UPS posts $21.2B quarter

United Parcel Service reported $21.2 billion in first-quarter 2026 revenue on Tuesday and kept its full-year outlook unchanged. (investors.ups.com) UPS said diluted earnings per share were $1.02, adjusted diluted earnings per share were $1.07, and consolidated operating profit was $1.27 billion. (investors.ups.com) Revenue was down 0.7% from the same quarter a year ago, even as the company beat Wall Street estimates on both revenue and earnings per share, according to CNBC. (investors.ups.com) (cnbc.com) The mix inside the business is shifting. CNBC reported UPS has been pulling back from lower-margin Amazon volume while pushing deeper into business-to-business, small-business and healthcare shipments. (cnbc.com) That strategy puts more weight on customers who pay for speed, reliability and specialized handling, not just the cheapest residential delivery. Healthcare logistics, in particular, has become a priority across parcel networks because temperature control and compliance can support higher margins. (cnbc.com) A parallel shift is showing up in retail distribution. Home Depot said in March it would launch a real-time delivery tracker for big and bulky materials by the end of the first quarter, aimed at professional contractors managing job sites. (corporate.homedepot.com) Home Depot said the tracker provides minute-by-minute updates through its website and app, replacing the broad delivery windows that forced Pro customers to keep crews waiting. Retail Customer Experience reported the tool is now deployed. (corporate.homedepot.com) (retailcustomerexperience.com) UPS reaffirmed its full-year 2026 guidance with Tuesday’s report, signaling it is sticking with the strategy even as top-line growth remains soft. The company’s quarter and Home Depot’s tracker point to the same pressure in logistics: better customer mix and better shipment visibility. (investors.ups.com) (corporate.homedepot.com)