The earnings call presented a mixed outlook with solid revenue growth and strategic advancements in health care and international segments. However, challenges such as declining domestic volume, international margin pressure, and the impact of global trade policy changes weighed on the results.
Company Guidance
During the UPS Third Quarter 2025 Earnings Conference Call, CEO Carol Tomé and CFO Brian Dykes provided guidance for the company's financial and operational performance. They reported a third-quarter consolidated revenue of $21.4 billion, with an operating profit of $2.1 billion and a consolidated operating margin of 10%. The company generated $2.7 billion in free cash flow year-to-date. For the fourth quarter, UPS expects consolidated revenue to reach approximately $24 billion, with an operating margin between 11% and 11.5%. The U.S. Domestic segment is projected to generate revenue around $16.2 billion, maintaining strong revenue per piece growth. International revenue is anticipated to be approximately $5 billion, with an operating margin of 17% to 18%. Supply Chain Solutions is expected to generate $2.7 billion in revenue, with a 9% operating margin. Additionally, UPS is proceeding with its Amazon volume glide down, targeting a reduction of $3.5 billion in related costs for 2025, while managing a strategic reconfiguration of its network to enhance efficiency.
Strong Revenue and Margin Growth
UPS reported consolidated revenue of $21.4 billion with an operating profit of $2.1 billion, achieving a 10% operating margin. Revenue per piece in the U.S. grew by 9.8%, the strongest in three years.
International Volume Growth
International average daily volume increased by 4.8%, marking the fourth consecutive quarter of growth, led by Europe and the Americas regions.
Health Care and SMB Growth
Strong performance in health care logistics with continued growth in SMBs through the Digital Access Program (DAP), generating $2.8 billion in revenue, a 20% increase year-over-year.
United Parcel (UPS) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
$99.70
$89.16
-10.57%
Apr 29, 2025
$93.75
$93.40
-0.37%
Jan 30, 2025
$127.35
$109.38
-14.11%
Oct 24, 2024
$123.58
$130.10
+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.
FAQ
When does United Parcel (UPS) report earnings?
United Parcel (UPS) is schdueled to report earning on Feb 03, 2026, Before Open (Confirmed).
What is United Parcel (UPS) earnings time?
United Parcel (UPS) earnings time is at Feb 03, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.