UPS (UPS) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - United Parcel Service (UPS) reported revenue of $25.3 billion for the quarter ended December 2024, reflecting a 1.5$2.75, up from $2.47 in the same quarter last year, indicating a positive trend in profitability [1] - The reported revenue was slightly below the Zacks Consensus Estimate of$25.33 billion, resulting in a revenue surprise of -0.13%, while the EPS exceeded expectations by 9.13% [1] Financial Performance Metrics - Average revenue per piece for International Package was $20.60, lower than the estimated$21.01 [4] - Average daily package volume for International Package - Export was 1.98 million, surpassing the estimate of 1.86 million [4] - Average daily package volume for International Package - Domestic was 1.75 million, slightly above the estimate of 1.72 million [4] - Revenue from Supply Chain Solutions was $3.07 billion, below the estimated$3.31 billion, representing a year-over-year decline of 9.7% [4] - Revenue from International Package reached $4.92 billion, exceeding the estimate of$4.81 billion, with a year-over-year increase of 6.9% [4] - Revenue from U.S. Domestic Package was $17.31 billion, above the estimate of$17.23 billion, reflecting a 2.4% year-over-year growth [4] - Revenue from U.S. Domestic Package - Ground was $12.94 billion, slightly below the estimate of$12.99 billion, with a year-over-year increase of 2.2% [4] - Revenue from U.S. Domestic Package - Next Day Air was $2.68 billion, below the estimate of$2.71 billion, showing a 1.1% year-over-year increase [4] - Revenue from International Package - Domestic was $887 million, slightly above the estimate of$880.71 million, with a year-over-year change of 5% [4] - Revenue from International Package - Export was $3.87 billion, exceeding the estimate of$3.78 billion, with a year-over-year increase of 7.1% [4] Stock Performance - UPS shares have returned +6.1% over the past month, outperforming the Zacks S&P 500 composite's +1.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]