10-QPeriod: Q3 FY2013

UNITED PARCEL SERVICE INC Quarterly Report for Q3 Ended Sep 30, 2013

Filed November 5, 2013For Securities:UPS

Summary

United Parcel Service (UPS) reported its third-quarter 2013 financial results, showing a significant increase in net income compared to the prior year, largely driven by the absence of a substantial multiemployer pension plan withdrawal charge recorded in Q3 2012. Revenue saw a modest increase, primarily from volume growth in its U.S. Domestic Package segment, while International Package and Supply Chain & Freight segments experienced revenue declines or flat performance. Despite topline growth, the company faced challenges including slower economic expansion impacting business-to-business shipments and trade lane overcapacity in international markets. UPS continued to focus on yield management and operational efficiencies. The company also highlighted its ongoing share repurchase program and a new $10 billion authorization, signaling a commitment to returning capital to shareholders.

Financial Statements
Beta
Revenue$13.52B
Operating Expenses$11.72B
Operating Income$1.80B
Interest Expense$92.00M
Net Income$1.10B
EPS (Basic)$1.17
EPS (Diluted)$1.16
Shares Outstanding (Basic)935.00M
Shares Outstanding (Diluted)944.00M

Key Highlights

  • 1Net income for the quarter significantly increased to $1,097 million from $469 million in the prior year's quarter, primarily due to the absence of a $896 million pre-tax charge related to a multiemployer pension plan withdrawal in Q3 2012.
  • 2Consolidated revenue grew by 3.4% to $13,521 million, driven by a 5.0% increase in U.S. Domestic Package revenue, which benefited from e-commerce growth, partially offset by declines in International Package and Supply Chain & Freight revenue.
  • 3Operating profit saw a substantial increase of 135.5% to $1,804 million, a result that is heavily influenced by the year-over-year comparison excluding the prior year's pension charge.
  • 4U.S. Domestic Package segment experienced a 2.3% increase in average daily package volume, with strong growth in Ground shipments, while Next Day Air volume saw a slight decline.
  • 5International Package segment revenue grew by 2.5%, but faced challenges such as a shift from premium express products to standard delivery and currency impacts, leading to a decrease in average revenue per piece.
  • 6The company repurchased approximately $2.87 billion of its stock in the first nine months of 2013 under a new $10 billion authorization, underscoring a focus on capital return to shareholders.
  • 7UPS paid a $268 million termination fee in Q1 2013 related to the abandoned acquisition of TNT Express, impacting the International Package segment, though this was partially offset by a foreign currency gain from the liquidation of a related foreign subsidiary.

Frequently Asked Questions

The primary driver for the significant increase in net income was the absence of a substantial $896 million pre-tax charge recorded in the third quarter of 2012 related to a multiemployer pension plan withdrawal. This charge negatively impacted the prior year's comparison.

The International Package segment reported a 2.5% revenue increase but faced headwinds including a customer shift from premium express services to standard delivery options due to economic pressures, and negative impacts from currency fluctuations. This resulted in a decrease in average revenue per piece for the segment.

UPS has a strong commitment to returning capital to shareholders. In the first nine months of 2013, the company repurchased approximately $2.87 billion in stock. A new $10 billion share repurchase authorization was approved, indicating an ongoing strategy to buy back shares based on market conditions.

The failed acquisition of TNT Express resulted in a $268 million termination fee paid in the first quarter of 2013, impacting the International Package segment. This was partially offset by a $245 million pre-tax foreign currency gain realized from the subsequent liquidation of a related foreign subsidiary.