MAAT INDEX

CLAIM #60552 · United Parcel Service Inc (UPS) · 2025Q4 earnings call · Jan 27, 2026 · due Dec 31, 2026

if you think about rev per piece for the year, Ken, it's about four and a half percent.

Brian Dykes · CFO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: Revenue per piece growth (year-over-year) for the full fiscal year

It came true if: Full-year revenue per piece growth approximately 4.5% (within 4.0%-5.0% range)

Where: Company quarterly/annual earnings release and 10-K (revenue per piece disclosure)

In context

ve 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 out some costs pretty quickly there, Brian. I just want to clarify. Did you throw out the costs in the first quarter on the driver out and the postal service costs impact that margin? But my question is just on the rate increases. For both domestic and international. I think you threw out there that it was going to be low single digit for domestic. Your thought on how this should trend for core rate, both domestic and international? Brian Dykes: Yeah. So if you think about rev per piece for the year, Ken, it's about four and a half percent. Right? Rep per piece growth. But you're going to be higher than that in the first half and then normalize to about three in the second, right, as some of the mix benefit comes out. Look, in the fourth quarter, we saw a 340 basis point improvement in base rates. We've been seeing kind of around this 300 basis point improvement in base rate. I would expect that as you think about going forward. Related to the driver buyout, we didn't give a number because we have not yet launched the program. It's too early to make an estimate. Look, this is a tactical move that we used to do something similar last year in order to help us to right-size the position levels and the network infrastructure with the new volume and delivery levels. Right? Because it could include the change in the Groundsaver st

Verify independently

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