UPS

UPS stock has been influenced by strategic shifts and financial performance in the past six months. As of April 1, 2026, UPS stock was up 20% over the preceding six months, but as of May 7, 2026, the stock was basically flat on the year so far. A significant event impacting the stock is UPS's ongoing strategy to reduce its volume of deliveries for Amazon, aiming for a 50% cut by June 2026 to focus on more profitable U.S. small package business. This reduction in lower-margin Amazon volume has led to a decline in U.S. Domestic revenue and overall revenue in the fourth quarter of 2025 and the first quarter of 2026. In January 2026, UPS announced plans to cut up to 30,000 jobs and close 24 facilities as part of this restructuring. Despite these near-term challenges, management anticipates margin recovery in late 2026.