UPS (UPS) Q1 2025 Earnings Call Transcript
View original at nasdaq.comUPS (UPS) Q1 2025 Earnings Call Transcript Image source: The Motley Fool. DATE Tuesday, April 29, 2025 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Carol TomeChief Financial Officer — Brian DykesPresident, U.S…
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The only certainty is that UPS doesn't know which scenario will play out for full-year outlook
80% confidenceChina-to-rest-of-world volume expected up 40% in Q2 2025
80% confidenceInternational revenue expected down approximately 2% in Q2 2025
80% confidenceU.S. ADV expected down approximately 9% in Q2 2025
80% confidenceUPS has built in chaos costs to manage volume and maintain service during Q2 facility closures, impacting margin improvement
80% confidenceSupply Chain Solutions revenue expected down approximately $500M in Q2 2025 due to Coyote divestiture
80% confidenceMany UPS SMB customers are 100% single-sourced from China, causing uncertainty due to 145% tariff announcement
80% confidenceUPS ultimate target is 400 facilities partially or fully automated with 200 facilities closed
80% confidenceThe world hasn't faced such enormous potential impacts to trade in more than 100 years
80% confidenceUncertainty surrounding global trade policies and other matters led to a drop in consumer confidence and muted demand in February-March 2025
80% confidenceU.S. Domestic operating margin expected up approximately 30 bps to approximately 9.3% in Q2 2025
80% confidence95% of small package customers expect to maintain current shipping models despite tariffs
80% confidence