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UPS (NYSE:UPS) delivered solid core results in Q4 2025

By Staff Correspondent |
Earnings Update by AlphaStreet

UPS (NYSE: UPS) is one of the world’s largest companies, with 2024 revenue of $91.1 billion, and provides a broad range of integrated logistics solutions for customers in more than 200 countries and territories. Focused on its purpose statement, “Moving our world forward by delivering what matters,” the company’s approximately 490,000 employees embrace a strategy that is simply stated and powerfully executed: Customer First. People Led. Innovation Driven. UPS is committed to reducing its impact on the environment and supporting the communities we serve around the world.

Quarterly performance (ended Dec 31, 2025):

  • Revenue: $24.5 billion.
  • Operating profit: $2.6 billion (GAAP); $2.9 billion (Non-GAAP adjusted).
  • Diluted EPS: $2.10 (GAAP); $2.38 (Non-GAAP adjusted).
  • GAAP figures include about $238 million in charges, including a write-off of the MD-11 aircraft fleet.

Segment highlights:

  • U.S. Domestic: revenue down modestly, but revenue per piece up ~8.3%.
  • International: revenue grew ~2.5%.
  • Supply Chain Solutions: revenue declined, impacted by lower volume.

Full-year 2025:

  • Revenue: $88.7 billion.
  • Operating profit: $7.9 billion (~$8.7 billion adjusted).
  • Adjusted EPS: $7.16.
  • UPS returned $6.4 billion to shareholders through dividends and buybacks.
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