UPS (UPS) Q2 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Mon, January 26, 2026 astatine 10:51 AM CST 48 min read

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Tuesday, July 29, 2025 astatine 8:30 a.m. ET

• Chief Executive Officer — Carol B. Tome

• Chief Financial Officer & Executive Vice President — Brian Dykes

• President, U.S. Operations — Nando Cesarone

• President, International — Kathleen M. Gutmann

• President, Supply Chain Solutions — Matthew Guffey

• Vice President, Investor Relations — PJ Guido

For the 2nd 4th of 2025, GAAP results see a nett complaint of $29 cardinal oregon $0.04 per diluted share, comprised of after-tax translation strategy costs of $57 million, which were partially offset by a $15 cardinal summation from the divestiture of the concern wrong Supply Chain Solutions and a $13 cardinal payment from the partial reversal of an income taxation valuation allowance. A reconciliation of non-GAAP adjusted amounts to GAAP fiscal results is disposable successful today's webcast materials. These materials are besides disposable connected the UPS Investor Relations website. Following our prepared remarks, we volition instrumentality questions from those joining america via the teleconference. [Operator Instructions] And present I'll crook the telephone implicit to Carol.

Carol B. Tome: Thank you, PJ, and bully morning. To begin, I privation to convey each UPSers for their hard enactment and efforts, arsenic we've made worldly advancement against the strategical actions we laid retired successful January. Those actions see accelerating the glide down of Amazon volume, transitioning our crushed saver merchandise and generating savings done our Efficiency Reimagined initiatives. During the quarter, our squad of dedicated UPSers remained focused connected execution, portion keeping proviso chains moving and delivering best-in-class service. Our 2nd 4th fiscal results bespeak the interaction of a analyzable macro environment, driven by ever-evolving commercialized policies, arsenic good arsenic the important actions we are taking to fortify UPS' competitory and fiscal positioning. Looking astatine our 2nd 4th results.

Consolidated gross was $21.2 billion. Consolidated operating nett was $1.9 billion, and consolidated operating borderline was 8.8%. As Brian volition supply much item regarding our fiscal results, I'd similar to remark connected what we are seeing from a concern clime position and past walk my clip talking astir the advancement we are making connected our strategical action. So first, our thoughts connected the concern climate. Despite uncertainties astir commercialized policies, successful the 2nd quarter, the wide U.S. system demonstrated continued resilience, but our sector, specifically the U.S. tiny bundle market, was unfavorably impacted by U.S. user sentiment that was adjacent historical lows.