Atlanta-based United Parcel Service (UPS) announced its fourth-quarter 2025 earnings on January 30, 2026, revealing earnings per share of $2.38, surpassing the Zacks Consensus Estimate of $2.22, despite a 13.5% decline year-over-year. Revenue reached $24.4 billion, beating expectations of $24 billion but down 3.3% from the previous year. UPS projected 2026 revenues of approximately $89.7 billion with an adjusted operating margin of 9.6%.
The company plans to cut Amazon deliveries by over 50% by June 2026, shifting focus to more profitable sectors such as small and medium-sized businesses and healthcare logistics. As part of this strategy, UPS will eliminate up to 30,000 operational jobs and close multiple facilities by 2026, aiming for $3 billion in savings. In the fourth quarter, UPS experienced a 10.6% decline in average daily shipment volumes in the U.S. Domestic Package segment, alongside a 14.5% decrease in international operating profit due to global trade challenges.
