MAAT INDEX

CLAIM #60599 · United Parcel Service Inc (UPS) · 2026Q1 earnings call · Apr 28, 2026 · due Dec 31, 2026

This is the year of inflection. So the back half of the year will look considerably different than the first half of the year.

Carol Tome · CEO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: UPS U.S. domestic segment operating margin, first half 2026 vs second half 2026

It came true if: Second-half 2026 U.S. domestic operating margin higher than first-half 2026 U.S. domestic operating margin

Where: UPS quarterly earnings releases / 10-Q and 10-K segment reporting (U.S. Domestic Package segment)

In context

but we also have associated costs. So we don't see this as a windfall in the near term. And again, depending on how long it lasts, it could have a revenue impact, but there could ultimately be a demand impact. So again, as Carol said, it's just too early to speculate on what the ultimate implications of could be. We'll monitor it. And as we know more, we'll update Carol Tomé: And Scott, we brought you all through a lot over the past almost 18 months, but we did it deliberately because it frees us to focus in on the market that we want to serve and serve them better than anybody else. And that includes SMB and B2B and health care. And with those premium markets, and the productivity that Nando and his team are driving in our business, there's an opportunity for continued margin expansion. This is the year of inflection. So the back half of the year will look considerably different than the first half of the year. And as we exit this year, we have an opportunity to grow U.S. margins in a meaningful way with that between RPP and CPP. So at the end of the year, we'll give you a sense of what we think '27 will look like, but it's going to be much better than '26 based on what we're seeing in the underlying health of the business. We're winning in the right markets. Our churn is declining. And all of this leads to stickiness with the customers that we want to serve with the right revenue quality coupled, with great productivity. Our hub productivity is the best has been in 20 years, just to put a point on it. We now have automated 67.5 points our teams almost on our way to 68%. And we know that cost per piece on an automated building is 28% lower than the cost and piece of nonautomated buildings. So th

Verify independently

SEC filings for UPS · Claim quote is verbatim from the 2026Q1 earnings call.