UPS CEO Says We Have Seen Tariffs Impact Volume In Certain Areas; Says Tariffs Have Certainly Impacted Volume From Canada To The U.S.

UPS Invests $2 Billion to Boost Global Shipping Speed

UPS is investing more than $2 billion across Europe, Asia-Pacific and the Americas to improve delivery speed, reliability and customer control.

UPS Stopped Carrying 2 Million Amazon Packages a Day. Amazon Still Has to Move Them.

UPS completed its 18-month reduction of Amazon volume, eliminating 2 million packages daily and $4.5 billion in expenses. Amazon absorbed most of this volume into its own delivery network, which now handles 6.7 billion U.S. parcels annually—making it the country's largest parcel carrier. However, Amazon's shipping costs surged 19% to $27.9 billion in Q2, outpacing its 15% online sales growth, reflecting the significant investment required to maintain its delivery infrastructure and fast shipping promises.

UPS Invests $2B+ To Speed Up Service And Improve Global Supply Chain Resiliency

UPS Is Walking Away From Amazon. Is That a Smart Move?

UPS is reducing its Amazon-related shipping volume by over 50% through 2026, phasing out standard last-mile delivery services. While Amazon was UPS's largest customer, these shipments generated lower profits and clogged sorting facilities. UPS is pivoting toward higher-margin orders from small-to-medium businesses and healthcare customers. The company expects 3% revenue growth and 1% adjusted EPS growth in 2026, marking the first synchronized growth since 2022.