The earnings call highlighted several strategic initiatives and growth areas, such as healthcare logistics and international trade lane adjustments, which showed positive momentum. However, significant challenges such as declining U.S. consumer sentiment, operational issues with the Ground Saver product, and uncertainties around trade policies and Amazon volume glide down efforts created a negative sentiment. The lack of forward-looking guidance also reflects the uncertainties and pressures faced by UPS.

Company Guidance -

Q3 2025

During the UPS Second Quarter 2025 Earnings Conference Call, various metrics and guidance were discussed. The company reported consolidated revenue of $21.2 billion, a consolidated operating profit of $1.9 billion, and an operating margin of 8.8%. Diluted earnings per share were $1.55. UPS experienced a 7.3% decline in U.S. average daily volume, with a revenue decline of just 0.8% due to strategic actions. The international segment saw a 3.9% increase in average daily volume, with a 15.2% operating margin. UPS is on track to remove approximately $3.5 billion in expenses this year, with significant reductions in operational hours and positions. Despite uncertainties in trade policies and consumer sentiment, the company is focusing on its Efficiency Reimagined initiatives and strategic actions, including the Amazon volume glide down, to strengthen its competitive positioning. UPS did not provide forward-looking revenue or earnings guidance due to the volatile environment but confirmed capital expenditures of approximately $3.5 billion and expected dividend payouts of around $5.5 billion for 2025.

Consolidated Revenue and Profit

In the second quarter of 2025, UPS reported consolidated revenue of $21.2 billion and an operating profit of $1.9 billion, with a consolidated operating margin of 8.8%.

Healthcare Logistics Growth

UPS reported strong growth in healthcare logistics, which remains a key driver of growth across all business segments. Healthcare logistics revenue grew by 5.7% in the Supply Chain Solutions segment.

Efficiency Reimagined Initiatives

UPS launched 'Efficiency Reimagined' initiatives in the first quarter and accelerated them in the second quarter, aiming to redesign end-to-end processes and drive savings.

International Trade Lane Adjustments

Despite a 34.8% decline in China to U.S. trade lane volume in May and June, UPS saw a 22.4% increase in volume from China to the rest of the world trade lanes.

United Parcel (UPS) Earnings, Revenues Date & History

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UPS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q3)	1.36 / -	1.76	―	―	―
Jul 29, 2025	2025 (Q2)	1.56 / 1.55	1.79	-13.41% (-0.24)
Apr 29, 2025	2025 (Q1)	1.38 / 1.49	1.43	4.20% (+0.06)
Jan 30, 2025	2024 (Q4)	2.53 / 2.75	2.47	11.34% (+0.28)
Oct 24, 2024	2024 (Q3)	1.64 / 1.76	1.57	12.10% (+0.19)
Jul 23, 2024	2024 (Q2)	1.99 / 1.79	2.54	-29.53% (-0.75)
Apr 23, 2024	2024 (Q1)	1.28 / 1.43	2.2	-35.00% (-0.77)
Jan 30, 2024	2023 (Q4)	2.46 / 2.47	3.62	-31.77% (-1.15)
Oct 26, 2023	2023 (Q3)	1.53 / 1.57	2.99	-47.49% (-1.42)
Aug 08, 2023	2023 (Q2)	2.49 / 2.54	3.29	-22.80% (-0.75)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

UPS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$101.58	$90.84	-10.57%
Apr 29, 2025	$95.52	$95.16	-0.38%
Jan 30, 2025	$129.76	$111.44	-14.12%
Oct 24, 2024	$125.91	$132.56	+5.28%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.