@usstocksnews | YouTube | VK Видео | Чат
🔹 Revenue: $21.4B (Est. $20.87B) 🟢
🔹 Adj EPS: $1.74 (Est. $1.32) 🟢
Guidance
🔹 Q4 Revenue: ~ $24.0B (Est. $23.87B) 🟢
🔹 Q4 Adjusted Operating Margin: ~11.0%–11.5%
🔹 FY25 Capex: ~ $3.5B (Est. $3.52B) 🟡
🔹 FY25 Dividends: ~ $5.5B (subject to Board approval)
🔹 FY25 Effective Tax Rate: ~23.75%
🔹 FY25 Pension Contributions: ~$1.4B ( ~$1.3B made)
🔹 FY25 Share Repurchases: ~ $1.0B (completed)
U.S. Domestic
🔹 Revenue: $14.22B; DOWN -2.6% YoY
🔹 Operating Margin: 4.2%; Adjusted: 6.4%
International
🔹 Revenue: $4.67B; UP +5.9% YoY (Avg. Daily Volume +4.8% YoY)
🔹 Operating Margin: 14.5%; Adjusted: 14.8%
Supply Chain Solutions
🔹 Revenue: $2.52B; DOWN -22.1% YoY (impact from 2024 Coyote divestiture)
🔹 Operating Margin: 20.8%; Adjusted: 21.3%
Other Metrics
🔹 Adj Operating Margin: 10.0%
🔹 Adj Operating Profit: $2.1B
🔹 GAAP net charge of $164M (~$0.19/sh) from transformation costs, partly offset by a tax valuation allowance reversal
🔹 Sale-leaseback of five properties generated a $330M pre-tax gain (≈ $0.30/sh)
#ups
Для обсуждения переходи в чат t.me/USstocksnews_chat
