United Parcel Service (UPS) Q4 2025 (USD): adj. EPS 2.38 (exp. 2.20), Revenue 25.5bln (exp. 24.01bln)

• Results include total charges of USD 238mln (0.28/diluted share), comprised of a non-cash, after-tax charge of USD 137mln due to a write-off of the company’s MD-11 aircraft fleet and after-tax transformation charges of USD 101mln. 

• FY Rev. view USD 89.7bln (exp. 88.19bln)
• Sees FY CAPEX at USD 3bln

UPS reported Q4 2025 results that beat expectations on both adjusted EPS and revenue, indicating a strong operational performance despite headwinds from charges related to aircraft write-offs and transformation costs. The updated FY revenue guidance also suggests a robust outlook, which may position UPS favorably in the logistics sector despite current market challenges. This could influence investor sentiment positively, potentially benefiting related equities and sectors.