UPS CEO Indicates Potential Margin Improvement in Second Half of 2026
UPS CEO Carol Tomé signaled a potential inflection point in the second half of 2026, focusing on margin improvement over shipment growth. The company is actively reducing lower-margin e-commerce volume, particularly from Amazon, to meet its 9.6% adjusted operating margin target for 2026. However, near-term risks remain due to lower-than-expected Q2 U.S. margins.
Topics: CEO statement cost savings inflection point network overhaul operating margin UPS