UPS Q3 diluted EPS fell to $1.55 from $1.80; revenue $21.4 billion
UPS reported third-quarter 2025 revenue of $21.4 billion and GAAP diluted EPS of $1.55, down from $1.80 a year earlier, with non-GAAP adjusted diluted EPS of $1.74 versus $1.76. The results include a $330 million pre-tax gain from a sale-leaseback of five properties, which contributed $0.30 to diluted EPS, and a net charge of $164 million, or $0.19 per diluted share. The company also guided to fourth-quarter revenue of approximately $24.0 billion and a non-GAAP adjusted operating margin of 11.0% to 11.5%.
Key points
- Q3 2025 GAAP diluted EPS was $1.55 versus $1.80 in Q3 2024; non-GAAP adjusted diluted EPS was $1.74 versus $1.76.
- Consolidated operating profit was $1.8 billion; non-GAAP adjusted operating profit was $2.1 billion.
- The sale-leaseback gain of $330 million contributed $0.30 to diluted EPS; transformation strategy costs were $250 million after tax.
- Q4 2025 outlook: revenue of approximately $24.0 billion and non-GAAP adjusted operating margin of 11.0% to 11.5%.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:21 AM ET, from the text of the filing and its press-release exhibits 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 October 28, 2025.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.