UPS Earnings Beat Estimates as CEO’s Turnaround Plan Takes Hold

TigerOct 28, 2025 10:14 AM

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UPS’s third-quarter profit topped Wall Street’s estimates as the courier’s plan to reshape its delivery network starts to show results.

Adjusted earnings were $1.74 a share in the period, the company said Tuesday in a statement. That beat the $1.32 average of analyst estimates compiled by Bloomberg. Revenue also outpaced expectations.

The report is a boon for the company, which has struggled with slower demand in part due to uncertainty around tariffs. UPS has sought to cut costs and realize the benefits of a long-term plan to bring more higher-margin business into its system.

UPS shares jumped 20.7% in premarket trading.

UPS said it expects fourth-quarter revenue of about $24 billion, slightly ahead of expectations. The company has cited uncertainty around the impact of President Donald Trump’s trade policies.

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