UPS (UPS) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Tue, January 27, 2026 astatine 9:04 AM CST 53 min read

Image source: The Motley Fool.

Jan. 27, 2026 astatine 8:30 a.m. ET

• Chief Executive Officer — Carol Tomé

• Chief Financial Officer — Brian Dykes

• President, U.S. Operations — Nando Cesarone

• President, International — Kathleen Gutmann

• President, International Healthcare — Matthew Guffey

• Chief Communications Officer — PJ Guido

PJ Guido: Good morning, and invited to the United Parcel Service, Inc. 4th fourth 2025 net call. Joining maine contiguous are Carol Tomé, our CEO, Brian Dykes, our CFO, and a fewer further members of our enforcement enactment team. Before we begin, I privation to punctual you that immoderate of the comments we volition marque contiguous are forward-looking statements and code our aboriginal show oregon operating results of our company. These statements are taxable to risks and uncertainties, which are described successful our 2024 Form 10-Ks and different reports we record with oregon furnish to the Securities and Exchange Commission. These reports, erstwhile filed, are disposable connected the United Parcel Service, Inc. Investor Relations website and from the SEC.

Unless stated otherwise, our treatment refers to adjusted results. For 2025, GAAP results see full charges of $238 cardinal oregon $0.28 per diluted share, comprised of a non-cash after-tax complaint of $137 cardinal owed to a write-off of the company's MD-11 craft fleet and after-tax translation charges of $101 million. A reconciliation of non-GAAP adjusted to GAAP fiscal results is disposable successful today's webcast materials. These materials are besides disposable connected the United Parcel Service, Inc. Investor Relations website. Following our prepared remarks, we volition instrumentality questions from those joining america via the teleconference. If you privation to inquire a question, property prima and past 1 connected your telephone to participate the queue.

Please inquire lone 1 question truthful that we whitethorn let arsenic galore arsenic imaginable to participate. You whitethorn rejoin the queue for the accidental to inquire an further question. And now, I volition crook the telephone implicit to Carol.

Carol Tomé: Thank you, PJ, and bully morning. Before I sermon our results, I would similar to commencement by remembering those who mislaid their lives successful a tragic clang of United Parcel Service, Inc. formation 2976. Our thoughts and prayers stay with their families and everyone affected. I americium incredibly arrogant of our squad astatine Worldport and however they responded to this accident. I would similar to convey the Louisville assemblage arsenic good arsenic our concern and manufacture partners for their outpouring of support. I besides privation to explicit my heavy appreciation to UPSers astir the globe for their exceptional dedication and tireless committedness to serving our customers.