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CLAIM #60455 · United Parcel Service Inc (UPS) · 2025Q2 earnings call · Jul 29, 2025 · due Dec 31, 2025

We expect that to catch up over time.

Carol Tome · CEO

PENDING
graded after results covering Dec 31, 2025 are reported

In context

ving to get ahead of the cost out. Nando's team has got a great plan on how we pull down on the assets, the hours and the people as we go into the second half, and we're tracking to that $3.5 billion cost takeout. Nando Cesarone: If I could just add, also, that's a big number, 30%, when you think about it, but we're going to feather into a peak season in a much more efficient way. As we think about peak and the spike, although we don't have 100% of the picture yet, we will see that Amazon glide down feathers into peak very nicely for our company. Ravi Shanker: That's really helpful detail. Is there a risk that this lower attrition rate could put that $3.5 billion of cost savings at risk or maybe shift the timing out a little bit? Or do you expect that to catch up over time? Carol B. Tome: We expect that to catch up over time. Operator: Our next question comes from the line of Conor Cunningham from Melius Research. Conor T. Cunningham: Maybe just sticking with the facility closures. So you did 74 in the first half. I was hoping that you could level set on what you expect to do in the second half. And in the same context, could you talk about how much volume is going through fully automated facilities? And then where do you expect that to end in 2025? The bigger question I have though is, is that all enough that we get to the point where we can start to see margins uptick next year? I realize there's a lot going on in the world. But just as you level set today, just how that's altered -- how it's all going right now? Brian Dykes: Chief Financial Officer & Executive Vice President Sure. Thank you very much for th

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SEC filings for UPS · Claim quote is verbatim from the 2025Q2 earnings call.