Integrated parcel and logistics carrier
United Parcel Service, Inc.
UPS earns revenue from U.S. and international parcel delivery, air cargo, contract logistics and healthcare cold-chain services across its integrated air and ground network. It spends on aircraft and final-mile delivery while acquiring healthcare logistics businesses to expand its supply-chain capabilities.
Business categories Parcel, Freight & Logistics · Industrial Infrastructure & Heavy Industry · primary
UPS Updated Sep 24, 2026 5 AI consumers· 4 recurring
Per the valuechain.wiki graph, United Parcel Service, Inc. is directly linked to 5 companies (2 supply, 3 revenue relationships) and reaches 63 companies within two hops; the links are backed by 9 dated sources, 1 of them primary filings (as of 2026-09-24).
Financials & Segments
- Total revenue · FY2025 total revenue of $88.661 billion
- Segments · U.S. Domestic Package · International Package · Supply Chain Solutions
Revenue from
- Amazon High confidence· Revenue share 10.6% · FY2025 · Amazon and affiliates' share of UPS consolidated revenue
Amazon and its affiliates remain UPS's largest customer. UPS is reducing lower-yield Amazon volume, but the customer still represented 10.6% of consolidated revenue in 2025. - United States Postal Service High confidence
UPS serves as a primary domestic air-cargo carrier for the USPS and earns revenue by transporting mail. The 2025 filing says the full-year effect of the contract increased air-cargo revenue but does not disclose customer-specific revenue.Confirms EN United States Postal Service Published Apr 1, 2024: U.S. Postal Service Statement on Award to United Parcel Service for Contract to Support Air Cargo Transportation - W. W. Grainger Medium confidence
United Parcel Service is identified as one of Grainger's major delivery providers in the seller's official export FAQ, which says Grainger contracts an integrated transportation provider, and is also listed as a UPS International Express shipping option in its export policy, but the current payment amount is not disclosed. - Williams-Sonoma, Inc. Medium confidence
United Parcel Service (UPS) delivers Williams-Sonoma merchandise to customers and is confirmed in a disclosed operating case to have handled fresh-food deliveries for more than 20 years, but no total contract value is public.Confirms EN UPS Published Nov 21, 2024: Williams Sonoma Trusts UPS to Deliver Just in Time for the Holidays
Pays to
- Boeing High confidence· Count 18 aircraft · as of 2025-12-31 · Boeing 767-300 aircraft on order
UPS purchases Boeing 767 freighters to maintain and modernize its air network. At year-end 2025, 18 Boeing 767-300 aircraft remained on order. - United States Postal Service High confidence
UPS contracted with the USPS to provide final-mile delivery for part of its Ground Saver and Mail Innovations volume beginning in 2026. The contract value was not disclosed. - Union Pacific Corporation Medium confidence
UPS is a major customer that uses Union Pacific's premium intermodal network for holiday parcel traffic, but customer-specific revenue and volume were not disclosed.Confirms EN Union Pacific Published Feb 9, 2026: Union Pacific Delivers Third Consecutive Perfect Peak Season
Investments
- Andlauer Healthcare Group High confidence· Amount $1.6B · completed 2025-11-01 · Total purchase price for Andlauer Healthcare Group
UPS acquired all outstanding shares of Andlauer Healthcare Group in cash to expand its North American healthcare cold-chain and specialized transportation capabilities. The transaction closed in November 2025.
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| CrowdStrike | lead2 | -3.3 | -48.6 | +142.5 | +34 | +37 | +134.7 |
| Palo Alto Networks | lead2 | +56.7 | -24.8 | +111.3 | +23.4 | +1.2 | +127.4 |
| Datadog | lead2 | +80.9 | -58.7 | +65.1 | +17.7 | -4.8 | +115.6 |
| Snowflake | lead2 | +20.4 | -57.6 | +38.6 | -22.4 | +42.1 | +68.2 |
| Illumina | lead2 | +2.8 | -46.9 | -31.1 | -1.3 | -1.8 | +66.4 |
| Schrodinger | lead2 | -56 | -46.3 | +91.5 | -46.1 | -7.3 | +52.6 |
| Schlumberger | lead2 | +39.6 | +81.2 | -0.8 | -24.5 | +3.3 | +52.3 |
| Airbnb Inc | lead2 | · | -48.6 | +59.2 | -3.5 | +3.3 | +34.1 |
| Labcorp Holdings Inc. | lead2 | +54.4 | -24.4 | +13.8 | +2.2 | +10.6 | +25.3 |
| Becton, Dickinson and Company | lead2 | +1.9 | +5.1 | -2.7 | -5.4 | -12.6 | +22.8 |
| Live Nation Entertainment, Inc. | lead2 | +62.9 | -41.7 | +34.2 | +38.4 | +10 | +21.8 |
| Carrier Global Corporation | lead2 | +45.3 | -22.7 | +41.5 | +20.3 | -21.8 | +14.3 |
| Waters Corporation | lead2 | +50.6 | -8.1 | -3.9 | +12.7 | +2.4 | +14.2 |
| Rockwell Automation, Inc. | lead2 | +41.2 | -24.8 | +22.6 | -6.2 | +38.4 | +12.3 |
| Agilent Technologies, Inc. | lead2 | +35.5 | -5.5 | -6.4 | -2.7 | +1.9 | +11.5 |
| Automatic Data Processing, Inc. | lead2 | +42.6 | -1.3 | -0.2 | +28.4 | -10.2 | +9.6 |
| Hilton Worldwide Holdings Inc. | lead2 | +40.2 | -18.7 | +44.7 | +36.1 | +16.5 | +8.5 |
| 3M Company | lead2 | +4.9 | -29.6 | -3.3 | +46.1 | +26.4 | +6.8 |
| Expedia Group, Inc. | lead2 | +36.5 | -51.5 | +73.3 | +22.8 | +53.3 | +5.8 |
| Hubbell Incorporated | lead2 | +35.6 | +15.1 | +42.4 | +28.9 | +7.4 | +4.7 |
| MercadoLibre, Inc. | lead2 | -19.5 | -37.2 | +85.7 | +8.2 | +18.5 | -1.8 |
| DoorDash, Inc. | lead2 | · | -67.2 | +102.6 | +69.6 | +35 | -6.5 |
| The Walt Disney Company | lead2 | -14.5 | -43.9 | +4.3 | +24.4 | +3.3 | -6.7 |
| Uber | lead2 | -17.8 | -41 | +149 | -2 | +35.5 | -7.3 |
| Roper Technologies | lead2 | +14.7 | -11.6 | +26.9 | -4.1 | -13.8 | -7.9 |
| Workday, Inc. | lead2 | +14 | -38.7 | +65 | -6.5 | -16.8 | -8.8 |
| Axon Enterprise, Inc. | lead2 | +28.1 | +5.7 | +55.7 | +130.1 | -4.4 | -9.2 |
| Constellation Brands, Inc. | lead2 | +16.1 | -6.4 | +5.8 | -7.1 | -36 | -9.2 |
| Salesforce, Inc. | lead2 | +14.2 | -47.8 | +98.5 | +27.8 | -20.2 | -12.9 |
| GE HealthCare Technologies Inc. | lead2 | · | · | · | +1.3 | +5.1 | -15.9 |
| Netflix | lead2 | +11.4 | -51.1 | +65.1 | +83.1 | +5.2 | -16.5 |
| Stryker Corporation | lead2 | +10.2 | -7.4 | +23.8 | +21.3 | -1.5 | -20.4 |
| IDEXX Laboratories, Inc. | lead2 | +31.7 | -38 | +36.1 | -25.5 | +63.6 | -20.9 |
| Carnival Corporation | lead2 | -7.1 | -59.9 | +130 | +34.4 | +22.6 | -21.8 |
| Comcast Corporation | lead2 | -2.2 | -28.7 | +29.1 | -11.8 | -17.3 | -22.3 |
| Adobe Inc. | lead2 | +13.4 | -40.7 | +77.3 | -25.5 | -21.3 | -23.9 |
| Autodesk, Inc. | lead2 | -7.9 | -33.5 | +30.3 | +21.4 | +0.1 | -26.4 |
| Coupang | lead2 | · | -49.9 | +10.1 | +35.8 | +7.3 | -35.2 |
| Fair Isaac Corporation | lead2 | -15.1 | +38 | +94.5 | +71 | -15.1 | -44.9 |
| Intuit Inc. | lead2 | +70.3 | -39.1 | +61.8 | +1.2 | +6.1 | -53.7 |
| Corteva, Inc. | lead2 | +23.6 | +25.6 | -17.5 | +20.2 | +18.9 | -80.1 |
| W. W. Grainger | lead1 | +28.8 | +8.7 | +50.5 | +28.2 | -3.4 | +32 |
| Amazon | lead1 | +2.4 | -49.6 | +80.9 | +44.4 | +5.2 | +12 |
| United Parcel Service, Inc. | node | +30 | -16.2 | -6 | -15.9 | -15.9 | +8 |
| Union Pacific Corporation | benef1 | +23.3 | -15.9 | +21.6 | -5.1 | +3.9 | +22.1 |
| Boeing | benef1 | -6 | -5.4 | +36.8 | -32.1 | +22.7 | -2.2 |
| Moog | benef2 | +3.4 | +9.8 | +66.6 | +36.8 | +24.5 | +53 |
| Korean Airlines | benef2 | -7.1 | -6.1 | -4.2 | +13.8 | -6 | +35.8 |
| Wabtec Corporation | benef2 | +26.5 | +9.1 | +28 | +50.1 | +13.2 | +34.2 |
| AMETEK, Inc. | benef2 | +22.3 | -4.3 | +18.8 | +10 | +14.7 | +16.1 |
| Norfolk Southern | benef2 | +27.3 | -15.6 | -1.6 | +1.6 | +25.6 | +15.6 |
| Toray Industries | benef2 | +8.3 | +12.5 | -4.8 | +49.2 | +7.5 | +10.5 |
| GE Aerospace | benef2 | +9.7 | -10.9 | +95.7 | +64.8 | +85.7 | +9.7 |
| PPG Industries | benef2 | +21.3 | -25.7 | +21.2 | -18.5 | -12 | +3.4 |
| RTX | benef2 | +23.3 | +20 | -14.4 | +40.8 | +61.4 | +2.5 |
| Vulcan Materials Company | benef2 | +41.1 | -14.9 | +30.8 | +14.1 | +11.7 | -7.4 |
| Thales | benef2 | +12.5 | +52.5 | +14 | +17.8 | +66.6 | -7.5 |
| Mitsubishi Heavy Industries | benef2 | +7.2 | +68.3 | +100.5 | +134.2 | +98.3 | -16.7 |
| TransDigm Group Incorporated | benef2 | +2.8 | +1.8 | +66.6 | +32.3 | +12.2 | -16.7 |
| Martin Marietta Materials, Inc. | benef2 | +56.1 | -22.7 | +48.6 | +4.1 | +21.3 | -17 |
| Korea Aerospace Industries | benef2 | +15.4 | +34.6 | +7 | +5.5 | +217.9 | -24.6 |
YTD as of 2026-09-04 · source: Yahoo Finance
United Parcel Service, Inc. operates across Integrated parcel and logistics carrier. It is +8% in 2026. Demand side (avg +12%), the stock (+8%) and supply side (avg +12.5%) are moving in step. Propagation has completed a lap, so the next leg depends on individual results more than chain direction. Among connected nodes the furthest ahead is Union Pacific Corporation (+27.1%) and the furthest behind is Boeing (-2.2%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It spends on aircraft and final-mile delivery while acquiring healthcare logistics businesses to expand its supply-chain capabilities.
Analysis generated from returns as of 2026-09-04← All companiesMarkdown · JSON · Customers · Suppliers · Ripple