Companies · UPS
United Parcel Service
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Updated Nov 5, 2026
UPS appoints Reckitt CFO Shannon Eisenhardt to board amid transformation focus
UPS expanded its board to eleven members and appointed Shannon Eisenhardt, Group CFO of Reckitt Benckiser, effective immediately. Eisenhardt brings three decades of finance and operational leadership across consumer products and retail, including eight years at Nike where she led global finance for consumer, marketplace and brand divisions. The appointment signals UPS emphasis on global operations discipline and business transformation as the company executes its stated strategy.
Tone: neutralRevenue
$88.7B
UPS 10-K · FY 2025
Employees
460,000
Revenue growth YoY
-2.6%
Founded
1907
Profile
UPS 10-K Item 1 · Feb 17, 2026UPS is a global package delivery and supply chain solutions provider operating across more than 200 countries and territories. The company operates through two package segments — U.S. Domestic Package and International Package — plus a Supply Chain Solutions segment covering forwarding, logistics and digital services. Its 2025 strategy centers on shifting volume mix toward higher-yielding healthcare, SMB and international customers while structurally reducing reliance on its largest customer, Amazon.
Read filing description ↓ Collapse description ↑
UPS, founded in 1907, is a global package delivery and logistics provider. We offer a broad range of industry-leading products and services through our extensive global presence, serving over 200 countries and territories. Our services include transportation and delivery through our integrated air and ground network, distribution, contract logistics, ocean freight, airfreight, customs brokerage and insurance. In 2025, we delivered an average of 20.8 million packages per day, totaling 5.2 billion packages during the year. Total revenue in 2025 was $88.7 billion. We are continuing to execute our Customer First, People Led, Innovation Driven strategy, which focuses on growing in the parts of our market that value our end-to-end solutions, including healthcare, business-to-business, small- and medium-sized businesses, and international. In 2025, we took several steps in furtherance of this strategy, including continuing to deliberately shift our business to increase our focus on higher yielding volume, which allowed us to increase SMB penetration to over 30% of total U.S. volume from 2024. We also completed the acquisitions of Frigo-Trans and Biotech & Pharma Logistics and Andlauer Healthcare Group, further expanding our healthcare cold chain capabilities. In 2025, our global healthcare portfolio generated more than $11 billion in revenue, furthering our progress towards our goal to become the number one complex healthcare logistics provider in the world. Additionally, we extended our RFID labeling solution to 5,500 UPS store locations and completed the installation of RFID readers across U.S. package cars.
Primary products
- UPS Ground
- Ground Saver
- UPS Air (next-day, two-day, three-day)
- UPS Worldwide Expedited
- UPS Standard
- Worldwide Economy
Business segments
End markets
Geographies
Named customers
In 2025, one customer, Amazon.com, Inc. and its affiliates, represented approximately 10.6% of our consolidated revenues, substantially all of which was within our U.S. Domestic Package segment.
“We believe our strategy, network and competitive strengths position us well to compete in the marketplace.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Consolidated revenue declined 2.6% year-over-year in 2025, primarily driven by the Coyote divestiture, planned volume reductions from Amazon, and decreased Mail Innovations volume, partially offset by International Package growth and higher revenue per piece.
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