UPS Research | Milton Maxwell

UPS

United Parcel Service, Inc.

100.11

+0.04+0.04%

Dec 16, 4:01:15 PM EST

Upcoming Earnings

Report date

≈ Jan 27, 2026

Earnings Call Transcripts

This Quarter (Q4 '25)

No earnings call transcript available yet

Last Quarter (Q3 '25)

No earnings call transcript available

Key Stats

Market Cap

84.93B

P/E (TTM)

15.47

Basic EPS (TTM)

6.47

Dividend Yield

0.07%

Recent Filings

10-Q

11/5/25Nov 5, 2025

8-K

10/28/25Oct 28, 2025

8-K

UPS drops Estafeta acquisition

9/18/25Sep 18, 2025

UPS terminated its planned acquisition of Estafeta on September 17, 2025, after closing conditions failed to materialize. This abrupt end halts expansion into Mexico's parcel market. Deal's collapse stings. No financial impacts or next steps disclosed.

10-Q

Q2 FY2025 results

8/6/25Aug 6, 2025

UPS revenue dipped 2.7% y/y to $21.2B in Q2 FY2025 ended June 30, 2025, as planned volume cuts from its largest customer and e-commerce pricing actions trimmed U.S. domestic package volumes 7.3% y/y, yet revenue per piece climbed 5.5% y/y on better mix and rates. Operating profit fell 6.3% y/y to $1.8B with margin at 8.6%, pressured by Ground Saver insourcing costs but eased by lower purchased transportation down 22.9% y/y from Coyote divestiture. International package revenue rose 2.6% y/y on 3.9% volume gains, offset by trade policy shifts hitting China-U.S. lanes. Cash from operations hit $2.7B YTD, with $6.2B cash and $24.7B debt; Frigo-Trans acquisition added $339M goodwill in healthcare logistics. Diluted EPS of $1.51 reconciles to 847M shares. Tariff uncertainty lingers as a key risk.

8-K

UPS Q2 revenues dip 2.7%

7/29/25Jul 29, 2025

UPS reported Q2 2025 revenues of $21.2 billion, down 2.7% from last year, with operating profit at $1.8 billion and diluted EPS of $1.51. U.S. domestic volumes fell 7.3%, yet revenue per piece rose 5.5%; international grew 2.6% on 3.9% volume gains, while Supply Chain Solutions dropped 18.3% post-Coyote divestiture. Efficiency initiatives target $3.5 billion in 2025 savings. Transformation costs persist amid volume pressures.

About

United Parcel Service, Inc., a package delivery and logistics provider, offers transportation and delivery services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery services for express letters, documents, packages and palletized freight through air and ground services in the United States. The International Package segment provides small package operations in Europe, the Indian sub-continent, the Middle East and Africa, Canada and Latin America, and Asia. The company offers a range of guaranteed day- and time-definite international shipping services; day-definite services; cross-border ground package delivery; contract-only, e-commerce solutions for non-urgent, and cross-border shipments; and international service for urgent and palletized shipments. It also provides international air and ocean freight forwarding, contract logistics, custom brokerage and insurance, mail services, healthcare logistics, distribution, and post-sales services. United Parcel Service, Inc. was founded in 1907 and is headquartered in Atlanta, Georgia.

CEO

Ms. Carol B. Tome

IPO

11/10/1999

Website

https://www.ups.com

Employees

490,000

Sector

Industrials

Industry

Integrated Freight & Logistics