United Parcel Service, Inc. (UPS): Business Model Canvas

In der schnelllebigen Welt der globalen Logistik hat United Parcel Service (UPS) die Paketzustellung und das Lieferkettenmanagement durch ein sorgfältig ausgearbeitetes Geschäftsmodell revolutioniert, das Unternehmen und Verbraucher auf allen Kontinenten nahtlos miteinander verbindet. Von den geschäftigen Straßen New Yorks bis hin zu entlegenen Winkeln der Welt hat sich UPS von einem bescheidenen Kurierdienst zu einem echten Botendienst entwickelt 97 Milliarden Dollar Logistik-Kraftpaket, das modernste Technologie, ein umfangreiches Transportnetzwerk und innovative Strategien nutzt, die die Art und Weise, wie Pakete rund um die Welt transportiert werden, neu definieren. Tauchen Sie ein in das komplexe Business Model Canvas, das diesem Logistikriesen zugrunde liegt, und enthüllen Sie den strategischen Plan hinter einem der ausgefeiltesten Liefersysteme, die je geschaffen wurden.

United Parcel Service, Inc. (UPS) – Geschäftsmodell: Wichtige Partnerschaften

Fluggesellschaften für den Luftfrachttransport

UPS unterhält strategische Partnerschaften mit mehreren Fluggesellschaften, um sein globales Luftfrachtnetzwerk zu unterstützen.

Airline-Partner	Jährlicher Gemeinschaftsband	Dauer der Partnerschaft
Atlas Air weltweit	1.200 wöchentliche Frachtflüge	Laufend seit 2001
Südliche Luft	850 wöchentliche Frachtflüge	Laufend seit 2013
ABX-Luft	750 wöchentliche Frachtflüge	Laufend seit 2004

Technologieanbieter für Logistiksoftware und Trackingsysteme

UPS arbeitet mit führenden Technologieunternehmen zusammen, um seine digitale Infrastruktur zu verbessern.

• Microsoft Azure – Cloud-Computing-Infrastruktur
• SAP – Enterprise-Resource-Planning-Systeme
• Oracle – Supply-Chain-Management-Software
• Cisco Systems – Netzwerkinfrastrukturlösungen

E-Commerce-Plattformen

UPS hat wichtige Partnerschaften mit großen E-Commerce-Plattformen aufgebaut.

E-Commerce-Plattform	Jährliches Versandvolumen	Partnerschaftsmerkmale
Amazon	375 Millionen Pakete jährlich	Integrierte Versandlösungen
Shopify	125 Millionen Pakete jährlich	Direkte Versandintegration
eBay	85 Millionen Pakete jährlich	Individuelle Versandkosten

Globale Zoll- und Regulierungsbehörden

UPS unterhält umfassende Partnerschaften mit internationalen Regulierungsbehörden.

• US-Zoll- und Grenzschutz
• Zollunion der Europäischen Union
• Weltzollorganisation
• Internationaler Luftverkehrsverband

Fahrzeug- und Ausrüstungshersteller

UPS arbeitet mit führenden Fahrzeug- und Ausrüstungsherstellern zusammen, um seine Logistikflotte zu modernisieren.

Hersteller	Flotteninvestition	Fahrzeugtypen
Tesla	100-Millionen-Dollar-Auftrag für Elektrofahrzeuge	Sattelschlepper und Lieferwagen
Mercedes-Benz	250 Millionen US-Dollar Flotteninvestition	Gewerbliche Lieferfahrzeuge
Ankunft	110-Millionen-Dollar-Vertrag für Elektrofahrzeuge	Maßgeschneiderte elektrische Lieferfahrzeuge

United Parcel Service, Inc. (UPS) – Geschäftsmodell: Hauptaktivitäten

Abhol-, Sortier- und Lieferdienste für Pakete

UPS bearbeitet ab 2023 täglich etwa 21,3 Millionen Pakete und Dokumente. Das Unternehmen betreibt 534 Luft- und Bodenanlagen in den Vereinigten Staaten.

Servicetyp	Tägliches Volumen	Jährliche Verarbeitungskapazität
Inlandspakete	15,7 Millionen	5,7 Milliarden Pakete
Internationale Pakete	5,6 Millionen	2,0 Milliarden Pakete

Logistik und Supply Chain Management

UPS Supply Chain Solutions erwirtschaftet einen Jahresumsatz von 14,6 Milliarden US-Dollar. Das Unternehmen verwaltet die Logistik für über 10.000 Firmenkunden aus verschiedenen Branchen.

• Lagerung: Über 1.000 Vertriebszentren weltweit
• Bestandsverwaltung für über 500 große Unternehmen
• Echtzeitverfolgung für 95 % der Lieferkettentransaktionen

Internationaler Versand und Spedition

UPS ist in über 220 Ländern und Territorien tätig und erzielt im Jahr 2023 einen internationalen Umsatz von 16,2 Milliarden US-Dollar.

Region	Jährliches Versandvolumen	Umsatzbeitrag
Europa	2,5 Milliarden Pakete	5,4 Milliarden US-Dollar
Asien-Pazifik	1,8 Milliarden Pakete	4,9 Milliarden US-Dollar

Flottenwartung und Routenoptimierung

UPS unterhält eine Flotte von 132.000 Fahrzeugen, darunter 10.300 Fahrzeuge mit alternativen Kraftstoffen und fortschrittlicher Technologie.

• Durch die tägliche Optimierung der Lieferroute werden jährlich 100 Millionen Meilen eingespart
• Geschätzte Kraftstoffeinsparungen: 50 Millionen US-Dollar pro Jahr
• Reduzierung der CO2-Emissionen: 100.000 Tonnen jährlich

Technologieentwicklung für Tracking und Effizienz

UPS investiert jährlich 1,2 Milliarden US-Dollar in Technologie und digitale Infrastruktur. Das Unternehmen verarbeitet täglich über 32 Millionen Tracking-Anfragen.

Technologie-Investitionsbereich	Jährliche Ausgaben	Effizienzsteigerung
Trackingsysteme	400 Millionen Dollar	99,5 % Echtzeitgenauigkeit
Routenoptimierungssoftware	250 Millionen Dollar	Steigerung der betrieblichen Effizienz um 15 %

United Parcel Service, Inc. (UPS) – Geschäftsmodell: Schlüsselressourcen

Umfangreiches globales Transportnetzwerk

UPS betreibt eine globales Netzwerk, das über 220 Länder und Territorien umfasst. Die Transportinfrastruktur des Unternehmens umfasst:

Netzwerkkomponente	Menge/Reichweite
Tägliches Paketvolumen	24,3 Millionen Pakete und Dokumente
Bodenfahrzeuge	132.000 Fahrzeuge
Flugzeugflotte	276 eigene und gecharterte Flugzeuge

Fortschrittliche Tracking- und Logistiktechnologie

UPS investiert stark in die technologische Infrastruktur:

• ORION-System (On-Road Integrated Optimization and Navigation).
• Fortschrittliche Paketverfolgungstechnologie
• Echtzeit-Logistikmanagementplattformen

Große Flotte an Lieferfahrzeugen

UPS unterhält eine vielfältige Transportflotte:

Fahrzeugtyp	Nummer
Lieferwagen	123,000
Sattelzugmaschinen	9,500
Fahrzeuge mit alternativen Kraftstoffen	10,300

Qualifizierte Arbeitskräfte

UPS beschäftigt eine bedeutende Belegschaft:

• Gesamtbeschäftigte: 576.000
• Fahrer: 123.000
• Internationale Mitarbeiter: 35 % der Gesamtbelegschaft

Strategische Vertriebszentren

UPS betreibt eine umfangreiche Vertriebsinfrastruktur:

Einrichtungstyp	Nummer
Globale Logistikzentren	1,800
Sortieranlagen	330
Gesamtlagerfläche	500 Millionen Quadratmeter

United Parcel Service, Inc. (UPS) – Geschäftsmodell: Wertversprechen

Zuverlässige und schnelle Paketzustelldienste

UPS liefert täglich rund 21,3 Millionen Pakete und Dokumente in 220 Länder und Territorien. Die durchschnittliche Lieferzeit für Inlandspakete beträgt 1-3 Werktage. Die Paketerfolgsquote beträgt 99,1 % bei pünktlicher Leistung.

Liefermetrik	Leistung
Tägliches Paketvolumen	21,3 Millionen
Globale Reichweite	220 Länder/Gebiete
Pünktliche Lieferrate	99.1%

End-to-End-Logistik- und Supply-Chain-Lösungen

UPS Supply Chain Solutions erwirtschaftete im Jahr 2022 einen Umsatz von 14,6 Milliarden US-Dollar. Bietet umfassende Logistikdienstleistungen, darunter:

• Spedition
• Lagerhaltung
• Vertriebsmanagement
• Transportoptimierung

Globale Versandmöglichkeiten

UPS betreibt eine Flotte von 123.000 Fahrzeugen und 596 Flugzeugen. Der internationale Umsatz erreichte im Jahr 2022 37,8 Milliarden US-Dollar, was 37,5 % des Gesamtumsatzes des Unternehmens entspricht.

Globale Infrastruktur	Menge
Fahrzeuge	123,000
Flugzeuge	596
Internationale Einnahmen	37,8 Milliarden US-Dollar

Paketverfolgung in Echtzeit

Das UPS-Tracking-System verarbeitet täglich über 50 Millionen Tracking-Anfragen. Die digitale Plattform unterstützt Echtzeit-Tracking über mehrere Geräte hinweg mit einer Genauigkeit von 99,6 %.

Maßgeschneiderte Versandlösungen für Unternehmen

UPS bietet branchenspezifische Logistiklösungen mit speziellen Dienstleistungen für:

• Gesundheitslogistik
• Einzelhandelslieferkette
• Unterstützung des Technologiesektors
• Herstellungsvertrieb

Spezialisierte Geschäftslösungen generierten für 2022 einen angestrebten Umsatz von 6,2 Milliarden US-Dollar.

United Parcel Service, Inc. (UPS) – Geschäftsmodell: Kundenbeziehungen

Digitale Kundenservice-Plattformen

UPS betreibt mehrere digitale Kundendienstplattformen mit den folgenden Kennzahlen:

• Die Website UPS.com verzeichnet monatlich 124 Millionen einzelne Besucher
• Downloads mobiler Apps: 67,3 Millionen aktive Nutzer im Jahr 2023
• Digitale Tracking-Anfragen: 3,2 Milliarden digitale Interaktionen pro Jahr

Digitale Plattform	Monatlich aktive Benutzer	Jährliche Interaktionen
UPS.com	124 Millionen	1,5 Milliarden
UPS Mobile App	67,3 Millionen	1,7 Milliarden

Dediziertes Account Management für Firmenkunden

UPS bietet spezielle Kontoverwaltungsdienste an:

• Firmenkundenstamm: 2,3 Millionen Geschäftskunden
• Engagierte Kundenbetreuer: 8.700 Spezialisten für Unternehmensbeziehungen
• Durchschnittlicher Jahresumsatz pro Firmenkunde: 387.000 US-Dollar

Self-Service-Tracking- und Versandtools

UPS bietet umfassende Self-Service-Funktionen:

• Online-Erstellung von Versandetiketten: 92 % der Kleinunternehmer nutzen digitale Tools
• Automatisierte Tracking-Benachrichtigungen: 4,6 Milliarden jährliche Aktualisierungen des Sendungsstatus
• Validierungsrate digitaler Adressen: 99,7 % Genauigkeit

Kundensupport rund um die Uhr

UPS-Kundensupport-Infrastruktur:

• Globale Kundendienstzentren: 42 Länder
• Gesamtzahl der Kundendienstmitarbeiter: 12.600
• Durchschnittliche Reaktionszeit: 47 Sekunden
• Jährliche Interaktionen mit dem Kundensupport: 276 Millionen

Treueprogramme für Vielversender

Statistiken zum UPS-Treueprogramm:

• Mitglieder des UPS Rewards-Programms: 1,8 Millionen aktive Teilnehmer
• Durchschnittliche jährliche Ersparnis pro Mitglied: 324 $
• Bindungsrate des Treueprogramms: 78 %

Metrik des Treueprogramms	Wert
Gesamtzahl der Programmmitglieder	1,8 Millionen
Durchschnittliche Ersparnisse für Mitglieder	$324
Retentionsrate	78%

United Parcel Service, Inc. (UPS) – Geschäftsmodell: Kanäle

Online-Versandportal

UPS.com bedient im Jahr 2023 täglich 3,2 Millionen aktive Benutzer. Die Online-Versandplattform verarbeitet jährlich 6,3 Milliarden Sendungsverfolgungsanfragen. Die Website unterstützt Sendungen in über 220 Länder und Gebiete.

Online-Portal-Metriken	Daten für 2023
Täglich aktive Benutzer	3,2 Millionen
Jährliche Tracking-Anfragen	6,3 Milliarden
Globale Abdeckung	Über 220 Länder

Mobile Anwendung

Die mobile UPS-App wurde im Jahr 2023 75 Millionen Mal heruntergeladen. Die App unterstützt die Echtzeitverfolgung für 22,3 Millionen tägliche Paketbewegungen.

• Insgesamt 75 Millionen App-Downloads
• 22,3 Millionen tägliche Paketverfolgungsanfragen
• Verfügbar in 8 Sprachen

Physische UPS Stores

UPS betreibt 5.200 Einzelhandelsstandorte in den Vereinigten Staaten und Kanada. Physische Geschäfte erwirtschaften einen Jahresumsatz von 3,8 Milliarden US-Dollar durch Versand und damit verbundene Dienstleistungen.

Details zum Store-Netzwerk	Statistik 2023
Gesamtzahl der Filialstandorte	5,200
Jährlicher Filialumsatz	3,8 Milliarden US-Dollar

Callcenter

UPS unterhält weltweit 18 Kundendienstzentren. Verarbeitet jährlich 42,6 Millionen Kundeninteraktionen. Die durchschnittliche Anruflösungszeit beträgt 4,2 Minuten.

Versandplattformen von Drittanbietern

Integriert in 87 E-Commerce-Plattformen. Verarbeitet jährlich 1,2 Milliarden Sendungen Dritter. Die Plattformintegration deckt 94 % der globalen E-Commerce-Märkte ab.

Integration von Plattformen Dritter	Daten für 2023
Integrationen von E-Commerce-Plattformen	87
Jährliche Lieferungen an Dritte	1,2 Milliarden
Globale E-Commerce-Marktabdeckung	94%

United Parcel Service, Inc. (UPS) – Geschäftsmodell: Kundensegmente

Einzelne Verbraucher

UPS bedient täglich etwa 3,4 Millionen Paketzustellkunden. Im Jahr 2022 erreichte das Versandvolumen einzelner Verbraucher weltweit 6,7 Milliarden Pakete.

Kennzahlen zum Verbrauchersegment	Daten für 2022
Tägliche Einzelsendungen	3,4 Millionen
Jährliches Paketvolumen	6,7 Milliarden

Kleine und mittlere Unternehmen

UPS betreut weltweit über 2,3 Millionen kleine und mittlere Geschäftskunden. Diese Unternehmen erwirtschaften für UPS jährlich einen Umsatz von rund 43,2 Milliarden US-Dollar.

• Durchschnittliche jährliche Ausgaben pro KMU-Kunde: 18.783 $
• Weltweiter KMU-Kundenstamm: 2,3 Millionen
• Gesamtumsatz der KMU: 43,2 Milliarden US-Dollar

Große multinationale Unternehmen

UPS bedient 82 % der Fortune-500-Unternehmen und erwirtschaftet im Jahr 2022 61,5 Milliarden US-Dollar mit Unternehmenskunden.

Firmenkundensegment	Statistik 2022
Fortune 500-Unternehmen beliefert	82%
Unternehmenskundenumsatz	61,5 Milliarden US-Dollar

E-Commerce-Unternehmen

UPS wickelt den Versand für etwa 1,6 Millionen E-Commerce-Unternehmen ab, wobei die E-Commerce-Logistik im Jahr 2022 37,8 Milliarden US-Dollar erwirtschaftet.

• E-Commerce-Geschäftskunden: 1,6 Millionen
• Umsatz mit E-Commerce-Logistik: 37,8 Milliarden US-Dollar
• Durchschnittliches E-Commerce-Versandvolumen: 2,3 Milliarden Pakete jährlich

Spezialisierte Branchen

UPS bedient kritische Spezialsektoren mit gezielten Logistiklösungen.

Industrie	Umsatz 2022	Kundenanzahl
Gesundheitswesen	12,6 Milliarden US-Dollar	275.000 Kunden
Herstellung	28,4 Milliarden US-Dollar	425.000 Kunden

United Parcel Service, Inc. (UPS) – Geschäftsmodell: Kostenstruktur

Kraftstoff- und Fahrzeugwartung

Im Jahr 2023 gab UPS 7,3 Milliarden US-Dollar für Transportkosten aus. Die Treibstoffkosten machten etwa 12 % der gesamten Transportkosten aus und beliefen sich auf rund 876 Millionen US-Dollar.

Kostenkategorie	Jährliche Ausgaben
Gesamte Transportkosten	7,3 Milliarden US-Dollar
Treibstoffkosten	876 Millionen US-Dollar
Fahrzeugwartung	412 Millionen Dollar

Löhne und Leistungen der Mitarbeiter

UPS verursachte im Jahr 2023 Aufwendungen für Vergütungen und Sozialleistungen in Höhe von 25,4 Milliarden US-Dollar. Das Unternehmen beschäftigt weltweit etwa 576.000 Mitarbeiter.

Mitarbeiterkostenkategorie	Jährlicher Betrag
Gesamtvergütung und Zusatzleistungen	25,4 Milliarden US-Dollar
Durchschnittliches Mitarbeitergehalt	$68,750

Technologieinfrastruktur

Im Jahr 2023 investierte UPS 1,2 Milliarden US-Dollar in die Entwicklung von Technologie und digitaler Infrastruktur.

• Investitionen in Cloud Computing: 350 Millionen US-Dollar
• Cybersicherheitsinfrastruktur: 275 Millionen US-Dollar
• Entwicklung einer digitalen Plattform: 575 Millionen US-Dollar

Betrieb von Anlagen und Vertriebszentren

UPS betreibt weltweit 2.200 Einrichtungen mit jährlichen Wartungs- und Betriebskosten von 3,6 Milliarden US-Dollar.

Betriebskosten der Anlage	Betrag
Gesamtbetriebskosten der Anlage	3,6 Milliarden US-Dollar
Anzahl globaler Einrichtungen	2,200

Flottenbeschaffung und -ersatz

UPS unterhält eine Flotte von 132.000 Fahrzeugen, wobei sich die jährlichen Flotteninvestitionen und Ersatzkosten auf 2,8 Milliarden US-Dollar belaufen.

• Investitionen in Elektrofahrzeuge: 500 Millionen US-Dollar
• Ersatz herkömmlicher Fahrzeuge: 2,3 Milliarden US-Dollar

Kategorie „Flotteninvestition“.	Jährliche Ausgaben
Gesamtinvestition in die Flotte	2,8 Milliarden US-Dollar
Gesamtgröße der Fahrzeugflotte	132.000 Fahrzeuge

United Parcel Service, Inc. (UPS) – Geschäftsmodell: Einnahmequellen

Inländische Paketzustelldienste

Im Jahr 2023 erwirtschaftete UPS einen inländischen Paketzustellungsumsatz von 97,06 Milliarden US-Dollar. Das inländische Paketvolumen betrug 5,2 Milliarden Pakete, die innerhalb der Vereinigten Staaten zugestellt wurden.

Servicekategorie	Jahresumsatz	Lautstärke
Bodenzustellung	44,3 Milliarden US-Dollar	3,1 Milliarden Pakete
Express-Lieferung	32,7 Milliarden US-Dollar	1,5 Milliarden Pakete
Lieferung an Privathaushalte	20,06 Milliarden US-Dollar	600 Millionen Pakete

Internationaler Versand

Der internationale Versandumsatz von UPS erreichte im Jahr 2023 37,8 Milliarden US-Dollar und umfasste 2,3 Milliarden internationale Pakete.

• Internationaler Exportversand: 22,5 Milliarden US-Dollar
• Internationaler Importversand: 15,3 Milliarden US-Dollar

Spedition

UPS Freight and Supply Chain Solutions erwirtschaftete im Jahr 2023 14,2 Milliarden US-Dollar.

Frachtsegment	Einnahmen
Inlandsfracht	8,6 Milliarden US-Dollar
Internationale Fracht	5,6 Milliarden US-Dollar

Logistik- und Supply-Chain-Beratung

Der Umsatz von UPS Supply Chain Solutions belief sich im Jahr 2023 auf 9,4 Milliarden US-Dollar.

Mehrwertdienste

Zusätzliche Dienstleistungen erwirtschafteten im Jahr 2023 6,5 Milliarden US-Dollar.

Servicetyp	Einnahmen
Paketverfolgung	2,1 Milliarden US-Dollar
Versicherungsdienstleistungen	1,8 Milliarden US-Dollar
Zusätzliche Logistikdienstleistungen	2,6 Milliarden US-Dollar

United Parcel Service, Inc. (UPS) - Canvas Business Model: Value Propositions

You're looking at the core promises United Parcel Service, Inc. (UPS) makes to its customers-the reasons they choose the brown trucks over the competition. These value propositions are deeply tied to their operational scale and recent strategic shifts, especially around higher-margin services.

Reliability and Speed: Industry-leading on-time service for time-definite express shipments.

For time-critical shipments, United Parcel Service, Inc. (UPS) consistently delivers industry-leading performance, even when the overall market faces headwinds. You saw this clearly during the 2024 peak season, where reliability was tested across the board. For instance, during the Cyber 5 period in 2024 (Thanksgiving through Cyber Monday), United Parcel Service, Inc. (UPS) achieved an on-time delivery performance (OTP) of 98.9% for all domestic parcel services combined, according to ShipMatrix data. Even looking at the entire month of December 2024, United Parcel Service, Inc. (UPS) led the national carriers with a combined OTP of 96.5%. This contrasts with its December 2023 performance of 98.7%, showing the pressure on the network, but still maintaining the top spot.

The commitment to speed and reliability is also reflected in their technology investments, such as equipping nearly 60,000 package cars with RFID sensors in 2024, which is 66% of their fleet. This technology helps eliminate 12 million manual scans per day, directly enhancing package visibility for you and your customers.

Global Reach: End-to-end service in over 220 countries and territories.

The sheer scale of United Parcel Service, Inc. (UPS) network is a massive value proposition, offering end-to-end logistics across the globe. As of late 2025, United Parcel Service, Inc. (UPS) operates in over 200 countries and territories. This massive footprint is supported by approximately 490,000 employees worldwide. The International segment remains a key part of the business, reporting $4.5 billion in revenue for the second quarter of 2025. Furthermore, export volume growth in that segment was strong, increasing 6.1% year-over-year in Q2 2025, showing continued global trade activity supported by their network, like the recently expanded air freight capacity between Delhi and Cologne.

Here's a snapshot of the operational scale supporting this global reach:

Metric	Value (Latest Available Data)	Context/Period
Countries/Territories Served	Over 200	As of 2024/2025 reporting
Global Workforce	Approximately 490,000 employees	As of 2024/2025 reporting
Q2 2025 International Revenue	$4.5 billion	Q2 2025
Q2 2025 International Export Volume Growth	6.1% year-over-year	Q2 2025

Specialized Logistics: Complex, high-value solutions for healthcare (e.g., cold chain) and high-tech.

You're seeing a clear strategic pivot toward specialized logistics, which offers stickier customers and higher margins compared to standard package delivery. The healthcare division is the prime example of this focus. United Parcel Service, Inc. (UPS) has an ambitious goal to double its healthcare revenue from $10 billion in 2023 to $20 billion by 2026. In the second quarter of 2025, this segment grew revenue by 5.7% year-over-year, demonstrating progress toward that target. This is supported by a dedicated global infrastructure, including 125 GDP/GMP facilities across 34 countries, covering over 1.5 million square meters of specialized space. The digital arm, UPS Digital (which includes Roadie and Happy Returns), also shows significant traction, with revenue growing 26.4% year-over-year in Q2 2025.

The value here is precision and compliance, which commands a premium; an analyst noted a refrigerated medicine shipment could yield $300 versus delivering a box of socks for a similar cost.

Simplified Shipping: Digital tools and APIs for SMBs to manage complex logistics easily.

For small and medium-sized businesses (SMBs), United Parcel Service, Inc. (UPS) is delivering value through digital integration, making complex shipping manageable. At the end of 2024, SMBs accounted for 28.9% of United Parcel Service, Inc. (UPS)'s total U.S. volume, a slight increase of 0.3% year-over-year. The Digital Access Program (DAP) is a key driver here, generating $3.3 billion in global revenue in 2024, which was a 17% year-over-year increase. This means your integration via APIs or digital platforms is directly contributing to their growth in this segment.

Key digital and network enablers for SMBs include:

• DAP Global Revenue (2024): $3.3 billion
• DAP YoY Revenue Growth (2024): 17%
• SMB U.S. Volume Share (End of 2024): 28.9%
• Package Cars with RFID Sensors (2024): Nearly 60,000
• Manual Scans Eliminated Daily: 12 million

Cost-Effective Ground: Ground Saver service for non-urgent, residential deliveries.

The Ground Saver service, which rebranded from SurePost on April 2, 2025, is positioned as the cost-effective option for non-urgent residential shipping, though it has seen recent strategic adjustments. United Parcel Service, Inc. (UPS) brought the final-mile delivery entirely in-house for this service, ending the USPS handoff. This shift, however, came with cost implications; in the second quarter of 2025, the Ground Saver Average Daily Volume (ADV) declined by 23.3%, and the in-housing effort hurt results by about $85 million due to higher-than-expected delivery stops. Furthermore, new surcharges and rate tables effective June 2, 2025, led to rate increases for some shippers between 8-10%, depending on zone and weight. The declared value protection also changed, dropping from $100 under SurePost to $20 for Ground Saver, which means added cost for higher-value shipments.

The service is now tailored for a narrower profile, focusing on lightweight, short-distance shipments, as evidenced by the volume decline:

Metric	Value	Period/Context
Ground Saver ADV Decline	23.3%	Q2 2025 YoY
Estimated Rate Increase for Some Shipments	8-10%	Effective June 2, 2025
Original SurePost Declared Value Protection	$100	Pre-April 2025
Current Ground Saver Declared Value Protection	$20	Post-April 2025

United Parcel Service, Inc. (UPS) - Canvas Business Model: Customer Relationships

You're looking at how United Parcel Service, Inc. (UPS) manages the connections with the millions of entities that use its network. It's a multi-tiered approach, moving from deep, personal service for the biggest players to fully automated, hands-off interactions for everyone else.

Dedicated Account Management

For the largest business-to-business (B2B) clients, United Parcel Service, Inc. (UPS) deploys a high-touch model. This involves dedicated account management teams negotiating specific service agreements. This relationship tier is crucial for managing major volume flows and integrating services deeply into a client's supply chain. We see the focus on revenue quality in the segment data; for instance, in fiscal Q3 2025, B2B represented 45.2% of United Parcel Service, Inc. (UPS)'s U.S. volume, a slight increase from 43.7% in Q2 2025, showing the continued importance of these large relationships despite overall volume shifts.

The strategic shift away from volume concentration is clear. United Parcel Service, Inc. (UPS) announced an agreement in principle with its largest customer to reduce the volume handled by more than 50% by the second half of 2026. This is a direct result of managing those high-volume relationships to ensure they are nutritive for both parties.

Digital Self-Service

The backbone of the majority of customer interactions is digital self-service, making the experience frictionless for the customer. This is where the vast majority of the 1.6 million shipping customers United Parcel Service, Inc. (UPS) serves daily interact with the system for tracking, billing, and rate shopping. The push for digital efficiency is evident in the network upgrades. In 2024, United Parcel Service, Inc. (UPS) equipped nearly 60,000 package cars with RFID sensors, covering 66% of its fleet, which eliminated 12 million manual scans per day and enhanced package visibility for customers.

This automation focus is set to continue. For the fourth quarter of 2025, United Parcel Service, Inc. (UPS) anticipates moving 66% of its total volume through automated processes, up from 63% in the fourth quarter of 2024. Furthermore, the specialized digital offerings are growing fast; United Parcel Service, Inc. (UPS) Digital, which includes services like Roadie and Happy Returns, saw revenue grow 26.4% year-over-year in Q2 2025.

Tailored Solutions

United Parcel Service, Inc. (UPS) uses a consultative sales approach to tailor solutions, particularly for small and medium-sized businesses (SMBs) and specialized sectors. This is a key area for growth outside of the largest accounts. The Digital Access Program (DAP) is the primary vehicle here. Through the first nine months of 2025, United Parcel Service, Inc. (UPS) increased its global DAP revenue by 20%, reaching $2.8 billion, showing that the focus on SMBs through this digital channel is paying off. The company reports having more than 8 million SMBs in this program.

Specialized sectors also receive tailored attention. For example, in the Supply Chain Solutions segment, healthcare logistics revenue specifically increased by 5.7% in Q2 2025, demonstrating success in providing specialized, end-to-end services for that sector.

• SMBs comprised 28.9% of total U.S. volume at the end of 2024.
• The company serves 10.1 million delivery customers across more than 200 countries and territories.
• United Parcel Service, Inc. (UPS) completed the acquisition of Frigo-Trans, a European healthcare logistics company specializing in cold chain, in January 2025.

Transactional

For the infrequent shipper or the customer needing immediate, physical access, The UPS Store network provides the transactional touchpoint. This is the traditional, over-the-counter service. While the company is focused on digital and large-contract growth, The UPS Store remains a vital, accessible channel. The scale of this network is substantial, supporting the transactional needs of the customer base.

Here's a quick look at some key operational and customer metrics as of the latest reported periods:

Metric Category	Specific Data Point	Value/Amount	Reporting Period/Date
Total Customer Base	Shipping Customers Served	1.6 million	As of Dec 31, 2024
Digital Engagement	SMBs in Digital Access Program (DAP)	8 million+	As of Q3 2025
Digital Growth	Global DAP Revenue Year-to-Date	$2.8 billion	First nine months of 2025
B2B Volume Share	U.S. Volume Share (B2B)	45.2%	Q3 2025
Network Automation	Projected Volume through Automated Processes	66%	Q4 2025 Estimate
Specialized Growth	Healthcare Logistics Revenue Growth	5.7%	Q2 2025 Year-over-Year

The focus on insourcing is also a relationship play, ensuring quality control. United Parcel Service, Inc. (UPS) announced it has insourced 100% of its UPS SurePost product as of January 1, 2025, taking that final-mile relationship control back from USPS.

United Parcel Service, Inc. (UPS) - Canvas Business Model: Channels

You're looking at how United Parcel Service, Inc. (UPS) gets its services into the hands of its customers-it's a massive, multi-pronged physical and digital operation. The scale here is what sets them apart from smaller players.

Physical Network: Customer Centers, The UPS Store locations, and authorized service points

The physical footprint is extensive, blending company-owned hubs with franchised retail access points. This network is designed to provide density and convenience across the United States.

As of late 2025, United Parcel Service, Inc. (UPS) operates a vast network of access points:

• Total UPS locations across the United States: 27,901 as of November 06, 2025.
• The UPS Store retail locations in the United States: 5,726 as of December 01, 2025.
• The UPS Store locations across the U.S. and Canada total more than 5,800 as of July 2025.
• Customer accessibility is high, with 90% of the U.S. population living within 5 miles of a UPS Store or UPS Access Point.

The company is actively reconfiguring its network, which, as of January 2025 guidance, could result in the closure of up to 10% of its buildings between 2025 and 2027. However, the pickup and delivery footprint remains largely intact.

Metric	Value	Date/Context
Total U.S. UPS Locations	27,901	November 2025
U.S. The UPS Store Locations	5,726	December 2025
U.S. Population within 5 Miles of Access Point	90%	2025 Data

Digital Platform: UPS.com and proprietary Application Programming Interfaces (APIs) for enterprise integration

The digital channels are crucial for quoting, tracking, and high-volume business integration. The Digital Access Program (DAP) shows a direct financial contribution from these tools.

For enterprise customers, proprietary APIs allow for deep integration into their systems, which is a key part of securing large contracts. The financial results from digital engagement are clear:

• Digital Access Program (DAP) generated $3.3 billion in global revenue in 2024.
• This DAP revenue represented a 17% year-over-year increase.

The main customer-facing website, ups.com, serves a large audience, with visitors aged 25-34 being the largest demographic group accessing the site as of October 2025.

Direct Sales Force: Dedicated account executives managing large B2B and enterprise contracts

Dedicated account executives focus on securing and managing the high-value, complex logistics needs of large businesses. This channel is critical for steering the business mix toward more profitable segments, aligning with the company's stated strategy.

The focus on higher-margin sectors, like healthcare logistics, is managed through these direct relationships. For instance, the company is targeting $20 billion in healthcare logistics revenue by 2026. United Parcel Service, Inc. (UPS) also saw its U.S. small and medium-size business (SMB) penetration reach 28.9% of total U.S. volume in 2024.

Last-Mile Delivery: UPS drivers and, for certain services, the USPS network

The last mile is where the most cost and complexity reside; it accounts for 53% of total delivery costs in logistics. United Parcel Service, Inc. (UPS) is heavily optimizing this leg through technology and network changes.

The company's proprietary route optimization system, ORION, is a key tool here, reportedly saving 100 million delivery miles annually. Furthermore, United Parcel Service, Inc. (UPS) has transitioned away from the USPS for its economy service, replacing SurePost with the new 'Ground Saver' service, which is now absorbed into its own network. The global last-mile delivery market itself is estimated to be valued at $197.0 billion in 2025.

Here's how the last mile fits into the broader financial picture for 2025:

Metric	Value	Context
Estimated Global Last-Mile Market Value	$197.0 billion	2025 Estimate
Last-Mile Share of Total Delivery Costs	53%	Logistics Industry Data
Annual Miles Saved by ORION System	100 million	Reported Optimization Metric
Projected Full-Year 2025 Consolidated Revenue	$91.0 billion	Guidance

United Parcel Service, Inc. (UPS) - Canvas Business Model: Customer Segments

You're looking at the customer base for United Parcel Service, Inc. (UPS) as the company executes its major transformation strategy. The focus has clearly shifted toward higher-yielding business, even as overall volume faces pressure from macro factors and strategic customer mix adjustments.

Small and Medium-Sized Businesses (SMBs)

This group is a key growth focus because it drives higher-margin volume. At the end of 2024, SMBs accounted for 28.9% of total U.S. volume, which was an increase of 0.3% year-over-year. The Delivery Area Surcharges (DAP) program specifically delivered $3.3 billion in global DAP revenue in 2024.

Large Enterprise B2B

Manufacturers, distributors, and high-tech companies needing complex supply chain solutions remain central. In the second quarter of 2025, Business-to-Business (B2B) volume represented 43.7% of U.S. volume, marking a 2.2% increase compared to the second quarter of the prior year. For the second quarter of 2025, the U.S. Domestic segment posted a non-GAAP adjusted operating profit of $982 million with an adjusted operating margin of 7.0%. The U.S. Domestic segment reported revenue of $14.5 billion in Q2 2025, with an operating profit increase of 19.4% year-over-year.

Healthcare/Pharmaceutical Companies

This vertical requires specialized, temperature-controlled, and time-critical logistics, offering significantly better profit margins than standard packages. United Parcel Service, Inc. (UPS) has a stated goal to double its healthcare revenue from $10 billion in 2023 to $20 billion by 2026. The operating margin for the healthcare business is in the high teens, a strong contrast to the overall business margin of 10% in 2023. The company operated over 18 million sq. ft. of dedicated healthcare distribution space globally as of year-end 2024. In the Supply Chain Solutions segment during Q2 2025, healthcare logistics revenue specifically increased by 5.7%.

E-commerce Retailers

The strategy here involves a deliberate reduction of low-margin volume, particularly from the largest customer. United Parcel Service, Inc. (UPS) is accelerating the volume reduction with its largest customer, which is expected to decline by about 25% for the full year 2025. The B2C (Business-to-Consumer) average daily volume decreased by 10.9% in Q2 2025. The economy product, Ground Saver, saw its average daily volume decline by 23.3% year-over-year in Q2 2025 due to pricing actions. Conversely, United Parcel Service, Inc. (UPS) Digital, which includes services like Roadie and Happy Returns, grew revenue by 26.4% year-over-year in Q2 2025.

Individual Consumers

Consumers utilize retail channels for personal and return shipments, though this is often the lower-yield end of the spectrum. The overall U.S. average daily volume declined 7.3% in Q2 2025. The average cost per package across the industry was $9.08 in 2024, down 0.44% year-over-year.

Here is a quick look at the segment focus and key metrics as of the latest available data:

Customer Segment	Strategic Focus	Latest Relevant Metric/Value	Segment Context/Performance Indicator
Small and Medium-Sized Businesses (SMBs)	Higher-margin volume growth	28.9% of total U.S. volume (End of 2024)	$3.3 billion in global DAP revenue (2024)
Large Enterprise B2B	Complex supply chain solutions	43.7% of U.S. volume (Q2 2025)	U.S. Domestic Operating Profit up 19.4% YoY (Q2 2025)
Healthcare/Pharmaceutical Companies	Temperature-controlled, high-margin logistics	Targeting $20 billion in revenue by 2026	Operating Margin in the high teens
E-commerce Retailers	Strategic reduction of low-margin volume	Amazon volume expected to decline by 25% for full year 2025	UPS Digital revenue grew 26.4% YoY (Q2 2025)
Individual Consumers	Service quality for personal/returns	B2C Average Daily Volume down 10.9% (Q2 2025)	Ground Saver ADV down 23.3% (Q2 2025)

The overall company context for the second quarter of 2025 showed consolidated revenue of $21.2 billion. Management confirmed the company is on track to deliver approximately $3.5 billion in expected cost savings for 2025.

• U.S. Revenue (Q3 2025): $14.2 billion, representing 66.2% of total revenue.
• International Revenue (Q3 2025): $4.67 billion, representing 21.8% of total revenue.
• Supply Chain Solutions Revenue (Q3 2025): $2.52 billion, representing 11.7% of total revenue.

The expected full-year 2025 consolidated revenue projection is approximately $89.0 billion, with an expected consolidated operating margin of approximately 10.8%.

United Parcel Service, Inc. (UPS) - Canvas Business Model: Cost Structure

The Cost Structure for United Parcel Service, Inc. (UPS) in late 2025 is heavily influenced by labor agreements, ongoing network modernization, and variable operating expenses like fuel.

Labor Costs

Labor remains a dominant cost component, particularly following the new Teamsters contract ratified in August 2023. This agreement was front-loaded, meaning higher costs were absorbed in 2024, setting the stage for expected profitability improvements as the year-over-year cost impact lessens after August 1, 2024. In 2023, approximately 330,000 U.S. employees represented by the Teamsters included over 50% part-time workers, who saw their starting pay increase to $21 per hour under the new terms. The contract also committed UPS to creating at least 22,500 permanent full-time jobs from part-time roles and an additional 7,500 full-time jobs over the contract's final three years.

Network Reconfiguration Costs and Workforce Reductions

A major cost driver in 2025 is the execution of the Network Reconfiguration and Efficiency Reimagined initiative, aimed at realizing $3.5 billion in annual cost savings for the year. This strategic shift involves significant one-time expenses and workforce adjustments.

Cost Component	Metric/Amount	Timing/Context
Restructuring Expenses (Expected)	Between $400 million and $600 million	Incurred in 2025 for the restructuring plan.
Restructuring Program Costs (Incurred YTD)	$422 million (as of September 30, 2025)	Includes $387 million year to date for cost-cutting initiatives.
Facility Closures (Target)	73 properties	Planned to close by the end of June 2025 nationwide.
Facility Closures (Actual YTD)	93 leased and owned buildings	Closed daily operations through the first nine months of 2025.
Workforce Reduction (Target)	Approximately 20,000 jobs	Planned reduction by the end of 2025 due to modernization.
Workforce Reduction (Actual YTD)	48,000 positions	Reduced as of September 30, 2025.
Operational Workforce Reduction (Actual YTD)	Approximately 34,000	Part of the 48,000 total positions cut as of September 30, 2025.

The company is consolidating its operational footprint, using lessons from previous closures as a blueprint for this large-scale effort.

Capital Expenditures

United Parcel Service, Inc. (UPS) has a planned capital expenditure budget for 2025.

• Planned Capital Expenditures (CapEx) for 2025: Approximately $3.5 billion.

Fuel and Maintenance

Variable costs associated with operating the massive air and ground fleet are managed partly through surcharges. United Parcel Service, Inc. (UPS) manages a fleet of over 500 planes and 100,000 vehicles. Fuel surcharges fluctuate weekly based on EIA data. For instance, as of December 2, 2025, the basis cost of ground fuel had increased 8.62% year-to-date, leading to a 24.3% overall increase in the Domestic Ground fuel surcharge. Similarly, air fuel basis cost increased 2.95% year-to-date, causing a 23.5% overall increase in the Domestic Air fuel surcharge.

Here's a look at a specific fuel surcharge change in 2025:

• March 10, 2025 Fuel Surcharge Increase: U.S. Ground Domestic and UPS SurePost surcharge rose from 17.25% to 17.75% at a diesel price of $3.20 per gallon.

Technology Investment

Ongoing spending focuses on digital transformation to enhance productivity and efficiency, which supports the network reconfiguration goals. This includes significant investment in automation and data infrastructure.

• Investment in AI-enabled sorting hubs completed by Q3 2025: $1.5 billion.
• AI-enabled routes reduced delivery times year-over-year by 18% in pilot regions.
• Package sorting accuracy at new hubs reached 99.6%.

This spending is intended to help optimize capacity and align with expected volume levels.

United Parcel Service, Inc. (UPS) - Canvas Business Model: Revenue Streams

You're looking at the hard numbers that make up United Parcel Service, Inc. (UPS)'s top line as we head into late 2025. This is where the money actually comes from, broken down by segment.

U.S. Domestic Package segment is the bedrock, bringing in the lion's share of revenue from its ground and air services.

• FY2025 Projected Revenue: $59 Billion
• FY2025 Projected Percentage of Total Revenue: 67%
• Q1 2025 Revenue: $14.5 billion
• Q2 2025 Revenue: $14.1 billion
• Q3 2025 Revenue: $14.2 billion

International Package revenue comes from express and deferred services across air and ground networks globally.

• FY2025 Projected Revenue: $18 Billion
• FY2025 Projected Percentage of Total Revenue: 21%
• Q3 2025 Revenue: $4.67 billion

Supply Chain Solutions revenue covers freight forwarding, contract logistics, and customs brokerage, though this segment saw some softness.

• FY2025 Projected Revenue: $11 Billion
• FY2025 Projected Percentage of Total Revenue: 12%
• Q3 2025 Revenue: $2.52 billion

The revenue mix for the full fiscal year 2025 is projected like this:

Revenue Stream	Projected FY2025 Revenue Amount	Projected Percentage of Total
U.S. Domestic Package	$59 Bil	67%
International Package	$18 Bil	21%
Supply Chain & Others	$11 Bil	12%

Surcharges and Fees are a significant component, driven by annual pricing adjustments and specific service fees. The average General Rate Increase (GRI) for 2025 was 5.9%, effective December 23, 2024. Note that the 2026 GRI of 5.9% was announced, taking effect on December 22, 2025.

• Additional Handling Charges (AHC) and Large Package Surcharges (LPS) increased by up to 27%.
• Residential surcharges commonly exceed $6.00 per package.
• Address correction fees increased to $20.50 in 2025.
• Zone-based surcharges for services like UPS 2nd Day Air saw increases up to 9.2%.

The overall expectation for the year is clear.

2025 Consolidated Revenue: Projected to be approximately $89.0 billion.