United Parcel Service Inc Class B

UPS: XNYS (USA)

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UPS Earnings: 2026 Domestic Margin Guidance Mixed, but Cost Rationalization Appears on Track

Matthew Young

Jan 27, 2026

UPS' fourth-quarter revenue fell 3% year over year due to the Amazon drawdown, and as international activity declined on tough comps (US import pull forward), domestic yield jumped due to mix and core pricing gains. Total adjusted margin worsened, but domestic cost efforts are bearing fruit.

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United Parcel Service Inc Class B

UPS Earnings: 2026 Domestic Margin Guidance Mixed, but Cost Rationalization Appears on Track

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