United Parcel Service, Inc. (UPS): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el mundo acelerado de la logística global, United Parcel Service (UPS) ha revolucionado la entrega de paquetes y la gestión de la cadena de suministro a través de un modelo de negocio meticulosamente elaborado que conecta a las empresas y consumidores sin problemas en los continentes. Desde las bulliciosas calles de Nueva York hasta las esquinas remotas del mundo, UPS se ha transformado de un humilde servicio de mensajería a un $ 97 mil millones Logística Powerhouse, aprovechando la tecnología de vanguardia, una red de transporte extensa y estrategias innovadoras que redefinen cómo los paquetes se mueven en todo el mundo. Sumérgete en el intrincado lienzo de modelo de negocio que alimenta este gigante de la logística, revelando el plan estratégico detrás de uno de los sistemas de entrega más sofisticados jamás creados.

United Parcel Service, Inc. (UPS) - Modelo de negocios: asociaciones clave

Compañías de aerolíneas para transporte de carga aérea

UPS mantiene asociaciones estratégicas con múltiples transportistas de aviones para apoyar su red global de carga aérea.

Socio de la aerolínea	Volumen colaborativo anual	Duración de la asociación
Atlas Air Worldwide	1.200 vuelos de carga semanales	En curso desde 2001
Aire del sur	850 vuelos de carga semanales	En curso desde 2013
Aire abx	750 vuelos de carga semanales	En curso desde 2004

Proveedores de tecnología para software de logística y sistemas de seguimiento

UPS colabora con las principales compañías tecnológicas para mejorar su infraestructura digital.

• Microsoft Azure - Infraestructura de computación en la nube
• SAP - Sistemas de planificación de recursos empresariales
• Oracle - Software de gestión de la cadena de suministro
• Cisco Systems - Soluciones de infraestructura de red

Plataformas de comercio electrónico

UPS ha establecido asociaciones críticas con las principales plataformas de comercio electrónico.

Plataforma de comercio electrónico	Volumen de envío anual	Características de la asociación
Amazonas	375 millones de paquetes anualmente	Soluciones de envío integradas
Shop	125 millones de paquetes anualmente	Integración de envío directo
eBay	85 millones de paquetes anualmente	Tarifas de envío personalizadas

Agencias de Aduanas y Regulatorios Globales

UPS mantiene asociaciones integrales con organismos reguladores internacionales.

• Aduanas y protección fronteriza de EE. UU.
• Unión aduanera de la Unión Europea
• Organización de Aduanas Mundiales
• Asociación Internacional de Transporte Aéreo

Fabricantes de vehículos y equipos

UPS se asocia con los principales fabricantes de vehículos y equipos para modernizar su flota logística.

Fabricante	Inversión de flota	Tipos de vehículos
Tesla	Orden de vehículos eléctricos de $ 100 millones	Caminatas y camionetas de entrega
Mercedes-Benz	$ 250 millones de inversión de flota	Vehículos de entrega comerciales
Llegada	$ 110 millones de contrato de vehículo eléctrico	Vehículos de entrega eléctricos personalizados

United Parcel Service, Inc. (UPS) - Modelo de negocio: actividades clave

Servicios de recogida, clasificación y entrega de paquetes

UPS maneja aproximadamente 21.3 millones de paquetes y documentos diariamente a partir de 2023. La compañía opera 534 instalaciones aéreas y terrestres en los Estados Unidos.

Tipo de servicio	Volumen diario	Capacidad de procesamiento anual
Paquetes nacionales	15.7 millones	5.7 mil millones de paquetes
Paquetes internacionales	5.6 millones	2.0 mil millones de paquetes

Logística y gestión de la cadena de suministro

UPS Supply Chain Solutions genera $ 14.6 mil millones en ingresos anuales. La compañía administra la logística para más de 10,000 clientes corporativos en varias industrias.

• Almacenamiento: más de 1,000 centros de distribución a nivel mundial
• Gestión de inventario para más de 500 corporaciones importantes
• Seguimiento en tiempo real para el 95% de las transacciones de la cadena de suministro

Envío internacional y reenvío de flete

UPS opera en más de 220 países y territorios, con ingresos internacionales que alcanzan los $ 16.2 mil millones en 2023.

Región	Volumen de envío anual	Contribución de ingresos
Europa	2.5 mil millones de paquetes	$ 5.4 mil millones
Asia-Pacífico	1.800 millones de paquetes	$ 4.9 mil millones

Mantenimiento de la flota y optimización de ruta

UPS mantiene una flota de 132,000 vehículos, incluidos 10,300 vehículos alternativos de combustible y tecnología avanzada.

• La optimización de la ruta de entrega diaria ahorra 100 millones de millas anuales
• Ahorro estimado de combustible: $ 50 millones por año
• Reducción de la emisión de carbono: 100,000 toneladas métricas anualmente

Desarrollo de tecnología para el seguimiento y la eficiencia

UPS invierte $ 1.2 mil millones anuales en tecnología e infraestructura digital. La compañía procesa más de 32 millones de solicitudes de seguimiento diariamente.

Área de inversión tecnológica	Gasto anual	Mejora de la eficiencia
Sistemas de seguimiento	$ 400 millones	99.5% de precisión en tiempo real
Software de optimización de ruta	$ 250 millones	Aumento de la eficiencia operativa del 15%

United Parcel Service, Inc. (UPS) - Modelo de negocio: recursos clave

Red de transporte global extensa

UPS opera un Red global que abarca más de 220 países y territorios. La infraestructura de transporte de la compañía incluye:

Componente de red	Cantidad/alcance
Volumen diario de paquete	24.3 millones de paquetes y documentos
Vehículos terrestres	132,000 vehículos
Flota de aviones	276 aviones propios y alquilados

Tecnología avanzada de seguimiento y logística

UPS invierte mucho en infraestructura tecnológica:

• Sistema de Orión (optimización y navegación integrada en carretera)
• Tecnología de seguimiento de paquetes avanzados
• Plataformas de gestión de logística en tiempo real

Gran flota de vehículos de entrega

UPS mantiene una flota de transporte diversa:

Tipo de vehículo	Número
Camiones de entrega	123,000
Trailers de tractores	9,500
Vehículos de combustible alternativos	10,300

Fuerza laboral hábil

UPS emplea una fuerza laboral significativa:

• Total de empleados: 576,000
• Conductores: 123,000
• Empleados internacionales: 35% de la fuerza laboral total

Centros de distribución estratégica

UPS opera una amplia infraestructura de distribución:

Tipo de instalación	Número
Centros de logística globales	1,800
Instalaciones de clasificación	330
Espacio total de almacén	500 millones de pies cuadrados

United Parcel Service, Inc. (UPS) - Modelo de negocio: propuestas de valor

Servicios de entrega de paquetes confiables y rápidos

UPS ofrece aproximadamente 21.3 millones de paquetes y documentos diariamente en 220 países y territorios. El tiempo promedio de entrega para paquetes nacionales es de 1-3 días hábiles. La tasa de éxito del paquete es del 99.1% con el rendimiento a tiempo.

Métrica de entrega	Actuación
Volumen diario de paquete	21.3 millones
Alcance global	220 países/territorios
Tasa de entrega a tiempo	99.1%

Logística de extremo a extremo y soluciones de cadena de suministro

UPS Supply Chain Solutions generó $ 14.6 mil millones en ingresos en 2022. Ofrece servicios de logística integrales que incluyen:

• Reenvío de flete
• Almacenamiento
• Gestión de distribución
• Optimización del transporte

Capacidades de envío global

UPS opera una flota de 123,000 vehículos y 596 aviones. Los ingresos internacionales alcanzaron los $ 37.8 mil millones en 2022, lo que representa el 37.5% de los ingresos totales de la compañía.

Infraestructura global	Cantidad
Vehículos	123,000
Aeronave	596
Ingresos internacionales	$ 37.8 mil millones

Seguimiento de paquetes en tiempo real

El sistema de seguimiento de UPS procesa más de 50 millones de solicitudes de seguimiento diariamente. La plataforma digital admite el seguimiento en tiempo real en múltiples dispositivos con una precisión del 99.6%.

Soluciones de envío personalizadas para empresas

UPS ofrece soluciones logísticas específicas de la industria con servicios dedicados para:

• Logística de atención médica
• Cadena de suministro minorista
• Soporte del sector tecnológico
• Distribución de fabricación

Las soluciones comerciales especializadas generaron $ 6.2 mil millones en ingresos específicos para 2022.

United Parcel Service, Inc. (UPS) - Modelo de negocios: relaciones con los clientes

Plataformas de servicio al cliente digital

UPS opera múltiples plataformas digitales de servicio al cliente con las siguientes métricas:

• El sitio web de UPS.com recibe 124 millones de visitantes únicos mensualmente
• Descargas de aplicaciones móviles: 67.3 millones de usuarios activos a partir de 2023
• Solicitudes de seguimiento digital: 3.200 millones de interacciones digitales anuales

Plataforma digital	Usuarios activos mensuales	Interacciones anuales
Ups.com	124 millones	1.500 millones
Aplicación móvil UPS	67.3 millones	1.700 millones

Gestión de cuentas dedicada para clientes corporativos

UPS proporciona servicios especializados de gestión de cuentas:

• Base de clientes corporativos: 2.3 millones de clientes comerciales
• Gerentes de cuentas dedicados: 8,700 especialistas en relaciones empresariales
• Ingresos anuales promedio por cliente corporativo: $ 387,000

Herramientas de seguimiento y envío de autoservicio

UPS ofrece capacidades integrales de autoservicio:

• Creación de etiquetas de envío en línea: el 92% de los clientes de pequeñas empresas usan herramientas digitales
• Notificaciones de seguimiento automatizado: 4.600 millones de actualizaciones de estado de envío anual
• Tasa de validación de la dirección digital: 99.7% de precisión

Atención al cliente 24/7

Infraestructura de atención al cliente de UPS:

• Centros de servicio al cliente global: 42 países
• Representantes totales de atención al cliente: 12,600
• Tiempo de respuesta promedio: 47 segundos
• Interacciones anuales de atención al cliente: 276 millones

Programas de fidelización para cargadores frecuentes

Estadísticas del programa de fidelización de UPS:

• Miembros del programa UPS Rewards: 1.8 millones de participantes activos
• Ahorro anual promedio por miembro: $ 324
• Tasa de retención del programa de fidelización: 78%

Métrica del programa de fidelización	Valor
Total de los miembros del programa	1.8 millones
Ahorro promedio de miembros	$324
Tasa de retención	78%

United Parcel Service, Inc. (UPS) - Modelo de negocios: canales

Portal de envío en línea

UPS.Com atiende a 3.2 millones de usuarios activos diarios en 2023. La plataforma de envío en línea procesó 6.300 millones de solicitudes de seguimiento anualmente. El sitio web admite envíos en más de 220 países y territorios.

Métricas del portal en línea	2023 datos
Usuarios activos diarios	3.2 millones
Solicitudes de seguimiento anual	6.3 mil millones
Cobertura global	Más de 220 países

Aplicación móvil

La aplicación Mobile UPS descargó 75 millones de veces a partir de 2023. La aplicación admite el seguimiento en tiempo real para 22.3 millones de movimientos diarios del paquete.

• 75 millones de descargas totales de aplicaciones
• 22.3 millones de solicitudes de seguimiento de paquetes diarios
• Disponible en 8 idiomas

Tiendas físicas de UPS

UPS opera 5.200 ubicaciones minoristas en Estados Unidos y Canadá. Las tiendas físicas generan $ 3.8 mil millones en ingresos anuales de envío y servicios relacionados.

Detalles de la red de almacenar	2023 estadísticas
Ubicaciones totales de la tienda	5,200
Ingresos anuales de la tienda	$ 3.8 mil millones

Centros de llamadas

UPS mantiene 18 centros de servicio al cliente global. Maneja 42.6 millones de interacciones de los clientes anualmente. El tiempo de resolución de llamadas promedio es de 4.2 minutos.

Plataformas de envío de terceros

Integrado con 87 plataformas de comercio electrónico. Procesa 1.200 millones de envíos de terceros anualmente. La integración de la plataforma cubre el 94% de los mercados mundiales de comercio electrónico.

Integración de plataforma de terceros	2023 datos
Integraciones de plataforma de comercio electrónico	87
Envíos anuales de terceros	1.200 millones
Cobertura global del mercado de comercio electrónico	94%

United Parcel Service, Inc. (UPS) - Modelo de negocios: segmentos de clientes

Consumidores individuales

UPS atiende a aproximadamente 3.4 millones de clientes de entrega de paquetes diariamente. En 2022, el volumen de envío individual al consumidor alcanzó los 6.700 millones de paquetes a nivel mundial.

Métricas de segmento de consumo	Datos 2022
Envíos individuales diarios	3.4 millones
Volumen de paquete anual	6.7 mil millones

Pequeñas y medianas empresas

UPS admite más de 2.3 millones de pequeños clientes comerciales de tamaño mediano en todo el mundo. Estas empresas generan aproximadamente $ 43.2 mil millones en ingresos para UPS anualmente.

• Gasto anual promedio por cliente de SMB: $ 18,783
• Base de clientes global de SMB: 2.3 millones
• Ingresos totales de SMB: $ 43.2 mil millones

Grandes corporaciones multinacionales

UPS atiende al 82% de las compañías Fortune 500, generando $ 61.5 mil millones de clientes de nivel empresarial en 2022.

Segmento de clientes corporativos	2022 estadísticas
Fortune 500 Empresas atendidas	82%
Ingresos empresariales del cliente	$ 61.5 mil millones

Compañías de comercio electrónico

UPS maneja el envío para aproximadamente 1.6 millones de negocios de comercio electrónico, con logística de comercio electrónico que genera $ 37.8 mil millones en 2022.

• Clientes comerciales de comercio electrónico: 1.6 millones
• Ingresos de logística de comercio electrónico: $ 37.8 mil millones
• Volumen de envío promedio de comercio electrónico: 2.300 millones de paquetes anuales

Industrias especializadas

UPS sirve sectores especializados críticos con soluciones logísticas específicas.

Industria	2022 Ingresos	Conteo de clientes
Cuidado de la salud	$ 12.6 mil millones	275,000 clientes
Fabricación	$ 28.4 mil millones	425,000 clientes

United Parcel Service, Inc. (UPS) - Modelo de negocio: Estructura de costos

Mantenimiento de combustible y vehículo

En 2023, UPS gastó $ 7.3 mil millones en gastos de transporte. Los costos de combustible representaron aproximadamente el 12% de los gastos de transporte totales, ascendiendo a alrededor de $ 876 millones.

Categoría de costos	Gasto anual
Gastos totales de transporte	$ 7.3 mil millones
Gastos de combustible	$ 876 millones
Mantenimiento del vehículo	$ 412 millones

Salarios y beneficios de los empleados

UPS incurrió en $ 25.4 mil millones en gastos de compensación y beneficios para 2023. La compañía emplea a aproximadamente 576,000 trabajadores a nivel mundial.

Categoría de costos de empleado	Cantidad anual
Compensación total y beneficios	$ 25.4 mil millones
Salario promedio de empleados	$68,750

Infraestructura tecnológica

En 2023, UPS invirtió $ 1.2 mil millones en tecnología y desarrollo de infraestructura digital.

• Inversiones de computación en la nube: $ 350 millones
• Infraestructura de ciberseguridad: $ 275 millones
• Desarrollo de la plataforma digital: $ 575 millones

Operaciones de centro y centro de distribución

UPS opera 2.200 instalaciones a nivel mundial, con mantenimiento anual de las instalaciones y costos operativos de $ 3.6 mil millones.

Gastos operativos de la instalación	Cantidad
Costos operativos totales de la instalación	$ 3.6 mil millones
Número de instalaciones globales	2,200

Adquisición y reemplazo de la flota

UPS mantiene una flota de 132,000 vehículos, con costos anuales de inversión de flota y reemplazo de $ 2.8 mil millones.

• Inversiones de vehículos eléctricos: $ 500 millones
• Reemplazos tradicionales de vehículos: $ 2.3 mil millones

Categoría de inversión de flota	Gasto anual
Inversión total de la flota	$ 2.8 mil millones
Tamaño total de la flota del vehículo	132,000 vehículos

United Parcel Service, Inc. (UPS) - Modelo de negocios: flujos de ingresos

Servicios de entrega de paquetes nacionales

En 2023, UPS generó $ 97.06 mil millones en ingresos de entrega de paquetes nacionales. El volumen de paquetes nacionales fue de 5,2 mil millones de paquetes entregados dentro de los Estados Unidos.

Categoría de servicio	Ingresos anuales	Volumen
Entrega de tierra	$ 44.3 mil millones	3.1 mil millones de paquetes
Entrega urgente	$ 32.7 mil millones	1.500 millones de paquetes
Entrega residencial	$ 20.06 mil millones	600 millones de paquetes

Envío internacional

Los ingresos internacionales de envío para UPS en 2023 alcanzaron los $ 37.8 mil millones, que cubren 2,3 mil millones de paquetes internacionales.

• Envío de exportación internacional: $ 22.5 mil millones
• Envío de importación internacional: $ 15.3 mil millones

Reenvío de flete

Las soluciones de carga y cadena de suministro de UPS generaron $ 14.2 mil millones en 2023.

Segmento de flete	Ganancia
Flete doméstico	$ 8.6 mil millones
Flete internacional	$ 5.6 mil millones

Logística y consultoría de la cadena de suministro

Los ingresos por soluciones de la cadena de suministro de UPS totalizaron $ 9.4 mil millones en 2023.

Servicios de valor agregado

Los servicios adicionales generaron $ 6.5 mil millones en 2023.

Tipo de servicio	Ganancia
Seguimiento de paquetes	$ 2.1 mil millones
Servicios de seguro	$ 1.8 mil millones
Servicios de logística adicionales	$ 2.6 mil millones

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.