文章核心观点 - 微软系统出现全球性故障,导致UPS和FedEx等公司的包裹配送出现延迟 [1][2][3][4] - 这一故障源于第三方软件供应商CrowdStrike的软件更新问题,而非安全事故或网络攻击 [5][7] - 此次故障已经对航班、银行等多个行业造成了严重影响,修复过程可能需要一定时间 [6][9][10] 公司层面 - UPS和FedEx表示,由于第三方软件故障影响了自身的电脑系统,可能会导致包裹配送延迟,但已经启动应急预案 [2][3][4] - CrowdStrike公司表示,已经部署了修复措施,并正在与受影响的客户合作,确保他们的系统能够尽快恢复运转 [7][8] 行业层面 - 此次故障已经对航空业造成严重影响,导致超过2000个航班取消,5300个航班延误 [9] - 银行和金融服务等行业也受到了干扰,医疗预约服务也出现了中断 [6] - 由于修复过程复杂,这些行业可能需要一段时间才能完全恢复正常运转 [10]

文章核心观点 - 市场预计联合包裹服务公司（UPS）2024年第二季度收益同比下降但营收增加，实际业绩与预期的对比或影响短期股价，虽难以确定UPS能否超预期，但投资前应关注盈利预期偏差（Earnings ESP）和Zacks排名等因素 [1][8] 分组1：市场预期 - 市场预计UPS在2024年6月季度财报中收益同比下降，但营收增加 [1] - 预计7月23日发布的财报中，关键数据超预期或使股价上涨，不及预期则可能下跌 [1] 分组2：Zacks共识预测 - 预计UPS即将发布的季度报告每股收益为1.99美元，同比变化-21.7% [2] - 预计营收223.6亿美元，较上年同期增长1.4% [2] - 过去30天，本季度共识每股收益预期下调0.07%至当前水平 [2] 分组3：盈利预期偏差（Earnings ESP） - Earnings ESP通过比较最准确估计和Zacks共识估计，预测实际盈利与共识估计的偏差，正向读数预测能力显著 [3] - 正向Earnings ESP结合Zacks排名1、2、3时，是盈利超预期的有力预测指标，组合股票近70%时间有正向惊喜 [4] - 负向Earnings ESP不能表明盈利不及预期，负向读数和Zacks排名4、5的股票难以预测盈利超预期 [4] 分组4：UPS数据情况 - UPS最准确估计低于Zacks共识估计，Earnings ESP为-3.27%，股票当前Zacks排名为4，难以确定能否超预期 [5][6] 分组5：盈利惊喜历史 - 分析师计算未来盈利估计时会考虑公司过去与共识估计的匹配程度 [7] - 上一季度UPS预期每股收益1.33美元，实际1.43美元，惊喜率+7.52% [7] - 过去四个季度，公司四次超预期 [7] 分组6：总结建议 - 盈利超预期或不及预期并非股价涨跌唯一因素，但押注预期超盈利的股票可增加成功几率 [8] - 投资前应关注公司Earnings ESP和Zacks排名，可使用Earnings ESP筛选器选股 [8] - UPS不太可能盈利超预期，投资者决策前还应关注其他因素 [8]

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 ...