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UPS (UPS) investor relations material
UPS Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary28 Oct, 2025
Executive summary
Consolidated Q3 2025 revenue was $21.4 billion, with non-GAAP adjusted operating profit of $2.13 billion and margin of 10.0%, supported by a $330 million pre-tax gain from a sale-leaseback transaction.
U.S. revenue per piece grew 9.8% year-over-year, offsetting a 12.3% decline in average daily volume, with Amazon volume down 21.2%.
Strategic focus on revenue quality, network reconfiguration, and cost reduction, including transformation initiatives and automation investments.
Acquisition of Andlauer Healthcare Group expected to close in early November, strengthening healthcare logistics.
Year-to-date free cash flow reached $2.74 billion, with cash flow pressures easing from Q2.
Financial highlights
Q3 diluted EPS was $1.74 (non-GAAP adjusted), including a $0.30 benefit from the sale-leaseback transaction; GAAP EPS was $1.55.
U.S. Domestic revenue was $14.2 billion, down 2.6% year-over-year; International revenue was $4.7 billion, up 5.9%; Supply Chain Solutions revenue was $2.5 billion, down 22.1%.
Supply Chain Solutions operating profit was $536 million, margin 21.3%, including the $330 million one-time gain.
Year-to-date cash from operations was $5.1 billion; $4 billion paid in dividends so far this year.
Free cash flow for the nine months ended September 30, 2025, was $2.74 billion.
Outlook and guidance
Q4 2025 consolidated revenue expected at ~$24 billion, with adjusted operating margin of 11.0%-11.5%.
U.S. Domestic Q4 revenue expected at ~$16.2 billion, margin 9.5%-10%.
International Q4 revenue expected at ~$5 billion, margin 17%-18%.
Supply Chain Solutions Q4 revenue expected at ~$2.7 billion, margin ~9%.
Full-year capex expected at $3.5 billion; dividends ~$5.5 billion; share repurchases $1 billion (completed).
Reconcile rising US cost per piece with $2.2B savings.
Scope of real estate monetization strategy?
Strategic impact of largest customer volume decline?
Remaining Amazon volume and 2026 cost alignment
Permanent trade shifts impact on int'l margin?
USPS agreement: Ground Saver cost drag relief?
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Next UPS earnings date
Q4 202528 Jan, 2026
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Frequently asked questions
The world’s leading courier service
UPS, short for United Parcel Service, is a global logistics and package delivery company. They provide a wide range of transportation and supply chain management solutions, catering to both businesses and individuals. With a world-wide network of vehicles, aircraft, and distribution centers, UPS offers reliable and efficient shipping services for packages of various sizes.
The leaders of the courier world
UPS has established a strong market position as a global leader in logistics and package delivery services. The company's success can be attributed to several key factors. UPS has built an extensive and efficient transportation network, including a fleet of vehicles, aircraft, and a vast network of distribution centers strategically located worldwide. This allows them to provide reliable and timely delivery services across different geographies.
All-encompassing shipping solutions
UPS offers a wide range of shipping solutions for both companies and private individuals. For businesses, UPS provides services such as domestic and international package delivery, freight transportation, supply chain management, and logistics solutions. These services help companies optimize their shipping processes, improve operational efficiency, and expand their global reach.
For private individuals, UPS offers reliable and convenient shipping options for personal packages and shipments. Whether it's standard shipping or expedited delivery, UPS ensures timely and secure transportation. The company also provides online tracking, secure packaging, and easy returns to simplify the shipping experience for individuals.
With its comprehensive range of shipping solutions, UPS caters to the needs of businesses and individuals alike, offering reliable and efficient services for domestic and international shipments.
A substantial moat
The courier industry, including companies like UPS and their main competitors FedEx and Deutsche Post (DHL), tend to have substantial moats. The high barriers to entry, such as the need for extensive transportation infrastructure and established customer relationships, make it challenging for new competitors to enter the market. This creates a favorable competitive landscape for established courier companies like UPS, further reinforcing their market position and providing a strong moat against potential rivals.
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