United Parcel Service: From Legacy Drag To Margin Inflection

United Parcel Service is positioned for a multi-year, margin-focused turnaround, shifting from volume growth to operational efficiency and higher-value segments. UPS targets 68% U.S. volume automation by FY2026 and $20B in healthcare revenue, driving structurally lower OPEX and improved profitability metrics. Despite near-term margin headwinds from restructuring and Amazon volume reduction, I expect sequential revenue and high single-digit operating profit growth post-1H 2026.

Seeking Alpha • 16 hours ago

Why I Just Loaded Up on This 5.7%-Yielding Dividend Stock

UPS appears to be mounting a strong comeback after flailing in recent years. The company is poised for higher profitability in the years ahead.

The Motley Fool • Feb 23, 2026

Can I get a tariff refund from DHL, UPS, or FedEx after the Supreme Court struck down Trump's tariffs?

The Supreme Court struck down President Trump's sweeping tariffs on Friday, ruling that he overstepped his authority in imposing them on global imports.

Fast Company • Feb 23, 2026

UPS vs. FDX: Which Parcel Delivery Giant Offers Greater Potential Now?

FDX or UPS: Which delivery giant stands out now? From cost cuts to valuation and growth outlook, the gap between the two is widening.

Zacks Investment Research • Feb 23, 2026

Teamsters urge judge to block UPS from offering $150,000 buyouts to drivers

A lawyer for the International Brotherhood of Teamsters told a judge on Thursday that the union expects over 10,000 United Parcel Service drivers to accept $150,000 buyouts if the delivery giant is allowed to proceed with a planned workforce-cutting program.

Reuters • Feb 19, 2026

Where Will UPS Be in 1 Year?

The parcel service is aiming for higher free cash flow and lower capital spending by 2026. Its strategy makes good sense, and the company is improving its operational metrics.

The Motley Fool • Feb 19, 2026

UPS is closing package facilities: See the list of doomed locations across several states in 2026

United Parcel Service (UPS) is planning to close dozens of packaging facilities this year, the shipping giant revealed in a court filing this week.

Fast Company • Feb 19, 2026

Top High-Yield Stocks to Double Up on Right Now

Pfizer has made the investments needed to get its drug pipeline back on track. United Parcel Service's turnaround effort is starting to show progress.

The Motley Fool • Feb 19, 2026

How packaging and logistics companies are automating their warehouses

Companies like UPS, FedEx and DHL are increasingly turning to automation in their warehouse processes to work toward greater efficiency and lower costs. But with the rise of automation, companies are weighing the balance between their human workers and their technological innovations.

CNBC • Feb 13, 2026

Should You Buy United Parcel Service After Its 20% Slump in 2025?

United Parcel Service is in the middle of a major business overhaul. The company is making significant progress in its turnaround effort.

The Motley Fool • Feb 12, 2026