Description
United Parcel Service (UPS) Removes 2 Million Daily Amazon Packages — Profit Jumps 21%!
United Parcel Service, Inc. reported a second-quarter 2026 consolidated revenue of $22.8 billion, marking a 7.6% increase year-over-year, alongside a 12% rise in consolidated operating profit to $2.1 billion. The company’s operating margin improved to 9.2%, up 40 basis points compared to the prior year and 300 basis points from the first quarter of 2026. While fuel price volatility, influenced by geopolitical factors, increased both revenue and expenses through fuel surcharges, the net impact on operating profit was modest. UPS completed the planned Amazon volume reduction (“Amazon glide down”), removing approximately two million daily lower-yielding packages and eliminating $4.5 billion in related expenses. This strategic move, coupled with network reconfiguration and increased automation—with automated facility volume rising to 68.5%—has resulted in a leaner, more efficient domestic network poised to deliver operating leverage amid anticipated volume growth. The U.S. Domestic segment showed solid results, generating $14.



