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12:30
Jul 28 ◎

UPS FY2026 Q2 Watch

United Parcel Service, Inc. (UPS) FY2026 Q2 Earnings Call

AMZN UPS ▾

Carol Tome

UPS reduced Amazon volume to 9% of revenue, down from over 13% peak, de-risking the business and showing Amazon is internalizing delivery. — Amazon relying less on UPS strengthens Amazon's own logistics and reduces a major revenue dependency for UPS, shifting competitive dynamics in parcel delivery.

"I also want to thank our partners at Amazon for collaborating with us on what was truly a complex undertaking."

AMZN WATCH

Carol Tome

UPS raised full-year guidance after completing the Amazon glide-down and network reconfiguration, signaling confidence in structural margin improvement and premium volume growth.

"based on our year-to-date results, today we are raising our full year 2026 consolidated revenue outlook to approximately $91.2 billion."

UPS WATCH

HIGH

12:30
Apr 28 ◎

UPS FY2026 Q1 Watch

United Parcel Service, Inc. (UPS) FY2026 Q1 Earnings Call

AMZN FDX ▾

Carol Tomei

USPS introduced a temporary surcharge on ground delivery, which UPS sees as setting a higher floor for economy parcel pricing, benefiting the industry. — A rising price floor for economy parcel delivery improves pricing power for all carriers, potentially lifting margins for UPS, FedEx, and Amazon's last-mile operations.

"In the first quarter, Amazon made up 8.8% of our total revenue. That's down from, gosh, it was north of 13% not very long ago."

AMZN WATCH FDX WATCH

HIGH

13:30
Jan 27 ◎

UPS FY2025 Q4 Watch

United Parcel Service, Inc. (UPS) FY2025 Q4 Earnings Call

BA UPS ▾

Brian Dykes

UPS is modernizing its air fleet with 18 new 767s over the next 15 months, providing Boeing with steady narrowbody freighter deliveries.

"we expect to take delivery of 18 new Boeing 767 aircraft, with 15 expected to deliver this year."

BA WATCH

Brian Dykes

2026 guidance implies a flat year as heavy transition costs and Amazon glide-down headwinds are offset by network efficiency gains, with growth expected in the second half.

"for the full year 2026, on a consolidated basis, we expect revenue to be approximately $89.7 billion. Operating margin is expected to be approximately 9.6%."

UPS WATCH

HIGH

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