United Parcel Service has been spending big since 2024, but the full scale is only now coming to light. The company revealed Monday that it's investing more than $2B across its international, healthcare, and supply chain solutions businesses.
The spending window runs through 2028. UPS says the total had not been previously quantified or disclosed.
Building a faster network
The $2B figure covers a wide range of infrastructure already underway. A new hub at Clark Airport in the Philippines is expected to open in Q4 2026.
A facility in Barrie, Ontario, is set for 2027. An air hub at Hong Kong International Airport follows in 2028.
UPS has also opened a tech-enabled logistics center in Taiwan and a supply chain solutions facility in Amsterdam that integrates freight forwarding, customs brokerage, and cold-chain capabilities.
The Taiwan center's automation and robotics have cut total supply chain time by one day, according to UPS vice president Scott Szwast.
UPS also now runs flights five times a week on both the Paris-to-Hong Kong route and the Shenzhen-to-Sydney route to meet growing regional demand.
Chasing the cold-chain growth
Nested inside the $2B total is a recently announced $48M buildout of 27 temperature-controlled facilities across the Americas, Europe, and Asia.
Those facilities are designed to handle temperature-sensitive pharmaceuticals, including GLP-1 weight loss drugs. UPS positions itself as the world's leading carrier for complex healthcare logistics. Healthcare revenue cleared $3B in a single quarter for the first time in Q1 2026.
UPS CEO Carol Tomé has said the company has grown its healthcare market share every year since 2021.
The supply chain solutions segment (which includes healthcare logistics) posted an adjusted operating margin of 10.2% in Q2 2026. That's up from 8% a year earlier. UPS raised its full-year revenue guidance to roughly $91.2B alongside that report.
The broader strategy behind the spending
The $2B commitment isn't just infrastructure for its own sake. UPS has been deliberately cutting low-margin volume, most notably its Amazon package business, and reorienting around higher-margin verticals like healthcare, high-tech, automotive, and international B2B.
CEO Tomé has described rebuilding parcel delivery economics around less low-return volume, more automation, and a technology layer that makes its network visible and adaptable in near real time.
Szwast framed the new investments as a response to how global businesses are managing supply chain risk. Companies are spreading sourcing and distribution across more locations rather than relying on a single node.
At the same time, those companies are launching products with unfamiliar logistics requirements faster than before.
"What they find in a lot of cases is that their supply chains look more like their histories than their strategies."
Scott Szwast, UPS
Asia is where demand is moving
The concentration of new UPS infrastructure in Asia-Pacific is deliberate. The intra-Asia air network has received capacity and speed enhancements driven by regional demand in healthcare, technology, industrial manufacturing, and automotive.
The expanded Incheon air hub in South Korea has added advanced automation. UPS says it operates one of the broadest Asia-Pacific networks of IATA CEIV Pharma-certified facilities, a certification tied to handling high-value, time-sensitive pharmaceutical shipments.
Szwast described Asia as increasingly central to where companies are both sourcing and distributing goods, making the region a strategic priority rather than an add-on.