Loading...
•
Jun 30, 2025
UPS Q2 2025 Earnings Report
UPS reported mixed results with a year-over-year revenue decline but steady execution on transformation initiatives.
Key Takeaways
UPS delivered Q2 2025 results with $21.2 billion in revenue and $1.28 billion in net income, reflecting strong execution despite a dynamic environment. Operating income came in at $1.82 billion, and the company continued progressing toward its cost-reduction targets.
Reported revenue of $21.2 billion in Q2 2025.
Net income was $1.28 billion, with adjusted EPS at $1.55.
Supply Chain Solutions revenue dropped sharply due to prior divestiture.
UPS remains on track to deliver $3.5 billion in annualized cost savings.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
UPS did not provide specific revenue or operating profit guidance for the rest of 2025 but reaffirmed its full-year targets for cost savings and capital allocation.
Positive Outlook
- On track for $3.5B in annualized cost savings from network reconfiguration.
- Completed $1.0B in share repurchases.
- Paid $921M in pension contributions so far this year.
- Dividend payments expected to reach $5.5B for the year.
- Effective tax rate forecasted at approximately 23.5%.
Challenges Ahead
- Revenue guidance withheld due to macroeconomic uncertainty.
- U.S. Domestic revenue declined due to lower volume.
- Supply Chain Solutions hit by Coyote divestiture.
- Operating margin declined across major segments YoY.
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...