This beaten-down logistics giant could be poised for a comeback.United Parcel Service (UPS -0.17%) stock is trading down 26% from its 52-week high amid a string of disappointing quarterly results. The logistics and transportation leader has struggled to navigate a shifting operating landscape between lower shipping demand and inflationary cost pressures.On the other hand, early signs of a potential turnaround in the company's latest update offer investors room for optimism. Could shares of UPS make a good a ...

The package delivery giant's stock has dipped in 2024 (for good reasons), but it's looking like a good value now.Package delivery giant UPS' (UPS -0.56%) stock now yields more than 5% and trades almost 46% off its all-time high. Is this a buying opportunity or a value trap for investors interested in the stock?Here's what you need to know before buying a discounted UPS stock.UPS looks like a great valueWith shares trading at around $128, UPS' price-to-earnings ratio comes in at 17.3 times the Wall Street an ...

United Parcel Service, Inc. (UPS) inked a deal with Ninja Van Malaysia to expand the reach of its express delivery services in Malaysia. Through this deal, Ninja Van Malaysia becomes an authorized seller of select UPS products through its retail services in Malaysia.The deal makes UPS' Worldwide Express and Express Saver services available in Malaysia at any of Ninja Van Malaysia's 52 self-owned stores across Klang Valley. Customers can also access their nearest Ninja Van location via the UPS drop-off locat ...

It's time for the "up" to be put back in UPS.You've probably heard the investing adage, "Don't try to catch a falling knife." The premise is that buying a stock that's in a clear downtrend can backfire because you can't know whether it will decline even further.The old saying is often good advice, but not always. Sometimes, stocks that have fallen significantly and haven't rebounded are great picks.United Parcel Service (UPS 0.89%) appears to be a good example, in my opinion. This magnificent high-yield div ...

It has been about a month since the last earnings report for United Parcel Service (UPS) . Shares have lost about 0.5% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is UPS due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. Earnings Miss at UPS in Q2Quarterly earnings ...

Shares of Atlanta-based package delivery company United Parcel Service (UPS) have not had a good time on the bourses of late, declining 11.2% over the past 30 days. UPS has underperformed its industry in a month, and also the S&P 500, of which this transportation company is a key member. Additionally, UPS’ price performance compares unfavorably with that of rival FedEx (FDX) in the same timeframe.One-Month Price ComparisonImage Source: Zacks Investment ResearchCurrently trading at $128.95, the stock rebound ...

Difficult end-market conditions have challenged the company's execution of its guiding framework.Carol Tome's first earnings call as UPS (UPS 0.73%) CEO took place in the summer of 2020, and her guiding framework has been clear from the outset. As part of the "better not bigger" approach, UPS would focus on growing earnings by optimizing its existing network and targeting growth opportunities rather than chasing delivery volume growth. Unfortunately, recent events have brought that model into question. So, ...

This stock can deliver high yields and more.Should investors be fearful or greedy right now? Warren Buffett famously said to be the opposite of others.Buffett has amassed a whopping $277 billion cash stockpile for Berkshire Hathaway and has been selling more stocks than he has been buying. He seems more fearful than greedy these days.I'm going to be the opposite. I opted to put some of my cash to work in recent days. In particular, I loaded up on shares of freight and logistics giant United Parcel Service ( ...

In every market, there are winners and there are losers. When the stock market is retreating the way it has since the start of the month, it can feel like the losers are over-powering everything. You shouldn’t be discouraged by this. In actuality, it’s typically a great time to add to your positions. Just do go out there and add blindly. Look for stocks with strong earnings trends to add, and maybe avoid those where earnings are moving in the wrong direction, to the downside.One stock that’s seen its recent ...

业务发展 - 公司正在投资以成为全球优质小包裹提供商、物流协调者和领先的复杂医疗物流提供商[218] - 公司继续扩大医疗物流能力,包括在爱尔兰开设首个专门的医疗设施,并扩大荷兰旗舰设施的规模[219] - 公司宣布出售卡约特卡车运输经纪业务,并收购墨西哥领先的国内小包裹提供商Estafeta[220] 业务表现 - 公司全球小包裹业务第二季度实现增长,主要得益于美国住宅量的增加,但收入每件下降[222] - 供应链解决方案业务第二季度收入增长,主要得益于物流业务的增长以及新收购的MNX Global Logistics的影响[223] - 公司预计下半年收入和营业利润将增长,主要由于全球小包裹业务量的预期增长[224] - 公司调整后的每股收益为1.79美元(全年为3.21美元),主要受到一次性国际监管事项和资产减值的影响[227] - 公司调整后的营业利润和营业利润率下降,主要由于工资成本上升无法完全抵消生产效率提升的影响[227] - 公司平均每日包裹量增长0.7%[250] - 商业到消费者包裹量增长4.8%[255] - 商业到商业包裹量下降4.6%[256] - 航空产品平均每日包裹量下降[257] - 地面商业包裹量下降4.6%[258] - 地面居民包裹量增长7.9%[258] - 航空产品收入单价上升[259] - 地面产品收入单价下降[259] - 燃油附加费收入下降12百万美元[262] - 预计下半年燃油附加费收入将同比增长[262] - 国际包裹业务收入同比下降1.0%，主要受到汇率不利影响和需求下降[269] - 国际包裹业务平均每件收入同比增长2.4%，主要受益于基价和燃油附加费上涨[277] - 国际包裹业务平均每日包裹量同比下降2.9%，受到经济环境挑战和地缘政治因素影响[272] - 国际包裹业务溢利同比下降18.7%，主要受到收入下降和一次性监管事项支出的影响[284] - 国际包裹业务调整后溢利同比下降8.6%，主要受到收入下降的影响[284] - 国际包裹业务燃油附加费收入同比增加52百万美元，但全年同比下降7百万美元[281] - 国际包裹业务运营成本同比增加3.4%，主要受到人工成本上升的影响[282] - 国际包裹业务调整后运营成本同比增加0.9%[282] - 国际包裹业务每件成本同比增加2.4%，主要受到人工成本上升的影响[265] - 国际包裹业务调整后每件成本同比增加2.5%[265] - 供应链解决方案业务收入增长2.6%，主要由于物流业务增长8.0%抵消了货运转运业务下降4.4%[285] - 供应链解决方案业务调整后营业利润下降27.7%，主要由于货运转运业务利润下降[287] - 公司已暂停俄罗斯和乌克兰的几乎所有业务运营，预计将于2024年底前完成在俄罗斯的小包裹和货运物流子公司的清算[285] - 公司已于2024年7月完成白俄罗斯业务的清算[285] - 货运转运业务收入下降主要由于卡车运输经纪业务Coyote的收入下降[289] - 物流业务收入增长主要由于2023年第四季度收购MNX Global Logistics的贡献[290] - 其他供应链解决方案业务收入增长主要由于数字业务收入增长[291] 费用管理 - 公司总营业费用在第二季度和年初至今均有所增加，分别增加5.99亿美元和3.08亿美元[300] - 公司调整后的总营业费用在第二季度和年初至今也有所增加，分别增加6.18亿美元和2.04亿美元[300] - 公司在第二季度和年初至今的维修和保养费用分别增加5200万美元和4500万美元，主要是由于对设施的常规维修费用增加[305] - 公司在第二季度和年初至今的折旧和摊销费用分别增加5900万美元和1.23亿美元，主要是由于设施自动化和扩张项目以及软件投资的增加[306] - 公司在第二季度和年初至今的外包运输费用分别增加1.02亿美元和减少1.93亿美元，主要受到供应链解决方案业务增长和物流业务并购的影响[307,308] - 公司在第二季度和年初至今的燃料费用分别增加3600万美元和减少1.75亿美元，主要受到航油价格上涨和第一季度运量下降的影响[309] - 公司在第二季度和年初至今的其他费用分别增加900万美元和减少2100万美元，主要是由于咨询费用和车辆租赁费用的下降[311,312] - 公司在第二季度和年初至今的投资收益和其他收益分别增加600万美元和减少4500万美元[313] 财务状况 - 公司现金、现金等价物和有价证券总额为65亿美元[321] - 公司经营活动产生的现金流量净额为53.09亿美元[322] - 公司资本支出为19.68亿美元,占收入的4.5%[328][329] - 公司收到2.663亿美元的有价证券净销售收入[330] - 公司支付6600万美元用于收购,主要用于收购The UPS Store的发展区域[333] - 公司未进行股票回购,预计下半年将进行约5亿美元的股票回购[335] - 公司将季度现金股利从每股1.62美元增加至1.63美元[336] - 公司发行了28亿美元的固定和浮动