MAAT INDEX

CLAIM #60491 · United Parcel Service Inc (UPS) · 2025Q3 earnings call · Oct 28, 2025 · due Dec 31, 2026

I guess what should give everybody comfort is what we've displayed in the first 9 months, we've also started the stage next year in 2026. So this continues, and we will hit our Amazon targets and our drawdown in terms of cost and productivity just gets enhanced as we first, introduce more NOF projects

Unknown Executive · Executive

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: Progress toward Amazon volume reduction targets and network cost/productivity metrics (e.g., cost per package, process rates) as disclosed by UPS

It came true if: Management confirms on 2026 earnings calls that Amazon volume drawdown is on/ahead of stated schedule and productivity metrics (process rates, cost per piece) continue to improve year-over-year

Where: UPS quarterly earnings releases and call commentary (Q4 2025 through Q4 2026)

In context

t we've seen in 20 years, 10 years, talk a little bit about that. Unknown Executive: Yes, sure. And I think it's really exciting as we look at our network. We're not looking at everything exclusively or uniquely, but as one big network. And of course, we keep finding opportunities for us to bring costs down. So if you think about the buildings we've closed, the operations we've closed, also the 34,000 positions that we've eliminated, that's part and parcel, of course, driven by some Amazon, but also our productivity. So if you think about production across the network, Brian mentioned that our inside operations are demonstrating the best process rates in 12 years. Our hub process rates in 20 years, and then we can go down the list with safety in the decade and other items related to cost. I guess what should give everybody comfort is what we've displayed in the first 9 months, we've also started the stage next year in 2026. So this continues, and we will hit our Amazon targets and our drawdown in terms of cost and productivity just gets enhanced as we first, introduce more NOF projects, but also all the peripheral buildings that we had supporting those upgrades will start to fall off as well as we start to implement NOF. A great example of that is Mesquite, 48,000 hub per hour for us, just opened up 2 weeks ago and prior to that, a similar hub in Texas in SweetWater. So really excited about those additions to the network and of course, more to come. Brian Dykes: And Jonathan, just to put a number to that because I think the third quarter really shows a testament. We started the year saying that we were going to focus on getting the right volume in the network and drive efficiency and volume was down 12.3%, and we expanded operating margin, and we'll look to continue that trend... Operator: Our next question comes from the line of Scott Group from Wolfe Research. Scott G

Verify independently

SEC filings for UPS · Claim quote is verbatim from the 2025Q3 earnings call.