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UPS (UPS) investor relations material
UPS Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary29 Jul, 2025
Executive summary
Second quarter revenue was $21.2B, with operating profit between $1.8B and $1.9B, and diluted EPS of $1.51; non-GAAP adjusted EPS was $1.55.
Results reflect a challenging macro environment, planned volume reductions from the largest customer, and strategic actions including network reconfiguration and efficiency initiatives.
Transformation programs, including facility closures and a voluntary separation program for U.S. drivers, are expected to yield $3.5B in annual cost savings in 2025.
Shareholder returns continued with $1.0B in share repurchases and $2.7B in dividends paid year-to-date.
GAAP results include transformation costs, divestiture gains, and a tax benefit.
Financial highlights
Q2 2025 revenue: $21.2B, down 2.7% year-over-year; operating profit: $1.8B–$1.9B; operating margin: 8.6%–8.8%.
Diluted EPS: $1.51 (Q2); non-GAAP adjusted EPS: $1.55 (Q2); net income: $1.28B–$1.31B.
U.S. Domestic revenue: $14.1B (down 0.8% YoY), operating margin: 6.5%–7.0%.
International revenue: $4.5B (up 2.6% YoY), operating margin: 15.0%–15.2%.
Supply Chain Solutions revenue: $2.7B (down 18.3% YoY), operating margin: 8.0%–8.8%, mainly due to Coyote divestiture.
Outlook and guidance
No forward-looking revenue or profit guidance due to macroeconomic uncertainty, tariffs, and trade policy changes.
$3.5B in cost savings expected from transformation and network reconfiguration in 2025.
Capital expenditures for 2025 projected at $3.5B; dividend payments planned at ~$5.5B, subject to board approval.
Effective tax rate for 2025 expected to be 23.5%.
Share repurchases of $1.0B completed; $1.3B remains authorized.
What drove the 2.6% revenue increase in the International segment?
What is the expected total cost savings in 2025?
What is driving the decline in Supply Chain Solutions revenue?
How will UPS address Ground Saver delivery expenses?
Assess impact of lower attrition on $3.5B savings.
Elaborate on international margin trends Q2/Q3.
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Next UPS earnings date
Q3 202528 Oct, 2025
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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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