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FrontRow · Jul 26, 2026

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Healthcare logistics have proven to be one of UPS’ biggest opportunities. On an earnings call with analysts, CEO Carol Tomé said the company’s global healthcare portfolio has gained market share every year since 2021, generating its first ever $3 billion healthcare revenue quarter in the first quarter of this year. UPS President of Healthcare John Bolla told CNBC that the company is seeing more healthcare companies looking for partners to keep up with the volume. “One of the biggest opportunities we see is supporting the shift toward more specialized therapies and more care delivered outside of traditional healthcare settings,” Bolla said. He said UPS is experiencing “rapid growth” in biologics, cell and gene therapies, though the biggest challenge is that the margin for error is small — even a brief stray from the correct temperature can ruin the medicines, Bolla said. “But that’s also what’s creating such a significant opportunity in healthcare logistics,” he said. “As treatments become more specialized and supply chains become more complex, healthcare companies need partners that can provide not just temperature-controlled storage or transportation, but end-to-end visibility, control and reliability across the entire network.”

Healthcare logistics have proven to be one of UPS’ biggest opportunities. On an earnings call with analysts, CEO Carol Tomé said the company’s global healthcare portfolio has gained market share every year since 2021, generating its first ever $3 billion healthcare revenue quarter in the first quarter of this year. UPS President of Healthcare John Bolla told CNBC that the company is seeing more healthcare companies looking for partners to keep up with the volume. “One of the biggest opportunities we see is supporting the shift toward more specialized therapies and more care delivered outside of traditional healthcare settings,” Bolla said. He said UPS is experiencing “rapid growth” in biologics, cell and gene therapies, though the biggest challenge is that the margin for error is small — even a brief stray from the correct temperature can ruin the medicines, Bolla said. “But that’s also what’s creating such a significant opportunity in healthcare logistics,” he said. “As treatments become more specialized and supply chains become more complex, healthcare companies need partners that can provide not just temperature-controlled storage or transportation, but end-to-end visibility, control and reliability across the entire network.”

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