UPS · 10-Q · 2026Q2 · Full report

Healthcare Logistics Growth

UNITED PARCEL SERVICE INC · 2026-08-05 · Importance 40 · Surprise 42 · In source text

UPS expanded healthcare logistics through the integration of Andlauer Healthcare Group (AHG) and investments in temperature-controlled cross-dock facilities. Healthcare logistics revenue increased $232 million in the second quarter and $420 million year to date, reflecting the AHG acquisition and additional healthcare logistics customer demand. The growth helped offset a $186 million quarterly decline in Mail Innovations revenue and a $563 million year-to-date decline. The initiative broadens UPS's healthcare logistics network and temperature-controlled capabilities.

Key facts

• We integrated Andlauer Healthcare Group ("AHG"), which expanded our healthcare logistics network and capabilities. source
• Within SCS, Logistics revenue increased $64 million for the quarter and decreased $99 million year to date, primarily due to an increase of $232 million for the quarter (up $420 million year to date) from healthcare logistics from the AHG acquisition, offset by a decline in Mail Innovations of $186 million for the quarter (down $563 million year to date). source

Impact estimates