United Parcel Service, Inc. (UPS): Modelo de negócios Canvas [Jan-2025 Atualizado]

No mundo acelerado da Logística Global, o United Parcel Service (UPS) revolucionou a entrega de pacotes e gerenciamento da cadeia de suprimentos por meio de um modelo de negócios meticulosamente criado que conecta perfeitamente empresas e consumidores em todos os continentes. Das ruas movimentadas de Nova York a cantos remotos do mundo, a UPS se transformou de um humilde serviço de mensagens para um US $ 97 bilhões Powerhouse de logística, alavancagem de tecnologia de ponta, uma extensa rede de transporte e estratégias inovadoras que redefinem como os pacotes se movem em todo o mundo. Mergulhe na intrincada tela do modelo de negócios que alimenta essa gigante de logística, revelando o plano estratégico por trás de um dos sistemas de entrega mais sofisticados já criados.

United Parcel Service, Inc. (UPS) - Modelo de negócios: Parcerias -chave

Companhias aéreas para transporte de frete aéreo

A UPS mantém parcerias estratégicas com várias operadoras de companhias aéreas para apoiar sua rede global de frete aéreo.

Parceiro da companhia aérea	Volume colaborativo anual	Duração da parceria
Atlas Air Worldwide	1.200 voos semanais de carga	Em andamento desde 2001
Ar do sul	850 voos semanais de carga	Em andamento desde 2013
Ar ABX	750 voos semanais de carga	Em andamento desde 2004

Provedores de tecnologia para software de logística e sistemas de rastreamento

A UPS colabora com as principais empresas de tecnologia para aprimorar sua infraestrutura digital.

• Microsoft Azure - Infraestrutura de computação em nuvem
• SAP - Sistemas de planejamento de recursos corporativos
• Oracle - software de gerenciamento da cadeia de suprimentos
• Sistemas Cisco - Soluções de Infraestrutura de Rede

Plataformas de comércio eletrônico

A UPS estabeleceu parcerias críticas com as principais plataformas de comércio eletrônico.

Plataforma de comércio eletrônico	Volume de envio anual	Características da parceria
Amazon	375 milhões de pacotes anualmente	Soluções de envio integradas
Shopify	125 milhões de pacotes anualmente	Integração de remessa direta
eBay	85 milhões de pacotes anualmente	Taxas de remessa personalizadas

Alfândega global e agências reguladoras

A UPS mantém parcerias abrangentes com órgãos regulatórios internacionais.

• Alfândega dos EUA e proteção de fronteira
• União Aduaneira da União Europeia
• Organização Alfandegária Mundial
• Associação Internacional de Transporte Aéreo

Fabricantes de veículos e equipamentos

A UPS faz parceria com os principais fabricantes de veículos e equipamentos para modernizar sua frota de logística.

Fabricante	Investimento da frota	Tipos de veículos
Tesla	Pedido de veículo elétrico de US $ 100 milhões	Semi-caminhões e vans de entrega
Mercedes-Benz	Investimento de frota de US $ 250 milhões	Veículos de entrega comercial
Chegada	Contrato de veículo elétrico de US $ 110 milhões	Veículos de entrega elétrica personalizados

United Parcel Service, Inc. (UPS) - Modelo de negócios: Atividades -chave

Serviços de coleta de pacotes, classificação e entrega

A UPS lida com aproximadamente 21,3 milhões de pacotes e documentos diariamente a partir de 2023. A empresa opera 534 instalações aéreas e terrestres nos Estados Unidos.

Tipo de serviço	Volume diário	Capacidade anual de processamento
Pacotes domésticos	15,7 milhões	5,7 bilhões de pacotes
Pacotes internacionais	5,6 milhões	2,0 bilhões de pacotes

Gerenciamento de logística e cadeia de suprimentos

A UPS Supply Chain Solutions gera US $ 14,6 bilhões em receita anual. A empresa gerencia logística para mais de 10.000 clientes corporativos em vários setores.

• Armazenamento: mais de 1.000 centros de distribuição globalmente
• Gerenciamento de inventário para mais de 500 grandes empresas
• Rastreamento em tempo real para 95% das transações da cadeia de suprimentos

Transporte internacional e encaminhamento de frete

A UPS opera em mais de 220 países e territórios, com receita internacional atingindo US $ 16,2 bilhões em 2023.

Região	Volume de envio anual	Contribuição da receita
Europa	2,5 bilhões de pacotes	US $ 5,4 bilhões
Ásia-Pacífico	1,8 bilhão de pacotes	US $ 4,9 bilhões

Manutenção da frota e otimização de rota

A UPS mantém uma frota de 132.000 veículos, incluindo 10.300 veículos alternativos de combustível e tecnologia avançada.

• A otimização de rota de entrega diária economiza 100 milhões de milhas anualmente
• Economia estimada de combustível: US $ 50 milhões por ano
• Redução de emissão de carbono: 100.000 toneladas métricas anualmente

Desenvolvimento de tecnologia para rastreamento e eficiência

A UPS investe US $ 1,2 bilhão anualmente em tecnologia e infraestrutura digital. A empresa processa mais de 32 milhões de solicitações de rastreamento diariamente.

Área de investimento em tecnologia	Gastos anuais	Melhoria de eficiência
Sistemas de rastreamento	US $ 400 milhões	99,5% de precisão em tempo real
Software de otimização de rota	US $ 250 milhões	Aumento de eficiência operacional de 15%

United Parcel Service, Inc. (UPS) - Modelo de negócios: Recursos -chave

Extensa rede de transporte global

A UPS opera a Rede global abrangendo mais de 220 países e territórios. A infraestrutura de transporte da empresa inclui:

Componente de rede	Quantidade/alcance
Volume diário de embalagem	24,3 milhões de pacotes e documentos
Veículos moídos	132.000 veículos
Frota de aeronaves	276 aeronaves de propriedade e fretamento

Tecnologia avançada de rastreamento e logística

A UPS investe fortemente em infraestrutura tecnológica:

• Sistema Orion (Otimização e Navegação Integrada na estrada)
• Tecnologia avançada de rastreamento de pacotes
• Plataformas de gerenciamento de logística em tempo real

Grande frota de veículos de entrega

A UPS mantém uma frota de transporte diversificada:

Tipo de veículo	Número
Caminhões de entrega	123,000
Reboques do trator	9,500
Veículos de combustível alternativos	10,300

Força de trabalho qualificada

A UPS emprega uma força de trabalho significativa:

• Total de funcionários: 576.000
• Drivers: 123.000
• Funcionários internacionais: 35% da força de trabalho total

Centros de distribuição estratégicos

A UPS opera uma extensa infraestrutura de distribuição:

Tipo de instalação	Número
Centros de logística global	1,800
Instalações de classificação	330
Espaço total do armazém	500 milhões de pés quadrados

United Parcel Service, Inc. (UPS) - Modelo de Negócios: Proposições de Valor

Serviços de entrega de pacotes confiáveis ​​e rápidos

A UPS oferece aproximadamente 21,3 milhões de pacotes e documentos diariamente em 220 países e territórios. O tempo médio de entrega para pacotes domésticos é de 1 a 3 dias úteis. A taxa de sucesso do pacote é de 99,1% com desempenho pontual.

Métrica de entrega	Desempenho
Volume diário de embalagem	21,3 milhões
Alcance global	220 países/territórios
Taxa de entrega no tempo	99.1%

Soluções de logística e cadeia de suprimentos de ponta a ponta

A UPS Supply Chain Solutions gerou US $ 14,6 bilhões em receita em 2022. Oferece serviços de logística abrangentes, incluindo:

• Encaminhamento de frete
• Armazenamento
• Gerenciamento de distribuição
• Otimização de transporte

Recursos de remessa globais

A UPS opera uma frota de 123.000 veículos e 596 aeronaves. A receita internacional atingiu US $ 37,8 bilhões em 2022, representando 37,5% da receita total da empresa.

Infraestrutura global	Quantidade
Veículos	123,000
Aeronave	596
Receita internacional	US $ 37,8 bilhões

Rastreamento de pacotes em tempo real

A UPS rastreando o sistema processa mais de 50 milhões de solicitações de rastreamento diariamente. A plataforma digital suporta rastreamento em tempo real em vários dispositivos com precisão de 99,6%.

Soluções de remessa personalizadas para empresas

A UPS oferece soluções de logística específicas do setor com serviços dedicados para:

• Logística da saúde
• Cadeia de suprimentos de varejo
• Suporte do setor de tecnologia
• Distribuição de fabricação

As soluções de negócios especializadas geraram US $ 6,2 bilhões em receita direcionada para 2022.

United Parcel Service, Inc. (UPS) - Modelo de Negócios: Relacionamentos do Cliente

Plataformas de atendimento ao cliente digital

A UPS opera várias plataformas de atendimento ao cliente digital com as seguintes métricas:

• O site ups.com recebe 124 milhões de visitantes únicos mensalmente
• Downloads de aplicativos móveis: 67,3 milhões de usuários ativos a partir de 2023
• Solicitações de rastreamento digital: 3,2 bilhões de interações digitais anuais

Plataforma digital	Usuários ativos mensais	Interações anuais
Ups.com	124 milhões	1,5 bilhão
App móvel da UPS	67,3 milhões	1,7 bilhão

Gerenciamento de contas dedicado para clientes corporativos

A UPS fornece serviços especializados de gerenciamento de contas:

• Base de clientes corporativos: 2,3 milhões de clientes comerciais
• Gerentes de contas dedicadas: 8.700 especialistas em relacionamento corporativo
• Receita anual média por cliente corporativo: US $ 387.000

Ferramentas de rastreamento e envio de autoatendimento

A UPS oferece recursos abrangentes de autoatendimento:

• Criação da etiqueta de remessa on -line: 92% dos clientes de pequenas empresas usam ferramentas digitais
• Notificações de rastreamento automatizado: 4,6 bilhões de atualizações anuais de status de remessa
• Taxa de validação de endereço digital: 99,7% de precisão

Suporte ao cliente 24 horas por dia, 7 dias por semana

Infraestrutura de suporte ao cliente da UPS:

• Centros globais de atendimento ao cliente: 42 países
• Representantes totais de suporte ao cliente: 12.600
• Tempo médio de resposta: 47 segundos
• Interações anuais de suporte ao cliente: 276 milhões

Programas de fidelidade para remetentes frequentes

Estatísticas do programa de fidelidade da UPS:

• Membros do programa de recompensas da UPS: 1,8 milhão de participantes ativos
• Economia anual média por membro: US $ 324
• Taxa de retenção do programa de fidelidade: 78%

Métrica do Programa de Fidelidade	Valor
Membros do programa total	1,8 milhão
Economia média de membros	$324
Taxa de retenção	78%

United Parcel Service, Inc. (UPS) - Modelo de Negócios: Canais

Portal de envio on -line

Ups.com atende 3,2 milhões de usuários ativos diários em 2023. A plataforma de remessa on -line processou 6,3 bilhões de solicitações de rastreamento anualmente. O site suporta remessas em mais de 220 países e territórios.

Métricas de portal online	2023 dados
Usuários ativos diários	3,2 milhões
Solicitações de rastreamento anuais	6,3 bilhões
Cobertura global	220 mais de países

Aplicativo móvel

O aplicativo móvel da UPS baixou 75 milhões de vezes a partir de 2023. O aplicativo suporta rastreamento em tempo real para 22,3 milhões de movimentos diários de pacotes.

• 75 milhões de downloads totais de aplicativos
• 22,3 milhões de solicitações diárias de rastreamento de pacotes
• Disponível em 8 idiomas

Lojas físicas da UPS

A UPS opera 5.200 locais de varejo nos Estados Unidos e no Canadá. As lojas físicas geram US $ 3,8 bilhões em receita anual de remessas e serviços relacionados.

Detalhes da rede da loja	2023 Estatísticas
Locais totais da loja	5,200
Receita anual da loja	US $ 3,8 bilhões

Call centers

A UPS mantém 18 centros globais de atendimento ao cliente. Lida com 42,6 milhões de interações com os clientes anualmente. O tempo médio de resolução de chamadas é de 4,2 minutos.

Plataformas de remessa de terceiros

Integrado com 87 plataformas de comércio eletrônico. Processos 1,2 bilhão de remessas de terceiros anualmente. A integração da plataforma cobre 94% dos mercados globais de comércio eletrônico.

Integração de plataforma de terceiros	2023 dados
Integrações da plataforma de comércio eletrônico	87
Remessas anuais de terceiros	1,2 bilhão
Cobertura do mercado global de comércio eletrônico	94%

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

Consumidores individuais

A UPS atende a aproximadamente 3,4 milhões de clientes de entrega de pacotes diariamente. Em 2022, o volume individual de remessa do consumidor atingiu 6,7 bilhões de pacotes globalmente.

Métricas de segmento de consumo	2022 dados
Remessas individuais diárias	3,4 milhões
Volume anual de pacote	6,7 bilhões

Pequenas e médias empresas

A UPS suporta mais de 2,3 milhões de clientes comerciais pequenos e médios em todo o mundo. Essas empresas geram aproximadamente US $ 43,2 bilhões em receita para a UPS anualmente.

• Gastos anuais médios por SMB Cliente: US $ 18.783
• Base global de clientes da SMB: 2,3 milhões
• Receita total de SMB: US $ 43,2 bilhões

Grandes empresas multinacionais

A UPS atende 82% das empresas da Fortune 500, gerando US $ 61,5 bilhões em clientes em nível corporativo em 2022.

Segmento de clientes corporativos	2022 Estatísticas
Fortune 500 Empresas servidas	82%
Receita de clientes corporativos	US $ 61,5 bilhões

Empresas de comércio eletrônico

A UPS lida com o transporte por aproximadamente 1,6 milhão de empresas de comércio eletrônico, com a logística de comércio eletrônico gerando US $ 37,8 bilhões em 2022.

• Clientes de negócios de comércio eletrônico: 1,6 milhão
• Receita logística de comércio eletrônico: US $ 37,8 bilhões
• Volume médio de remessa de comércio eletrônico: 2,3 bilhões de pacotes anualmente

Indústrias especializadas

A UPS serve setores especializados críticos com soluções de logística direcionadas.

Indústria	2022 Receita	Contagem de clientes
Assistência médica	US $ 12,6 bilhões	275.000 clientes
Fabricação	US $ 28,4 bilhões	425.000 clientes

United Parcel Service, Inc. (UPS) - Modelo de negócios: estrutura de custos

Manutenção de combustível e veículo

Em 2023, a UPS gastou US $ 7,3 bilhões em despesas de transporte. Os custos de combustível representaram aproximadamente 12% do total de despesas de transporte, totalizando cerca de US $ 876 milhões.

Categoria de custo	Despesas anuais
Total de despesas de transporte	US $ 7,3 bilhões
Despesas de combustível	US $ 876 milhões
Manutenção do veículo	US $ 412 milhões

Salários e benefícios dos funcionários

A UPS incorreu em US $ 25,4 bilhões em despesas de compensação e benefícios para 2023. A Companhia emprega aproximadamente 576.000 trabalhadores em todo o mundo.

Categoria de custo do funcionário	Valor anual
Compensação total e benefícios	US $ 25,4 bilhões
Salário médio dos funcionários	$68,750

Infraestrutura de tecnologia

Em 2023, a UPS investiu US $ 1,2 bilhão em tecnologia de tecnologia e infraestrutura digital.

• Investimentos em computação em nuvem: US $ 350 milhões
• Infraestrutura de segurança cibernética: US $ 275 milhões
• Desenvolvimento da plataforma digital: US $ 575 milhões

Operações do centro de instalações e distribuição

A UPS opera 2.200 instalações globalmente, com manutenção anual de instalações e custos operacionais de US $ 3,6 bilhões.

Despesas operacionais da instalação	Quantia
Custos operacionais totais de instalação	US $ 3,6 bilhões
Número de instalações globais	2,200

Aquisição e substituição de frota

A UPS mantém uma frota de 132.000 veículos, com investimentos anuais de frota e custos de reposição de US $ 2,8 bilhões.

• Investimentos de veículos elétricos: US $ 500 milhões
• Substituições tradicionais de veículos: US $ 2,3 bilhões

Categoria de investimento da frota	Despesas anuais
Investimento total da frota	US $ 2,8 bilhões
Tamanho total da frota de veículos	132.000 veículos

United Parcel Service, Inc. (UPS) - Modelo de negócios: fluxos de receita

Serviços de entrega de pacotes domésticos

Em 2023, a UPS gerou US $ 97,06 bilhões em receita de entrega de pacotes domésticos. O volume de pacotes domésticos foi de 5,2 bilhões de pacotes entregues nos Estados Unidos.

Categoria de serviço	Receita anual	Volume
Entrega no solo	US $ 44,3 bilhões	3,1 bilhões de pacotes
Entrega expressa	US $ 32,7 bilhões	1,5 bilhão de pacotes
Entrega residencial	US $ 20,06 bilhões	600 milhões de pacotes

Envio internacional

A receita internacional de remessa para a UPS em 2023 atingiu US $ 37,8 bilhões, cobrindo 2,3 bilhões de pacotes internacionais.

• Frete de exportação internacional: US $ 22,5 bilhões
• INSTRAÇÃO INTERNACIONAL DE IMPORTAÇÃO: US $ 15,3 bilhões

Encaminhamento de frete

As soluções de frete e cadeia de suprimentos da UPS geraram US $ 14,2 bilhões em 2023.

Segmento de frete	Receita
Frete doméstico	US $ 8,6 bilhões
Frete internacional	US $ 5,6 bilhões

Consultoria de logística e cadeia de suprimentos

A receita de soluções da cadeia de suprimentos da UPS totalizou US $ 9,4 bilhões em 2023.

Serviços de valor agregado

Serviços adicionais geraram US $ 6,5 bilhões em 2023.

Tipo de serviço	Receita
Rastreamento de pacotes	US $ 2,1 bilhões
Serviços de seguro	US $ 1,8 bilhão
Serviços de logística adicionais	US $ 2,6 bilhões

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.