UPS faces the dual pressure of Teamsters contract cost step-up and Amazon volume insourcing reducing US package volumes. Margin recovery plan depends on healthcare logistics growth and yield improvement that has yet to materialize. Cost structure inflexibility against secular volume decline is concerning.
Thesis reviewed May 29, 2026
United Parcel Service, Inc. is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States60NEUTRALView United States risk detail →🏭Industrials26WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| ERJ | Embraer SA | 31 | +13% | ↓6% | EARLY |
| UPS | United Parcel Service, Inc. | 31 | -10% | ↓6% | AVOID |
| GE | GE Aerospace | 31 | +14% | ↓6% | EARLY |
| IR | Ingersoll Rand Inc. | 31 | +9% | ↓6% | EARLY |
| EXPO | Exponent Inc. | 31 | +6% | ↓6% | NEUTRAL |
| CARR | Carrier Global Corporation | 31 | +10% | ↓6% | EARLY |
| ABB | ABB Ltd | 31 | +7% | ↓6% | EARLY |
Investors who hold UPS may also have indirect exposure through these country funds.
UPS US average daily volume declines 8% YoY in Q1 2026
Amazon completes second sortation hub buildout; UPS volume share losses accelerate
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Gilbert CisnerosCA | D | Sell | $1k–$15k | Mar 13, 26 | |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Jan 9, 26 | |
| Katie Britt | Buy | $1k–$15k | Nov 7, 25 | ||
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1k–$15k | Nov 25, 24 | |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1k–$15k | Sep 20, 24 | |
| Thomas H Tuberville | Sell | $15k–$50k | Aug 26, 24 | ||
| John JamesMI | R | Buy | $1k–$15k | Aug 28, 24 | |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1k–$15k | Sep 3, 24 | |
| John JamesMI | R | Buy | $1k–$15k | Nov 10, 23 | |
| C. Scott FranklinFL | R | Buy | Unknown amount | Aug 7, 24 | |
| C. Scott FranklinFL | R | Buy | $1k–$15k | Aug 2, 24 | |
| Michael C. BurgessTX | R | Buy | $1k–$15k | Jul 22, 24 | |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1k–$15k | Jul 23, 24 | |
| Josh GottheimerNJ | D | Sell | $1k–$15k | Jun 21, 24 |