UPS's U.S. daily package volume is still falling, but the decline narrowed to 3.3% in fiscal Q2 2026 from the 8% reported in April 2026, as the company cut about 2 million lower-quality Amazon pieces per day. Management highlights revenue per package, which rose 9.3% year on year on base rates, customer mix and fuel. Fiscal Q2 revenue reached $22.8 billion, up 7.6%, though trailing twelve-month revenue fell 0.4%. Smaller business customers, 34.5% of U.S. volume, grew 4.3% daily, while business-to-business customers, 43.8% of U.S. volume, fell 3.2%. The twelve-month operating margin was 7.3%, down from 9.3%, and reported fiscal Q2 operating profit of $930 million included $891 million in after-tax transformation charges, versus $2.1 billion on management's adjusted measure.
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Related tickers and likely impact
AMZN
• NeutralAmazon
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.7T |
| Close on 10/20/2026 | 262.63 |
| Change that session | +0.07% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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