United Parcel Service, Inc.

UPS ·Industrials, Trucking, United States
Analysis › KPI Dashboard

As of Fiscal Year 2025 (ended December 31, 2025)

Key KPIs at a Glance

Metric Value
Total revenue (FY2025) $88.66 billion
Net income (FY2025) $5.57 billion
Diluted EPS (FY2025) $6.56 GAAP / $7.16 adjusted
Operating margin (FY2025) approximately 8.9%
Average daily U.S. Domestic package volume (FY2025) 17.51 million packages/day
Employees (as of December 31, 2025) approximately 460,000
Shareholder returns (FY2025) $6.4 billion via dividends and buybacks; quarterly dividend $1.64/share
Restructuring/transformation charges (FY2025) $593 million pre-tax, primarily Network Reconfiguration & Efficiency Reimagined ($509 million)

Revenue by Segment (FY2025)

Total Consolidated Revenue: $88.66B

UPS Q4/FY2025 earnings release (SEC Form 8-K Exhibit 99.1), January 27, 2026; segments sum exactly to total revenue

U.S. Domestic Parcel Market Share by Revenue (CY2025)

ShipMatrix (a SJ Consulting company), as reported by Logistics Management, March 17, 2026, covering the full-year 2025 U.S. domestic parcel market ($196 billion total)

Total Revenue Growth

UPS 10-Ks and Q4 earnings releases, fiscal years 2021-2025; revenue has declined since the 2022 pandemic-era peak, driven by volume softness and the deliberate Amazon-volume reduction strategy

Sources: UPS is deliberately reducing Amazon volume (10.6% of FY2025 consolidated revenue) by more than 50% versus 2024 levels through mid-2026, which depresses reported package-volume and revenue comparisons through that period -- FY2025's revenue decline reflects this strategic shift plus multiple restructuring programs (Transformation 2.0, Fit to Serve, Network Reconfiguration), not demand weakness alone. A secondary aggregator shows a conflicting FY2025 consolidated operating-income figure ($8.58 billion) versus the primary earnings release's segment-reconciled figure ($7.87 billion); the primary figure is used here. Headcount has two slightly different cited figures (~490,000 in release text versus ~460,000 in other 10-K-sourced summaries); the lower figure is used as the more likely point-in-time count reflecting FY2025 workforce reductions.