MAAT INDEX

CLAIM #60549 · United Parcel Service Inc (UPS) · 2025Q4 earnings call · Jan 27, 2026 · due Dec 31, 2026

that will translate into savings in the second half of this year and going forward.

Brian Dykes · CFO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: USPS Groundsaver-related cost savings / operating margin benefit disclosed by UPS, second half of fiscal year vs prior comparable period

It came true if: Management or reported figures show positive cost savings attributable to USPS transition in H2 2026 (qualitative confirmation or reported decline in cost per piece / delivery costs vs H2 2025)

Where: UPS quarterly earnings calls and 10-Q/10-K segment cost disclosures (Q3 2026 and Q4 2026 reports)

In context

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, obviously, we're going back at a different rate than what we had before with the USPS, but that will translate into savings in the second half of this year and going forward. It also helps us with aligning our product strategy with how we want to think about an economy product as a holistic part of our product portfolio. Tom Wadewitz: Do you think you get back the full $400 to $500 million you gave up in '25 or maybe not? Brian Dykes: As we right-size the driver staffing levels and moving forward, then, yes, over time, I think we'll get that back. It will take time though because we've got to migrate the work back, and we have to right-size the position levels commensurate with the new delivery stop levels. Carol Tomé: I wouldn't expect to see that full benefit until 2027. Tom Wadewitz: Right. Okay. Thank you. Matthew: Thank you. Your next question is coming from Ken Hoexter from Bank of America. Your line is live. Ken Hoexter: Hey, Greg. Good morning. Threw o

Verify independently

SEC filings for UPS · Claim quote is verbatim from the 2025Q4 earnings call.