United Parcel Service Gestione
Criteri Gestione verificati 3/4
United Parcel Service Il CEO è Carol Tome, nominato in Jun2020, e ha un mandato di 6.25 anni. la retribuzione annua totale è $ 22.88M, composta da 6.6% di stipendio e 93.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.023% delle azioni della società, per un valore di $ 19.79M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.7 anni e 7.4 anni.
Informazioni chiave
Carol Tome
Amministratore delegato
US$22.9m
Compenso totale
| Percentuale dello stipendio del CEO | 6.60% |
| Mandato del CEO | 6.3yrs |
| Proprietà del CEO | 0.02% |
| Durata media del management | 5.7yrs |
| Durata media del Consiglio di amministrazione | 7.4yrs |
Aggiornamenti recenti sulla gestione
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
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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 chaosAggiornamento narrativa • 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.
Nuova narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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 AlphaNuova narrativa • 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$4b |
Compensazione vs Mercato: La retribuzione totale di Carol ($USD 22.88M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.74M ).
Compensazione vs guadagni: La retribuzione di Carol è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Carol Tome (69 yo)
6.3yrs
Mandato
US$22,878,788
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| 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 | Nessun dato | Nessun dato | |
| Executive VP | 10.7yrs | Nessun dato | 0.0029% $ 2.5m | |
| Executive VP & Chief Human Resources Officer | 5.7yrs | Nessun dato | 0.0029% $ 2.4m | |
| Managing Director of Nigerian Operations & Special Projects Manager for West Africa | 14.8yrs | Nessun dato | Nessun dato | |
| Managing Director of UPS Korea | 8.5yrs | Nessun dato | Nessun dato | |
| President of Social Impact & The UPS Foundation | 5.8yrs | Nessun dato | Nessun dato | |
| Executive VP and Chief of International | no data | Nessun dato | 0.000090% $ 76.8k |
5.7yrs
Durata media
57yo
Età media
Gestione esperta: Il team dirigenziale di UPS è esperto e expertise (durata media dell'incarico 5.7 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| 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 | Nessun dato | |
| Independent Director | 6yrs | US$320.00k | 0.00010% $ 85.3k | |
| Independent Director | 13.7yrs | US$340.00k | Nessun dato | |
| 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 | Nessun dato |
7.4yrs
Durata media
65yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di UPS sono considerati esperti (durata media dell'incarico 7.4 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/13 02:15 |
| Prezzo dell'azione a fine giornata | 2026/09/11 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
United Parcel Service, Inc. è coperta da 42 analisti. 24 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Will Chien | Accountability Research Corporation |
| John Eade | Argus Research Company |
| Brandon Oglenski | Barclays |