United Parcel Service has fallen by double digits in 2025, but a new business mix could inspire investor confidence. United Parcel Service (UPS 0.98%), or UPS, isn't the market darling it once was during the pandemic. The one reason I'm keeping an eye on UPS -- healthcare logisticsEarlier this year, many UPS investors were shocked to hear that the brown box giant was walking away from its partnership with Amazon (AMZN 0.57%), historically one of its most high-volume accounts. Even if Amazon accounted for about 11.8% of UPS' revenue last year, Amazon packages have lower margins than those from other clients. Total healthcare revenue was $10.5 billion in 2024, with plans to take it to $20 billion by 2026.