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Mar 31, 2025
UPS Q1 2025 Earnings Report
UPS posted slight revenue decline but grew operating profit and adjusted EPS in Q1 2025.
Key Takeaways
UPS delivered resilient Q1 2025 results, with a slight decline in revenue but growth in adjusted operating profit and earnings per share, driven by network reconfiguration and cost-saving initiatives.
Consolidated revenue reached $21.5 billion, down slightly year-over-year.
Adjusted diluted EPS grew to $1.49, up from $1.43 a year ago.
Free cash flow totaled $1.487 billion in the quarter.
Supply Chain Solutions revenue dropped significantly due to the Coyote divestiture.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
UPS maintained caution due to macroeconomic uncertainty and deferred full-year guidance updates, expecting to provide Q2 2025 details during its earnings call.
Positive Outlook
- Cost-saving initiatives are underway with expected $3.5B in benefits by 2025.
- Network reconfiguration progressing with building closures and workforce reductions.
- Strong free cash flow generation supports financial flexibility.
- Focus on high-value segments such as healthcare and air cargo.
- Operational agility being enhanced to face shifting trade environments.
Challenges Ahead
- Macroeconomic uncertainty limits forecasting confidence.
- Supply Chain Solutions impacted by Coyote divestiture.
- Revenue decline in some business units despite cost efforts.
- Ongoing network reconfigurations imply transitional disruptions.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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