CLAIM #60436 · United Parcel Service Inc (UPS) · 2025Q2 earnings call · Jul 29, 2025 · due Dec 31, 2025
“We expect this acquisition to close before the end of the year.”
Carol Tome · CEO
In context
“ve in our business, and that's healthcare logistics. Healthcare logistics remains a key driver of growth for all 3 of our business segments. Complex healthcare logistics is an $82 billion addressable market, and we are laser focused on becoming the #1 complex healthcare logistics provider in the world. To that end, we are leading radio-pharma logistics globally, and in addition, lead U.S. integrators in terms of CEIV certified cold chain cross-dock building. Along with growing healthcare organically, we remain committed to inorganic growth, too, like with our previously announced planned acquisition of Andlauer Healthcare Group. Andlauer supports our focus on complex healthcare and will enhance our cold chain and pharmaceutical transportation capabilities in the Canadian and U.S. markets. We expect this acquisition to close before the end of the year. Now moving to our outlook. For our sector, this remains a very unsettling time. Changes in trade policy have not been cemented and the impact on customer demand and the overall economy is unknown. While our customers, who have scale, may be able to thwart the impact of rising costs due to tariffs, many of our SMB customers may not. Further, peak plans have not yet been submitted by our customers, which is an indication that they, too, are having difficulty in forecasting demand for the holiday selling season. Given that, we are not providing any forward-looking revenue or earnings guidance. But as Brian will detail, we are focusing on what is within our control, which is the Amazon volume glide down plan, the execution of our network reconfiguration and ongoing efforts to drive productivi”
Verify independently
SEC filings for UPS ↗ · Claim quote is verbatim from the 2025Q2 earnings call.