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In a nutshell, UPS has agreed with its largest customer, Amazon (responsible for 11.8% of total company revenue in 2024), to reduce its Amazon deliveries by 50% by the second half of 2026.

The reduction in Amazon deliveries and bringing SurePost deliveries in-house will lead to a significant improvement in the profit margin at UPS. The changes to its network will take time to implement.

UPS, for example, has been delivering packages for Amazon for almost 30 years. But making money from this partnership has grown harder for the $97bn logistics company. UPS’s ability to demand ...

He agreed with Ms. Tomé’s plan for UPS to replace the jettisoned Amazon deliveries with higher-return customers such as small and medium-sized enterprises, business-to-business commerce, healthcare ...

17:41 EST Amazon.com (AMZN) expects to continue to be partners with UPS (UPS) ‘for many years’ Leverage the power of TipRanks' Smart Score, a data-driven tool to help you uncover top ...

UPS' forecasts for 2025 show few reasons to be optimistic. Management is guiding for $89 billion in revenue and 10.8% operating margins. The guidance essentially indicates a return to 2023 results ...