公司裁员与成本削减 - 联合包裹服务公司今年已裁员48,000人，这是自疫情以来美国公司最大规模的单年度裁员之一，其中34,000个岗位涉及司机和仓库运营，14,000个为管理岗位[1][3] - 此次裁员规模为公司117年历史上最深，远超此前披露的计划，原计划裁减20,000个运营岗位和12,000个管理岗位，但实际目标均被超越[3][5] - 成本削减措施已通过自动化、设施关闭和减少季节性招聘在今年节省了22亿美元，公司已关闭93处设施，并预计在2025年底前关闭更多[7][8] 财务业绩与市场表现 - 公司第三季度净利润为13亿美元，低于去年同期的15亿美元，营收为214亿美元，同比下降3.7%[4] - 尽管营收和利润下滑，但第三季度业绩超出华尔街预期，推动公司股价在财报发布当日上涨近9%[2][4] - 公司股价自2023年初以来已下跌超过25%，预计全年营收约为890亿美元，与2024年大致持平[4][5][15] 战略转型与运营调整 - 首席执行官表示裁员是公司历史上最重大的战略转变的一部分，旨在实现“历史上最高效的业务高峰”，为所有利益相关者创造长期价值[3] - 公司计划在今年的假日运输季使用更少的可变运力、租赁飞机、租用车辆和季节性工人，持续缩减实体业务规模至明年[8][15] - 公司战略性地减少对低利润业务的依赖，其前最大客户亚马逊的包裹量在第三季度下降超过21%，且这一趋势将持续[10] 行业背景与外部挑战 - 公司的全面改革紧随物流和科技行业的一系列重大裁员之后，例如亚马逊裁减14,000名企业员工以及联邦快递整合航空业务的计划[14][16] - 地缘政治逆风影响了业务，包括新关税导致第三季度从中国到美国的包裹量下降近30%[15] - 成本削减行动引发了与国际卡车司机兄弟会的紧张关系，该工会警告将挑战任何违反集体谈判协议的裁员[11][14]

UPS has cut more jobs than expected in 2025 as the package delivery giant maneuvers through its network reconfiguration and seeks to make the most out of declining volumes. The company says it has reduced its operational workforce by approximately 34,000 positions, more than initial estimates of 20,000 layoffs first announced in April. The courier also cut 14,000 additional management jobs, in line with previously unveiled projections. More from Sourcing Journal Attrition in operational positions acceler ...

Amazon announced Tuesday that it plans to cut 14,000 corporate jobs, marking one of the biggest rounds of layoffs in the company's history. Amazon's senior vice president of people experience and technology, Beth Galetti, announced the cuts in a blog post and said the reductions are a continuation of CEO Andy Jassy's drive to operate the company "like the world's largest startup."The latest move is part of Jassy's effort to create a leaner and more disciplined company. In recent years, Amazon cut managemen ...

CSL Limited (ASX:CSL) has tumbled nearly -15% in the first hour of Tuesday trades after the market balked at its latest AGM, particularly news that the Australian company expects the influenza vaccination rate in the U.S. to decline -12%.Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more. That decline will see revenues from that segment decline by a number ‘in the mid-teens,’ CSL confirmed on Tuesday, a wor ...

Paramount Skydance will begin firing 1,000 employees on Wednesday — the first phase of sweeping layoffs that will ultimately eliminate about 2,000 positions as CEO David Ellison pushes to trim $2 billion in costs.The firings mark the first major restructuring since Skydance Media completed its $8.4 billion merger with Paramount Global in August, creating a new Hollywood giant under Ellison’s control.Bloomberg reported Monday that the initial cuts will hit 1,000 staffers. A person familiar with the plan told ...

DETROIT – General Motors laid off more than 200 salaried employees on Friday, as the automaker continues to reevaluate its businesses and cut costs to boost profits.The impacted employees were largely Computer-Aided Design, or CAD, engineers who worked at the company's global tech campus in metro Detroit, according to GM."We're restructuring our design engineering team to strengthen our core architectural design engineering capabilities," GM said in an emailed statement. "As a result, a number of CAD execut ...

生产计划调整 - 公司计划在2026年将其最畅销的F-150和F系列Super Duty皮卡的产量增加超过5万辆 [1] - 为增加F系列产量，公司将新增多达1000个工作岗位，以恢复损失的产量并满足强劲的客户需求 [2] - 公司位于密歇根州迪尔伯恩的Rouge电动车中心的所有小时制员工将被调往迪尔伯恩卡车工厂，以提升F-150的产量 [9] 产品战略重点 - 公司将暂停电动皮卡F-150 Lightning的生产，以优先生产利润更高、铝用量更少的燃油和混合动力F系列卡车 [3][4] - F-150 Lightning在Rouge电动车中心的组装将保持暂停状态 [4] - 此次并非公司首次暂停F-150 Lightning生产，在2024年底曾为削减成本暂停生产七周 [10] 运营与财务影响 - 此次增产部分目的是为了弥补其铝供应商Novelis位于Oswego的工厂在9月发生火灾所造成的产量损失 [2][3] - 公司首席财务官表示，该火灾可能导致公司在2025年第四季度的调整后利润损失高达20亿美元 [3] - 公司第三季度营收为505亿美元，较去年同期增长9% [10] 市场表现 - 公司股价在过去一年中上涨约11.6% [10]

Intel forecast fourth-quarter revenue just shy of estimates on Thursday, but beat expectations for September-quarter profit as CEO Lip-Bu Tan's drastic cost-cutting measures helped the chipmaker shore... ...

公司内部交易 - 公司董事Robert Willett于2025年10月21日以每股约49.51美元的价格出售6,704股公司普通股 [1][5] 主要股东动态 - 投资公司Engaged Capital, LLC近期收购了公司的重大股权 [2] - Engaged Capital以其提升北美中小型公司价值的能力著称，并在13D Monitor Active-Passive投资者峰会上提出了提升公司价值的策略 [2] - 该股东建议公司实施成本削减措施并聘请成本顾问，认为这些行动可能使股价在未来两年内接近翻倍 [3] 公司股价与市值表现 - 公司当前股价为46.29美元，下跌4.10%或1.98美元 [3] - 当日股价交易区间为45.87美元低点至48.04美元高点 [4] - 过去52周股价高点为49.76美元，低点为22.67美元 [4][5] - 公司当前市值约为77.7亿美元 [4] - 在纳斯达克市场的成交量为2,249,362股 [4]

Updated 5:36 p.m. ET Oct. 22 PARIS — As it prepares for new chief executive officer Luca de Meo to detail his turnaround plan next spring, Kering will continue to cut costs and curb debt, with plans to ramp up store closures, refinance real estate and dispose of noncore assets. De Meo pledged to double down on his efforts after the ailing French luxury group on Wednesday reported a 10 percent drop in revenues in the third quarter. Still, a better-than-expected performance at the company’s star brand Gucci ...