UPS(US:UPS)2025-10-28 12:30Financial Performance - Consolidated revenue decreased by 3.7% year-over-year, from $22.245 billion in 3Q24 to $21.415 billion in 3Q25[23] - Non-GAAP adjusted operating profit increased by 7.5% year-over-year, from $1.983 billion in 3Q24 to $2.132 billion in 3Q25[23] - Non-GAAP adjusted operating margin increased by 110 basis points year-over-year, from 8.9% in 3Q24 to 10.0% in 3Q25[23] - Non-GAAP adjusted diluted EPS decreased by 1.1% year-over-year, from $1.76 in 3Q24 to $1.74 in 3Q25[23] - The company expects to end the year with approximately $5.0 billion in cash following the completion of the Andlauer Healthcare Group acquisition[52] Segment Performance - U S Domestic revenue decreased by 2.6% year-over-year, with revenue of $14.2 billion in 3Q25 compared to $14.6 billion in 3Q24[38, 39] - U S Domestic revenue per piece (RPP) improved by 9.8% year-over-year[23, 40] - International revenue increased by 5.9% year-over-year, from $4.4 billion in 3Q24 to $4.7 billion in 3Q25[45] - Supply Chain Solutions revenue decreased by 22.1% year-over-year, from $3.2 billion in 3Q24 to $2.5 billion in 3Q25, with $465 million of the decrease due to the divestiture of Coyote in 3Q24[46] - Supply Chain Solutions non-GAAP adjusted operating profit increased by 97.1% year-over-year, from $272 million in 3Q24 to $536 million in 3Q25, including a $330 million gain from a sale-leaseback transaction[46, 15] Operational Updates and Outlook - Amazon's total volume was down 21.2% year-over-year in 3Q25[27, 51] - The company is on track to achieve its 2025 expense reduction target of approximately $3.5 billion related to the Amazon volume glide-down[49, 50] - The company anticipates consolidated revenue of approximately $24.0 billion and a non-GAAP adjusted operating margin of approximately 11.0%-11.5% for 4Q25[31, 54]