United Parcel Service, Inc. Website

United Parcel Service, Inc.

NYSE-UPS

Company Overview

United Parcel Service, Inc. provides letter and package delivery, transportation, logistics, and related services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of letters, documents, small packages, and palletized freight through air and ground services in the United States. The International Package segment provides guaranteed day and time-definite international shipping services in Europe, the Asia Pacific, Canada and Latin America, the Indian sub-continent, the Middle East, and Africa. This segment offers guaranteed time-definite express options. The company also provides international air and ocean freight forwarding, customs brokerage, distribution and post-sales, and mail and consulting services in approximately 200 countries and territories. In addition, it offers truckload brokerage services; supply chain solutions to the healthcare and life sciences industry; shipping, visibility, and billing technologies; and financial and insurance services. The company operates a fleet of approximately 121,000 package cars, vans, tractors, and motorcycles; and owns 59,000 containers that are used to transport cargo in its aircraft. United Parcel Service, Inc. was founded in 1907 and is headquartered in Atlanta, Georgia.

  • Name

    United Parcel Service, Inc.

  • CEO

    Carol Tome

  • Website

    www.ups.com

  • Sector

    Air Freight and Logistics

  • Year Founded

    1907

Company Statistics

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Bulls Say

  • UPS' US ground and express package delivery operations should enjoy positive long-term tailwinds from e-commerce growth.

  • UPS' massive package sortation footprint, immense air and delivery fleet, and global operations knit together a presence that’s extraordinarily difficult to replicate.

  • On top of superior parcel density, UPS uses many of the same assets to handle both express and ground shipments, contributing to industry-leading operating margins.

Bears Say

  • Economic fallout from US tariff actions will likely pressure underlying package demand and temper UPS' domestic margin turnaround.

  • Amazon is ramping down the packages it sends via UPS by more than 50% by mid-2026. We are under the impression that UPS can rationalize capacity on roughly a 1-for-1 basis with lost Amazon volume (over time), but execution risk remains.

  • UPS' national master agreement with the Teamsters (renegotiated in the second half of 2023) is driving significant wage inflation.

Source: Morningstar Analysis - Nov 11, 2025

What's happening

Nov 13, 2025 - Dec 13, 2025

UPS Navigates Operational Challenges While Achieving Notable Stock Gains

  • United Parcel Service Inc. faced operational difficulties due to the indefinite grounding of its MD-11 jets, impacting logistics during peak shipping times.
  • Despite these challenges, investor sentiment remained bullish, leading to a 4.9% increase in stock price over the month.
  • UPS outperformed both the S&P 500 and the Industrials sector significantly during this period.

Over the past month, United Parcel Service Inc. (UPS) experienced a notable overall price increase of 4.9%, which is an impressive performance compared to the S&P 500's decline of 0.2%. This upward trend was particularly evident on December 11 when UPS's stock rose by 1.15%, surpassing $100 for the first time since July and marking its fifth consecutive day of gains. Such sustained momentum indicates strong market confidence in UPS’s operational capabilities.

However, this positive performance came amid significant challenges for UPS related to its aircraft fleet management. On November 24, bearish sentiment emerged following operational difficulties due to the indefinite grounding of MD-11 jets—approximately nine percent of its fleet—after an incident on November 4 where an engine detached from one aircraft led to investigations complicating logistics ahead of Christmas shipping demands.

Further complications arose from findings released by the National Transportation Safety Board on November 20 regarding fatigue cracks in a crashed MD-11 cargo jet operated by UPS; these revelations raised concerns about fleet safety at a time when regulatory scrutiny could intensify due to heightened public awareness surrounding aviation safety issues.

Despite facing serious operational hurdles linked to their aircraft fleet that resulted in some bearish movements, investor sentiment largely remained bullish throughout much of this month as evidenced by steady price increases following negative news cycles related to these challenges. Overall, while navigating through crises effectively reflects positively on management’s ability and maintains growth trajectories amidst adversity.

In summary, United Parcel Service Inc.'s performance showcased strength with a solid increase relative to broader market trends; notably outperforming both the S&P by over five percent and exceeding expectations within their sector as well—specifically outperforming Industrials (XLI) sector by 3.4%.

NYSE:UPS