In the latest market close, United Parcel Service (UPS) reached $150, with a -1.49% movement compared to the previous day. This change lagged the S&P 500's daily loss of 1.23%. Elsewhere, the Dow saw a downswing of 1.36%, while the tech-heavy Nasdaq depreciated by 1.4%.The package delivery service's shares have seen a decrease of 0.18% over the last month, not keeping up with the Transportation sector's gain of 1.27% and the S&P 500's gain of 1.61%.The upcoming earnings release of United Parcel Service will ...

Management's guidance on the recent Investor Day presentation raised almost as many questions as it provided answers.The 4.4% dividend yield at UPS (UPS 1.04%) and the three-year outlook given on the recent Investor & Analyst Day make the stock look extremely attractive, but is it enough to warrant an investment in a company that has faced challenges in the past year? Moreover, there are some question marks around its guidance.UPS guidance raises questionsThere are three interrelated factors to consider:UPS ...

In addition to bringing packages to customers' front doors this week, United Parcel Service (UPS 0.88%) delivered a business update to the market, including financial targets for the next three years. Investors, however, didn't take kindly to the news. Shares of UPS fell more than 8% on the day of the update from where they closed the day before. Wall Street is also unimpressed. Three analysts, in fact, slashed their price targets on UPS stock on Thursday.But just because analysts have taken a bearish stanc ...

UPS股价表现 - UPS股价在3月26日下跌超过8%，市场对公司2024年投资者和分析师日的反应不佳[1] - UPS的股价跌至接近三年低点的原因之一是市场对公司的技术进步并不感兴趣[3] - UPS股价短期内可能继续受到压力，2024年可能是一个具有挑战性的一年[13] UPS技术进步和自动化 - UPS利用人工智能、自动化和机器学习推动利润增长，但市场似乎并未关注这部分内容[2] - UPS的投资者日展示了公司在肯塔基州的Velocity设施拥有超过700台机器人，每天可以处理超过35万个包裹，以及在纽约、马萨诸塞州、德克萨斯州等关键地区自动化和整合中心的努力[2] - 公司在2024年至2026年的修正估计中预计小包裹递送行业将恢复增长，但2026年的平均递送量估计仍然与UPS最初预计的2022年相当[7] UPS盈利能力和成本控制 - 由于疫情期间需求超过供应，导致包裹递送公司的利润率上升，但随着需求放缓，市场出现了12百万个小包裹的平均递送量过剩，这压缩了利润率，影响了盈利能力[4] - UPS内部对美国小包裹平均递送量的预测与实际情况存在差距，2023年的复合年增长率（CAGR）仅为3.1%，远低于预期的13.4%[5] - UPS提到其团结合同是前期加载的，意味着2024年将有较高的成本，但合同的一周年纪念日后，成本将下降，为盈利能力的改善奠定基础[10] UPS未来发展和目标 - UPS宣布了几个目标，包括成为优质小包裹提供商、实现40%的美国中小企业体积，并成为第一家优质国际小包裹提供商[9] - UPS预计2026年的营收将达到1080亿至1140亿美元，调整后的营业利润率至少为13%[11] - 长期投资者希望了解企业未来的发展方向，UPS在投资者更新中提供了这一点，市场可能忽视公司在人工智能和自动化方面的长期投资，更关注盈利能力的改善[14] UPS投资策略 - UPS在一个关键市场的增长预期过于乐观，导致过度扩张产能，现在正在为此付出代价，公司计划减缓投资，让需求赶上供应[8] - UPS正朝着正确的方向发展，但需要时间，公司已经重新设定了预期，并可以实现指导，即使增长适中[12] - UPS目前的股息率为4.5%，连续15年增加股息，这是一个相当大的激励，让投资者耐心等待公司扭转局面[15]

United Parcel Service (UPS 0.88%) has plans to emerge from its current funk, but the stock has been under pressure due to negative growth and an uncertain timeline for its turnaround.The package delivery giant gave a presentation to analysts on March 26, which included detailed insight into its three-year plan for reaching record revenue and high margins by 2026. But the stock fell over 8% in response to the news. That's likely because growth is slower than expected, and the plan includes further losses in ...

UPS股价表现 - UPS股价在过去一年中下跌超过21%，而标普500指数上涨了31%[1] - UPS在2024年预期业绩疲软，导致股价在一月份大幅下跌[1] - UPS在2024年投资者和分析师日会议上确认公司处于持续放缓状态，股价遭受8%以上的抛售压力[2] UPS业务展望 - UPS正面临包裹交付放缓的挑战，但预计增长将会回升，高股息股票值得购买[3] - UPS过度扩张网络和高估交付量增长，导致包裹交付放缓[5] - UPS预计到2026年美国小包市场的平均日交付量将达到9800万，预计收入为2150亿美元，增长率为5.5%[6] - UPS预计到2026年收入将从2023年的910亿美元增长至1080亿至1140亿美元[7] UPS资本投资计划 - UPS计划在2024年至2026年间进行170亿至180亿美元的资本投资，包括80亿美元用于维护、60亿美元用于未来网络、20亿美元用于IT、10亿美元用于医疗保健和5亿美元用于贸易航线转移[9] UPS股息和资本回报计划 - UPS将股票回购放在第四位优先级，重点是再投资、增加股息和保持强劲资产负债表[12] - UPS承诺维持股息，未来可能加速资本回报计划[13] - UPS股票虽然面临挑战，但2026年的目标是合理的，股息率为4.5%，值得等待[14] - UPS承诺维持股息，未来可能加速资本回报计划[15] - UPS每股年度股息为6.52美元，投资者可以期待未来三年近20美元的股息，这是一个很好的激励去购买股票并等待转型[16] UPS业务转型 - 尽管业务放缓，UPS改善了核心业务的许多方面，利用自动化提高效率，为成功的转型奠定基础[10] - UPS是一种值得购买和持有的高股息股票，尤其是在情绪负面但未来光明的情况下[17]

The latest trading session saw United Parcel Service (UPS) ending at $156.27, denoting a +0.61% adjustment from its last day's close. The stock exceeded the S&P 500, which registered a loss of 0.14% for the day. At the same time, the Dow lost 0.77%, and the tech-heavy Nasdaq gained 0.17%.Shares of the package delivery service have appreciated by 3.73% over the course of the past month, outperforming the Transportation sector's gain of 2.91% and lagging the S&P 500's gain of 5.34%.Analysts and investors alik ...

United Parcel Service, Inc. (UPS) is actively forging ahead to strengthen its foothold in the Asia Pacific market. To this end, UPS has recently inked a deal with The Luzon International Premiere Airport Development Corporation (“LIPAD”) aimed at opening a new hub at the Clark Airport in the Philippines. The construction of the new hub is expected to begin in February 2025, and it is anticipated to be operational in late 2026.Considering the fact that UPS has been doing business in the Philippines hub for m ...

A UPS driver delivers packages on a route. Joe Raedle/Getty Images News As a dividend growth investor, I highly value businesses that value their shareholders. What I mean is companies that are committed to returning capital to shareholders via share repurchases and dividends in both the good times and the bad times. This is because both the willingness and ability to do this are a somewhat rare combination in investing. A company can try to deliver value to shareholders all it wants, but if the cash isn't ...

股价表现 - UPS最近的股价为$154.75，较前一个交易日收盘价上涨了0.51%[1] - UPS股票在过去一个月上涨了5.26%，领先于运输部门的1.84%和标普500指数的2.7%[2] 财务预测 - 分析师预计UPS将在2024年4月23日公布的财报中每股盈利$1.57，同比下降28.64%[3] - 最新的共识估计显示UPS的营收为219.8亿美元，较去年同期下降4.1%[4] - Zacks Consensus Estimates预计全年UPS每股盈利为$8.31，营收为932.9亿美元，分别较去年下降5.35%和增长2.56%[5] 行业排名 - UPS目前的Zacks Rank为3 (Hold)，过去30天Zacks Consensus EPS估计下降了0.02%[8] - UPS目前的前瞻市盈率为18.52，高于行业平均值16.18[9] - UPS的PEG比率为1.95，该指标类似于著名的市盈率，但还考虑了股票的预期盈利增长率[10] 行业趋势 - 运输-航空货运和货物行业目前的Zacks Industry Rank为236，位于超过250个行业中的倒数7%[11] - Zacks Industry Rank衡量了行业群体的实力，我们的研究表明排名前50%的行业表现比排名后50%的行业好一倍[12] 提示 - 别忘了使用Zacks.com跟踪所有这些影响股价的指标，在未来的交易中[13]