UP
UNITED PARCEL SERVICE INC (UPS)·Q4 2024 Earnings Summary
Executive Summary
- Q4 2024 delivered revenue growth, margin expansion, and double‑digit non‑GAAP EPS growth: Revenue $25.3B (+1.5% y/y), GAAP operating margin 11.6% and non‑GAAP operating margin 12.3%, non‑GAAP diluted EPS $2.75 (+11.3% y/y) .
- Management announced three major actions: accelerate glide‑down with largest customer (>50% volume reduction by H2 2026), insource 100% of SurePost effective Jan 1, and reconfigure U.S. network with “Efficiency Reimagined” targeting ~$1.0B in savings; 2025 consolidated guidance: revenue ~$89B, operating margin ~10.8% .
- International strength (ADV +8.8%, margin 21.6% non‑GAAP) offset softness in Supply Chain Solutions from Coyote divestiture; U.S. Domestic margin topped 10% non‑GAAP on revenue per piece improvement and cost control .
- SPGI consensus estimates for Q4 2024 EPS and revenue were unavailable due to S&P daily limit; internal targets were exceeded and management emphasized pricing discipline and margin trajectory into 2025–2026 .
- Stock narrative catalysts: re‑mix away from dilutive volume, SurePost insourcing/service quality, International export momentum, and multi‑year cost‑out plan; watch execution of building closures, capacity rightsizing, and revenue per piece trends .
What Went Well and What Went Wrong
What Went Well
- U.S. Domestic margin exceeded 10% (non‑GAAP) on improved revenue quality and strong expense control; revenue per piece rose 2.4% y/y and cost per piece increase held to 0.9% .
- International saw broad‑based ADV growth (+8.8%), with operating margin of 21.6% (non‑GAAP); Asia exports +15.4%, Germany export ADV +8.6% y/y .
- Peak service execution: UPS led industry on on‑time performance during peak; “for the seventh year in a row, we were the industry leader in on‑time service during peak season” (CEO) .
What Went Wrong
- Supply Chain Solutions revenue declined 9.1% y/y due to Coyote divestiture; non‑GAAP operating profit fell vs prior year and margin compressed in part from mail innovations/purchase transportation dynamics .
- GAAP results were burdened by $639M after‑tax charges: MTM pension $506M, transformation $73M, impairments $46M, and a $14M multiemployer pension plan withdrawal .
- Consolidated “Other income (expense)” worsened to $(799)M in Q4 (vs $(414)M last year), reflecting pension mark‑to‑market and interest expense, partially offset on a non‑GAAP basis .
Financial Results
Consolidated sequential progression (oldest → newest)
Year-over-year comparison
Segment breakdown (Q4)
KPIs (Q4)
Non-GAAP adjustments (Q4 2024)
Guidance Changes
Earnings Call Themes & Trends
Management Commentary
- “We’ve reached an agreement in principle with our largest customer for a significant reduction in volume, lowering their volume with us by more than 50% by the second half of 2026.” (CEO) .
- “Effective this year, on January 1, we no longer use USPS for our SurePost product… by in‑sourcing this product, we can be certain with the right service with no material impact to our financial performance.” (CEO) .
- “We are reconfiguring our U.S. network and have launched multiyear initiatives we’re calling Efficiency Reimagined, which… should drive approximately $1 billion in savings.” (CEO) .
- “We expect to expand U.S. Domestic operating margin in every quarter of 2025… approaching 9% for the full year; by Q4 2026 we expect ~12% U.S. margin.” (CFO) .
- “Our second quarter results reflect both the complexity of the landscape and the strength of our execution… making meaningful progress on our strategic initiatives.” (CEO ahead of 2Q25) .
Q&A Highlights
- Amazon glide‑down and cost removal: Management emphasized the dilutive nature of the account and ability to “reduce capacity 1‑for‑1 with the volume drop,” avoiding price chasing and preserving pricing discipline .
- SurePost insourcing: 50% of SurePost was already redirected in Q4; insourcing leverages matching algorithms to add density with minimal miles added; implemented 9.9% rate increase .
- Pricing environment and RPP: UPS sees rational competition; RPP improvement driven by base rates, mix shift to premium and SMB wins, and pricing tech (“Architecture of Tomorrow,” Deal Manager) .
- Capex and buybacks: Capex ≈$3.5B in 2025; buybacks ≈$1B, potentially debt‑financed given yield/cost trade‑off; dividend payout optics distorted by non‑cash pension expense .
- Peak operations: Less need for leased equipment; reliance on variable costs; service leadership maintained .
Estimates Context
- SPGI consensus EPS and revenue estimates for Q4 2024 were unavailable due to S&P Global daily request limits; therefore, a formal beat/miss versus consensus cannot be presented. UPS noted it delivered “strong financial results ahead of our targets for the quarter,” but those are internal targets, not Wall Street consensus .
Key Takeaways for Investors
- Mix shift and margin path: Accelerated glide‑down of dilutive largest‑customer volumes and network rightsizing should elevate revenue per piece and U.S. margins in 2025, with a path to ~12% by Q4 2026; monitor closure cadence and cost‑out realization .
- SurePost insourcing is a service and density lever: Full insourcing with matching algorithms improves control and efficiency with limited incremental miles; a 9.9% rate uplift supports RPP .
- International resilience: Broad export momentum and disciplined cost control sustained 20%+ margins; watch Asia–Europe lanes and surcharge normalization .
- Healthcare expansion: Completed cold‑chain acquisitions and new European cross‑docks build complex logistics capability; healthcare revenue target trajectory strengthens the medium‑term thesis .
- Non‑GAAP volatility: MTM pension and transformation charges materially affect GAAP results; non‑GAAP margins/earnings show underlying performance—use both lenses .
- 2025 guide implies disciplined pricing over volume: Consolidated margin ~10.8% on ~$89B revenue reflects pricing architecture, SMB focus, and capacity rightsizing; near‑term volume declines are strategic .
- Trading setup: Near‑term narrative hinges on execution of reconfiguration and RPP trajectory; catalysts include quarterly domestic margin expansion, segment progress toward guidance, and updates on building closures and workforce reductions .