<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>聯合包裹正在推進一項重大重組計劃，預計今年將裁減多達 30,000 個職位，這凸顯了其與亞馬遜分離所帶來的高昂成本，因為美國快遞市場的競爭日益激烈。</p>
<p>這一舉措反映了全球最大的包裹承運商的戰略轉變，旨在減少對低利潤業務的依賴，同時重塑其網絡，以適應更加競爭和分散的物流環境。</p>
<p>儘管裁員表明成本壓力持續，但 UPS 在宣佈裁員的同時也提高了收入預測，這表明其重組正在開始改變業務形態。</p>
<h2>亞馬遜業務量回落</h2>
<p>UPS 在逐步減少對亞馬遜這一最大客户的貨運量後，發現這種關係的規模正在損害盈利能力。</p>
<p>該公司此前表示，亞馬遜的交付對利潤率造成了極大的稀釋，促使其進行了一項為期數年的努力，以重新平衡客户結構。</p>
<p>這一過程始於去年，當時 UPS 表示將故意減少對亞馬遜的依賴，作為更廣泛的轉型計劃的一部分。</p>
<p>該戰略涉及優先考慮高利潤客户，包括醫療保健公司，同時縮減低價值的業務量。</p>
<p>隨着亞馬遜貨運量的減少，UPS 在 2025 年裁減了 48,000 個職位，並關閉了 93 個設施。</p>
<p>該公司隨後確認計劃在今年上半年再關閉 24 個設施。</p>
<p>最新的裁員預計將通過向全職司機提供買斷方案以及不替換自願離職的員工來進行，而不是通過強制裁員。</p>
<h2>網絡重塑持續進行</h2>
<p>UPS 表示，目前正處於加速減少亞馬遜業務量的最終階段。</p>
<p>在 2026 年全年，該公司計劃每天從其亞馬遜業務中減少另一個百萬包裹，同時繼續重新配置其交付網絡。</p>
<p>根據其 2024 年年報，UPS 在全球僱傭了約 490,000 名員工，其中近 78,000 人擔任管理職務。</p>
<p>該員工隊伍大部分是工會成員，這為任何重組計劃增加了複雜性，即使裁員依賴於自願離職。</p>
<p>除了人員變動，UPS 還在調整其資產基礎。</p>
<p>該公司確認，因去年 11 月在肯塔基州路易斯維爾發生的致命空難，正式退役其 MD-11 貨機機隊。</p>
<p>這些飛機佔機隊的約 9%，自事故以來一直處於停飛狀態。</p>
<h2>收益提供了信心</h2>
<p>儘管重組規模龐大，UPS 在去年最後一個季度報告的收入為 245 億美元。</p>
<p>它還通過預測未來一年的收入為 897 億美元而令市場感到驚訝，這表明向高利潤客户轉型的早期跡象可能有助於抵消亞馬遜業務量的損失。</p>
<p>UPS 的股票在週二紐約交易中小幅上漲。該股在盤後交易中上漲了 0.19%。</p>
<h2>快遞市場競爭加劇</h2>
<p>UPS 面臨的壓力與亞馬遜自有物流網絡的快速擴張密切相關。</p>
<p>近年來，亞馬遜在自身交付能力上進行了大量投資，減少了對傳統承運商如聯邦快遞和美國郵政服務的依賴。</p>
<p>在 2024 年，亞馬遜在美國處理了 63 億次交付，按數量超過了 UPS 和聯邦快遞。</p>
<p>根據 Pitney Bowes 的預測，亞馬遜預計將在 2028 年超越美國郵政服務，成為美國交付量最大的公司。</p>
<p>對於 UPS 而言，亞馬遜作為客户和競爭對手的崛起迫使其進行艱難的重新校準。</p>
<p>最新的裁員凸顯了這種重新校準對公司的深遠影響，即使更廣泛的美國快遞競爭仍在不斷演變。</p>
<p>這篇文章的標題是《UPS 裁員凸顯與亞馬遜在美國快遞競爭中的高昂代價》，首次發佈在 Invezz 上。</p>

納斯達克運輸業 ETF - First Trust

聯合包裹

AMZZ

AMZW

亞馬遜每日 2 倍做多 ETF - Direxion

標普交通運輸 ETF - SPDR

SUPL

道瓊斯運輸類股平均指數 ETF - iShares

<p>聯合包裹（UPS）正在進行重組，今年將裁員多達 30,000 個職位，原因是與亞馬遜的高成本分離以及美國快遞市場競爭加劇。這一戰略轉變旨在減少低利潤的業務量，專注於高利潤客户。UPS 計劃到 2026 年每天從亞馬遜移除另外一百萬個包裹，同時還將退役其 MD-11 貨機機隊。儘管裁員，UPS 預計明年的收入將達到 897 億美元，顯示出在適應不斷變化的快遞市場時潛在的復甦</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>聯合包裹正在推進一項重大重組計劃，預計今年將裁減多達 30,000 個職位，這凸顯了其與亞馬遜分離所帶來的高昂成本，因為美國快遞市場的競爭日益激烈。</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>這一舉措反映了全球最大的包裹承運商的戰略轉變，旨在減少對低利潤業務的依賴，同時重塑其網絡，以適應更加競爭和分散的物流環境。</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>儘管裁員表明成本壓力持續，但 UPS 在宣佈裁員的同時也提高了收入預測，這表明其重組正在開始改變業務形態。</p>
</div><h2>Amazon volumes rolled back</h2>
<div class="lb-trans"><h2>亞馬遜業務量回落</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 在逐步減少對亞馬遜這一最大客户的貨運量後，發現這種關係的規模正在損害盈利能力。</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>該公司此前表示，亞馬遜的交付對利潤率造成了極大的稀釋，促使其進行了一項為期數年的努力，以重新平衡客户結構。</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>這一過程始於去年，當時 UPS 表示將故意減少對亞馬遜的依賴，作為更廣泛的轉型計劃的一部分。</p>
</div><p>The strategy involved prioritising higher-margin customers, including healthcare companies, while shrinking lower-value volume.</p>
<div class="lb-trans"><p>該戰略涉及優先考慮高利潤客户，包括醫療保健公司，同時縮減低價值的業務量。</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>隨着亞馬遜貨運量的減少，UPS 在 2025 年裁減了 48,000 個職位，並關閉了 93 個設施。</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>該公司隨後確認計劃在今年上半年再關閉 24 個設施。</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>最新的裁員預計將通過向全職司機提供買斷方案以及不替換自願離職的員工來進行，而不是通過強制裁員。</p>
</div><h2>Network reshaping continues</h2>
<div class="lb-trans"><h2>網絡重塑持續進行</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，目前正處於加速減少亞馬遜業務量的最終階段。</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，該公司計劃每天從其亞馬遜業務中減少另一個百萬包裹，同時繼續重新配置其交付網絡。</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>根據其 2024 年年報，UPS 在全球僱傭了約 490,000 名員工，其中近 78,000 人擔任管理職務。</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>該員工隊伍大部分是工會成員，這為任何重組計劃增加了複雜性，即使裁員依賴於自願離職。</p>
</div><p>Alongside staffing changes, UPS is also adjusting its asset base.</p>
<div class="lb-trans"><p>除了人員變動，UPS 還在調整其資產基礎。</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>該公司確認，因去年 11 月在肯塔基州路易斯維爾發生的致命空難，正式退役其 MD-11 貨機機隊。</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>這些飛機佔機隊的約 9%，自事故以來一直處於停飛狀態。</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>儘管重組規模龐大，UPS 在去年最後一個季度報告的收入為 245 億美元。</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>它還通過預測未來一年的收入為 897 億美元而令市場感到驚訝，這表明向高利潤客户轉型的早期跡象可能有助於抵消亞馬遜業務量的損失。</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 的股票在週二紐約交易中小幅上漲。該股在盤後交易中上漲了 0.19%。</p>
</div><h2>Delivery market rivalry sharpens</h2>
<div class="lb-trans"><h2>快遞市場競爭加劇</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 面臨的壓力與亞馬遜自有物流網絡的快速擴張密切相關。</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>近年來，亞馬遜在自身交付能力上進行了大量投資，減少了對傳統承運商如聯邦快遞和美國郵政服務的依賴。</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，亞馬遜在美國處理了 63 億次交付，按數量超過了 UPS 和聯邦快遞。</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>根據 Pitney Bowes 的預測，亞馬遜預計將在 2028 年超越美國郵政服務，成為美國交付量最大的公司。</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>對於 UPS 而言，亞馬遜作為客户和競爭對手的崛起迫使其進行艱難的重新校準。</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>最新的裁員凸顯了這種重新校準對公司的深遠影響，即使更廣泛的美國快遞競爭仍在不斷演變。</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>這篇文章的標題是《UPS 裁員凸顯與亞馬遜在美國快遞競爭中的高昂代價》，首次發佈在 Invezz 上。</p>
</div>

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

invezz

GraniteShares 2x Long AMZN Daily ETF

Roundhill AMZN WeeklyPay ETF

Proshares Supply Chain Logistics ETF

亞馬遜

聯合包裹的裁員突顯了在美國快遞競賽中與亞馬遜分手所帶來的高昂成本