文章核心观点 - 包裹递送巨头UPS下半年盈利将大幅改善，2024年后发展前景乐观 [1][5] UPS面临的挑战 - 今年对UPS来说充满挑战，上半年股价下跌13%，反映出交付量下降和新劳工合同导致的薪酬成本增加带来的持续挑战 [1] - 去年旷日持久的劳工谈判使客户将包裹转移至其他网络，导致UPS业务量下降，且与往年同期相比成本对比困难 [2] 下半年复苏情况 - 管理层预计2024年下半年盈利增长将大幅好转，2024年上半年调整后营业利润较2023年上半年下降20% - 30%，下半年较2023年下半年增长20% - 30% [3] - 预计全年业务量将改善，其竞争对手联邦快递也认为交付量会提升，且定价环境“有竞争但合理”，业务量改善后两家公司每包裹价格有望提高 [3] - 由于薪酬成本增加始于2023年第三季度，UPS即将度过该阶段，同比成本对比将更轻松，且2024年裁员12000人可节省10亿美元成本，大部分成本效益将在下半年体现 [4] 2024年后展望 - 若盈利恢复，UPS将在2024年实现同比强劲盈利增长，并朝着年初投资者日提出的三年目标迈进 [5] - 目标包括在中小企业和医疗保健市场的成功扩张，这两个领域利润率较高，同时管理层在智能设施和自动化等技术方面进行大量投资以提高生产力、整合设施并削减成本 [5]

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 ...

文章核心观点 - 文章指出市场屡创新高，寻找合理价格投资机会困难，介绍了Carter's（CRI）和联合包裹服务公司（UPS）两家公司的投资机会与风险，认为它们值得收益型投资者进一步考虑 [2][11] Carter's（CRI） 投资亮点 - 运营利润率稳定，优于Abercrombie and Fitch、Gap和Children's Place等公司 [2] - 门店数量增加，Carter's/OshKosh联名店增多提升利润率 [2] - 主要竞争对手（如PLCE）衰落，有获取市场份额潜力，但股价未体现该利好 [2] - 拓展国际业务网络，降低对北美市场依赖 [2] - 目前股息收益率处于约12个月前水平，债务使用合理，运营利润率强于竞争对手 [2] - 基于10年平均市盈率15.34倍，公司当前被显著低估，当前市盈率10.26倍，低于5年、10年、15年和20年平均市盈率 [2][3] 风险因素 - 出生率下降，但可能受结婚年龄影响存在时间问题 [2] 联合包裹服务公司（UPS） 投资亮点 - 近期赢得为美国邮政服务提供主要航空货运的合同 [5] - 宣布30亿美元成本节约计划，到2028年底关闭200个分拣设施，公司有相关经验，预计2024年关闭约40个 [5] - 当前股息收益率4.71%，显示市场悲观，但公司有稳定的中高个位数股息增长历史 [7] - 若成本节约计划有效执行，有望显著提高每股收益，进而提升股价，2025和2026年按不同市盈率估算股价有较大提升空间 [10] 风险因素 - 与工会的工资谈判导致成本大幅增加，合同期内每小时工资总计增加7.5美元 [4] - 来自亚马逊等竞争对手的压力，亚马逊包裹约占UPS收入的10% [4] - 运营利润率处于2016年之前的水平，营收下降且运营成本受工资增长影响 [4][5]

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 will ...

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 fo ...

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]