CLAIM #60557 · United Parcel Service Inc (UPS) · 2025Q4 earnings call · Jan 27, 2026 · due Dec 31, 2026
“We have 127 buildings that are automated. We are adding another 24 in 2026.”
Carol Tome · CEO
How to check this claim
Look at: Cumulative number of automated buildings, company-disclosed
It came true if: Automated building count >= 151 (127 + 24)
Where: management commentary on quarterly earnings calls / company disclosures on automation progress
In context
“rofile, again, it's going to trend down as we go through the year. Right? It will look similar in the first quarter as it did last year, but by the time we get through the year and we transition Groundsaver, we've finalized the execution of the network reconfiguration, and our cost out. We're deploying additional automation that will go online with the network of the future. Yes, we will see the cost per piece normalize to that kind of normal inflation level. Right? And with a 3% rep per piece growth rate and a lower cost per piece, right, we'll be able to get back to that kind of, you know, 100 basis point separation that we see to drive unit cost and margin improvement as we grow. Carol Tomé: Perhaps we just comment on how we are driving this productivity. One way is through automation. We have 127 buildings that are automated. We are adding another 24 in 2026. The cost per piece in these automated buildings is 28% less than the cost per piece in our conventional buildings. So automation is one way that we will continue to drive productivity. And then we're just getting better from a capacity perspective and a production perspective. Nando, maybe you want to comment on that. Nando Cesarone: Yeah. Sure. So I think the first six months of this year will be very similar to last year. In fact, we've already started optimizing some of the closures of sorts and buildings because we didn't stop automating until December 31. We did take a day off, but we're right back at it. And just for some proof points, as we work through the month of December, the activity was up 4.4%. By activity, I mean, a lot more stops out there to serve our customers. When in f”
Verify independently
SEC filings for UPS ↗ · Claim quote is verbatim from the 2025Q4 earnings call.