UPS Q2 2025 diluted EPS falls to $1.51 from $1.65; no revenue or profit guidance
UPS reported second-quarter 2025 consolidated revenue of $21.2 billion and GAAP diluted earnings per share of $1.51, down from $1.65 in the year-earlier quarter as shown in the filing's reconciliation tables. The company is not providing revenue or operating profit guidance because of macro-economic uncertainty, but it confirmed full-year items, including about $3.5 billion of expected expense reductions, which matter to shareholders as a measure of cost-cutting progress.
Key points
- Consolidated revenue $21.2 billion; GAAP operating profit $1.8 billion versus $1.9 billion on a non-GAAP adjusted basis
- GAAP diluted EPS $1.51 versus $1.65 in 2Q 2024; non-GAAP adjusted EPS $1.55 versus $1.79
- U.S. Domestic revenue fell 0.8% to $14.1 billion; Supply Chain Solutions revenue fell 18.3%, mainly due to the Coyote divestiture
- No revenue or operating profit guidance; company confirmed around $1.0 billion in share repurchases, completed, and $3.5 billion in expected 2025 expense reductions
The filing
Written by AI on Nov 8, 2026, 1:21 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 29, 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.