与亚马逊"分手"后，UPS裁撤2万岗位，经济阴云中暂停全年预测

华尔街见闻2025-04-30

在与最大客户亚马逊分道扬镳后，UPS正在裁减2万个运营职位，以削减开支。当地时间周二媒体报道，UPS（美国联合包裹服务公司）本周宣布将在2025年裁减约2万个运营岗位，并计划在今年6月底前关闭73处租赁和自有设施，称此举为"网络重构和效率提升计划"。UPS目前约有49万员工，此次计划裁员约占总劳动力的4%。UPS在新闻稿中表示：鉴于我们预计来自最大客户亚马逊的订单量减少，我们开始了网络重构，...

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clouds","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":1,"UPS":1,"USAW.SI":0.6},"content_text":"在与最大客户亚马逊分道扬镳后，UPS正在裁减2万个运营职位，以削减开支。\n当地时间周二媒体报道，UPS（美国联合包裹服务公司）本周宣布将在2025年裁减约2万个运营岗位，并计划在今年6月底前关闭73处租赁和自有设施，称此举为\"网络重构和效率提升计划\"。UPS目前约有49万员工，此次计划裁员约占总劳动力的4%。UPS在新闻稿中表示：\n\n鉴于我们预计来自最大客户亚马逊的订单量减少，我们开始了网络重构，这是'未来网络'计划的扩展，将整合我们的设施和劳动力，以及端到端流程重新设计。\n\n报道指出近年来，UPS一直在努力缩减与亚马逊的业务往来，原因之一是该业务的利润率较低，会蚕食其盈利能力。今年1月，UPS已与亚马逊达成原则性协议，到2026年6月将其运输量削减50%以上，亚马逊曾占据UPS约12%的收入。美股时段周二，UPS盘后收跌0.17%。\n\n此次裁员是继今年早些时候裁减1.2万管理岗位后的又一轮大规模人员调整，UPS首席执行官卡罗尔·托梅 (Carol Tomé)表示将减少对劳动力的依赖：\n\n鉴于宏观经济环境的不确定性，UPS重组网络并降低成本的举措可谓恰逢其时。关税是一大不确定因素。\n\n\n\n贸易战阴云与财务表现\n\n报道分析称，特朗普的关税壁垒导致来自亚洲的出货量突然下降，这对美国仓库和卡车运输网络产生了连锁反应，将在未来几周和几个月内显著减少UPS的运输流量。\n数据显示，进入洛杉矶港（美国与亚洲贸易的主要门户）的集装箱数量急剧下降，预计情况将持续恶化至5月中旬。\n\n\n尽管面临挑战，UPS第一季度财务表现好于华尔街预期，录得净收入11.9亿美元，营收215亿美元。高盛分析师Jordan Alliger称这一业绩\"远超预期\"。但UPS因经济不确定性拒绝更新全年展望，仅表示第二季度国内和国际业务的运输量和收入预计将下降。风险提示及免责条款\n\n            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