United Parcel Service Inc

Quantli Newsdesk

· 3 months ago

UPS reported first-quarter results that exceeded Wall Street expectations, with adjusted EPS of $1.07 and revenue of $21.2 billion, even as domestic package volumes fell 8%. The company is intentionally reducing low-margin Amazon business while shifting toward higher-margin healthcare and SMB shipments, targeting a profitability inflection in H2 2026.

Quantli Newsdesk

· 3 months ago

UPS reported first-quarter revenue of $21.2 billion and diluted earnings per share of $1.07, exceeding internal expectations despite volatile markets and rising fuel costs. The company is on track to achieve $3 billion in cost savings this year through strategic initiatives including a 50% reduction in Amazon volume, closure of 23 buildings, and a voluntary driver buyout program that reduced 7,500 positions.

10-K

Quantli Newsdesk

· 3 months ago

UPS reported $88.7 billion in revenue for 2025, down 2.6%, as the company executed a strategic shift away from low-margin volume, including a planned 50% reduction from its largest customer by June 2026. Network Reconfiguration delivered $3.5 billion in cost savings but resulted in volume declining 7.0% year-over-year.