NYSE:UPSLogistics
The Bull Case For United Parcel Service (UPS) Could Change Following Sweeping Cost Cuts And Union Pushback
United Parcel Service’s recent turnaround push has combined stronger-than-expected Q4 2025 results and raised 2026 revenue guidance with plans to cut up to 30,000 jobs and close 24 facilities, largely through voluntary programs, while shifting away from lower-margin Amazon deliveries.
This restructuring drive has triggered legal challenges from the Teamsters over the Driver Choice Program and coincides with increased options activity and mixed short interest, underscoring how labor relations...