Amazon launched a service that lets companies use its delivery network for shipping, storage, and faster logistics with AI support. FedEx and UPS shares fell amid fears of new competition.
UPS profits fell in Q1 2026 after cutting Amazon deliveries, but beat forecasts and expects growth soon from cost cuts and healthcare focus.
Amazon will keep using USPS for most deliveries, sending over 1B packages yearly and supporting its finances and jobs.
UPS reports strong Q4 2025 earnings with $2.38 EPS and projects 2026 revenue of $89.7B, exceeding analyst expectations as Amazon volume reduction strategy shows results.
FedEx expects lower earnings after grounding MD-11 cargo planes, facing higher costs during the busy holiday shipping season.
FedEx (FDX) reports impressive second-quarter earnings with $4.82 per share, beats expectations, and raises 2026 profit forecast as cost-cutting measures and network transformation drive growth.
