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Dec 31, 2025
UPS Q4 2025 Earnings Report
UPS reported its fourth-quarter 2025 earnings, with consolidated revenues of $24.5 billion and diluted EPS of $2.10.
Key Takeaways
UPS delivered strong fourth-quarter 2025 results, outperforming financial expectations with consolidated revenues of $24.5 billion and a non-GAAP adjusted operating margin of 11.8%. The company successfully completed its MD-11 aircraft fleet retirement and made significant progress in its transformation strategy, positioning for future growth and margin expansion.
Consolidated revenues reached $24.5 billion in Q4 2025.
Diluted EPS was $2.10, with non-GAAP adjusted diluted EPS at $2.38.
Consolidated operating profit stood at $2.6 billion, and non-GAAP adjusted consolidated operating profit was $2.9 billion.
The company completed the retirement of its MD-11 aircraft fleet and continued its transformation strategy.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For the full year 2026, UPS expects consolidated revenue to be approximately $89.7 billion and non-GAAP adjusted operating margin to be approximately 9.6%. The company plans capital expenditures of about $3.0 billion and dividend payments of around $5.4 billion.
Positive Outlook
- Expected revenue of approximately $89.7 billion for FY 2026.
- Anticipated non-GAAP adjusted operating margin of approximately 9.6% for FY 2026.
- Planning capital expenditures of about $3.0 billion.
- Expected dividend payments of around $5.4 billion.
- 2026 is expected to be an inflection point for growth and sustained margin expansion after the Amazon glide-down.
Challenges Ahead
- Guidance is provided on a non-GAAP adjusted basis, making it difficult to predict or reconcile the impact of potential future GAAP events.
- The company cannot reasonably estimate expenses related to certain strategic initiatives, including separation programs, at this time.
- Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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