<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2026/01/20260128_1307_Image-Generation_simple_compose_01kg1rhnegfxhs0jgptsfcdfq3.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1536" height="1024" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2026/01/20260128_1307_Image-Generation_simple_compose_01kg1rhnegfxhs0jgptsfcdfq3.png"/></p>
<p>联合包裹正在推进一项重大重组计划，预计今年将裁减多达 30,000 个职位，这凸显了其与亚马逊分离所带来的高昂成本，因为美国快递市场的竞争日益激烈。</p>
<p>这一举措反映了全球最大的包裹承运商的战略转变，旨在减少对低利润业务的依赖，同时重塑其网络，以适应更加竞争和分散的物流环境。</p>
<p>尽管裁员表明成本压力持续，但 UPS 在宣布裁员的同时也提高了收入预测，这表明其重组正在开始改变业务形态。</p>
<h2>亚马逊业务量回落</h2>
<p>UPS 在逐步减少对亚马逊这一最大客户的货运量后，发现这种关系的规模正在损害盈利能力。</p>
<p>该公司此前表示，亚马逊的交付对利润率造成了极大的稀释，促使其进行了一项为期数年的努力，以重新平衡客户结构。</p>
<p>这一过程始于去年，当时 UPS 表示将故意减少对亚马逊的依赖，作为更广泛的转型计划的一部分。</p>
<p>该战略涉及优先考虑高利润客户，包括医疗保健公司，同时缩减低价值的业务量。</p>
<p>随着亚马逊货运量的减少，UPS 在 2025 年裁减了 48,000 个职位，并关闭了 93 个设施。</p>
<p>该公司随后确认计划在今年上半年再关闭 24 个设施。</p>
<p>最新的裁员预计将通过向全职司机提供买断方案以及不替换自愿离职的员工来进行，而不是通过强制裁员。</p>
<h2>网络重塑持续进行</h2>
<p>UPS 表示，目前正处于加速减少亚马逊业务量的最终阶段。</p>
<p>在 2026 年全年，该公司计划每天从其亚马逊业务中减少另一个百万包裹，同时继续重新配置其交付网络。</p>
<p>根据其 2024 年年报，UPS 在全球雇佣了约 490,000 名员工，其中近 78,000 人担任管理职务。</p>
<p>该员工队伍大部分是工会成员，这为任何重组计划增加了复杂性，即使裁员依赖于自愿离职。</p>
<p>除了人员变动，UPS 还在调整其资产基础。</p>
<p>该公司确认，因去年 11 月在肯塔基州路易斯维尔发生的致命空难，正式退役其 MD-11 货机机队。</p>
<p>这些飞机占机队的约 9%，自事故以来一直处于停飞状态。</p>
<h2>收益提供了信心</h2>
<p>尽管重组规模庞大，UPS 在去年最后一个季度报告的收入为 245 亿美元。</p>
<p>它还通过预测未来一年的收入为 897 亿美元而令市场感到惊讶，这表明向高利润客户转型的早期迹象可能有助于抵消亚马逊业务量的损失。</p>
<p>UPS 的股票在周二纽约交易中小幅上涨。该股在盘后交易中上涨了 0.19%。</p>
<h2>快递市场竞争加剧</h2>
<p>UPS 面临的压力与亚马逊自有物流网络的快速扩张密切相关。</p>
<p>近年来，亚马逊在自身交付能力上进行了大量投资，减少了对传统承运商如联邦快递和美国邮政服务的依赖。</p>
<p>在 2024 年，亚马逊在美国处理了 63 亿次交付，按数量超过了 UPS 和联邦快递。</p>
<p>根据 Pitney Bowes 的预测，亚马逊预计将在 2028 年超越美国邮政服务，成为美国交付量最大的公司。</p>
<p>对于 UPS 而言，亚马逊作为客户和竞争对手的崛起迫使其进行艰难的重新校准。</p>
<p>最新的裁员凸显了这种重新校准对公司的深远影响，即使更广泛的美国快递竞争仍在不断演变。</p>
<p>这篇文章的标题是《UPS 裁员凸显与亚马逊在美国快递竞争中的高昂代价》，首次发布在 Invezz 上。</p>

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联合包裹

AMZZ

AMZW

亚马逊每日 2 倍做多 ETF - Direxion

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SUPL

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<p>联合包裹（UPS）正在进行重组，今年将裁员多达 30,000 个职位，原因是与亚马逊的高成本分离以及美国快递市场竞争加剧。这一战略转变旨在减少低利润的业务量，专注于高利润客户。UPS 计划到 2026 年每天从亚马逊移除另外一百万个包裹，同时还将退役其 MD-11 货机机队。尽管裁员，UPS 预计明年的收入将达到 897 亿美元，显示出在适应不断变化的快递市场时潜在的复苏</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2026/01/20260128_1307_Image-Generation_simple_compose_01kg1rhnegfxhs0jgptsfcdfq3.png" alt="" original-src="https://invezz.com/wp-content/uploads/2026/01/20260128_1307_Image-Generation_simple_compose_01kg1rhnegfxhs0jgptsfcdfq3.png"/></p>
<p>United Parcel Service is pressing ahead with a major restructuring that will see up to 30,000 jobs cut this year, underscoring how costly its separation from Amazon has become as competition intensifies in the US delivery market.</p>
<div class="lb-trans"><p>联合包裹正在推进一项重大重组计划，预计今年将裁减多达 30,000 个职位，这凸显了其与亚马逊分离所带来的高昂成本，因为美国快递市场的竞争日益激烈。</p>
</div><p>The move reflects a strategic shift by the world’s largest parcel carrier to reduce exposure to low-margin volumes while reshaping its network for a more competitive and fragmented logistics landscape.</p>
<div class="lb-trans"><p>这一举措反映了全球最大的包裹承运商的战略转变，旨在减少对低利润业务的依赖，同时重塑其网络，以适应更加竞争和分散的物流环境。</p>
</div><p>While the workforce reductions point to continued pressure on costs, UPS has paired the announcement with a stronger revenue forecast, suggesting its reset is starting to change the shape of its business.</p>
<div class="lb-trans"><p>尽管裁员表明成本压力持续，但 UPS 在宣布裁员的同时也提高了收入预测，这表明其重组正在开始改变业务形态。</p>
</div><h2>Amazon volumes rolled back</h2>
<div class="lb-trans"><h2>亚马逊业务量回落</h2>
</div><p>UPS has been steadily cutting back shipments for Amazon, its biggest customer, after concluding that the scale of the relationship was hurting profitability.</p>
<div class="lb-trans"><p>UPS 在逐步减少对亚马逊这一最大客户的货运量后，发现这种关系的规模正在损害盈利能力。</p>
</div><p>The company has previously said Amazon deliveries were extraordinarily dilutive to margins, prompting a multi-year effort to rebalance its customer mix.</p>
<div class="lb-trans"><p>该公司此前表示，亚马逊的交付对利润率造成了极大的稀释，促使其进行了一项为期数年的努力，以重新平衡客户结构。</p>
</div><p>That process began last year when UPS said it would deliberately reduce its dependence on Amazon as part of a broader turnaround plan.</p>
<div class="lb-trans"><p>这一过程始于去年，当时 UPS 表示将故意减少对亚马逊的依赖，作为更广泛的转型计划的一部分。</p>
</div><p>The strategy involved prioritising higher-margin customers, including healthcare companies, while shrinking lower-value volume.</p>
<div class="lb-trans"><p>该战略涉及优先考虑高利润客户，包括医疗保健公司，同时缩减低价值的业务量。</p>
</div><p>As Amazon shipments were scaled back, UPS cut 48,000 jobs and closed 93 facilities in 2025.</p>
<div class="lb-trans"><p>随着亚马逊货运量的减少，UPS 在 2025 年裁减了 48,000 个职位，并关闭了 93 个设施。</p>
</div><p>It has since confirmed plans to shut another 24 facilities in the first half of this year.</p>
<div class="lb-trans"><p>该公司随后确认计划在今年上半年再关闭 24 个设施。</p>
</div><p>The latest job cuts are expected to be carried out through buyout offers to full-time drivers and by not replacing staff who leave voluntarily, rather than through compulsory layoffs.</p>
<div class="lb-trans"><p>最新的裁员预计将通过向全职司机提供买断方案以及不替换自愿离职的员工来进行，而不是通过强制裁员。</p>
</div><h2>Network reshaping continues</h2>
<div class="lb-trans"><h2>网络重塑持续进行</h2>
</div><p>UPS says it is now in the final phase of an accelerated plan to reduce Amazon volume.</p>
<div class="lb-trans"><p>UPS 表示，目前正处于加速减少亚马逊业务量的最终阶段。</p>
</div><p>Over the full year 2026, the company intends to remove another million parcels per day from its Amazon business while continuing to reconfigure its delivery network.</p>
<div class="lb-trans"><p>在 2026 年全年，该公司计划每天从其亚马逊业务中减少另一个百万包裹，同时继续重新配置其交付网络。</p>
</div><p>According to its 2024 annual report, UPS employed about 490,000 people globally, with nearly 78,000 working in management roles.</p>
<div class="lb-trans"><p>根据其 2024 年年报，UPS 在全球雇佣了约 490,000 名员工，其中近 78,000 人担任管理职务。</p>
</div><p>The workforce is largely unionised, adding complexity to any restructuring programme, even when job reductions rely on voluntary exits.</p>
<div class="lb-trans"><p>该员工队伍大部分是工会成员，这为任何重组计划增加了复杂性，即使裁员依赖于自愿离职。</p>
</div><p>Alongside staffing changes, UPS is also adjusting its asset base.</p>
<div class="lb-trans"><p>除了人员变动，UPS 还在调整其资产基础。</p>
</div><p>The company confirmed it is officially retiring its fleet of MD-11 cargo aircraft following a fatal crash in Louisville, Kentucky, in November.</p>
<div class="lb-trans"><p>该公司确认，因去年 11 月在肯塔基州路易斯维尔发生的致命空难，正式退役其 MD-11 货机机队。</p>
</div><p>The planes, which account for about 9% of the fleet, have remained grounded since the accident.</p>
<div class="lb-trans"><p>这些飞机占机队的约 9%，自事故以来一直处于停飞状态。</p>
</div><h2>Earnings offer reassurance</h2>
<div class="lb-trans"><h2>收益提供了信心</h2>
</div><p>Despite the scale of the restructuring, UPS reported revenue of $24.5bn for the final quarter of last year.</p>
<div class="lb-trans"><p>尽管重组规模庞大，UPS 在去年最后一个季度报告的收入为 245 亿美元。</p>
</div><p>It also surprised markets by forecasting revenue of $89.7bn for the year ahead, pointing to early signs that the shift towards higher-margin customers may help offset the loss of Amazon volume.</p>
<div class="lb-trans"><p>它还通过预测未来一年的收入为 897 亿美元而令市场感到惊讶，这表明向高利润客户转型的早期迹象可能有助于抵消亚马逊业务量的损失。</p>
</div><p>UPS shares closed slightly higher in New York trading on Tuesday. The shares have gained by 0.19% after market hours.</p>
<div class="lb-trans"><p>UPS 的股票在周二纽约交易中小幅上涨。该股在盘后交易中上涨了 0.19%。</p>
</div><h2>Delivery market rivalry sharpens</h2>
<div class="lb-trans"><h2>快递市场竞争加剧</h2>
</div><p>The pressure on UPS is closely tied to the rapid expansion of Amazon’s in-house logistics network.</p>
<div class="lb-trans"><p>UPS 面临的压力与亚马逊自有物流网络的快速扩张密切相关。</p>
</div><p>In recent years, Amazon has invested heavily in its own delivery capabilities, reducing its reliance on traditional carriers such as FedEx and the United States Postal Service.</p>
<div class="lb-trans"><p>近年来，亚马逊在自身交付能力上进行了大量投资，减少了对传统承运商如联邦快递和美国邮政服务的依赖。</p>
</div><p>In 2024, Amazon handled 6.3 billion deliveries in the United States, overtaking both UPS and FedEx by volume.</p>
<div class="lb-trans"><p>在 2024 年，亚马逊在美国处理了 63 亿次交付，按数量超过了 UPS 和联邦快递。</p>
</div><p>According to projections from Pitney Bowes, Amazon is expected to surpass USPS in total US delivery volumes by 2028.</p>
<div class="lb-trans"><p>根据 Pitney Bowes 的预测，亚马逊预计将在 2028 年超越美国邮政服务，成为美国交付量最大的公司。</p>
</div><p>For UPS, the rise of Amazon as both customer and competitor has forced a difficult recalibration.</p>
<div class="lb-trans"><p>对于 UPS 而言，亚马逊作为客户和竞争对手的崛起迫使其进行艰难的重新校准。</p>
</div><p>The latest job cuts underline how deeply that recalibration is reshaping the company, even as the broader US delivery race continues to evolve.</p>
<div class="lb-trans"><p>最新的裁员凸显了这种重新校准对公司的深远影响，即使更广泛的美国快递竞争仍在不断演变。</p>
</div><p>The post UPS job cuts underline costly break with Amazon in US delivery race appeared first on Invezz</p>
<div class="lb-trans"><p>这篇文章的标题是《UPS 裁员凸显与亚马逊在美国快递竞争中的高昂代价》，首次发布在 Invezz 上。</p>
</div>

UPS job cuts underline costly break with Amazon in US delivery race

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亚马逊

联合包裹的裁员突显了在美国快递竞赛中与亚马逊分手所带来的高昂成本