10-QPeriod: Q2 FY2009

UNITED PARCEL SERVICE INC Quarterly Report for Q2 Ended Jun 30, 2009

Filed August 7, 2009For Securities:UPS

Summary

United Parcel Service (UPS) reported a significant decline in revenue and net income for the second quarter and the first six months of 2009 compared to the same periods in 2008, primarily driven by the global economic recession. Consolidated revenue decreased by 16.7% in the second quarter and 15.2% year-to-date. Net income saw a substantial drop of 49.0% for the quarter and 52.4% year-to-date. This downturn was observed across all segments: U.S. Domestic Package, International Package, and Supply Chain & Freight. The company attributed these results to reduced package volumes, lower revenue per piece due to decreased fuel surcharges and shifts in product mix, and broader economic weakness impacting demand. Despite the challenging economic climate, UPS managed its expenses effectively. Operating expenses decreased year-over-year, aided by lower compensation and benefits, reduced fuel costs, and cost containment measures. The company also demonstrated strong liquidity, with net cash from operating activities remaining substantial, although lower than the previous year. Capital expenditures were reduced, reflecting a more cautious investment approach. UPS continued its share repurchase program, albeit at a slower pace, and maintained its quarterly dividend payment, signaling confidence in its long-term financial stability and commitment to returning value to shareholders.

Financial Statements
Beta
Revenue$10.83B
Operating Expenses$9.93B
Operating Income$895.00M
Interest Expense$181.00M
Net Income$445.00M
EPS (Basic)$0.45
EPS (Diluted)$0.44
Shares Outstanding (Basic)998.00M
Shares Outstanding (Diluted)1.00B

Key Highlights

  • 1Consolidated revenue for the second quarter of 2009 decreased by 16.7% to $10.8 billion, and year-to-date revenue fell by 15.2% to $21.8 billion, reflecting the impact of the global economic recession.
  • 2Net income for the second quarter declined by 49.0% to $445 million, and year-to-date net income dropped by 52.4% to $846 million, primarily due to lower revenues and operating profit.
  • 3U.S. Domestic Package revenue decreased by 12.0% in Q2 and 11.1% year-to-date, impacted by a 4.6% decrease in package volume and a 7.8% decrease in revenue per piece.
  • 4International Package revenue saw a significant decline of 23.8% in Q2 and 21.4% year-to-date, driven by a 5.5% drop in volume and a 17.6% decrease in revenue per piece.
  • 5Operating expenses were reduced by 14.0% in Q2 and 11.3% year-to-date, benefiting from lower compensation and benefits, fuel costs, and effective cost containment measures.
  • 6Net cash from operating activities was $3.155 billion for the first six months of 2009, a decrease from $5.028 billion in the prior year, impacted by lower net income and the absence of significant tax benefits received in 2008.
  • 7Capital expenditures were reduced to $671 million in the first six months of 2009 from $1.387 billion in the same period of 2008, reflecting a strategic reduction in investment.

Frequently Asked Questions

The primary driver of the revenue decline was the global economic recession, which led to a decrease in overall demand for shipping services. This resulted in lower package volumes and reduced revenue per piece across all segments, particularly in U.S. Domestic Package and International Package operations.

UPS implemented cost control measures to mitigate the impact of lower revenues. Operating expenses decreased due to lower compensation and benefits costs, reduced fuel expenses resulting from both lower prices and decreased usage, and efficiency improvements in repairs and maintenance. The company also benefited from cost containment programs and a reduction in capital expenditures.

UPS maintained strong liquidity, generating substantial net cash from operating activities, though it was lower than the previous year due to lower net income and the absence of significant tax benefits received in 2008. The company reduced its capital expenditures significantly and managed its debt levels, issuing new notes while also managing commercial paper outstanding. The company maintained its quarterly dividend, indicating confidence in its financial position.

Yes, UPS recognized an impairment charge of $181 million in the first quarter of 2009 related to its McDonnell-Douglas DC-8-71 and DC-8-73 aircraft fleets due to accelerated retirement plans. Additionally, the company recorded a $17 million impairment charge on certain preferred equity and auction rate securities during the second quarter, impacting investment income.