UPS Q4 2025 EPS $2.10 GAAP, $2.38 adjusted; 2026 revenue outlook $89.7B
UPS reported fourth-quarter 2025 consolidated revenue of $24.5 billion and GAAP diluted earnings per share of $2.10, compared with $2.01 in the year-earlier quarter, and declared a $1.64 quarterly dividend. The company also guided to 2026 revenue of about $89.7 billion and a non-GAAP adjusted operating margin of about 9.6%, versus 9.8% for 2025, so shareholders face a mix of higher reported earnings and a lower expected margin.
Key points
- Q4 2025 consolidated revenue $24.5 billion; GAAP operating profit $2.6 billion; non-GAAP adjusted operating profit $2.9 billion
- Q4 charges of $238 million ($0.28 per diluted share), including a $137 million after-tax write-off of the MD-11 aircraft fleet
- U.S. Domestic revenue fell 3.2% in Q4 2025, while Supply Chain Solutions revenue fell 12.7%
- 2026 outlook: revenue about $89.7 billion and non-GAAP adjusted operating margin about 9.6%; dividend of $1.64 payable March 5, 2026
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 January 27, 2026.
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.