earnings
confidence high
sentiment neutral
materiality 0.80
UPS Q3 rev $21.4B (-3.7% YoY); adj EPS $1.74 vs $1.76; Q4 guidance rev ~$24B
UNITED PARCEL SERVICE INC
2025-Q3 EPS
reported $4.46
vs consensus $1.31
▲ beat
(+240.0%)
- GAAP diluted EPS $1.55; non-GAAP adj $1.74; net income $1.31B vs $1.54B a year ago.
- U.S. Domestic operating profit $603M (-28.5% YoY); International op profit $676M (-15.3%).
- Supply Chain Solutions rev down 22.1% on Coyote divestiture; op profit $525M (+52.6%).
- Recorded $330M pre-tax gain from sale-leaseback of five properties in Supply Chain Solutions.
- Q4 2025 outlook: revenue ~$24.0B, non-GAAP adj operating margin 11.0%-11.5%.