The package delivery giant's earnings will dramatically improve in the second half.It's been a challenging year for UPS (UPS 2.97%), and the stock declined 13% in the first half of the year, according to data from S&P Global Market Intelligence. The decline reflects the ongoing challenges caused by a decrease in delivery volumes and the increase in compensation costs resulting from a new labor contract agreed upon last year.UPS's challenging yearIt gets worse. Last year's protracted labor negotiations cause ...

100pk Introduction Earnings season is about to heat up, which includes one segment I always cover very extensively: transportation. One transportation company I have increasingly covered since last year is the United Parcel Service, Inc. (NYSE:UPS). My most recent article on this company was written on March 28, when I went with the title “UPSwing: Why This Delivery Giant May Be Poised For Takeoff.” In that article, we discussed the company's long-term growth plans after it held its Analyst/Investor Da ...

United Parcel Service (UPS) has appointed Brian Dykes as its new executive vice president and chief financial officer. He will assume his new responsibilities with immediate effect. As CFO, he will oversee UPS' financial strategies and lead the global finance organization, managing planning, treasury, tax, financial reporting, financial operations and investor relations.The 46-year-old Dykes has been associated with UPS for a quarter of a century. Since April 2023, he has been serving as the senior vice pre ...

United Parcel Service (UPS) closed the latest trading day at $134.28, indicating a -0.92% change from the previous session's end. This move lagged the S&P 500's daily gain of 0.07%. Elsewhere, the Dow lost 0.13%, while the tech-heavy Nasdaq added 0.14%.Prior to today's trading, shares of the package delivery service had lost 1.56% over the past month. This has was narrower than the Transportation sector's loss of 2.17% and lagged the S&P 500's gain of 4.34% in that time.Investors will be eagerly watching fo ...

bunhill The stock market is cyclical-any long-term investor will tell you that. Equities go through economic and financial cycles, and as a result, they are sometimes overvalued and undervalued. The dividend yield is a good measure of comparative valuation. We discuss three stocks whose yields exceed 4%. They have historically yielded much less, suggesting that they are undervalued. We discuss United Parcel Service, Inc. (UPS), T. Rowe Price Group, Inc. (TROW), and Eversource Energy (ES). All three equities ...

valentinrussanov/iStock via Getty Images It seems like my newsfeed is constantly littered with articles and updates stating that the market has reached new-highs, and while that may be exciting for some, it can be frustrating for those of us who are looking to find reasonably priced opportunities. In my regular series for John and Jane, there isn't as much need to find new investment opportunities as there is for someone like me who is 35 years old and has a goal of being able to retire at some point. The g ...

United Parcel Service (UPS) closed the most recent trading day at $135.83, moving -1.68% from the previous trading session. This change lagged the S&P 500's daily gain of 0.09%. Meanwhile, the Dow experienced a rise of 0.09%, and the technology-dominated Nasdaq saw an increase of 0.3%. Shares of the package delivery service have appreciated by 2.78% over the course of the past month, outperforming the Transportation sector's loss of 1.91% and lagging the S&P 500's gain of 3.38%. The investment community wil ...

The package delivery giant's stock came under pressure this year, but some good news from its rival is giving cause for optimism. An analyst at Evercore ISI recently lowered the price targets of UPS (UPS -1.42%) and FedEx (FDX -1.70%) ahead of the latter's fourth-quarter 2024 earnings report. Evercore's earnings estimates for both companies decreased over concerns about declining domestic demand. FedEx's recent earnings are now in. Given what was reported, does Evercore's price target cut from $157 to $142 ...

文章核心观点 公司预计2024年下半年利润将大幅增长 [1][2][3] 关键要点总结 2024年上半年业绩下滑 - 2023年经济放缓导致交付量低于预期 [4] - 劳资谈判拖延和潜在罢工导致部分客户转向其他网络 [4] - 新合同提高了劳动力成本,难以降低整体成本 [4] 2024年下半年业绩大幅改善 - 劳动力成本比较基数将更有利 [5][6] - 公司将裁员12,000人,实现10亿美元成本节约 [7] - 交付量将恢复增长 [8][9][10] - 收入将增长4%-8% [4] - 利润将增长20%-30% [4] 未来发展前景 - 关注医疗保健和中小企业等重点市场,有望实现收入增长和利润率提升 [12] - 投资自动化和智能设施将提高生产效率 [12][13]

文章核心观点 - UPS出售其子公司Coyote Logistics给RXO公司,交易金额为10.25亿美元 [1][2][3] - 此次出售有助于UPS集中资源发展核心业务,满足客户未来需求 [2][5] - 交易预计将于2024年底完成,完成后UPS将更新财务指引 [3] 公司概况 - Coyote Logistics是一家全球第三方物流(3PL)提供商,每天管理10,000个货运订单,拥有10万网络承运商 [4] - UPS CEO表示,此次出售Coyote Logistics业务有助于UPS成为全球优质小包裹服务和物流合作伙伴 [5] 行业动态 - UPS目前评级为Zacks Rank 3(Hold) [5] - 同行业中GATX和Trinity Industries评级为Zacks Rank 1(Strong Buy) [6] - GATX过去4个季度中有3个季度超出市场预期,平均超出7.49% [7] - GATX 2024年预期收益增长6.79% [8] - Trinity 2024年收益指引上调,预期同比增长8.70% [9]