Key Facts on United Parcel Service (UPS)
United Parcel Service (NYSE: UPS) experienced a notable stock rise of over 25% in the past three months, despite a year-over-year stock decline of 10%. The company reported a planned revenue decline of 3.7% in Q3 2025, which was influenced by the sale of its Coyote Logistics unit and a decrease in shipments for Amazon. However, U.S. revenue per package increased by 9.8% during the same period.
UPS is undergoing a significant restructuring, having closed 93 facilities and aiming to cut $3.5 billion in costs for 2025. The company is also focusing on enhancing its healthcare logistics capabilities after acquiring Andleuer Healthcare Group. UPS CEO Carol Tomé indicated some resolution regarding international tariff uncertainties, which may have previously affected higher-margin shipping volumes.
As of Q3 2025, UPS’s U.S. operating margin increased by 10 basis points, signaling potential improvements in profitability and free cash flow in the coming years.
