference call.