UPS's second-quarter earnings report revealed a 2.7% year-over-year decline in revenue, with earnings per share at only $1.55, falling short of expectations. Operating profit also decreased by 6.3%, as the company faces dual pressures from economic uncertainty and a drop in shipping volume from Amazon.
Despite facing high tariffs and the termination of China's cargo exemption policy, global air cargo demand in May still grew by 2.2% year-on-year, with strong performance across several routes. IATA pointed out that the industry's resilience indicates an ability to continue adapting to the changing international trade environment.
In June 2025, cross-border freight volume experienced a slight year-on-year decline of 0.3%, primarily due to a 27.8% reduction in truckbed transportation. Although the total domestic equipment slightly decreased, international containers achieved a 1.0% annual growth. Overall, transportation increased by 4.3% in the first six months of 2025.
Maersk offers end-to-end e-commerce logistics solutions, covering e-commerce fulfillment, last-mile delivery, and cross-border shipping, helping businesses optimize their supply chains and enhance customer satisfaction. Leveraging its global network, advanced technology, and professional team, Maersk is dedicated to providing excellent logistics services for e-commerce companies, enabling sustainable business growth.
Flexport and APL have partnered to launch the 'Eagle Express RailFlash' sea-rail intermodal service, reducing transit times from China to the US inland by at least 4 days. This service offers end-to-end visibility and management throughout the entire logistics process, providing enhanced control and efficiency for shippers navigating US-China trade.
The Port of Los Angeles expects a 10% decrease in container throughput in the second half of this year, primarily due to market changes triggered by U.S. tariff policies against several countries. Despite a strong start to the year, the industry is filled with uncertainty about the future and must remain vigilant.
Cainiao Network recently announced its high-performance reinforcement learning planner for autonomous driving, which received recognition at an international academic conference and demonstrated superior performance in complex environments. Additionally, a collaboration with Nanyang Technological University on an end-to-end autonomous driving system achieved first place in a global simulation platform, advancing innovation and commercialization in logistics technology.
DHL Group has announced a €2 billion investment in its newly established DHL Health Logistics brand, focusing on enhancing logistics capabilities in the life sciences and healthcare sectors. The initiative aims to ensure the efficient delivery of pharmaceuticals and biological products, covering multi-temperature transportation, cold chain facilities, and IT systems to achieve end-to-end visibility.
In May 2025, international air cargo demand grew by 2.2% year-on-year, demonstrating the industry's resilience. Despite a contraction in global manufacturing and the impact of U.S. tariff policies on certain regions, the Asia-Pacific region experienced the fastest growth in cargo demand at 8.3%. Additionally, falling oil prices provided relief for the airlines.
UPS reported a second-quarter revenue of $21.2 billion, a 2.7% year-over-year decline. The earnings per share fell short of expectations at $1.55. Total operating profit was $1.8 billion, down 6.3%. The decline in performance was influenced by economic uncertainty and reduced shipping volume from Amazon, prompting UPS to urgently adjust its strategy.
