Jun 30, 2021

UPS Q2 2021 Earnings Report

UPS's financial performance for Q2 2021 was strong, marked by significant revenue and earnings growth.

Key Takeaways

UPS announced strong second-quarter 2021 results, with consolidated revenue reaching $23.4 billion, a 14.5% increase year-over-year. Consolidated operating profit rose by 47.3% to $3.3 billion, and diluted earnings per share increased by 50.2% to $3.05.

Consolidated revenues increased by 14.5% to $23.4 billion.

Consolidated operating profit grew by 47.3% to $3.3 billion.

Diluted EPS increased by 50.2% to $3.05.

Free cash flow was $6.8 billion, a 74.7% increase.

Total Revenue
$23.4B
Previous year: $20.5B
+14.5%
EPS
$3.06
Previous year: $2.13
+43.7%
Intl Avg Revenue/Package
$19.3
Gross Profit
$3.26B
Previous year: $2.21B
+47.3%
Cash and Equivalents
$9.61B
Previous year: $8.81B
+9.0%
Free Cash Flow
$3.09B
Previous year: $3.86B
-20.0%
Total Assets
$64.9B
Previous year: $62.1B
+4.5%

UPS

UPS

UPS Revenue by Segment

Forward Guidance

For 2021, the company projects a consolidated operating margin of approximately 12.7% and a return on invested capital of approximately 28%. Capital expenditures are planned to be about $4.0 billion. The effective tax rate for the remainder of the year is expected to be around 23%.

Positive Outlook

  • Consolidated operating margin of approximately 12.7% is projected.
  • Return on invested capital of approximately 28% is expected.
  • Capital expenditures are planned to be about $4.0 billion.
  • Long-term debt repayments of $2.55 billion have been completed.
  • Effective tax rate for the remainder of the year is expected to be around 23%.

Challenges Ahead

  • Uncertainties related to the impact of the COVID-19 pandemic on business and operations.
  • Changes in general economic conditions in the U.S. or internationally.
  • Significant competition on a local, regional, national, and international basis.
  • Changes in relationships with significant customers.
  • Changes in the regulatory environment in the U.S. or internationally.

Revenue & Expenses

Visualization of income flow from segment revenue to net income