UPS
United Parcel·NYSE
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UPS fundamentals
United Parcel (UPS) released its earnings on Jan 27, 2026: revenue was 24.50B (YoY -3.16%), beat estimates; EPS was 2.38 (YoY -13.45%), beat estimates.
Revenue / YoY
24.50B
-3.16%
EPS / YoY
2.38
-13.45%
Report date
Jan 27, 2026
UPS Earnings Call Summary for Q4,2025
- Revenue Resilience: Q4 2025 revenue of $24.5 billion, operating margin of 11.8%, despite Amazon volume decline. Full-year 2025 operating margin of 9.8%.
- Amazon Glide-Down Success: Saved $3.5 billion in 2025, targeting $3 billion in 2026. 2026 U.S. Domestic revenue flat but SMB and enterprise growth expected in H2.
- Automation Benefits: 127 automated U.S. facilities with 28% lower cost per piece. 24 new buildings to be automated in 2026.
- 2026 Outlook: Flat consolidated revenue of $89.7 billion, operating margin of 9.6%. First-half cost pressures from MD-11 transition and Amazon glide-down.
- Health Care Growth: $11.2 billion in health care logistics revenue in 2025, targeting #1 global provider.
EPS
Actual | 1.15 | 2.13 | 2.28 | 2.66 | 2.77 | 3.06 | 2.71 | 3.59 | 3.05 | 3.29 | 2.99 | 3.62 | 2.2 | 2.54 | 1.57 | 2.47 | 1.43 | 1.79 | 1.76 | 2.75 | 1.49 | 1.55 | 1.74 | 2.38 | |||||||||||||||
Forecast | 1.2405 | 1.0726 | 1.8996 | 2.144 | 1.7341 | 2.8053 | 2.5502 | 3.1001 | 2.8899 | 3.1592 | 2.8418 | 3.5802 | 2.1965 | 2.4886 | 1.5264 | 2.4559 | 1.2848 | 1.9906 | 1.6393 | 2.5313 | 1.3798 | 1.563 | 1.2913 | 2.2 | |||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -7.30% | +98.58% | +20.03% | +24.07% | +59.74% | +9.08% | +6.27% | +15.80% | +5.54% | +4.14% | +5.22% | +1.11% | +0.16% | +2.07% | +2.86% | +0.57% | +11.30% | -10.08% | +7.36% | +8.64% | +7.99% | -0.83% | +34.75% | +8.18% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 18.04B | 20.46B | 21.24B | 24.90B | 22.91B | 23.42B | 23.18B | 27.77B | 24.38B | 24.77B | 24.16B | 27.03B | 22.93B | 22.05B | 21.06B | 24.92B | 21.70B | 21.80B | 22.20B | 25.30B | 21.50B | 21.20B | 21.40B | 24.50B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 17.26B | 17.50B | 20.21B | 22.87B | 20.58B | 23.19B | 22.57B | 27.06B | 23.82B | 24.65B | 24.29B | 28.08B | 22.99B | 23.04B | 21.40B | 25.40B | 21.84B | 22.17B | 22.10B | 25.41B | 21.00B | 20.85B | 20.84B | 24.01B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +4.46% | +16.93% | +5.11% | +8.85% | +11.30% | +1.02% | +2.71% | +2.63% | +2.33% | +0.48% | -0.55% | -3.73% | -0.28% | -4.27% | -1.59% | -1.89% | -0.65% | -1.65% | +0.45% | -0.43% | +2.36% | +1.66% | +2.68% | +2.02% |
Earnings Call
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What does United Parcel do and what are its main business segments?What is United Parcel's latest dividend and current dividend yield?What is the revenue and EPS growth rate for United Parcel year over year?What is United Parcel's gross profit margin?What were the key takeaways from United Parcel's earnings call?What were the key takeaways from United Parcel’s earnings call?What guidance did United Parcel's management provide for the next earnings period?What is the market's earnings forecast for United Parcel next quarter?
