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

Earnings data Q2 2021

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Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

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.

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.

UPS Slipping To More Attractive Levels On Weak Outlook

United Parcel Service (UPS) came out with quarterly earnings of $2.54 per share, beating the Zacks Consensus Estimate of $2.51 per share. This compares to earnings of $3.29 per share a year ago.

United Parcel Service (UPS) Q2 Earnings Beat Estimates

UPS reported a sharp drop in revenue and profit in the second quarter. The company also cut its profit forecast, expecting narrower margins in the wake of its tentative deal with the Teamsters union.

UPS says its profit will fall after it reaches a Teamsters deal. Its stock is sinking sharply

Shares of United Parcel Service Inc. UPS, +0.67% dropped 5.6% toward a six-week low in premarket trading Tuesday, after the package delivery giant reported second-quarter revenue that fell short of expectations and cut its full-year outlook, citing the volume impact from labor negotiations. Net income fell to $2.08 billion, or $2.42 a share, from $2.85 billion, or $3.25 a share, in the year-ago period.

UPS stock drops after revenue miss, lowered outlook amid volume impact from labor negotiations

ATLANTA--(BUSINESS WIRE)--UPS (NYSE:UPS) today announced second-quarter 2023 consolidated revenues of $22.1 billion, a 10.9% decrease from the second quarter of 2022. Consolidated operating profit was $2.8 billion, down 21.4% compared to the second quarter of 2022, and down 18.4% on an adjusted basis. Diluted earnings per share were $2.42 for the quarter; adjusted diluted earnings per share of $2.54 were 22.8% below the same period in 2022. For the second quarter of 2023, GAAP results included.

UPS Releases 2Q 2023 Earnings

UPS averted a potential strike late last month, but analysts are still concerned.

UPS To Report Q2 Earnings Amid 'Financial Headwinds' From Union Deal

Shares of United Parcel Service Inc. UPS, +0.77% bounced 0.7% in afternoon trading Monday, to put it on track to snap a five-day losing streak, as investors prep for the package delivery giant's second-quarter results. The package delivery giant is scheduled to release the results at 6 a.m.

UPS stock bounces toward snapping a 5-day losing ahead of earnings report

Disney

BioNTech SE

Palantir Technologies

Earnings season rolls along this week, with reports also due from Paramount, Eli Lilly, Wynn Resorts, and many more. And look out for crucial inflation indicators in economic data to be released at week's end.

Disney, UPS, and More Stocks to Watch This Week

Automatic Data Processing

Cigna

Pfizer

QUALCOMM

This article is part of our monthly series where we highlight five companies that are large-cap, relatively safe, dividend-paying, and are offering large discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields just under 3%, we present two other groups of five DGI stocks each, with the goal of moderate to high yields.

5 Relatively Safe And Cheap Dividend Stocks To Invest In - August 2023

Sony

It's been a massive week for earnings, with many companies pulling the curtain back and unveiling what's transpired behind the scenes in Q2. And next week, these three notable companies are on the reporting docket.

3 Upcoming Quarterly Reports Investors Can't Ignore

UPS is expected to report a year-over-year drop in both earnings and revenue when it hands down its latest financial results on Tuesday, August 8.  Putting pressure on the package delivery company's top and bottom lines are industry headwinds such as high fuel costs, rising capital expenditures, and a decline in shipping volumes.

UPS to post drop in earnings for 2Q as industry headwinds persist

Datadog

Barrick Gold

Li Auto Inc.

After U.S. markets closed on Thursday, Apple beat consensus estimates for both earnings per share (EPS) and revenue, but revenue dipped by 1.4% year over year, the third consecutive quarter to see an annual dip in sales.

Earnings Previews: Barrick Gold, Datadog, Li Auto, UPS

FuelCell Energy

Hawaiian Hlds

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AMERCO

As a new bull market emerges, plenty of industrial stocks are flying high. Yet while this may suggest the best move now is to buy industrial stocks, it may be better to sell industrial stocks instead.

Sell Alert: 7 Industrial Stocks to Dump ASAP

Logistics leader XPO profit falls less than expected, but fuel surcharges dwindle. Is that a signal for Tuesday's UPS stock earnings?

Shipping Bellwether's Profit Taps The Brakes. A Signal For UPS Q2?

Thousands of UPS workers will start voting on their tentative contract agreement with the delivery giant on Thursday after local leaders of the International Brotherhood of Teamsters endorsed the union's deal earlier this week.

News for UPS Stock (UPS)