CLAIM #60547 · United Parcel Service Inc (UPS) · 2025Q4 earnings call · Jan 27, 2026 · due Dec 31, 2026
“I would think about a couple percent on the base rate.”
Brian Dykes · CFO
How to check this claim
Look at: Base rate increase percentage, US domestic package (as referenced in revenue per piece discussion)
It came true if: Base rate increase between 1.5% and 2.5%
Where: Management commentary on Q3/Q4 2026 earnings calls or 10-K/10-Q pricing disclosures
In context
“0 million of EBIT headwind in '25 from the insourcing of SurePost. So now that you're handing that back to postal, I do not know if you get that fully back and if that's kind of like half of a benefit in the second half of this year. And then you know, half of it in 2027. So just some thoughts on kind of that overall domestic pack margin and how to look at it. Thank you. Brian Dykes: Sure. Yes. Yes. Thanks, Tom. So as we think about the kind of go forward with the algorithm, as I mentioned, look, we expect to see kind of mid-single digit enterprise and SMB volume growth in the back half. Now our rev per piece will normalize because of the mix benefits that we've seen as the Amazon volume has come down. Also come down, but we've had healthy base rate increases that have been continuing. So I would think about a couple percent on the base rate. From the cost side, our cost per piece will normalize as well. Right? And we expect to see cost per piece come down below the rep per piece, so we're driving unit cost improvement. As we have, you know, prior to the Amazon Glide Down. And that will drive kind of structural long-term margin improvement as we go forward. So look, I think what we'll see in the back half of the year is we're exiting with non-Amazon revenue volume and revenue growth and margin improvement. Will be the go-forward algorithm. On the USPS cost, so the, we will be transitioning a portion of our Groundsaver delivery back to the USPS through the first half of this year. We do expect that we'll see benefit start to materialize in the second half. It will look slightly different than what we have before because, obviou”
Verify independently
SEC filings for UPS ↗ · Claim quote is verbatim from the 2025Q4 earnings call.