United Parcel Service NYSE: UPS has struggled with growth in a challenging environment, but the worst is behind the company, and the outlook is rapidly improving. The fiscal Q3 2025 earnings report included news that every investor wanted to hear, whether or not they are exposed to the stock; the holiday quarter will be better than expected.
UPS is reportedly increasing its use of gig delivery drivers as eCommerce volumes grow. As The Wall Street Journal (WSJ) reported Wednesday (Oct. 29), these drivers use their own vehicles to deliver smaller, low-volume parcels.
Sean O'Brien's rich 2023 contract is a loser for laid-off workers.
UPS said 14,000 of the eliminated positions were in management, while 34,000 came from drivers and warehouse operations.
United Parcel Service, Inc. (NYSE:UPS ) Q3 2025 Earnings Call October 28, 2025 8:30 AM EDT Company Participants PJ Guido - Investor Relations Officer Carol Tomé - CEO & Director Brian Dykes - Chief Financial Officer & Executive Vice President Kathleen Gutmann - Executive VP and President of International, Healthcare & Supply Chain Solutions Conference Call Participants Christian Wetherbee - Wells Fargo Securities, LLC, Research Division David Vernon - Sanford C. Bernstein & Co., LLC.
United Parcel Service's turnaround plan seems to be working.
United Parcel Service Inc (NYSE:UPS) shares jumped 8% following the company's third quarter 2025 earnings report, which topped analyst expectations and highlighted strategic moves to boost profitability. UPS reported revenues of $21.4 billion for the quarter, above estimates of $20.9 billion, with an operating profit of $1.8 billion.
UPS tops third-quarter earnings and revenue estimates, with upbeat fourth-quarter sales guidance lifting investor sentiment despite softer domestic volumes.
UPS has always called itself the “United Problem Solvers.” And the problems the company is solving now aren't about porch deliveries or package counts, but about providing a foundation for supply chain stability in a world defined by uncertainty.
The headline numbers for UPS (UPS) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
United Parcel Service Inc (NYSE:UPS) announced better-than-expected third-quarter earnings and revenue before the open today, citing job cuts and cost-cutting initiatives.
Ariel Rosa, Senior Equity Research Analyst at Citi, says UPS is deeply undervalued despite challenges, remains vital to the economy, and could benefit from tighter trucking supply and rising rates.