UPS CEO Carol Tomé on Volume Growth, Guidance and Holiday Peak

Bullish Gator

Tomé discusses UPS’s raised revenue/profit guidance, a projected ~25% daily volume increase into the holiday peak, 2027 volume and per-piece revenue growth, and cost drivers—fuel and purchased-transportation—supporting margin expansion.

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What stands out

Carol Tomé laid out two concrete facts that explain UPS’s near-term story: management raised full-year revenue and profit guidance after third-quarter results, and it expects average daily package volume to rise about 25 percent from Q3 to the holiday peak. She also sketched the multi-year thesis: UPS projects package volume and revenue per piece to grow through 2027 while cost per piece should rise more slowly, with recent cost pressure traced chiefly to fuel and purchased-transportation. The mix of higher surcharges and base-rate improvements explains about half of recent revenue-per-piece gains.