US-based company, United Parcel Service (UPS), has reported consolidated third-quarter 2025 revenues of approximately €20.2 billion, with an operating profit of €1.7 billion (€2.0 billion on a non-GAAP adjusted basis).
UPS achieved diluted earnings per share of €1.43, or €1.60 on an adjusted basis, reflecting continued resilience amid shifting global trade conditions.
The company noted that quarterly results included a €151 million net charge tied to its ongoing transformation strategy, partially offset by an €80 million tax valuation benefit. A €305 million pre-tax gain from the sale and leaseback of five properties within its Supply Chain Solutions business also contributed €0.28 per share.
“I want to extend my gratitude to all UPSers for their dedication and steadfast commitment to serving our customers,” said UPS CEO, Carol Tomé.
“We are executing the most significant strategic shift in our company’s history. These changes are designed to deliver long-term value for all stakeholders, and we’re ready to run our most efficient peak season ever.”
US Domestic
Revenue fell 2.6 per cent to €13.4 billion, mainly due to lower volumes, though higher revenue per piece and strong air cargo demand provided partial offsets. Operating profit totalled €568 million (€853 million adjusted), with margins of 4.2 per cent (adjusted 6.4 per cent).
International
Revenue climbed 5.9 per cent to €4.4 billion, driven by a 4.8 per cent increase in average daily volume. Operating profit reached €636 million, with a 14.5 per cent margin (adjusted 14.8 per cent).
Supply Chain Solutions
Revenue decreased 22.1 per cent to €2.3 billion, reflecting the divestiture of Coyote in 2024. However, operating profit rose to €494 million (adjusted €505 million), with a strong 20.8 per cent margin thanks to improved asset utilisation and the recent real estate transactions.
For the fourth quarter of 2025, UPS expects consolidated revenue of around €22.7 billion and an adjusted operating margin between 11.0 and 11.5 per cent.
The company reaffirmed its full-year guidance, which includes:
- €3.3 billion in capital expenditure.
- €5.2 billion in dividend payments (subject to Board approval).
- An effective tax rate of 23.75 per cent.
- €1.3 billion in pension contributions (with most already completed).
With the peak shipping season approaching, UPS said it is positioned to deliver “industry-leading service for the eighth consecutive year,” reinforcing its focus on operational excellence, digital efficiency and customer reliability.
In other news, JB Hunt has reported steady third-quarter results for 2025.
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