United Parcel Service Management
Management Kriterienprüfungen 3/4
United Parcel Service CEO ist Carol Tome , ernannt in Jun 2020, hat eine Amtszeit von 6.25 Jahren. Die jährliche Gesamtvergütung beträgt $22.88M , bestehend aus 6.6% Gehalt und 93.4% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.023% der Aktien des Unternehmens, im Wert von $19.79M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 5.7 Jahre bzw. 7.4 Jahre.
Wichtige Informationen
Carol Tome
Geschäftsführender
US$22.9m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 6.60% |
| Amtszeit als Geschäftsführer | 6.3yrs |
| Eigentum des Geschäftsführers | 0.02% |
| Durchschnittliche Amtszeit des Managements | 5.7yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 7.4yrs |
Jüngste Management Updates
Recent updates
Seeking Alpha • Aug 11
UPS: Buy This High Yield While It's Still Undervalued
Summary UPS remains a compelling value and income play, offering a 6.3% yield and trading at a forward P/E of 14.5. A strategic shift away from low-margin Amazon volume has improved operating margin, with Q2 2026 revenue up 7.6% and profit up 12% YoY. Automation and healthcare logistics expansion are driving higher margins, with 68.5% of U.S. volume now automated and healthcare revenue exceeding $3 billion for two quarters. Read the full article on Seeking Alpha
Narrative-Update • Jul 29
UPS: Amazon Volume Reductions And Parcel Cycle Risks Will Pressure Margins
The updated analyst price target for United Parcel Service reflects a modest fair value shift to about $85, supported by recent research citing better than expected Q2 results, progress on margin improvements in U.S. Domestic operations, and cost savings from the Amazon volume reduction initiative, which analysts expect to support profitability. Analyst Commentary Recent Street research on United Parcel Service points to a mixed set of views.
Narrative-Update • Jun 22
UPS: Transformation Efforts And AI Adoption Will Drive Earnings Recovery
Analysts have made only a modest adjustment to the consensus price target for United Parcel Service, with a net change of $1. This reflects a mix of recent raises and cuts as research teams reassess revenue growth, profitability assumptions and future P/E expectations.Analyseartikel • Jun 16
United Parcel Service (UPS) Stock Valuation After Customer Focused US$500m Tariff Refund Plan
United Parcel Service (UPS) is in focus after seeking a US$500 million tariff refund and publicly committing to return those funds to customers within approximately one to three months once received. See our latest analysis for United Parcel Service. UPS shares have picked up momentum recently, with a 10.0% 1 month share price return and 11.3% 3 month share price return supporting a 15.1% 1 year total shareholder return, despite a weaker 3 and 5 year total shareholder record. Recent headlines...Narrative-Update • Jun 06
UPS: Margin Headwinds And Facility Closures Will Pressure Earnings Trajectory
Analysts trimmed the UPS fair value estimate by about $1.88 to $82.69. This reflects a mix of recent target cuts and raises as they factor in revised growth, margin expectations, and a slightly lower assumed future P/E multiple.
Narrative-Update • May 23
UPS: Heavy Asset Network Will Support 2026 Outlook Despite Near Term Earnings Pressure
Narrative Update The analyst price target for United Parcel Service has been adjusted slightly lower to reflect a modest $0.26 reduction in fair value, as analysts balance recent target cuts tied to near term earnings pressure with higher targets that emphasize the long lived value of the company's global delivery network and physical infrastructure. Analyst Commentary Recent Street research on United Parcel Service reflects a split view, with some firms trimming price targets on near term earnings pressure and others marking targets higher on the value of the physical network and long term positioning.Analyseartikel • May 05
There May Be Reason For Hope In United Parcel Service's (NYSE:UPS) Disappointing Earnings
The market for United Parcel Service, Inc.'s ( NYSE:UPS ) shares didn't move much after it posted weak earnings...Narrative-Update • May 03
UPS: Heavy Asset Network And 2026 Framework Balance Long Term Potential
Analysts made a modest upward adjustment to the UPS fair value estimate to about $113.15, reflecting a mix of recent price target increases and trims as they factor in updated revenue growth, margin expectations, and slightly lower assumed future P/E levels. Analyst Commentary Recent Street research on United Parcel Service shows a mix of modest target cuts and small upward revisions, which largely offset each other and line up with the fair value estimate adjustment to about $113.15.Narrative-Update • Apr 18
UPS: Physical Network Strength Will Support Earnings Recovery Beyond Near Term Pressure
Analysts have adjusted the fair value estimate for United Parcel Service to $135 from $122, reflecting updated views on the company as research commentary highlights both increased optimism around its physical network assets and ongoing caution about near term earnings pressure. Analyst Commentary Recent Street research on United Parcel Service shows a mix of caution on near term earnings and growing interest in the company’s long term asset base and execution plans.Narrative-Update • Apr 04
UPS: Heavy Asset Network And 2026 Inflection Will Drive Upside Potential
Analysts have made only modest tweaks to their UPS outlook, trimming the average price target by a few dollars to about $113. Near term earnings pressure, highlighted by more cautious firms, is balanced by others who see long term value in UPS's heavy asset network and multi year earnings potential.Narrative-Update • Mar 21
UPS: Union Pushback And Job Cuts Will Pressure Earnings Trajectory
Analysts have trimmed the UPS fair value estimate by about $0.50, while modestly adjusting assumptions for revenue growth, profit margins and future P/E. This reflects mixed Street signals that include a recent $6 cut to a $112 price target at BofA, alongside a series of upward revisions from other firms citing the resilience of physical transport networks.Narrative-Update • Mar 07
UPS: Network Assets And 2026 Framework Will Shape Risk Reward Balance
Our updated UPS narrative reflects a slight trim in the fair value estimate to about $113 per share, as analysts weigh a mix of new price targets that range from BofA's cut to $112 on softer near term expectations to multiple upward revisions tied to UPS's physical network assets and its commentary on the 2026 outlook. Analyst Commentary Recent research on United Parcel Service shows a split tape, with some analysts trimming near term expectations while others are leaning into the long term value of the network and management's 2026 framework.Narrative-Update • Feb 20
UPS: Labor Disputes And Fleet Disruptions Will Pressure Margins And Sentiment
The analyst fair value estimate for United Parcel Service has been lifted from about $80.28 to roughly $85.08 as analysts factor in higher revenue growth assumptions, slightly stronger profit margins, and a higher future P/E multiple supported by a wave of recent price target increases and upgrades across the Street. Analyst Commentary Recent research on United Parcel Service shows a mix of optimism and caution, with several firms adjusting price targets and ratings as they refine outlooks for earnings, margins, and sector conditions through 2026.Analyseartikel • Feb 09
United Parcel Service (NYSE:UPS) Has Affirmed Its Dividend Of $1.64
United Parcel Service, Inc. ( NYSE:UPS ) will pay a dividend of $1.64 on the 5th of March. This makes the dividend...Narrative-Update • Feb 06
UPS: MD-11 Grounding And Margin Execution Will Shape Medium-Term Outlook
Analysts have lifted their UPS fair value estimate from US$100.50 to about US$113.18. This reflects updated expectations for revenue growth, margin trends, and future P/E multiples, as seen in a wave of recent price target increases across the Street.Narrative-Update • Jan 23
UPS: Rising Cost And Safety Pressures Will Challenge Recent Margin Optimism
Narrative Update: United Parcel Service (UPS) The analyst price target for UPS has been revised slightly higher to reflect an updated fair value estimate of about $80 per share. Analysts point to recent price target increases across several firms, improving margin expectations and cost initiatives, while also factoring in more conservative revenue growth and a higher future P/E assumption.Narrative-Update • Jan 09
UPS: Rally Risks Ahead As Amazon Volume Decline And Cost Execution Concerns Build
Analysts have nudged our fair value estimate for United Parcel Service higher to align with recent Street price target increases in the US$105 to US$126 range, citing updated views on revenue growth, margins, and 2026 sector conditions. Analyst Commentary Recent research on United Parcel Service reflects a mixed tone, with several firms lifting price targets into a tighter US$105 to US$126 band while at least one is stepping back on rating and others highlighting execution and growth risks into 2026.Narrative-Update • Dec 26
UPS: Cost Efficiencies And Yield Improvements Will Support Earnings Recovery Ahead
Analysts nudged their average price target for United Parcel Service modestly higher to about $119, reflecting confidence that solid Q3 execution, ongoing cost takeouts, and improved domestic yield performance can support resilient margins and a cyclical earnings trough in 2025. Analyst Commentary Bullish analysts framed the Q3 beat and reinstated guidance as an important inflection point, arguing that the combination of structural cost reductions and better pricing power is starting to flow more visibly into earnings.Narrative-Update • Dec 12
UPS: Margin And Cost Efficiencies Will Drive Earnings Recovery Ahead
The updated fair value estimate for United Parcel Service has been reduced by about $10 to $122 per share, as analysts temper revenue growth and valuation multiples, despite acknowledging improving margins, cost efficiencies, and a more credible transformation outlook following a solid Q3 earnings beat and higher Street price targets. Analyst Commentary Bullish analysts have responded positively to the latest Q3 results, citing a solid earnings beat, reinstated guidance, and meaningful progress on cost initiatives as support for higher valuation.Analyseartikel • Oct 31
United Parcel Service, Inc. Just Beat EPS By 21%: Here's What Analysts Think Will Happen Next
United Parcel Service, Inc. ( NYSE:UPS ) just released its quarterly report and things are looking bullish. It was...Analyseartikel • Oct 21
Weekly Picks: 💻 A Hedge Against US Government Shutdown And 2 More Picks
This week’s picks cover: How UPS plans to cut costs and automate its way back to profitability, why Paradigm Biopharma could soar if its osteoarthritis drug wins FDA approval, and how Barrick Mining offers a hedge against U.S. fiscal chaosNarrative-Update • Oct 18
Amazon Shipments Will Decline And Automation Will Secure Future Efficiency
Analysts have lowered their price target for United Parcel Service, reducing it from approximately $101.43 to $100.50 per share. They cited persistent cost pressures and a cautious outlook for freight demand stabilization.
Neues Narrative • Oct 17
Finding The True Value Of A Logistics Powerhouse
Our initial price target for United Parcel Service is set at $95.21. We believe in a cautious approach in our analysis as UPS has been clouded with sustainability issues, higher costs, and internal headwinds.Narrative-Update • Oct 04
Amazon Shipments Will Decline And Automation Will Secure Future Efficiency
The analyst price target for United Parcel Service was reduced to approximately $101.43 from $103.30, as analysts cited sustained cost pressures, weaker volume trends, and ongoing macroeconomic and regulatory challenges. Analyst Commentary Recent research updates reflect a broad reassessment of United Parcel Service's outlook as analysts evaluate both the company's near-term challenges and longer-term positioning.Narrative-Update • Sep 19
Amazon Shipments Will Decline And Automation Will Secure Future Efficiency
Analysts have modestly reduced United Parcel Service’s price target to $103.30 due to immediate volume declines from new import restrictions, persistent cost headwinds, and weak small-business and Amazon volumes, partially offset by longer-term confidence in its core franchise. Analyst Commentary Recent executive orders suspending de minimis access for U.S. imports have caused an immediate fall in shipment volumes, leading to near-term volume and cost pressures.Seeking Alpha • Apr 22
UPS: Recession Risk Might Already Be Reflected In The Stock Price
Summary UPS is currently undervalued, trading below its intrinsic value, making it a "Buy" despite potential short-term declines due to recession risks. Fourth-quarter results showed growth, but full-year 2024 results were disappointing, with a slight revenue increase and declines in operating profit and EPS. UPS's dividend yield is attractive at nearly 7%, but the high payout ratio raises concerns about its sustainability in the long term. Long-term growth potential exists through international expansion and healthcare logistics, but near-term economic uncertainties may impact performance. Read the full article on Seeking AlphaNeues Narrative • Apr 08
Network Reconfiguration And Healthcare Expansion Will Drive Efficiency
UPS's efficiency initiatives and network reconfiguration are expected to drive significant cost savings, expanding margins and improving earnings.Seeking Alpha • Mar 11
UPS: The Company Is Being Hit From Multiple Angles
Summary Distinguishing between short-term trends and long-term patterns is challenging, especially post-Covid-19 as industries return to pre-pandemic growth cycles. The mail delivery industry, including UPS, saw significant revenue increases due to the e-commerce boom during the Covid-19 lockdowns. UPS plans to invest $3.5 billion this year in AI and technology to drive long-term margins down, despite higher labor costs. UPS has implemented a 5.9% price increase, raising questions about whether competitors will follow suit. Read the full article on Seeking AlphaSeeking Alpha • Feb 13
UPS Cuts Amazon Deal: Short-Term Pain For Long-Term Gain
Summary UPS's decision to cut Amazon's volume by 50% by mid-2026 is a strategic move to enhance profitability and focus on higher-margin business. Though short-term revenue will dip, UPS expects significant margin expansion, targeting a 12% U.S. operating margin by Q4 2026. Strategic cost reductions, including facility closures and network resizing, will align UPS's operations with its new business mix. UPS aims to grow in high-margin areas like SMBs and healthcare logistics, projecting substantial market share gains and revenue growth. Read the full article on Seeking AlphaAnalyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$5b |
| Mar 31 2026 | n/a | n/a | US$5b |
| Dec 31 2025 | US$23m | US$2m | US$6b |
| Sep 30 2025 | n/a | n/a | US$6b |
| Jun 30 2025 | n/a | n/a | US$6b |
| Mar 31 2025 | n/a | n/a | US$6b |
| Dec 31 2024 | US$24m | US$2m | US$6b |
| Sep 30 2024 | n/a | n/a | US$6b |
| Jun 30 2024 | n/a | n/a | US$5b |
| Mar 31 2024 | n/a | n/a | US$6b |
| Dec 31 2023 | US$23m | US$2m | US$7b |
| Sep 30 2023 | n/a | n/a | US$9b |
| Jun 30 2023 | n/a | n/a | US$10b |
| Mar 31 2023 | n/a | n/a | US$11b |
| Dec 31 2022 | US$19m | US$1m | US$12b |
| Sep 30 2022 | n/a | n/a | US$11b |
| Jun 30 2022 | n/a | n/a | US$11b |
| Mar 31 2022 | n/a | n/a | US$11b |
| Dec 31 2021 | US$28m | US$1m | US$13b |
| Sep 30 2021 | n/a | n/a | US$6b |
| Jun 30 2021 | n/a | n/a | US$6b |
| Mar 31 2021 | n/a | n/a | US$5b |
| Dec 31 2020 | US$4m | US$729k | US$1b |
| Sep 30 2020 | n/a | n/a | US$5b |
| Jun 30 2020 | n/a | n/a | US$4b |
| Mar 31 2020 | n/a | n/a | US$4b |
| Dec 31 2019 | US$307k | n/a | US$4b |
Vergütung im Vergleich zum Markt: CarolDie Gesamtvergütung ($USD22.88M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD14.74M).
Entschädigung vs. Einkommen: CarolDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Carol Tome (69 yo)
6.3yrs
Amtszeit
US$22,878,788
Vergütung
Ms. Carol B. Tome served as Director of Grady Memorial Hospital Corporation until 2025. She serves as a Member of the Board of Directors at Engage Ventures, LLC. Ms. Tome has been Chief Executive Officer o...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Director | 6.3yrs | US$22.88m | 0.023% $ 19.8m | |
| Chief Financial Officer & Executive Vice President | 2.2yrs | US$7.02m | 0.0019% $ 1.6m | |
| Executive VP & Chief Global Operations Officer | no data | US$7.78m | 0.0051% $ 4.4m | |
| EVP and Chief Digital & Technology Officer | 4.2yrs | US$6.75m | 0.0029% $ 2.5m | |
| Strategic Advisor | 4.7yrs | US$8.35m | 0.012% $ 10.0m | |
| Investor Relations Officer | no data | keine Daten | keine Daten | |
| Executive VP | 10.7yrs | keine Daten | 0.0029% $ 2.5m | |
| Executive VP & Chief Human Resources Officer | 5.7yrs | keine Daten | 0.0029% $ 2.4m | |
| Managing Director of Nigerian Operations & Special Projects Manager for West Africa | 14.8yrs | keine Daten | keine Daten | |
| Managing Director of UPS Korea | 8.5yrs | keine Daten | keine Daten | |
| President of Social Impact & The UPS Foundation | 5.8yrs | keine Daten | keine Daten | |
| Executive VP and Chief of International | no data | keine Daten | 0.000090% $ 76.8k |
5.7yrs
Durchschnittliche Betriebszugehörigkeit
57yo
Durchschnittliches Alter
Erfahrenes Management: Das Managementteam von UPS ist erfahren und erfahren (durchschnittliche Amtszeit von 5.7 Jahren).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Director | 23.7yrs | US$22.88m | 0.023% $ 19.8m | |
| Independent Director | 1.5yrs | US$337.50k | 0.000030% $ 25.6k | |
| Independent Non-Executive Chairman | 17.6yrs | US$570.00k | 0.0012% $ 1.0m | |
| Independent Director | 1.3yrs | US$257.50k | 0.00019% $ 162.1k | |
| Independent Director | 9.6yrs | US$320.00k | keine Daten | |
| Independent Director | 6yrs | US$320.00k | 0.00010% $ 85.3k | |
| Independent Director | 13.7yrs | US$340.00k | keine Daten | |
| Independent Director | 5.8yrs | US$320.00k | 0.000050% $ 42.7k | |
| Independent Director | 8.6yrs | US$345.00k | 0.000060% $ 51.2k | |
| Independent Director | 6.2yrs | US$320.00k | keine Daten |
7.4yrs
Durchschnittliche Betriebszugehörigkeit
65yo
Durchschnittliches Alter
Erfahrener Vorstand: UPSDie Vorstandsmitglieder gelten als erfahren (7.4 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/13 02:15 |
| Aktienkurs zum Tagesende | 2026/09/11 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
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Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
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Analysten-Quellen
United Parcel Service, Inc. wird von 42 Analysten beobachtet. 24 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Will Chien | Accountability Research Corporation |
| John Eade | Argus Research Company |
| Brandon Oglenski | Barclays |