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.
The company disclosed its workforce reduction in an earnings announcement. Shares rose more than 12%.
United Parcel Service faces shrinking demand, tariff headwinds and labor costs ahead of its third-quarter results, with investors eyeing guidance for clarity.
Besides Wall Street's top-and-bottom-line estimates for UPS (UPS), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2025.
CPA's robust dividend growth, strong margins and upbeat earnings outlook give it a clear edge over UPS amid headwinds.