earnings
confidence high
sentiment negative
materiality 0.75
UPS Q2 revenue $21.2B, adj EPS $1.55 vs $1.79 prior year; volume declines
UNITED PARCEL SERVICE INC
2025-Q2 EPS
reported $2.91
vs consensus $1.58
▲ beat
(+84.6%)
- Revenue $21.2B (-2.7% YoY); GAAP EPS $1.51, adj EPS $1.55, down from $1.65/$1.79.
- U.S. Domestic revenue $14.1B (-0.8%); adj operating margin 7.0%; avg daily volume down 7.3%.
- International revenue $4.5B (+2.6%); adj operating margin 15.2%; avg daily volume up 3.9%.
- Supply Chain Solutions revenue $2.7B (-18.3%) on Coyote divestiture; adj margin 8.0%.
- FY2025 outlook: no revenue/op profit guidance; confirms capex ~$3.5B, dividends ~$5.5B, $3.5B expense savings.