For the quarter ended September 2025, United Parcel Service (UPS) reported revenue of $21.42 billion, down 3.7% over the same period last year. EPS came in at $1.74, compared to $1.76 in the year-ago quarter.
The reported revenue represents a surprise of +2.78% over the Zacks Consensus Estimate of $20.84 billion. With the consensus EPS estimate being $1.31, the EPS surprise was +32.82%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how UPS performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Average revenue per piece - International Package - Total: $21.48 compared to the $20.98 average estimate based on four analysts.
- Average daily package volume - International Package - Export: 1.73 million versus 1.68 million estimated by four analysts on average.
- Average daily package volume - International Package - Domestic: 1.54 million compared to the 1.5 million average estimate based on four analysts.
- Average revenue per piece - U.S. Domestic Package - Ground: $11.81 versus $11.29 estimated by four analysts on average.
- Revenue- International Package- Cargo and other: $180 million versus $155.35 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +13.9% change.
- Revenue- U.S. Domestic Package- Ground: $10.53 billion compared to the $10.18 billion average estimate based on five analysts. The reported number represents a change of -3.8% year over year.
- Revenue- Supply Chain Solutions- Other: $429 million compared to the $467.81 million average estimate based on five analysts. The reported number represents a change of -18.6% year over year.
- Revenue- International Package- Export: $3.65 billion versus $3.48 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +4.7% change.
- Revenue- U.S. Domestic Package: $14.22 billion versus the five-analyst average estimate of $13.66 billion. The reported number represents a year-over-year change of -1.6%.
- Revenue- International Package: $4.67 billion compared to the $4.46 billion average estimate based on five analysts. The reported number represents a change of +5.9% year over year.
- Revenue- Supply Chain Solutions: $2.52 billion versus the five-analyst average estimate of $2.7 billion. The reported number represents a year-over-year change of -25.5%.
- Revenue- U.S. Domestic Package- Next Day Air: $2.38 billion versus $2.27 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -0.6% change.
View all Key Company Metrics for UPS here>>>
Shares of UPS have returned +5.6% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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United Parcel Service, Inc. (UPS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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