UPS and Amazon May Be Headed for a Split—and UPS Stock Is Paying the Price - Barron's

1. UPS reported Q4 earnings of $2.75 per share, beating expectations. 2. Weak 2025 guidance projects $89 billion in sales, below Wall Street’s $94.9 billion. 3. UPS plans to reduce Amazon volume by 50% in 2026, raising investor concerns. 4. UPS aims for efficiency initiatives to save $1 billion annually. 5. Stock plunged 14.1%, highlighting investor overreaction despite strong underlying sales.