The global shipper's sales and earnings are down on lower domestic volumes and higher labor costs. Investors want a turnaround. ...

United Parcel Service, Inc. (NYSE:UPS) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer discussed the company’s stock price action in both good and bad quarter scenarios, as he said: “We also hear from United Parcel, not the best stock…. Now, this stock’s been sneaking up as if there was no issue with the dividend, that they have plenty of money. Good quarter takes this $87 stock to $100. A bad one takes it right back to $80. Seems like a decent risk reward, but anyone who stuck th ...

Time now for options corner. Joining us to take a deeper look at this chart is Rick Dukat, lead market technician. All right, Rick, let's get right into this.What trends do you notice on this chart for UPS. >> Yes, good morning. As you said, uh the lagard here certainly uh far lower than its industrial sector here, the XLI ETF up about 14% while the broader S&P 500 up almost 17%.UPS on the other hand down about 35 12% here. So a difficult situation for this company here. Things don't look too terribly much ...

Key Points UPS is struggling due to tariffs and its decision to reduce its reliance on Amazon. The company has a plan to turn things around. It's leaning heavily on its strong balance sheet to bridge the gap between its free cash flow and dividend outlay. 10 stocks we like better than United Parcel Service › Shares of UPS (NYSE: UPS) have been on a downward spiral, losing nearly a third of their value in the last year and over 60% from their early 2022 peak. The sharp decline has driven up its di ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Congresswoman Marjorie Taylor Greene (R-Ga.) is among the most active traders in Congress. Here's a look at her latest trades disclosed, which comes with increased attention on Congress Trades from retail traders. Marjorie Taylor Greene's Latest Buys A new disclosure from Greene, which is tracked by the Benzinga’s Government Trades page, reveals six stocks purchased in October along with one ETF. Trending: ...

财报预期与业绩趋势 - 公司预计于2025年10月28日公布2025财年第三季度财报 [1] - 第三季度每股收益（EPS）的Zacks共识预期为1.31美元，较去年同期报告的数值下降25.6% [1] - 过去60天内，第三季度每股收益预期被下调了5美分，当前预期较60天前下降3.68% [1][2] - 第三季度营收的Zacks共识预期为208.4亿美元，较去年同期实际收入下降6.3% [2] 影响业绩的关键因素 - 地缘政治不确定性、高通胀、关税问题以及供应链不稳定等宏观经济阻力可能损害了公司的货运量 [4] - 劳动力成本可能保持高位，损害了公司在第三季度的利润表现 [5] - 公司决定减少其最大客户亚马逊的业务量，双方已原则上同意到2026年6月将亚马逊的业务量减少50%以上 [6] - 低燃料成本预计对第三季度利润表现有积极影响，燃料支出预计将较2024年第三季度实际水平下降7.6% [10] 运营挑战与战略调整 - 由于美国于8月29日取消了800美元以下商品的免税入境政策（De Minimis豁免），导致UPS仓库包裹积压，并因严重海关瓶颈而被迫丢弃部分货物 [8] - 公司面临客户强烈反对，指控其在货物到达目的地前丢弃某些国际包裹 [9] - 为应对不利因素，公司正专注于削减成本，包括在其117年历史中首次向全职送货司机提供买断计划 [5] 市场表现与估值 - 公司股价今年以来跌幅已超过30%，而同期Zacks运输-空运和货运行业指数下跌22.4% [13] - 基于未来12个月市销率（P/S），公司股票交易价格低于行业平均水平，但竞争对手FedEx的估值更便宜 [18] 行业前景与投资考量 - 航运需求下降、美国在线销售放缓以及全球制造业活动疲软损害了需求状况 [21] - 近期Estafeta交易失败对公司扩张努力是一个挫折，该交易是公司成为全球高端国际小包裹和物流供应商的“更好、更大胆”战略的一部分 [22] - 在需求疲软时期，公司股息可持续性受到关注，但公司品牌和网络使其在长期内能持续产生稳定现金流 [23][24]

Key Points UPS continues to face significant challenges in some of its key end markets. The logistics giant is in the midst of reducing the volume of deliveries it performs for Amazon and taking over some last-mile deliveries previously completed by the Postal Service. UPS is also facing higher-than-expected personnel costs as fewer employees have left the company than it predicted. 10 stocks we like better than United Parcel Service › Package delivery giant UPS (NYSE: UPS) is muddling through a ...

文章核心观点 - 联合包裹服务（UPS）和柯帕控股（CPA）均致力于股东回报，但CPA在股息可持续性、股价表现和增长前景方面均优于UPS [1][7][18] 股息政策与可持续性 - 柯帕控股去年将季度股息从每股0.82美元大幅提升至1.61美元（年化从3.28美元增至6.44美元），几乎翻倍 [3] - 联合包裹服务今年2月将季度股息从每股1.63美元微幅上调至1.64美元（年化从6.52美元增至6.56美元） [3] - 联合包裹服务股息支付率过高，其自由现金流从2022年的90亿美元高点下降，2024年底为63亿美元，仅略高于54亿美元的股息支付额，2025年预计股息支付约55亿美元，对股息可持续性和运营灵活性构成压力 [4][5][6] - 柯帕控股的股息支付率较低，其长期维持股息支付的能力不受质疑 [6][18] 股价表现与市场环境 - 柯帕控股年内迄今股价上涨44.8%，而联合包裹服务股价在2025年迄今出现两位数下跌 [8][10] - 联合包裹服务股价表现疲软主要归因于收入疲软，地缘政治紧张和高通胀抑制消费者信心及增长前景，导致运输量减少 [12] - 柯帕控股的强劲表现得益于稳健的航空旅行需求，尽管存在经济不确定性和汇率挑战，公司仍保持稳定的流量增长，预计2025年客运收入将同比增长4.1% [13] 盈利能力与财务指标 - 柯帕控股通过区域经济增长、有效适应市场趋势和注重创新，维持20%以上的营业利润率，管理层预计2025年调整后营业利润率在21%-23%之间，预测为22.5% [14] - 柯帕控股2025年和2026年销售收入的Zacks共识预期分别同比增长4.7%和8.5%，2025年每股收益（EPS）预期同比增长13.5%，2026年预期同比增长9.5%，且2026年EPS预期在过去60天内呈上升趋势 [15][17] - 联合包裹服务2025年销售收入Zacks共识预期同比下降4%，2026年预期同比微增0.6%，2025年EPS预期同比下降16.3%，2026年预期同比增长13%，但2025年和2026年的EPS预期在过去60天内显著下调 [17] 结论性比较 - 尽管两家公司都支付股息，但柯帕控股较低的股息支付率、更优的股价表现以及良好的盈利预期修正，使其在当前环境下明显优于联合包裹服务 [18]

United Parcel Service (UPS) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended September 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on October 28, might help the stock move higher if these key numbers are better t ...

Key Takeaways UPS will retrofit 5,000 delivery trucks with AC by 2027 to improve driver safety and comfort.A pilot program will test cargo-area cooling on 100 vehicles in high-heat regions.The labor-friendly initiative aligns with UPS' 2023-2028 contract with Teamsters.In a labor-friendly move, United Parcel Service (UPS) has inked a new letter of agreement with the UPS Teamsters National Negotiating Committee to speed up the rollout of air-conditioned vehicles under its existing five-year (2023-2028) natio ...