UPS Stopped Carrying 2 Million Amazon Packages a Day. Amazon Still Has to Move Them.

UPS completed its 18-month reduction of Amazon volume, eliminating 2 million packages daily and $4.5 billion in expenses. Amazon absorbed most of this volume into its own delivery network, which now handles 6.7 billion U.S. parcels annually—making it the country's largest parcel carrier. However, Amazon's shipping costs surged 19% to $27.9 billion in Q2, outpacing its 15% online sales growth, reflecting the significant investment required to maintain its delivery infrastructure and fast shipping promises.

08/23/2026, 8:14 PM • The Motley Fool

UPS Fired Amazon. Was It The Smart Move?

UPS's decision to reduce Amazon delivery volume by 50% aligns with its 'better, not bigger' strategy to focus on higher-margin business segments. However, the stock has declined 10.5% since the announcement due to margin concerns. While management raised earnings guidance, operating margins actually decreased, and fuel surcharges appear to be the primary driver of revenue growth rather than operational improvements.

08/22/2026, 2:35 AM • The Motley Fool

UPS Is Walking Away From Amazon. Is That a Smart Move?

UPS is reducing its Amazon-related shipping volume by over 50% through 2026, phasing out standard last-mile delivery services. While Amazon was UPS's largest customer, these shipments generated lower profits and clogged sorting facilities. UPS is pivoting toward higher-margin orders from small-to-medium businesses and healthcare customers. The company expects 3% revenue growth and 1% adjusted EPS growth in 2026, marking the first synchronized growth since 2022.

08/20/2026, 1:05 PM • The Motley Fool

Is UPS a Good Stock for Passive Income Investors?

United Parcel Service (UPS) froze its dividend after a 16-year streak of increases, raising concerns for passive income investors. While the 6.3% yield is attractive, the company's payout ratio of 106% exceeds net income, and free cash flow is declining. Morningstar lists UPS among potential dividend offenders, suggesting income investors should look elsewhere despite the company's otherwise healthy balance sheet.

08/18/2026, 11:15 AM • The Motley Fool

Trump Tariff Refunds Just Topped $100 Billion, and These Companies Are Receiving Some of the Largest Checks

The Trump administration is issuing over $166 billion in tariff refunds after the U.S. Supreme Court invalidated tariffs imposed under the IEEPA in February 2026. Major companies like Apple ($2.19B), Walmart ($2.4B expected), and Amazon ($600M) are receiving substantial refunds that boost earnings. However, new tariffs imposed via Section 301 of the Trade Act may reignite inflationary pressures in coming quarters.

08/07/2026, 6:06 PM • The Motley Fool

2 Magnificent Industrial Stocks Down 40% to Buy and Hold Forever

UPS and Fluor, both trading 40% below their all-time highs, present buying opportunities for long-term value investors. UPS is stabilizing its business after pandemic-related challenges and union negotiations, with expected revenue and EPS growth returning in 2026. Fluor is shifting to less risky reimbursable contracts and benefiting from cloud, AI, and nuclear market expansion, with profitability expected to return in 2026.

08/05/2026, 12:10 PM • The Motley Fool

Is United Parcel Service (UPS) the Best Dividend Stock in the Industrial Sector?

UPS trades at 14x forward earnings with a 6.4% dividend yield, down 44% from its 2022 all-time high. After facing pandemic-related volume declines, margin compression, and labor challenges, the company has stabilized by focusing on higher-margin business customers and healthcare. UPS expects 3% revenue growth and 1% EPS growth in 2026, with stronger 4% revenue and 12% EPS growth projected for 2027, suggesting it could become an attractive dividend play in the industrial sector.

08/04/2026, 12:20 PM • The Motley Fool

WareMatch Partners With ShipPlug to Unlock Shipping Savings For 3PL Operators

WareMatch, a 3PL marketplace platform, has entered an exclusivity partnership with ShipPlug, a shipping intelligence company. Through the integration, WareMatch users gain free access to ShipPlug's automated refund recovery system for late FedEx and UPS deliveries. ShipPlug expands into the 3PL market at scale while WareMatch adds a value-add differentiator for its warehouse and shipper users.

08/03/2026, 4:42 PM • GlobeNewswire

Is UPS Stock an Excellent Dividend Stock to Buy?

The article examines whether United Parcel Service (UPS) is a good dividend stock for investors. With a 5.6% yield, UPS is highlighted as a potential investment opportunity. The author notes that management is demonstrating operational prudence despite challenging circumstances, suggesting investors can be pleased with the company's current direction.

07/31/2026, 11:25 PM • The Motley Fool

Why UPS Is Betting $48 Million on Temperature-Controlled Logistics Growth

UPS is investing $48 million in temperature-controlled logistics across 27 facilities worldwide as part of its turnaround strategy. The company is shifting focus from high-volume, low-margin packages (like Amazon shipments) to fewer, higher-margin packages, particularly in the pharmaceutical sector. UPS expects the temperature-controlled logistics market to grow at 8.3% annually through 2033, reaching nearly $40 billion, with an inflection point expected in the second half of 2026.

07/25/2026, 2:15 PM • The Motley Fool

Mariner Logistics Names Justin Turner Chief Executive Officer

Mariner Logistics, a Dallas-based asset-backed 4PL, appointed Justin Turner as CEO effective immediately. Turner brings nearly two decades of experience from companies including Coyote Logistics, GlobalTranz, STORD, and Flock Freight. The company is investing in technology platforms including the Sentinel Protocol for carrier and driver verification and Vibe Engine AI to address new liability concerns following the Supreme Court's Montgomery v. Caribe Transport ruling on broker liability.

07/23/2026, 9:00 AM • GlobeNewswire

United Parcel Service vs. FedEx: What Their Revenue Trends Tell Investors

FedEx demonstrates stronger revenue momentum with consistent year-over-year growth and steady quarterly expansion, while UPS experiences volatile quarterly performance due to its strategic decision to shed low-margin Amazon business and prioritize profit margins over revenue growth. FedEx's recent freight spinoff and expected 11% fiscal year growth contrast with UPS's intentional volume reduction driven by higher unionized labor costs.

07/08/2026, 8:14 AM • The Motley Fool

Why Ultra-High-Yield UPS Is Investing $48 Million to Control the Temperature

UPS is investing $48 million in 27 temperature-controlled facilities to serve the healthcare sector, particularly for GLP-1 weight-loss drugs and temperature-sensitive medications. This strategic shift is part of the company's broader turnaround effort to move away from low-margin customers toward high-margin healthcare customers. Management expects the second half of 2026 to be an inflection point, with revenue per package rising despite lower overall revenue.

07/04/2026, 11:15 AM • The Motley Fool

In 10 Years, Will You Wish You'd Bought This Industrial Stock Right Now?

United Parcel Service (UPS) is undergoing a major corporate overhaul to become leaner and more profitable, including reducing low-margin customers like Amazon. Despite near-term earnings challenges from infrastructure investments and business restructuring, the company shows progress with rising revenue per package. With the stock down over 50% from 2022 peaks and an expected inflection point in H2 2026, UPS presents a potential turnaround opportunity for long-term investors.

06/21/2026, 3:15 PM • The Motley Fool

3 Stocks to Load Up On Right Now

While the S&P 500 trades near all-time highs, three undervalued dividend stocks offer attractive opportunities: United Parcel Service is at an inflection point in its turnaround with a 6% yield, Clorox is repositioning its portfolio with the Gojo acquisition despite CEO departure, and Realty Income provides stable income with a 5.2% yield and diversified property portfolio.

06/14/2026, 11:15 AM • The Motley Fool