Updated
Updated · Bloomberg · Jul 28
UPS Raises 2026 Sales Outlook to $91.2 Billion as It Cuts Low-Margin Amazon Volume
Updated
Updated · Bloomberg · Jul 28

UPS Raises 2026 Sales Outlook to $91.2 Billion as It Cuts Low-Margin Amazon Volume

3 articles · Updated · Bloomberg · Jul 28

Summary

  • $91.2 billion is UPS's new 2026 revenue target, up from $89.7 billion and above the $90.4 billion analyst consensus.
  • Strong pricing and a shift away from low-margin Amazon e-commerce packages toward more-profitable shipments drove the higher outlook.
  • UPS also forecast adjusted earnings of $7.22 a share, topping estimates, after reporting quarterly results.
  • Second-quarter performance supported the upgrade: adjusted EPS reached $1.76 on $22.8 billion in revenue, with growth in domestic, international and supply-chain businesses.

Insights

Can UPS's high-stakes gamble to ditch Amazon volume for healthcare logistics truly secure its long-term market dominance?
With 30,000 jobs slashed for automation, will this aggressive cost-cutting strategy ultimately backfire on the delivery giant?
How will the strategic pivot away from everyday consumer e-commerce fundamentally reshape the future of global shipping rates?