UPS is strategically shifting away from its largest customer, Amazon, creating a need to replace that revenue with higher-yielding business and manage the associated "stranded costs" from downsizing. This creates pressure to find new, profitable customer segments and optimize operations.
Filing excerpt
Our strategy includes planned volume declines from our largest customer, Amazon.com, Inc. For 2025, this customer and its affiliates accounted for 10.6% of our consolidated revenues.
What this signalsFilings often name leadership changes, deals and spending plans.
Vendors
Vendors named
sec-10kcustomerConcentrationGet every 10-K signal for UPS and the companies you sell to, in the tools you already use.
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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.
Company
linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the APISignal
signal_nameValue in the APIassociationValue in the APIGET /v1/signals/e2fa24cc-1f2b-4716-8481-5364498ce905 returns this record as JSON. POST /v1/companies/enrich returns every signal for ups.com.
{
"signal_id": "e2fa24cc-1f2b-4716-8481-5364498ce905",
"signal_type": "sec-10k",
"signal_subtype": "customerConcentration",
"detected_at": "2026-02-24T09:20:13.502+00:00",
"company": {
"name": "UPS",
"domain": "ups.com"
},
"data": {
"detail": "UPS is strategically shifting away from its largest customer, Amazon, creating a need to replace that revenue with higher-yielding business and manage the associated \"stranded costs\" from downsizing. This creates pressure to find new, profitable customer segments and optimize operations.",
"metrics": {
"pct": 0.106,
"timeframe": "current_year",
"pct_context": "Consolidated revenues from Amazon.com, Inc. in 2025"
},
"summary": "Intentionally reducing volume from largest customer, Amazon, which was 10.6% of 2025 revenue.",
"excerpts": "Our strategy includes planned volume declines from our largest customer, Amazon.com, Inc. For 2025, this customer and its affiliates accounted for 10.6% of our consolidated revenues.",
"relevance": 0.9,
"sentiment": "negative",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/1090727/000162828026008432/ups-20251231.htm",
"filing_date": "2026-02-17",
"filing_year": 2026,
"fiscal_year_end": "12/31",
"sales_relevance": "Diversification strategy",
"signal_category": "market",
"vendors_mentioned": [
"Amazon.com, Inc."
]
}
}
curl https://signals.autobound.ai/v1/signals/e2fa24cc-1f2b-4716-8481-5364498ce905 \
-H "X-API-KEY: $AUTOBOUND_API_KEY"curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"ups.com","limit":20}'Long text fields are shortened on this page.
Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.