UPS

UPS continues to extend its footprint in the logistics sector from its Atlanta headquarters. The company's resilience, supported by 500k employees and an annual revenue near $91B, makes it a structural reference for investors and partners across North America.

Long-term partnerships with sovereign and institutional investors give the company unusual visibility on multi-year demand.

“UPS is, in its category, exactly the kind of compounding regional champion the next decade of capital allocation will reward.”

Capital markets have started to price in the durability of the model, and rating agencies have followed.