UPS (UPS) Q4 2024 Earnings Call Transcript
View original at finance.yahoo.comUPS (UPS) Q4 2024 Earnings Call Transcript Image source: The Motley Fool. Date Thursday, January 30, 2025 at 8:30 a.m. ET Call participants Chief Executive Officer — Carol B…
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The small package market excluding Amazon will grow in low single digits in 2025
80% confidenceU.S. manufacturing is expected to be positive in Q1 2025 after 7 negative quarters
80% confidenceThe Amazon volume reduction was UPS's decision, not Amazon's request, to take control of UPS's destiny
80% confidenceUPS was concerned about service deterioration under new USPS operating model
80% confidenceUPS is not a company that's shrinking, it's a company that's growing
80% confidenceGlobal GDP will grow 2.5% in 2025 compared to 2024
80% confidenceUPS expects no material financial impact from SurePost insourcing
80% confidenceUPS is growing profit dollars, not just margin
80% confidenceReal exports and industrial production will grow 2% YoY in 2025
80% confidenceUPS believes it is ahead of competitors in generative AI deployment
80% confidenceUPS will expand domestic operating margin in every quarter of 2025
80% confidence
