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United Parcel Service Earnings Calls
| Release date | Oct 28, 2025 |
| EPS estimate | $1.29 |
| EPS actual | $1.74 |
| EPS Surprise | 34.88% |
| Revenue estimate | 20.842B |
| Revenue actual | 21.415B |
| Revenue Surprise | 2.75% |
| Release date | Jul 29, 2025 |
| EPS estimate | $1.56 |
| EPS actual | $1.55 |
| EPS Surprise | -0.641% |
| Revenue estimate | 20.855B |
| Revenue actual | 21.221B |
| Revenue Surprise | 1.76% |
| Release date | Apr 29, 2025 |
| EPS estimate | $1.38 |
| EPS actual | $1.49 |
| EPS Surprise | 7.97% |
| Revenue estimate | 21.005B |
| Revenue actual | 21.546B |
| Revenue Surprise | 2.58% |
| Release date | Jan 30, 2025 |
| EPS estimate | $2.52 |
| EPS actual | $2.75 |
| EPS Surprise | 9.13% |
| Revenue estimate | 25.409B |
| Revenue actual | 25.301B |
| Revenue Surprise | -0.423% |
Last 4 Quarters for United Parcel Service
Below you can see how UPS performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jan 30, 2025 |
| Price on release | $114.90 |
| EPS estimate | $2.52 |
| EPS actual | $2.75 |
| EPS surprise | 9.13% |
| Date | Price |
|---|---|
| Jan 24, 2025 | $133.03 |
| Jan 27, 2025 | $136.26 |
| Jan 28, 2025 | $135.42 |
| Jan 29, 2025 | $133.78 |
| Jan 30, 2025 | $114.90 |
| Jan 31, 2025 | $114.23 |
| Feb 03, 2025 | $111.29 |
| Feb 04, 2025 | $111.77 |
| Feb 05, 2025 | $111.90 |
| 4 days before | -13.63% |
| 4 days after | -2.61% |
| On release day | -0.583% |
| Change in period | -15.88% |
| Release date | Apr 29, 2025 |
| Price on release | $96.73 |
| EPS estimate | $1.38 |
| EPS actual | $1.49 |
| EPS surprise | 7.97% |
| Date | Price |
|---|---|
| Apr 23, 2025 | $97.21 |
| Apr 24, 2025 | $98.92 |
| Apr 25, 2025 | $97.91 |
| Apr 28, 2025 | $97.09 |
| Apr 29, 2025 | $96.73 |
| Apr 30, 2025 | $95.30 |
| May 01, 2025 | $94.60 |
| May 02, 2025 | $96.40 |
| May 05, 2025 | $95.56 |
| 4 days before | -0.494% |
| 4 days after | -1.21% |
| On release day | -1.48% |
| Change in period | -1.70% |
| Release date | Jul 29, 2025 |
| Price on release | $90.84 |
| EPS estimate | $1.56 |
| EPS actual | $1.55 |
| EPS surprise | -0.641% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $103.53 |
| Jul 24, 2025 | $102.53 |
| Jul 25, 2025 | $103.56 |
| Jul 28, 2025 | $101.58 |
| Jul 29, 2025 | $90.84 |
| Jul 30, 2025 | $87.18 |
| Jul 31, 2025 | $86.16 |
| Aug 01, 2025 | $84.50 |
| Aug 04, 2025 | $85.02 |
| 4 days before | -12.26% |
| 4 days after | -6.41% |
| On release day | -4.03% |
| Change in period | -17.88% |
| Release date | Oct 28, 2025 |
| Price on release | $96.36 |
| EPS estimate | $1.29 |
| EPS actual | $1.74 |
| EPS surprise | 34.88% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $87.08 |
| Oct 23, 2025 | $87.03 |
| Oct 24, 2025 | $87.22 |
| Oct 27, 2025 | $89.22 |
| Oct 28, 2025 | $96.36 |
| Oct 29, 2025 | $97.40 |
| Oct 30, 2025 | $95.06 |
| Oct 31, 2025 | $96.42 |
| Nov 03, 2025 | $94.09 |
| 4 days before | 10.66% |
| 4 days after | -2.36% |
| On release day | 1.08% |
| Change in period | 8.05% |
United Parcel Service Earnings Call Transcript Summary of Q3 2025
UPS reported Q3 2025 consolidated revenue of $21.4 billion, operating profit of $2.1 billion, and a consolidated operating margin of 10%. Year-to-date free cash flow improved to $2.7 billion. Management continues executing a planned Amazon volume glide down (3 quarters into a 6-quarter drawdown) while improving revenue quality: U.S. revenue per piece rose 9.8% in Q3. The company is on track with a $3.5 billion 2025 expense reduction target (having realized $2.2 billion so far) through reductions in hours, positions (down ~34,000 YTD), and 195 operations closed. Network reconfiguration efforts include 93 building closures this year and accelerated automation (66% of Q4 volume expected to flow through automated processes). International volume grew (total ADV +4.8%, exports +5.9%), but trade-policy-driven lane mix shifts and de minimis elimination pressured margins and forwarding. UPS is scaling customs brokerage with AI to handle the surge in entries without incremental net cost. Digital Access Program (DAP) continues to scale (8M SMBs on DAP; $2.8B global DAP revenue YTD; >$3.5B expected for 2025). Management expects Q4 revenue of ~ $24 billion and consolidated operating margin of 11.0%–11.5%. Full-year capital outlook: capex ~ $3.5 billion, dividends ~ $5.5 billion (subject to Board approval), targeted share repurchase completed (~$1B). UPS expects to close the Andlauer healthcare acquisition in early November to augment healthcare logistics capabilities.
