earnings
confidence high
sentiment neutral
materiality 0.80
UPS Q4 2025 adj. EPS $2.38 beats; guides 2026 revenue ~$89.7B, margin ~9.6%
UNITED PARCEL SERVICE INC
2025-FY EPS
reported $6.56
vs consensus $2.22
▲ beat
(+195.0%)
- Q4 consolidated revenue $24.5B (-3.2% YoY); adj. operating margin 11.8%; adj. diluted EPS $2.38.
- Full-year 2025 revenue $88.7B; adj. diluted EPS $7.16; cash from ops $8.5B; free cash flow $5.5B.
- 2026 guidance: revenue ~$89.7B, adj. operating margin ~9.6%, capex ~$3.0B, dividends ~$5.4B.
- Board declares Q1 2026 dividend of $1.64/share, payable March 5, 2026, record Feb 17, 2026.
- CEO cites Amazon glide-down completion; MD-11 fleet retired, Q4 non-cash charge of $137M for write-off.