United Parcel Service, Inc. (UPS) Q1 FY2026 earnings call transcript

• Revenue of $21.2 billion

• Operating profit of $1.3 billion

• "Network reconfiguration" targeting a 50% reduction in the volume we deliver for Amazon by June 2026

• Closed 23 buildings in the Q1, with plans to close 27 more this year

Here's a direct quote from CT in the transcript: "How are we winning? We're winning through innovative and differentiated capabilities like RFID labeling at customer locations, end-to-end cold chain solutions, Roadie for same-day and big and bulky deliveries, Happy Returns for boxless, label-less returns, and much more. That's only a part of our growth story because we're also doing a better job retaining and growing our existing customers."

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