Revenue segments as reported by the company.

U.S. Domestic Package

International Package

Supply Chain Solutions

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Compensation and benefits

Repairs and maintenance

Depreciation and amortization

Purchased transportation

Fuel

Other occupancy

Other expenses

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

United Parcel Service, Inc. operates as a logistics and package delivery company that provides supply chain management services. Its logistics services include transportation, distribution, contract logistics, ground freight, ocean freight, air freight, customs brokerage, insurance, and financing. The firm operates through the following segments: U.S. Domestic Package, International Package, and Supply Chain Solutions. The U.S. Domestic Package segment offers a full spectrum of U.S. domestic air and ground package transportation services. The International Package segment consists of small package operations in Europe, Asia Pacific, Canada, Latin America and the Indian sub-continent, Middle East and Africa (ISMEA) and offers a selection of day and time definite international shipping services. The Supply Chain Solutions consists of forwarding, truckload brokerage, logistics, UPS Freight, UPS Capital and other businesses. The company was founded by James E. Casey and Claude Ryan on August 28, 1907, and is headquartered in Atlanta, GA.

Earnings data Q1 2021

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Earnings data Q1 2022

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Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

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Earnings data Q3 2024

Earnings data Q4 2024

UPS reports resilient 2022 performance amidst challenges, eyes growth opportunities

UPS navigated challenges in Q4 2022 to deliver solid financial performance for the full year. The company is focused on improving customer experience, talent development, and productivity gains in 2023. Uncertainty in the economic landscape and geopolitical factors pose challenges for the upcoming year.

UPS reports Q1 revenue decline, focuses on innovation and growth

UPS faced challenges in Q1 2023 with fluctuations in volume and macroeconomic conditions but remains confident in its ability to adapt and drive innovation.
The company is investing in customer-centric initiatives, negotiating a new contract with the Teamsters, and focusing on growth opportunities in healthcare and returns business.
Despite adjustments to its 2023 outlook, UPS is optimistic about its sales strategy, cost management, and ability to navigate a volatile economic environment.
UPS's performance reflects a mix of challenges and strengths, with a clear focus on enhancing customer experience, driving innovation, and managing costs effectively.

UPS navigates volume challenges, focuses on recovery and growth

UPS faced challenges in Q2 due to volume diversion from labor negotiations but maintained focus on cost reduction and service levels.
The company highlighted achievements in digital customer experience, international growth, and productivity improvements through the new labor agreement.
UPS remains disciplined on revenue management, aims to recover diverted volume, and invests in productivity initiatives for future growth.

UPS faces Q3 challenges, focuses on acquisitions and margin growth

UPS navigated challenging conditions in Q3 2023 with a focus on strategic acquisitions, new services, and operational efficiency through transformative technologies. The company revised guidance due to slowing demand and macroeconomic challenges, emphasizing cost control and network adjustments. Despite facing challenges, UPS is leveraging opportunities to grow its market share and enhance revenue quality.

UPS reports Q4 revenue decline but focuses on innovation and cost-cutting for growth

UPS showcased resilience in Q4 2023 with a surge in domestic volume, despite revenue decline. The company's strategic focus on innovation, cost-cutting measures, and market share growth positions it for future success amidst competitive challenges and market volatility.

UPS reports Q1 decline, eyes growth through strategic partnerships

UPS is navigating challenges in the short term but remains focused on long-term growth and efficiency. Their strategic partnerships and focus on sustainability position them well for future success.

UPS reports Q2 revenue decline, focuses on growth strategies

UPS faced challenges with revenue and profit declines in Q2 2024 but showcased strengths in volume growth, cost-saving efforts, and strategic acquisitions. Analyst concerns about volume trends and margins were addressed, with a focus on optimizing the network and seizing growth opportunities.

UPS reports strong Q3 earnings, eyes growth in healthcare logistics

UPS demonstrated resilience in Q3 amidst challenges, showing growth in key segments and making strategic investments in healthcare logistics and Europe. While facing macroeconomic headwinds and price competition, UPS is focused on operational efficiency and service quality to drive future growth and margin improvement.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

United Parcel Service, Inc. is a package delivery company, which engages in the provision of global supply chain management solutions. It operates through the following segments: U.S. Domestic Package, International Package, and Supply Chain Solutions. The U.S. Domestic Package segment includes time-definite delivery of letters, documents, and packages. The International Package segment focuses on delivery and shipments in Europe, Asia, the Indian sub-continent, the Middle East, Africa, Canada, and Latin America. The Supply Chain Solutions is involved in forwarding, logistics, Coyote, Marken, and UPS Mail Innovations. The company was founded by James E. Casey and Claude Ryan on August 28, 1907 and is headquartered in Atlanta, GA.

The vote by members of the Teamsters union removes a potential threat to the economy.

UPS Workers Avert Strike by Approving New Contract

The Teamsters union members overwhelmingly voted to ratify the new five-year collective bargaining agreement with UPS after months of negotiations and concerns over a potential strike.

Teamsters union votes to ratify UPS contract

The agreement is the largest collective bargaining agreement at a private-sector employer based on number of workers.

UPS workers approve massive new labor deal with big raises

If the deal between UPS and Teamsters leaders is rejected, the sides are likely to go back to the bargaining table , though it also opens the possibility of a strike.

UPS, Teamsters Await Vote on New Labor Pact

On Tuesday, the Teamsters union will announce if their 340,000 members at UPS have ratified a new contract or if they rejected it, reviving the risk of a crippling nationwide strike.

UPS strike threat isn't over: Teamsters will announce today whether UPS workers approve a new contract

FedEx

Shares of FedEx and Amazon are both falling after investors learn that Amazon has restarted a third-partly logistics offering.

FedEx and UPS Stocks Drop. Blame Amazon.

High labor costs, as a result of the deal with International Brotherhood of Teamsters, and weak demand-induced volume woes are hurting the UPS stock significantly.

Here's Why Investors Should Give UPS Stock a Miss at Present

Crown Castle International

The best is yet to come for UPS. Crown Castle sees consistent dividend growth thanks to the expansion of 5G.

2 High-Yield Dividend Stocks in the Bill and Melinda Gates Foundation's Portfolio to Buy in August

In a recent announcement, United Parcel Service Inc. ( UPS , Financial) CEO Carol Tomé shared the company's successful agreement with the Teamsters Union, highlighting the benefits for all parties involved. This agreement marks a significant milestone for UPS and its employees, solidifying its position as a leading logistics provider.

A Closer Look at UPS's Agreement With Teamsters

Yellow

Trucking company Yellow claims unsuccessful negotiations with its workers' labor union is forcing it into bankruptcy. United Parcel Service's employees are represented by the same union -- a union that has threatened work stoppages for the company in the past.

Here's Why What Happened to Yellow (Probably) Won't Happen to UPS

The $170,000 deal UPS and the Teamsters struck will be worth it if it lays the groundwork for an ecosystem of innovative, ever-improving parcel delivery capabilities.

UPS Solves The Driver Shortage

UPS and the Teamsters union reached a tentative agreement late last month, averting a strike.

UPS CEO says drivers will average $170,000 in pay and benefits at end of 5-year deal

Shares of logistics giant UPS caught a couple of downgrades after providing mixed earnings and disappointing guidance. Analysts are weighing labor costs and the economy.

UPS Stock Is Slipping. Analyst Downgrades Are Piling On.

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Searches for “UPS” and “United Parcel Service” spiked in the two weeks following the UPS-Teamsters deal.

UPS Job Searches Surge After Union Deal Significantly Boosts Wages

United Parcel Service, the world's biggest package delivery company, posted mixed second-quarter results on Tuesday, beating on earnings but falling short on revenues.

UPS Q2 Revenue Fell Short on Weaker Consumer Spending, Labor Negotiations

United Parcel's (UPS) second-quarter 2023 earnings and revenues decrease year over year.

United Parcel (UPS) Q2 Earnings & Revenues Beat, Dip Y/Y

United Parcel Service Inc. reported Tuesday a second-quarter profit that beat expectations but revenue that missed. The package delivery giant cut its full-year revenue guidance and its outlook for operating margin.

UPS blames ‘late and loud' Teamsters talks for revenue miss, outlook cut

UPS, fresh off a tough row with the Teamsters, cut its financial outlook for 2023 after tense labor negotiations impacted costs for the delivery giant, the company disclosed.

UPS-Teamsters deal dents financials

United Parcel Service, Inc. (NYSE:UPS ) Q2 2023 Earnings Conference Call August 8, 2023 8:30 AM ET Corporate Participants Ken Cook - Investor Relations Officer Carol Tomé - Chief Executive Officer Brian Newman - Chief Financial Officer Conference Call Participants David Vernon - Bernstein Ken Hoexter - Bank of America Amit Mehrotra - Deutsche Bank Allison Poliniak - Wells Fargo Brian Ossenbeck - JPMorgan Ravi Shanker - Morgan Stanley Chris Wetherbee - Citi Jordan Alliger - Goldman Sachs Jeff Kauffman - Vertical Research Partners Tom Wadewitz - UBS Bruce Chan - Stifel Scott Schneeberger - Oppenheimer Stephanie Moore - Jefferies Eric Morgan - Barclays Jon Chapell - Evercore ISI Operator Good morning. My name is Stephen, and I will be your facilitator today.

United Parcel Service, Inc. (UPS) Q2 2023 Earnings Call Transcript

United Parcel Service Inc (NYSE: UPS) opened in the red today after reporting weaker-than-expected revenue for its fiscal second quarter. UPS stock down on lowered guidance Investors are disappointed because the management lowered its guidance for the full year as well.

UPS trims full-year guidance: ‘this is a beneficial outlook for FedEx'

UPS beat earnings expectations in the quarter, though it missed on revenue and volumes. The company lowered full-year revenue and margin guidance due to higher costs and midyear labor-related disruptions.

Why United Parcel Service Stock Is Down Today

The headline numbers for UPS (UPS) give insight into how the company performed in the quarter ended June 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

UPS (UPS) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Shares of United Parcel Service Inc (NYSE:UPS) fell by 1.8% after the company reduced its annual revenue and profitability forecasts due to a decline in shipments, attributed to labor disputes in its US operations. The potential strike threat by the International Brotherhood of Teamsters union led customers to divert significant shipments to competitors.

UPS shares reverse 1.8% after downgrading full-year guidance

The United Parcel Service, Inc NYSE: UPS story is unchanged; internal improvements are offset by economic headwinds and canceling each other. The takeaway is that range-bound UPS is still range-bound, and the next entry point for income investors looking to build on their positions is close.

News for UPS Stock (UPS)