UPS (United Parcel Service) Aktie News

United Parcel Service beat expectations in its most recent quarter. The company is reducing the size of its "dilutive" Amazon deliveries, which should strengthen its margins.

FedEx has outperformed UPS year to date and over the past five years. UPS has the higher valuation despite growing at a slower rate than FedEx and having lower net income growth.

UPS announced last month it would be cutting 30,000 jobs this year, after it eliminated 62,000 positions in 2025, The New York Times reported. The company's new layoffs are triggered by the company ending its relationship with Amazon, according to the report, which noted Amazon was also a leader in layoffs.

Layoffs announced by U.S. employers surged in January amid losses of business contracts and an uncertain economic environment, marking the highest level for the month in 17 years, a survey showed on Thursday.

United Parcel Service beat expectations with its quarterly and full-year results for the period ending Dec. 31, 2025. Along with updates to its guidance, the logistics company appears positioned to successfully execute its turnaround, which largely entails a pivot toward higher-margin deliveries.

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UPS' 2026 free-cash-flow guidance exceeds expectations and supports its dividend. Cost savings and reduced capital expenditures are driving near-term cash-flow improvements.

Shares of United Parcel Service have fallen more than 50% from its 2022 highs. The company is working on a major business overhaul.