United Parcel Service（UPAB）株式概要ユナイテッド・パーセル・サービス（United Parcel Service, Inc. 詳細UPAB ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長2/6過去の実績1/6財務の健全性4/6配当金4/6報酬当社が推定した公正価値より39.8%で取引されている 収益は年間8%増加すると予測されています リスク分析6.15%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない 多額の負債を抱えている すべてのリスクチェックを見るUPAB Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€90.6817.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0105b2016201920222025202620282031Revenue US$105.2bEarnings US$6.3bAdvancedSet Fair ValueView all narrativesUnited Parcel Service, Inc. 競合他社Deutsche PostSymbol: XTRA:DHLMarket cap: €56.9bLogwinSymbol: XTRA:TGHNMarket cap: €771.6mHapag-LloydSymbol: XTRA:HLAGMarket cap: €19.5bFedExSymbol: NYSE:FDXMarket cap: US$98.2b価格と性能株価の高値、安値、推移の概要United Parcel Service過去の株価現在の株価US$90.6852週高値US$102.8852週安値US$69.85ベータ1.051ヶ月の変化-1.35%3ヶ月変化-6.64%1年変化n/a3年間の変化-41.68%5年間の変化-47.31%IPOからの変化37.39%最新ニュースDeclared Dividend • May 11First quarter dividend of US$1.64 announcedShareholders will receive a dividend of US$1.64. Ex-date: 18th May 2026 Payment date: 4th June 2026 Dividend yield will be 7.1%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (106% earnings payout ratio) nor is it covered by cash flows (123% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 18% to bring the payout ratio under control. EPS is expected to grow by 31% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • May 08United Parcel Service, Inc. announces Quarterly dividend, payable on June 04, 2026United Parcel Service, Inc. announced Quarterly dividend of USD 1.6400 per share payable on June 04, 2026, ex-date on May 18, 2026 and record date on May 18, 2026.お知らせ • Apr 30United Parcel Service, Inc. Reaffirms Earnings Guidance for the Full Year 2026United Parcel Service, Inc. reaffirmed earnings guidance for the full year 2026. For the year, the company reaffirmed its consolidated financial targets of revenue of approximately $89.7 billion.Reported Earnings • Apr 29First quarter 2026 earnings released: EPS: US$1.02 (vs US$1.40 in 1Q 2025)First quarter 2026 results: EPS: US$1.02 (down from US$1.40 in 1Q 2025). Revenue: US$21.2b (down 1.6% from 1Q 2025). Net income: US$864.0m (down 27% from 1Q 2025). Profit margin: 4.1% (down from 5.5% in 1Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 18% per year.お知らせ • Apr 15+ 1 more updateUnited Parcel Service, Inc. Rolls Out RFID Sensing Technology Across U.S. Small Package NetworkUnited Parcel Service, Inc. rolled out radio frequency identification (RFID) package sensing across its U.S. small package network, bringing unprecedented visibility and reliability to customers of all sizes. RFID sensing technology is in all UPS package delivery vehicles in the U.S., in the company’s delivery facilities across the country and on every package shipped through over 5,500 The UPS Store locations, including customer return shipments. UPS is the first major logistics provider to broadly roll out RFID technology across its integrated network. UPS invested more than $100 million to date to develop and implement the technology. Scanning technology has been the logistics industry standard since the early 1990s with UPS leading the way by putting scanning capability directly into the hands of drivers. The company is moving from scanning to sensing – a natural evolution of UPS’s commitment to customer innovation through technology, improving service continuity and creating an unmatched, premium experience for UPS customers. With RFID embedded into labels, on vehicles and in loading bays, customers benefit from clear visibility during the entire shipping process – from pick up to delivery, with no manual scanning required. RFID pickup sensing confirms packages have been picked up and are in UPS’s possession. Packages are automatically sensed as they move through the network and customers gain greater transparency into where their shipments are and how they are progressing. With more and better data, UPS responds faster when conditions change – such as weather and other unexpected events. RFID is in use every day at UPS, supporting millions of packages and providing customers with unparalleled insight into their shipments.お知らせ • Mar 20United Parcel Service, Inc., Annual General Meeting, May 07, 2026United Parcel Service, Inc., Annual General Meeting, May 07, 2026.最新情報をもっと見るRecent updatesDeclared Dividend • May 11First quarter dividend of US$1.64 announcedShareholders will receive a dividend of US$1.64. Ex-date: 18th May 2026 Payment date: 4th June 2026 Dividend yield will be 7.1%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (106% earnings payout ratio) nor is it covered by cash flows (123% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 18% to bring the payout ratio under control. EPS is expected to grow by 31% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • May 08United Parcel Service, Inc. announces Quarterly dividend, payable on June 04, 2026United Parcel Service, Inc. announced Quarterly dividend of USD 1.6400 per share payable on June 04, 2026, ex-date on May 18, 2026 and record date on May 18, 2026.お知らせ • Apr 30United Parcel Service, Inc. Reaffirms Earnings Guidance for the Full Year 2026United Parcel Service, Inc. reaffirmed earnings guidance for the full year 2026. For the year, the company reaffirmed its consolidated financial targets of revenue of approximately $89.7 billion.Reported Earnings • Apr 29First quarter 2026 earnings released: EPS: US$1.02 (vs US$1.40 in 1Q 2025)First quarter 2026 results: EPS: US$1.02 (down from US$1.40 in 1Q 2025). Revenue: US$21.2b (down 1.6% from 1Q 2025). Net income: US$864.0m (down 27% from 1Q 2025). Profit margin: 4.1% (down from 5.5% in 1Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 18% per year.お知らせ • Apr 15+ 1 more updateUnited Parcel Service, Inc. Rolls Out RFID Sensing Technology Across U.S. Small Package NetworkUnited Parcel Service, Inc. rolled out radio frequency identification (RFID) package sensing across its U.S. small package network, bringing unprecedented visibility and reliability to customers of all sizes. RFID sensing technology is in all UPS package delivery vehicles in the U.S., in the company’s delivery facilities across the country and on every package shipped through over 5,500 The UPS Store locations, including customer return shipments. UPS is the first major logistics provider to broadly roll out RFID technology across its integrated network. UPS invested more than $100 million to date to develop and implement the technology. Scanning technology has been the logistics industry standard since the early 1990s with UPS leading the way by putting scanning capability directly into the hands of drivers. The company is moving from scanning to sensing – a natural evolution of UPS’s commitment to customer innovation through technology, improving service continuity and creating an unmatched, premium experience for UPS customers. With RFID embedded into labels, on vehicles and in loading bays, customers benefit from clear visibility during the entire shipping process – from pick up to delivery, with no manual scanning required. RFID pickup sensing confirms packages have been picked up and are in UPS’s possession. Packages are automatically sensed as they move through the network and customers gain greater transparency into where their shipments are and how they are progressing. With more and better data, UPS responds faster when conditions change – such as weather and other unexpected events. RFID is in use every day at UPS, supporting millions of packages and providing customers with unparalleled insight into their shipments.お知らせ • Mar 20United Parcel Service, Inc., Annual General Meeting, May 07, 2026United Parcel Service, Inc., Annual General Meeting, May 07, 2026.お知らせ • Feb 07United Parcel Service, Inc. Announces Potential Resignation of Director Kevin M. WarshUnited Parcel Service, Inc. announced that on January 30, 2026, President Donald J. Trump announced his intent to nominate Kevin M. Warsh, a member of the Board of Directors of United Parcel Service, Inc., to serve as Chairman of the Board of Governors of the United States Federal Reserve System, subject to confirmation by the United States Senate. On February 2, 2026, Mr. Warsh informed the Company that if he is confirmed as Chairman of the Board of Governors of the United States Federal Reserve System by the United States Senate, he would resign as a director of the Company.Declared Dividend • Feb 02Fourth quarter dividend of US$1.64 announcedShareholders will receive a dividend of US$1.64. Ex-date: 17th February 2026 Payment date: 5th March 2026 Dividend yield will be 7.1%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not adequately covered by earnings (100% earnings payout ratio) nor is it covered by cash flows (117% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 11% to bring the payout ratio under control. EPS is expected to grow by 25% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Recent Insider Transactions • Jan 29Executive VP recently sold €2.2m worth of stockOn the 28th of January, Norman Brothers sold around 25k shares on-market at roughly €88.95 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €943k more than they bought in the last 12 months.Reported Earnings • Jan 28Full year 2025 earnings released: EPS: US$6.56 (vs US$6.76 in FY 2024)Full year 2025 results: EPS: US$6.56 (down from US$6.76 in FY 2024). Revenue: US$88.7b (down 2.6% from FY 2024). Net income: US$5.57b (down 3.6% from FY 2024). Profit margin: 6.3% (in line with FY 2024). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.お知らせ • Jan 27+ 2 more updatesUnited Parcel Service, Inc. Approves First-Quarter 2026 Dividend on All Outstanding Class A and Class B Shares, Payable on March 5, 2026United Parcel Service, Inc. announced that its Board of Directors has approved a first-quarter 2026 dividend of $1.64 per share on all outstanding Class A and Class B shares. The dividend is payable March 5, 2026, to shareowners of record on February 17, 2026.Buy Or Sell Opportunity • Jan 23Now 20% undervaluedOver the last 90 days, the stock has risen 22% to €92.17. The fair value is estimated to be €115, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has declined by 29%. For the next 3 years, revenue is forecast to grow by 2.0% per annum. Earnings are also forecast to grow by 6.5% per annum over the same time period.お知らせ • Jan 14United Parcel Service, Inc. to Report Q4, 2025 Results on Jan 27, 2026United Parcel Service, Inc. announced that they will report Q4, 2025 results at 6:00 AM, US Eastern Standard Time on Jan 27, 2026Declared Dividend • Nov 10Third quarter dividend of US$1.64 announcedShareholders will receive a dividend of US$1.64. Ex-date: 17th November 2025 Payment date: 4th December 2025 Dividend yield will be 8.0%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (101% earnings payout ratio) nor is it covered by cash flows (127% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 12% to bring the payout ratio under control. EPS is expected to grow by 27% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Nov 07UPS Announces Quarterly Dividend, Payable on December 4, 2025UPS announced its regular quarterly dividend of $1.64 per share on all outstanding Class A and Class B shares. The dividend is payable December 4, 2025, to shareowners of record on November 17, 2025.Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: US$1.55 (vs US$1.80 in 3Q 2024)Third quarter 2025 results: EPS: US$1.55 (down from US$1.80 in 3Q 2024). Revenue: US$21.4b (down 3.7% from 3Q 2024). Net income: US$1.31b (down 15% from 3Q 2024). Profit margin: 6.1% (down from 6.9% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.お知らせ • Oct 28+ 1 more updateUnited Parcel Service, Inc. Provides Consolidated Earnings Guidance for the Fourth Quarter of 2025United Parcel Service, Inc. provided consolidated earnings guidance for the fourth quarter of 2025. For the fourth quarter of 2025, on a consolidated basis, UPS expects revenue to be approximately $24.0 billion.お知らせ • Oct 15United Parcel Service, Inc. to Report Q3, 2025 Results on Oct 28, 2025United Parcel Service, Inc. announced that they will report Q3, 2025 results at 6:00 AM, US Eastern Standard Time on Oct 28, 2025お知らせ • Jul 23United Parcel Service, Inc. Updates Consolidated Earnings Guidance for the Full Year 2024United Parcel Service, Inc. updated consolidated earnings guidance for the full year 2024. For the year, the company expects consolidated revenue to be approximately $93.0 billion.お知らせ • Jul 10+ 2 more updatesUnited Parcel Service, Inc. to Report Q2, 2024 Results on Jul 23, 2024United Parcel Service, Inc. announced that they will report Q2, 2024 results at 6:00 AM, US Eastern Standard Time on Jul 23, 2024お知らせ • Jun 30United Parcel Service, Inc.(NYSE:UPS) dropped from Russell Top 50 IndexUnited Parcel Service, Inc.(NYSE:UPS) dropped from Russell Top 50 Indexお知らせ • May 08United Parcel Service, Inc. Announces Resignation of Brian Newman as Chief Financial Officer, Effective June 1, 2024United Parcel Service, Inc. announced that Brian Newman chief financial officer, will leave the company on June 1, 2024. UPS will evaluate internal and external CFO candidates to identify Newman’s successor.お知らせ • May 02UPS Announces Quarterly Dividend, Payable on May 30, 2024UPS announced its regular quarterly dividend of $1.63 per share on all outstanding Class A and Class B shares. The dividend is payable May 30, 2024, to shareowners of record on May 13, 2024.お知らせ • Apr 23United Parcel Service, Inc. Reaffirms Consolidated Earnings Guidance for the Full Year 2024United Parcel Service, Inc. reaffirmed consolidated earnings guidance for the full year 2024. For the year, the company expected consolidated revenue to range from approximately $92.0 billion to $94.5 billion.お知らせ • Apr 12As You Sow Files an Exempt Solicitation Statement and Request Vote for the ProposalOn April 11, 2024, As You Sow has filed an exempt solicitation statement and urged the shareholders of United Parcel Service Inc to vote for the proposal requesting the Company report to shareholders on the effectiveness of the Company's diversity, equity, and inclusion efforts at the Company’s annual general meeting of shareholders scheduled to be held on May 2, 2024.お知らせ • Apr 10+ 1 more updateUnited Parcel Service, Inc. to Report Q1, 2024 Results on Apr 23, 2024United Parcel Service, Inc. announced that they will report Q1, 2024 results at 6:00 AM, US Eastern Standard Time on Apr 23, 2024お知らせ • Mar 19United Parcel Service, Inc., Annual General Meeting, May 02, 2024United Parcel Service, Inc., Annual General Meeting, May 02, 2024, at 08:00 US Eastern Standard Time.お知らせ • Feb 06Ups Announces the Launch of Saturday Residential Delivery of Ups®? Standard ServiceUPS announced the launch of Saturday residential delivery of UPS® Standard Service, which brings Saturday ground delivery to customers in major Canadian cities. The service comes at no extra cost to recipients and provides businesses of all sizes a reliable way to get purchases to their customers on the weekend. UPS is the first global small package carrier in Canada to provide committed Saturday ground residential delivery of shipments from the U.S. and within Canada at no additional cost. Starting in the GTA, customers who normally receive their residential deliveries on Monday will now receive them on Saturday. The service is scheduled to be available in Montreal, Laval, Calgary, and Greater Vancouver by March. Once fully implemented, the majority of Canadian addresses in metropolitan cities will be eligible to have packages delivered on Saturday. Saturday residential delivery is an important growth differentiator for UPS customers, attracting consumers who want their deliveries sooner. According to an Angus Reid Canadian polli, 51 % of Canadians expect online purchases to be delivered within 1-2 days, even over the weekend. In the same poll, 74 % of Canadians agree it’s important that delivery services operate on weekdays and weekends.お知らせ • Jan 30+ 1 more updateUnited Parcel Service, Inc. Provides Earnings Guidance for the Full Year 2024United Parcel Service, Inc. provided earnings guidance for the full year 2024. For the year, the company expects revenue to range from approximately $92.0 billion to $94.5 billion.お知らせ • Jan 17United Parcel Service, Inc. to Report Q4, 2023 Results on Jan 30, 2024United Parcel Service, Inc. announced that they will report Q4, 2023 results at 6:00 AM, US Eastern Standard Time on Jan 30, 2024お知らせ • Dec 13Ups Flexes Asia Pacific Network to Boost Global Delivery Times for Region's BusinessesUPS customers in Singapore and Indonesia can now have deliveries to the United States completed in as little as two business days after the company introduced a number of enhancements to its Asia Pacific network including a new intra-Asia flight route. The move adds yet more capacity and connectivity between Southeast Asia and UPS's industry-leading intercontinental network and reduces some delivery times from Singapore and Indonesia to the U.S. by one business day. Additional upgrades to the company's regional network also mean businesses sending and receiving certain dangerous goods – including lithium batteries and dry ice – between Hong Kong and Singapore can now have these completed one day faster. Meanwhile UPS is cutting delivery times on lithium battery shipments from Ho Chi Minh City to the United States and Europe by as much as two business days. This is the latest in a series of investments by UPS in its Asia Pacific network as the company continues its commitment to providing better express delivery experiences for customers across the region. It follows the recent expansion of its Changi Airport hub in Singapore to almost double the amount of packages the facility can process each day as well as numerous other regional network and facility enhancements including in Japan, China, Vietnam, South Korea and Hong Kong.お知らせ • Nov 17UPS Introduces Ups Supply Chain Symphony PlatformUPS introduced the UPS Supply Chain Symphony platform, a new tool that integrates various supply chain components, including shipping, warehousing, and inventory management, into a single platform. This unified approach empowers UPS customers to operate more efficiently, gain better visibility into their supply chains, and more effectively address challenges as they arise. Many companies have trouble connecting their separate spreadsheets or databases, while most shippers find it difficult and time-consuming to turn supply chain data into useful information. An integrated logistics system can give companies a competitive advantage. UPS customers who use this cloud-based Software as a Service (SaaS) solution benefit from improved customer service, collaboration, asset utilization, and forecasting accuracy. From real-time inventory checks to data-driven performance monitoring and specialized healthcare modules, UPS Supply Chain Symphony now integrates previously stand-alone UPS tools including: UPS(R) S Shipping Services: parcel shipping at a variety of prices and spds. UPS Global Logistitics & Distribution: outsourced logistics services, including warehousing, fulfillment, transportation management, service parts logistics, and returns management. UPS Global Freight Forwarding: quoting and booking for air and ocean freight- plus everything in between. UPS Customs Brokerage: customer navigation of international trade regulations. UPS Supplier Management: an origin cargo management resource that manages vendors efficiently. UPS Express Critical(R) service: urgent transportation, including same-day delivery and next-flight out services. UPS Mail Innovations(R) service: a high-volume mailing service that integrates with postal systems around the world. Coyote Logistics(R) service: enables LTL and full truckload 3PL services through 70K vetted carriers.お知らせ • Nov 02United Parcel Service, Inc. Announces Regular Quarterly Dividend, Payable on November 30, 2023United Parcel Service, Inc. announced its regular quarterly dividend of $1.62 per share on all outstanding Class A and Class B shares. The dividend is payable November 30, 2023, to shareowners of record on November 13, 2023.お知らせ • Oct 28United Parcel Service, Inc. Updates Consolidated Revenue Guidance for the Full-Year 2023United Parcel Service, Inc. is updating its consolidated revenue guidance for the full-year 2023. For the year, company now expected consolidated revenue to be between $91.3 billion and $92.3 billion.お知らせ • Oct 26United Parcel Service, Inc. (NYSE:UPS) has entered into an agreement to acquire Happy Returns, Inc. from PayPal Holdings, Inc. (NasdaqGS:PYPL).United Parcel Service, Inc. (NYSE:UPS) has entered into an agreement to acquire Happy Returns, Inc. from PayPal Holdings, Inc. (NasdaqGS:PYPL) on October 25, 2023. The transaction is subject to customary conditions and regulatory approvals and expected to close in the fourth quarter of 2023.お知らせ • Oct 25United Parcel Service, Inc. to Report Q3, 2023 Results on Oct 26, 2023United Parcel Service, Inc. announced that they will report Q3, 2023 results at 6:00 AM, US Eastern Standard Time on Oct 26, 2023お知らせ • Sep 29United Parcel Service, Inc. (NYSE:UPS) entered into an agreement to acquire MNX Global Logistics from Quad-C Management, Inc.United Parcel Service, Inc. (NYSE:UPS) entered into an agreement to acquire MNX Global Logistics from Quad-C Management, Inc. on September 28, 2023. The transaction is subject to customary regulatory review and approval and is expected to close by the end of the year. J.P. Morgan Securities LLC is serving as the exclusive financial advisor to UPS, and King & Spalding is serving as the legal advisor to UPS.お知らせ • Sep 21Ups Company Roadie Unveils New Roadie Direct™? Warehouse Delivery SolutionUPS company Roadie has officially launched its new Roadie Direct warehouse delivery solution, which enables same-day pickup and delivery of orders from warehouses. The solution enables retailers to offer their customers local home delivery of e-commerce orders direct from their existing warehouses - within hours - while avoiding the costs of middle-mile transportation, shelving and re-picking required for same-day delivery from stores. The company began implementing the solution for select retailers earlier this year and is now announcing its availability to both new and existing Roadie customers. The Roadie Direct launch comes just in time for the holiday peak shopping season, which is always a challenging time for retailers as they scale to meet a surge in consumer demand. Roadie Direct is a first-of-its-kind solution that helps retailers better leverage their existing warehouse footprint to unlock faster-than-ever delivery speeds without taking on additional infrastructure investments. The solution includes Roadie's proprietary technology, in-house sortation with the new Roadie SmartSort app, and out-of-the-box integration with Roadie's crowdsourced delivery platform. Combined, these products create a single packaged solution that enables efficient warehouse-to-doorstep deliveries while eliminating middle-mile costs for retailers. The Roadie SmartSort app, a key component of the solution, makes sorting and scanning easy by using existing hardware already in use at warehouses - no new tools required. A retailer's current team members can use Zebra scanners or any smartphone to scan and sort. With a few bins, a dedicated bay for pickup and just a few employees, Roadie SmartSort enables a retailer's warehouse team to operate a full logistics hub - including a micro-sortation center - with minimal space and labor while offering ultrafast delivery options to customers. After sortation, orders are sent to the Roadie platform, where Roadie's proprietary algorithm batches the orders. The orders are then pushed to the Roadie SmartSort app for sorting and staging using the retailer's existing scanner hardware or even their employees' personal mobile devices. The batched orders are posted on the Roadie platform for pickup and delivery by a driver crowdsourced on the Roadie platform. The Roadie nationwide network includes more than 200,000 independent drivers with a range of vehicle types to accommodate nearly any size SKU in a warehouse.お知らせ • Aug 04UPS Announces Quarterly Dividend, Payable on August 31, 2023UPS announced its regular quarterly dividend of $1.62 per share on all outstanding Class A and Class B shares. The dividend is payable August 31, 2023, to shareowners of record on August 14, 2023.お知らせ • Jul 12United Parcel Service, Inc. to Report Q2, 2023 Results on Aug 08, 2023United Parcel Service, Inc. announced that they will report Q2, 2023 results at 6:00 AM, US Eastern Standard Time on Aug 08, 2023Board Change • May 10High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Kate Johnson was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 05UPS Announces Quarterly Dividend, Payable on June 1, 2023UPS announced its regular quarterly dividend of $1.62 per share on all outstanding Class A and Class B shares. The dividend is payable June 1, 2023, to shareowners of record on May 15, 2023.お知らせ • May 04Trillium Asset Files an Exempt Solicitation and Urge Vote For its ProposalOn May 3, 2023, Trillium Asset Management, LLC has filed an exempt solicitation and urged the shareholders to vote for its proposal requesting the company to adopt independently verified short and long-term science-based greenhouse gas emissions reduction targets, inclusive of emissions from its full value chain, in order to achieve net-zero emissions by 2050 or sooner and to attain appropriate emissions reductions prior to 2030, in line with the Paris Agreement’s goal of limiting global temperature rise to 1.5 degrees Celsius at the Company’s annual general meeting.Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: US$2.21 (vs US$3.05 in 1Q 2022)First quarter 2023 results: EPS: US$2.21 (down from US$3.05 in 1Q 2022). Revenue: US$22.9b (down 6.0% from 1Q 2022). Net income: US$1.90b (down 29% from 1Q 2022). Profit margin: 8.3% (down from 11% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 2.0% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 10Upcoming dividend of US$1.62 per share at 3.5% yieldEligible shareholders must have bought the stock before 17 February 2023. Payment date: 10 March 2023. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (3.2%).Recent Insider Transactions • Feb 06Insider recently sold €9.6m worth of stockOn the 2nd of February, Kathleen Gutmann sold around 56k shares on-market at roughly €172 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.Reported Earnings • Feb 01Full year 2022 earnings released: EPS: US$13.26 (vs US$14.75 in FY 2021)Full year 2022 results: EPS: US$13.26 (down from US$14.75 in FY 2021). Revenue: US$100.3b (up 3.1% from FY 2021). Net income: US$11.5b (down 10% from FY 2021). Profit margin: 12% (down from 13% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.9% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 01+ 2 more updatesUnited Parcel Service, Inc. (NYSE:UPS) announces an Equity Buyback for $5,000 million worth of its shares.United Parcel Service, Inc. (NYSE:UPS) announces a share repurchase program. Under the program, the company will repurchase up to $5,000 worth of its common stock.お知らせ • Jan 18United Parcel Service, Inc. to Report Q4, 2022 Results on Jan 31, 2023United Parcel Service, Inc. announced that they will report Q4, 2022 results at 6:00 AM, US Eastern Standard Time on Jan 31, 2023お知らせ • Nov 16United Parcel Service, Inc. (NYSE:UPS) completed the acquisition of Bomi Italia S.p.A. from ArchiMed SAS.United Parcel Service, Inc. (NYSE:UPS) agreed to acquire Bomi Italia S.p.A. from ArchiMed SAS on August 8, 2022. Upon completion, Bomi Italia S.p.A. will become part of United Parcel Service of America, Inc. Key Bomi Group leaders, including Chief Executive Officer Marco Ruini, will continue in their roles to provide seamless service to Bomi Group customers after the transaction closes. The transaction is expected to close by the end of the year, subject to customary regulatory review and approval. J.P. Morgan Securities LLC acted as financial advisor to United Parcel Service, Inc. and Morgan Stanley (NYSE:MS) acted as financial advisor to Bomi Italia S.p.A. United Parcel Service, Inc. (NYSE:UPS) completed the acquisition of Bomi Italia S.p.A. from ArchiMed SAS on November 15, 2022.お知らせ • Nov 03UPS Announces Quarterly Dividend, Payable on December 1, 2022UPS announced its regular quarterly dividend of $1.52 per share on all outstanding Class A and Class B shares. The dividend is payable December 1, 2022, to shareowners of record on November 14, 2022.お知らせ • Sep 10United Parcel Service, Inc. Announces Retirement of Charlene Thomas as Executive Vice President (Evp) and Chief Diversity, Equity and Inclusion OfficerUnited Parcel Service, Inc. announced that Executive Vice President (EVP) and Chief Diversity, Equity and Inclusion Officer Charlene Thomas will retire after 34 years of exemplary service, effective Oct, 1. Most recently, Charlene led UPS's global diversity, equity and inclusion efforts among employees, suppliers and customers around the world. Before that, Charlene served as Chief Human Resources Officer (CHRO), guiding the company's efforts to transform its culture and people practices for UPS's more than 500,000 global employees. Charlene also led the company's policy changes regarding tattoos, natural hair and other areas of personal appearance. During her tenure Charlene was named the 2020 Converge D&I Global Executive of the Year and in August 2022UPS was named one of Supply Chain Magazine's top 10 companies committed to implementing Diversity, Equity and Inclusion initiatives in recruitment and partnerships. Upon Charlene's retirement, UPS EVP and CHRO Darrell Ford will assume the additional role of Chief Diversity, Equity and Inclusion Officer.お知らせ • Aug 10United Parcel Service, Inc. (NYSE:UPS) agreed to acquire Bomi Italia S.p.A. from ArchiMed SAS.United Parcel Service, Inc. (NYSE:UPS) agreed to acquire Bomi Italia S.p.A. from ArchiMed SAS on August 8, 2022. Upon completion, Bomi Italia S.p.A. will become part of United Parcel Service of America, Inc. Key Bomi Group leaders, including Chief Executive Officer Marco Ruini, will continue in their roles to provide seamless service to Bomi Group customers after the transaction closes. The transaction is expected to close by the end of the year, subject to customary regulatory review and approval. J.P. Morgan Securities LLC acted as financial advisor to United Parcel Service, Inc. and Morgan Stanley (NYSE:MS) acted as financial advisor to Bomi Italia S.p.A.Recent Insider Transactions • Aug 05Executive VP & Chief Marketing Officer recently sold €2.5m worth of stockOn the 2nd of August, Kevin Warren sold around 13k shares on-market at roughly €188 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.4m more than they bought in the last 12 months.お知らせ • Aug 04UPS Announces Quarterly Dividend, Payable on September 1, 2022UPS announced its regular quarterly dividend of $1.52 per share on all outstanding Class A and Class B shares. The dividend is payable September 1, 2022 to shareowners of record on August 15, 2022.お知らせ • Jul 27United Parcel Service, Inc. Reaffirms Full-Year 2022 Financial GuidanceUnited Parcel Service, Inc. reaffirmed its full-year 2022 financial guidance. For 2022, the company expected Consolidated revenue of about $102 billion.Reported Earnings • Jul 27Second quarter 2022 earnings released: EPS: US$3.26 (vs US$3.06 in 2Q 2021)Second quarter 2022 results: EPS: US$3.26 (up from US$3.06 in 2Q 2021). Revenue: US$24.8b (up 5.7% from 2Q 2021). Net income: US$2.85b (up 6.5% from 2Q 2021). Profit margin: 12% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 3.1% while the industry in Germany is not expected to grow.お知らせ • Jul 14UPS Healthcare Healthcare Revolutionizes Prioritized Shipping with Enhancements to Ups® PremierUPS Healthcare announced a market expansion and the next generation in the UPS® Premier product line. The UPS® Premier service portfolio provides three-level flexibility to meet healthcare customers' unique needs. UPS Premier monitors packages at all times, creating visibility and prioritization for each shipment. In addition, sensor technology enables real-time recovery of UPS Premier shipments if they encounter network delays, temperature deviations, or other issues. UPS® Premier Silverand Gold are now available in major markets around the world. UPS® Premier Platinum adds the ability to monitor temperature, light and humidity while tracking shipments in and out of the UPS network. UPS Premier Platinum will be available this fall. This specialized service connects major global trade lanes and is now expanding geographically. These new offerings provide customers even more benefits, including efficient customs brokerage, environmental monitoring, and visibility to meet the challenges of global healthcare logistics leaders. Innovations in biologics, specialty pharmaceuticals, and medications genetically personalized for each patient's needs are driving significant demand for precision logistics to support more patient-critical, time and temperature-sensitive products. The global market for biologic therapeutic drugs is set to increase from $285.5 billion in 2020 to $421.8 billion by 2025. UPS Healthcare has added these new UPS Premier capabilities to support the complex needs of this growing market.お知らせ • Jul 13United Parcel Service, Inc. to Report Q2, 2022 Results on Jul 26, 2022United Parcel Service, Inc. announced that they will report Q2, 2022 results at 6:00 AM, US Eastern Standard Time on Jul 26, 2022お知らせ • Jun 15UPS Appoints Bala Subramanian to the Newly Created Position of Executive Vice President and Chief Digital and Technology OfficerUPS appointed Bala Subramanian, 50, to the newly created position of Executive Vice President and Chief Digital and Technology Officer. Effective July 18, Bala will report to Chief Executive Officer Carol B. Tomé and join the UPS Executive Leadership Team with responsibility for technology and industrial engineering to drive more innovative, agile and flexible solutions for UPS stakeholders. In this new role, Bala will be responsible for the overall strategy, design, development and execution of UPS’s technology, industrial engineering and digital transformation functions and will be a key driver in growing the business. Bala brings a wealth of experience to UPS, most recently serving as Chief Digital Officer at AT&T, where he and his teams led the digital transformation of employee and customer experiences. His efforts helped to modernize technology and establish an agile and data-driven approach to working across the company. prior to AT&T, Bala served as the Chief Digital Officer at Best Buy (NYSE: BBY), where he helped lead the company’s turnaround with responsibility for technology, product development and operations across the company’s global e-commerce portfolio. Bala also served in technology leadership roles at T-Mobile U.S. and Ericsson, earlier in his career. Bala holds a Master’s in Business Administration from Duke University’s Fuqua School of Business and a Master of Science in electrical engineering from the University of Oklahoma. He serves on the board of directors for Cars.com and the Dutch multinational retailer Ahold Delhaize.お知らせ • May 05United Parcel Service, Inc. Announces Quarterly Dividend, Payable on June 2, 2022UPS announced its regular quarterly dividend of $1.52 per share on all outstanding Class A and Class B shares. The dividend is payable June 2, 2022 to shareowners of record on May 16, 2022.Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: US$3.06 (vs US$5.50 in 1Q 2021)First quarter 2022 results: EPS: US$3.06 (down from US$5.50 in 1Q 2021). Revenue: US$24.4b (up 6.4% from 1Q 2021). Net income: US$2.66b (down 44% from 1Q 2021). Profit margin: 11% (down from 21% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 4.2%, compared to a 4.6% growth forecast for the industry in Germany.お知らせ • Apr 27+ 1 more updateUPS Reaffirms Dividend Guidance for the Year 2022UPS reaffirmed dividend guidance for the year 2022. For the year, the company expects dividend payments, subject to board approval, of about $5.2 billion.お知らせ • Apr 13United Parcel Service, Inc. to Report Q1, 2022 Results on Apr 26, 2022United Parcel Service, Inc. announced that they will report Q1, 2022 results at 6:00 AM, Eastern Daylight on Apr 26, 2022Buying Opportunity • Apr 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.4%. The fair value is estimated to be €235, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings is forecast to decline by 3.7% per annum over the same time period.お知らせ • Mar 23United Parcel Service, Inc., Annual General Meeting, May 05, 2022United Parcel Service, Inc., Annual General Meeting, May 05, 2022, at 08:00 US Eastern Standard Time. Agenda: To elect 13 director nominees to serve until the 2023 annual meeting and until their respective successors are elected and qualified; to approve on an advisory basis a resolution on executive compensation; to ratify the appointment of Deloitte & Touche LLP as independent registered public accounting firm for 2022; and to consider advisory votes on 5 shareowner proposals, only if properly presented.Buying Opportunity • Mar 08Now 23% undervaluedOver the last 90 days, the stock is up 2.3%. The fair value is estimated to be US$239, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. Earnings per share has grown by 24% per annum over the last 3 years.お知らせ • Mar 03UPS Announces Organizational RealignmentUPS announced that Juan Perez, Executive Vice President and Chief Information and Engineering Officer is retiring after a distinguished career. Scott Price, Executive Vice President International, also is retiring from the company; both are effective March 31, 2022. The company announcing the following organizational realignment, including integrating Global Sales and Solutions into the U.S. and International business units,” said Tomé. Kate Gutmann, Chief Sales and Solutions Officer and Executive Vice President UPS Global Healthcare will move to a newly created role of Executive Vice President and President International, Healthcare and Supply Chain Solutions. These combined business units reported revenues of more than $37 billion in 2021. Kate will be responsible for these business units, including their operations and sales teams as well as global solutions and global sales operations. Kate’s current role will be eliminated as she takes on these broader responsibilities. Nando Cesarone, Executive Vice President and President U.S., including small package, transportation and the UPS Airline operations, will assume additional responsibility for U.S. sales as well as the company’s automotive, and global buildings and systems engineering groups. The company has an external search underway for a new leader for the role of Executive Vice President and Chief Information Officer, continuing UPS’s drive toward deeper digital integration across all customer and people journeys.Buying Opportunity • Feb 19Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be US$232, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. Earnings per share has grown by 24% per annum over the last 3 years.Upcoming Dividend • Feb 11Upcoming dividend of US$1.52 per shareEligible shareholders must have bought the stock before 18 February 2022. Payment date: 10 March 2022. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (3.4%). Higher than average of industry peers (2.0%).Reported Earnings • Feb 02Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$14.83 (up from US$1.55 in FY 2020). Revenue: US$97.3b (up 15% from FY 2020). Net income: US$12.9b (up US$11.5b from FY 2020). Profit margin: 13% (up from 1.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 4.0%, compared to a 8.7% growth forecast for the industry in Germany.お知らせ • Feb 02+ 1 more updateUnited Parcel Service, Inc. Pays First-Quarter 2022 Dividend, Payable March 10, 2022United Parcel Service, Inc. will pay a first-quarter 2022 dividend of $1.52 per share on all outstanding Class A and Class B shares. The dividend is payable March 10, 2022 to shareowners of record on February 22, 2022.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improved over the past weekAfter last week's 18% share price gain to €207, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Logistics industry in Europe. Total returns to shareholders of 55% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €243 per share.Upcoming Dividend • Nov 12Upcoming dividend of US$1.02 per shareEligible shareholders must have bought the stock before 19 November 2021. Payment date: 08 December 2021. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.7%).Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS US$2.67 (vs US$2.26 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: US$23.2b (up 9.2% from 3Q 2020). Net income: US$2.33b (up 19% from 3Q 2020). Profit margin: 10.0% (in line with 3Q 2020).お知らせ • Sep 11United Parcel Service, Inc. (NYSE:UPS) entered into an agreement to acquire Roadie, Inc.United Parcel Service, Inc. (NYSE:UPS) entered into an agreement to acquire Roadie, Inc. on September 10, 2021. Following the completion of the acquisition, Roadie will operate with the same name. The transaction is expected to close in the fourth quarter of 2021.Upcoming Dividend • Aug 13Upcoming dividend of US$1.02 per shareEligible shareholders must have bought the stock before 20 August 2021. Payment date: 09 September 2021. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.1%). Higher than average of industry peers (1.6%).お知らせ • Aug 08United Parcel Service, Inc. (NYSE:UPS) announces an Equity Buyback for $5,000 million worth of its shares.United Parcel Service, Inc. (NYSE:UPS) announces a share repurchase program. Under the program, the company will repurchase up to $5,000 worth of its common stock. The program has no expiration date.Reported Earnings • Jul 28Second quarter 2021 earnings released: EPS US$3.08 (vs US$2.04 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$23.4b (up 14% from 2Q 2020). Net income: US$2.68b (up 51% from 2Q 2020). Profit margin: 11% (up from 8.6% in 2Q 2020). The increase in margin was driven by higher revenue.お知らせ • Jun 28+ 4 more updatesUnited Parcel Service, Inc.(NYSE:UPS) dropped from Russell 1000 Defensive IndexUnited Parcel Service, Inc.(NYSE:UPS) dropped from Russell 1000 Defensive Indexお知らせ • Jun 10UPS Inc. Provides Earnings Guidance for the Year 2023UPS Inc. provided earnings guidance for the year 2023. For the year 2023, the company expects consolidated revenue ranging from approximately $98 billion to approximately $102 billion.Executive Departure • May 20Independent Director has left the companyOn the 13th of May, Clark Randt's tenure as Independent Director ended after 10.8 years in the role. We don't have any record of a personal shareholding under Clark's name. A total of 3 executives have left over the last 12 months.Executive Departure • May 20Independent Director has left the companyOn the 13th of May, Rudolph Harold Markham's tenure as Independent Director ended after 13.5 years in the role. As of March 2021, Rudolph Harold personally held 1.52k shares (€217k worth at the time). A total of 3 executives have left over the last 12 months.株主還元UPABDE LogisticsDE 市場7D5.2%3.3%0.7%1Yn/a13.2%2.0%株主還元を見る業界別リターン: UPABがGerman Logistics業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: UPAB German市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is UPAB's price volatile compared to industry and market?UPAB volatilityUPAB Average Weekly Movement5.1%Logistics Industry Average Movement5.1%Market Average Movement6.1%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.7%安定した株価: UPAB 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: UPABの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1907350,625Carol Tomewww.ups.comユナイテッド・パーセル・サービス（United Parcel Service, Inc.米国内パッケージと国際パッケージの2つのセグメントで事業を展開している。米国内パッケージ部門は、米国内で航空および地上サービスを通じて、速達書簡、書類、小包、パレット貨物の時間指定配達サービスを提供している。国際パッケージ部門は、ヨーロッパ、インド亜大陸、中東、アフリカ、カナダ、中南米、アジアで小口貨物サービスを提供している。同社は、日数・時間指定の保証付き国際輸送サービス、日数指定のサービス、国境を越えた地上での荷物配送、緊急でない荷物の契約専用、Eコマース・ソリューション、国境を越えた貨物、緊急でパレット積みされた貨物の国際サービスなどを提供している。また、国際航空・海上貨物輸送、コントラクト・ロジスティクス、通関・保険、郵便サービス、ヘルスケア・ロジスティクス、配送、ポストセールス・サービスも提供している。は1907 年に設立され、ジョージア州アトランタに本社を置いている。もっと見るUnited Parcel Service, Inc. 基礎のまとめUnited Parcel Service の収益と売上を時価総額と比較するとどうか。UPAB 基礎統計学時価総額€77.74b収益（TTM）€4.50b売上高(TTM)€75.71b17.3xPER（株価収益率1.0xP/SレシオUPAB は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計UPAB 損益計算書（TTM）収益US$88.32b売上原価US$68.49b売上総利益US$19.83bその他の費用US$14.58b収益US$5.25b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）6.18グロス・マージン22.45%純利益率5.94%有利子負債／自己資本比率147.6%UPAB の長期的なパフォーマンスは？過去の実績と比較を見る配当金6.1%現在の配当利回り106%配当性向UPAB 配当は確実ですか？UPAB 配当履歴とベンチマークを見るUPAB 、いつまでに購入すれば配当金を受け取れますか？United Parcel Service 配当日配当落ち日May 18 2026配当支払日Jun 04 2026配当落ちまでの日数14 days配当支払日までの日数3 daysUPAB 配当は確実ですか？UPAB 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/31 19:35終値2026/05/29 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋United Parcel Service, Inc. 23 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。44 アナリスト機関Will ChienAccountability Research CorporationJohn EadeArgus Research CompanyBrandon OglenskiBarclays41 その他のアナリストを表示
Declared Dividend • May 11First quarter dividend of US$1.64 announcedShareholders will receive a dividend of US$1.64. Ex-date: 18th May 2026 Payment date: 4th June 2026 Dividend yield will be 7.1%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (106% earnings payout ratio) nor is it covered by cash flows (123% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 18% to bring the payout ratio under control. EPS is expected to grow by 31% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • May 08United Parcel Service, Inc. announces Quarterly dividend, payable on June 04, 2026United Parcel Service, Inc. announced Quarterly dividend of USD 1.6400 per share payable on June 04, 2026, ex-date on May 18, 2026 and record date on May 18, 2026.
お知らせ • Apr 30United Parcel Service, Inc. Reaffirms Earnings Guidance for the Full Year 2026United Parcel Service, Inc. reaffirmed earnings guidance for the full year 2026. For the year, the company reaffirmed its consolidated financial targets of revenue of approximately $89.7 billion.
Reported Earnings • Apr 29First quarter 2026 earnings released: EPS: US$1.02 (vs US$1.40 in 1Q 2025)First quarter 2026 results: EPS: US$1.02 (down from US$1.40 in 1Q 2025). Revenue: US$21.2b (down 1.6% from 1Q 2025). Net income: US$864.0m (down 27% from 1Q 2025). Profit margin: 4.1% (down from 5.5% in 1Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 18% per year.
お知らせ • Apr 15+ 1 more updateUnited Parcel Service, Inc. Rolls Out RFID Sensing Technology Across U.S. Small Package NetworkUnited Parcel Service, Inc. rolled out radio frequency identification (RFID) package sensing across its U.S. small package network, bringing unprecedented visibility and reliability to customers of all sizes. RFID sensing technology is in all UPS package delivery vehicles in the U.S., in the company’s delivery facilities across the country and on every package shipped through over 5,500 The UPS Store locations, including customer return shipments. UPS is the first major logistics provider to broadly roll out RFID technology across its integrated network. UPS invested more than $100 million to date to develop and implement the technology. Scanning technology has been the logistics industry standard since the early 1990s with UPS leading the way by putting scanning capability directly into the hands of drivers. The company is moving from scanning to sensing – a natural evolution of UPS’s commitment to customer innovation through technology, improving service continuity and creating an unmatched, premium experience for UPS customers. With RFID embedded into labels, on vehicles and in loading bays, customers benefit from clear visibility during the entire shipping process – from pick up to delivery, with no manual scanning required. RFID pickup sensing confirms packages have been picked up and are in UPS’s possession. Packages are automatically sensed as they move through the network and customers gain greater transparency into where their shipments are and how they are progressing. With more and better data, UPS responds faster when conditions change – such as weather and other unexpected events. RFID is in use every day at UPS, supporting millions of packages and providing customers with unparalleled insight into their shipments.
お知らせ • Mar 20United Parcel Service, Inc., Annual General Meeting, May 07, 2026United Parcel Service, Inc., Annual General Meeting, May 07, 2026.
Declared Dividend • May 11First quarter dividend of US$1.64 announcedShareholders will receive a dividend of US$1.64. Ex-date: 18th May 2026 Payment date: 4th June 2026 Dividend yield will be 7.1%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (106% earnings payout ratio) nor is it covered by cash flows (123% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 18% to bring the payout ratio under control. EPS is expected to grow by 31% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • May 08United Parcel Service, Inc. announces Quarterly dividend, payable on June 04, 2026United Parcel Service, Inc. announced Quarterly dividend of USD 1.6400 per share payable on June 04, 2026, ex-date on May 18, 2026 and record date on May 18, 2026.
お知らせ • Apr 30United Parcel Service, Inc. Reaffirms Earnings Guidance for the Full Year 2026United Parcel Service, Inc. reaffirmed earnings guidance for the full year 2026. For the year, the company reaffirmed its consolidated financial targets of revenue of approximately $89.7 billion.
Reported Earnings • Apr 29First quarter 2026 earnings released: EPS: US$1.02 (vs US$1.40 in 1Q 2025)First quarter 2026 results: EPS: US$1.02 (down from US$1.40 in 1Q 2025). Revenue: US$21.2b (down 1.6% from 1Q 2025). Net income: US$864.0m (down 27% from 1Q 2025). Profit margin: 4.1% (down from 5.5% in 1Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 18% per year.
お知らせ • Apr 15+ 1 more updateUnited Parcel Service, Inc. Rolls Out RFID Sensing Technology Across U.S. Small Package NetworkUnited Parcel Service, Inc. rolled out radio frequency identification (RFID) package sensing across its U.S. small package network, bringing unprecedented visibility and reliability to customers of all sizes. RFID sensing technology is in all UPS package delivery vehicles in the U.S., in the company’s delivery facilities across the country and on every package shipped through over 5,500 The UPS Store locations, including customer return shipments. UPS is the first major logistics provider to broadly roll out RFID technology across its integrated network. UPS invested more than $100 million to date to develop and implement the technology. Scanning technology has been the logistics industry standard since the early 1990s with UPS leading the way by putting scanning capability directly into the hands of drivers. The company is moving from scanning to sensing – a natural evolution of UPS’s commitment to customer innovation through technology, improving service continuity and creating an unmatched, premium experience for UPS customers. With RFID embedded into labels, on vehicles and in loading bays, customers benefit from clear visibility during the entire shipping process – from pick up to delivery, with no manual scanning required. RFID pickup sensing confirms packages have been picked up and are in UPS’s possession. Packages are automatically sensed as they move through the network and customers gain greater transparency into where their shipments are and how they are progressing. With more and better data, UPS responds faster when conditions change – such as weather and other unexpected events. RFID is in use every day at UPS, supporting millions of packages and providing customers with unparalleled insight into their shipments.
お知らせ • Mar 20United Parcel Service, Inc., Annual General Meeting, May 07, 2026United Parcel Service, Inc., Annual General Meeting, May 07, 2026.
お知らせ • Feb 07United Parcel Service, Inc. Announces Potential Resignation of Director Kevin M. WarshUnited Parcel Service, Inc. announced that on January 30, 2026, President Donald J. Trump announced his intent to nominate Kevin M. Warsh, a member of the Board of Directors of United Parcel Service, Inc., to serve as Chairman of the Board of Governors of the United States Federal Reserve System, subject to confirmation by the United States Senate. On February 2, 2026, Mr. Warsh informed the Company that if he is confirmed as Chairman of the Board of Governors of the United States Federal Reserve System by the United States Senate, he would resign as a director of the Company.
Declared Dividend • Feb 02Fourth quarter dividend of US$1.64 announcedShareholders will receive a dividend of US$1.64. Ex-date: 17th February 2026 Payment date: 5th March 2026 Dividend yield will be 7.1%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not adequately covered by earnings (100% earnings payout ratio) nor is it covered by cash flows (117% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 11% to bring the payout ratio under control. EPS is expected to grow by 25% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Recent Insider Transactions • Jan 29Executive VP recently sold €2.2m worth of stockOn the 28th of January, Norman Brothers sold around 25k shares on-market at roughly €88.95 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €943k more than they bought in the last 12 months.
Reported Earnings • Jan 28Full year 2025 earnings released: EPS: US$6.56 (vs US$6.76 in FY 2024)Full year 2025 results: EPS: US$6.56 (down from US$6.76 in FY 2024). Revenue: US$88.7b (down 2.6% from FY 2024). Net income: US$5.57b (down 3.6% from FY 2024). Profit margin: 6.3% (in line with FY 2024). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 27+ 2 more updatesUnited Parcel Service, Inc. Approves First-Quarter 2026 Dividend on All Outstanding Class A and Class B Shares, Payable on March 5, 2026United Parcel Service, Inc. announced that its Board of Directors has approved a first-quarter 2026 dividend of $1.64 per share on all outstanding Class A and Class B shares. The dividend is payable March 5, 2026, to shareowners of record on February 17, 2026.
Buy Or Sell Opportunity • Jan 23Now 20% undervaluedOver the last 90 days, the stock has risen 22% to €92.17. The fair value is estimated to be €115, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has declined by 29%. For the next 3 years, revenue is forecast to grow by 2.0% per annum. Earnings are also forecast to grow by 6.5% per annum over the same time period.
お知らせ • Jan 14United Parcel Service, Inc. to Report Q4, 2025 Results on Jan 27, 2026United Parcel Service, Inc. announced that they will report Q4, 2025 results at 6:00 AM, US Eastern Standard Time on Jan 27, 2026
Declared Dividend • Nov 10Third quarter dividend of US$1.64 announcedShareholders will receive a dividend of US$1.64. Ex-date: 17th November 2025 Payment date: 4th December 2025 Dividend yield will be 8.0%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not covered by earnings (101% earnings payout ratio) nor is it covered by cash flows (127% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 12% to bring the payout ratio under control. EPS is expected to grow by 27% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Nov 07UPS Announces Quarterly Dividend, Payable on December 4, 2025UPS announced its regular quarterly dividend of $1.64 per share on all outstanding Class A and Class B shares. The dividend is payable December 4, 2025, to shareowners of record on November 17, 2025.
Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: US$1.55 (vs US$1.80 in 3Q 2024)Third quarter 2025 results: EPS: US$1.55 (down from US$1.80 in 3Q 2024). Revenue: US$21.4b (down 3.7% from 3Q 2024). Net income: US$1.31b (down 15% from 3Q 2024). Profit margin: 6.1% (down from 6.9% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 28+ 1 more updateUnited Parcel Service, Inc. Provides Consolidated Earnings Guidance for the Fourth Quarter of 2025United Parcel Service, Inc. provided consolidated earnings guidance for the fourth quarter of 2025. For the fourth quarter of 2025, on a consolidated basis, UPS expects revenue to be approximately $24.0 billion.
お知らせ • Oct 15United Parcel Service, Inc. to Report Q3, 2025 Results on Oct 28, 2025United Parcel Service, Inc. announced that they will report Q3, 2025 results at 6:00 AM, US Eastern Standard Time on Oct 28, 2025
お知らせ • Jul 23United Parcel Service, Inc. Updates Consolidated Earnings Guidance for the Full Year 2024United Parcel Service, Inc. updated consolidated earnings guidance for the full year 2024. For the year, the company expects consolidated revenue to be approximately $93.0 billion.
お知らせ • Jul 10+ 2 more updatesUnited Parcel Service, Inc. to Report Q2, 2024 Results on Jul 23, 2024United Parcel Service, Inc. announced that they will report Q2, 2024 results at 6:00 AM, US Eastern Standard Time on Jul 23, 2024
お知らせ • Jun 30United Parcel Service, Inc.(NYSE:UPS) dropped from Russell Top 50 IndexUnited Parcel Service, Inc.(NYSE:UPS) dropped from Russell Top 50 Index
お知らせ • May 08United Parcel Service, Inc. Announces Resignation of Brian Newman as Chief Financial Officer, Effective June 1, 2024United Parcel Service, Inc. announced that Brian Newman chief financial officer, will leave the company on June 1, 2024. UPS will evaluate internal and external CFO candidates to identify Newman’s successor.
お知らせ • May 02UPS Announces Quarterly Dividend, Payable on May 30, 2024UPS announced its regular quarterly dividend of $1.63 per share on all outstanding Class A and Class B shares. The dividend is payable May 30, 2024, to shareowners of record on May 13, 2024.
お知らせ • Apr 23United Parcel Service, Inc. Reaffirms Consolidated Earnings Guidance for the Full Year 2024United Parcel Service, Inc. reaffirmed consolidated earnings guidance for the full year 2024. For the year, the company expected consolidated revenue to range from approximately $92.0 billion to $94.5 billion.
お知らせ • Apr 12As You Sow Files an Exempt Solicitation Statement and Request Vote for the ProposalOn April 11, 2024, As You Sow has filed an exempt solicitation statement and urged the shareholders of United Parcel Service Inc to vote for the proposal requesting the Company report to shareholders on the effectiveness of the Company's diversity, equity, and inclusion efforts at the Company’s annual general meeting of shareholders scheduled to be held on May 2, 2024.
お知らせ • Apr 10+ 1 more updateUnited Parcel Service, Inc. to Report Q1, 2024 Results on Apr 23, 2024United Parcel Service, Inc. announced that they will report Q1, 2024 results at 6:00 AM, US Eastern Standard Time on Apr 23, 2024
お知らせ • Mar 19United Parcel Service, Inc., Annual General Meeting, May 02, 2024United Parcel Service, Inc., Annual General Meeting, May 02, 2024, at 08:00 US Eastern Standard Time.
お知らせ • Feb 06Ups Announces the Launch of Saturday Residential Delivery of Ups®? Standard ServiceUPS announced the launch of Saturday residential delivery of UPS® Standard Service, which brings Saturday ground delivery to customers in major Canadian cities. The service comes at no extra cost to recipients and provides businesses of all sizes a reliable way to get purchases to their customers on the weekend. UPS is the first global small package carrier in Canada to provide committed Saturday ground residential delivery of shipments from the U.S. and within Canada at no additional cost. Starting in the GTA, customers who normally receive their residential deliveries on Monday will now receive them on Saturday. The service is scheduled to be available in Montreal, Laval, Calgary, and Greater Vancouver by March. Once fully implemented, the majority of Canadian addresses in metropolitan cities will be eligible to have packages delivered on Saturday. Saturday residential delivery is an important growth differentiator for UPS customers, attracting consumers who want their deliveries sooner. According to an Angus Reid Canadian polli, 51 % of Canadians expect online purchases to be delivered within 1-2 days, even over the weekend. In the same poll, 74 % of Canadians agree it’s important that delivery services operate on weekdays and weekends.
お知らせ • Jan 30+ 1 more updateUnited Parcel Service, Inc. Provides Earnings Guidance for the Full Year 2024United Parcel Service, Inc. provided earnings guidance for the full year 2024. For the year, the company expects revenue to range from approximately $92.0 billion to $94.5 billion.
お知らせ • Jan 17United Parcel Service, Inc. to Report Q4, 2023 Results on Jan 30, 2024United Parcel Service, Inc. announced that they will report Q4, 2023 results at 6:00 AM, US Eastern Standard Time on Jan 30, 2024
お知らせ • Dec 13Ups Flexes Asia Pacific Network to Boost Global Delivery Times for Region's BusinessesUPS customers in Singapore and Indonesia can now have deliveries to the United States completed in as little as two business days after the company introduced a number of enhancements to its Asia Pacific network including a new intra-Asia flight route. The move adds yet more capacity and connectivity between Southeast Asia and UPS's industry-leading intercontinental network and reduces some delivery times from Singapore and Indonesia to the U.S. by one business day. Additional upgrades to the company's regional network also mean businesses sending and receiving certain dangerous goods – including lithium batteries and dry ice – between Hong Kong and Singapore can now have these completed one day faster. Meanwhile UPS is cutting delivery times on lithium battery shipments from Ho Chi Minh City to the United States and Europe by as much as two business days. This is the latest in a series of investments by UPS in its Asia Pacific network as the company continues its commitment to providing better express delivery experiences for customers across the region. It follows the recent expansion of its Changi Airport hub in Singapore to almost double the amount of packages the facility can process each day as well as numerous other regional network and facility enhancements including in Japan, China, Vietnam, South Korea and Hong Kong.
お知らせ • Nov 17UPS Introduces Ups Supply Chain Symphony PlatformUPS introduced the UPS Supply Chain Symphony platform, a new tool that integrates various supply chain components, including shipping, warehousing, and inventory management, into a single platform. This unified approach empowers UPS customers to operate more efficiently, gain better visibility into their supply chains, and more effectively address challenges as they arise. Many companies have trouble connecting their separate spreadsheets or databases, while most shippers find it difficult and time-consuming to turn supply chain data into useful information. An integrated logistics system can give companies a competitive advantage. UPS customers who use this cloud-based Software as a Service (SaaS) solution benefit from improved customer service, collaboration, asset utilization, and forecasting accuracy. From real-time inventory checks to data-driven performance monitoring and specialized healthcare modules, UPS Supply Chain Symphony now integrates previously stand-alone UPS tools including: UPS(R) S Shipping Services: parcel shipping at a variety of prices and spds. UPS Global Logistitics & Distribution: outsourced logistics services, including warehousing, fulfillment, transportation management, service parts logistics, and returns management. UPS Global Freight Forwarding: quoting and booking for air and ocean freight- plus everything in between. UPS Customs Brokerage: customer navigation of international trade regulations. UPS Supplier Management: an origin cargo management resource that manages vendors efficiently. UPS Express Critical(R) service: urgent transportation, including same-day delivery and next-flight out services. UPS Mail Innovations(R) service: a high-volume mailing service that integrates with postal systems around the world. Coyote Logistics(R) service: enables LTL and full truckload 3PL services through 70K vetted carriers.
お知らせ • Nov 02United Parcel Service, Inc. Announces Regular Quarterly Dividend, Payable on November 30, 2023United Parcel Service, Inc. announced its regular quarterly dividend of $1.62 per share on all outstanding Class A and Class B shares. The dividend is payable November 30, 2023, to shareowners of record on November 13, 2023.
お知らせ • Oct 28United Parcel Service, Inc. Updates Consolidated Revenue Guidance for the Full-Year 2023United Parcel Service, Inc. is updating its consolidated revenue guidance for the full-year 2023. For the year, company now expected consolidated revenue to be between $91.3 billion and $92.3 billion.
お知らせ • Oct 26United Parcel Service, Inc. (NYSE:UPS) has entered into an agreement to acquire Happy Returns, Inc. from PayPal Holdings, Inc. (NasdaqGS:PYPL).United Parcel Service, Inc. (NYSE:UPS) has entered into an agreement to acquire Happy Returns, Inc. from PayPal Holdings, Inc. (NasdaqGS:PYPL) on October 25, 2023. The transaction is subject to customary conditions and regulatory approvals and expected to close in the fourth quarter of 2023.
お知らせ • Oct 25United Parcel Service, Inc. to Report Q3, 2023 Results on Oct 26, 2023United Parcel Service, Inc. announced that they will report Q3, 2023 results at 6:00 AM, US Eastern Standard Time on Oct 26, 2023
お知らせ • Sep 29United Parcel Service, Inc. (NYSE:UPS) entered into an agreement to acquire MNX Global Logistics from Quad-C Management, Inc.United Parcel Service, Inc. (NYSE:UPS) entered into an agreement to acquire MNX Global Logistics from Quad-C Management, Inc. on September 28, 2023. The transaction is subject to customary regulatory review and approval and is expected to close by the end of the year. J.P. Morgan Securities LLC is serving as the exclusive financial advisor to UPS, and King & Spalding is serving as the legal advisor to UPS.
お知らせ • Sep 21Ups Company Roadie Unveils New Roadie Direct™? Warehouse Delivery SolutionUPS company Roadie has officially launched its new Roadie Direct warehouse delivery solution, which enables same-day pickup and delivery of orders from warehouses. The solution enables retailers to offer their customers local home delivery of e-commerce orders direct from their existing warehouses - within hours - while avoiding the costs of middle-mile transportation, shelving and re-picking required for same-day delivery from stores. The company began implementing the solution for select retailers earlier this year and is now announcing its availability to both new and existing Roadie customers. The Roadie Direct launch comes just in time for the holiday peak shopping season, which is always a challenging time for retailers as they scale to meet a surge in consumer demand. Roadie Direct is a first-of-its-kind solution that helps retailers better leverage their existing warehouse footprint to unlock faster-than-ever delivery speeds without taking on additional infrastructure investments. The solution includes Roadie's proprietary technology, in-house sortation with the new Roadie SmartSort app, and out-of-the-box integration with Roadie's crowdsourced delivery platform. Combined, these products create a single packaged solution that enables efficient warehouse-to-doorstep deliveries while eliminating middle-mile costs for retailers. The Roadie SmartSort app, a key component of the solution, makes sorting and scanning easy by using existing hardware already in use at warehouses - no new tools required. A retailer's current team members can use Zebra scanners or any smartphone to scan and sort. With a few bins, a dedicated bay for pickup and just a few employees, Roadie SmartSort enables a retailer's warehouse team to operate a full logistics hub - including a micro-sortation center - with minimal space and labor while offering ultrafast delivery options to customers. After sortation, orders are sent to the Roadie platform, where Roadie's proprietary algorithm batches the orders. The orders are then pushed to the Roadie SmartSort app for sorting and staging using the retailer's existing scanner hardware or even their employees' personal mobile devices. The batched orders are posted on the Roadie platform for pickup and delivery by a driver crowdsourced on the Roadie platform. The Roadie nationwide network includes more than 200,000 independent drivers with a range of vehicle types to accommodate nearly any size SKU in a warehouse.
お知らせ • Aug 04UPS Announces Quarterly Dividend, Payable on August 31, 2023UPS announced its regular quarterly dividend of $1.62 per share on all outstanding Class A and Class B shares. The dividend is payable August 31, 2023, to shareowners of record on August 14, 2023.
お知らせ • Jul 12United Parcel Service, Inc. to Report Q2, 2023 Results on Aug 08, 2023United Parcel Service, Inc. announced that they will report Q2, 2023 results at 6:00 AM, US Eastern Standard Time on Aug 08, 2023
Board Change • May 10High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Kate Johnson was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 05UPS Announces Quarterly Dividend, Payable on June 1, 2023UPS announced its regular quarterly dividend of $1.62 per share on all outstanding Class A and Class B shares. The dividend is payable June 1, 2023, to shareowners of record on May 15, 2023.
お知らせ • May 04Trillium Asset Files an Exempt Solicitation and Urge Vote For its ProposalOn May 3, 2023, Trillium Asset Management, LLC has filed an exempt solicitation and urged the shareholders to vote for its proposal requesting the company to adopt independently verified short and long-term science-based greenhouse gas emissions reduction targets, inclusive of emissions from its full value chain, in order to achieve net-zero emissions by 2050 or sooner and to attain appropriate emissions reductions prior to 2030, in line with the Paris Agreement’s goal of limiting global temperature rise to 1.5 degrees Celsius at the Company’s annual general meeting.
Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: US$2.21 (vs US$3.05 in 1Q 2022)First quarter 2023 results: EPS: US$2.21 (down from US$3.05 in 1Q 2022). Revenue: US$22.9b (down 6.0% from 1Q 2022). Net income: US$1.90b (down 29% from 1Q 2022). Profit margin: 8.3% (down from 11% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 2.0% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 10Upcoming dividend of US$1.62 per share at 3.5% yieldEligible shareholders must have bought the stock before 17 February 2023. Payment date: 10 March 2023. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.6%). In line with average of industry peers (3.2%).
Recent Insider Transactions • Feb 06Insider recently sold €9.6m worth of stockOn the 2nd of February, Kathleen Gutmann sold around 56k shares on-market at roughly €172 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.
Reported Earnings • Feb 01Full year 2022 earnings released: EPS: US$13.26 (vs US$14.75 in FY 2021)Full year 2022 results: EPS: US$13.26 (down from US$14.75 in FY 2021). Revenue: US$100.3b (up 3.1% from FY 2021). Net income: US$11.5b (down 10% from FY 2021). Profit margin: 12% (down from 13% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.9% decline forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 01+ 2 more updatesUnited Parcel Service, Inc. (NYSE:UPS) announces an Equity Buyback for $5,000 million worth of its shares.United Parcel Service, Inc. (NYSE:UPS) announces a share repurchase program. Under the program, the company will repurchase up to $5,000 worth of its common stock.
お知らせ • Jan 18United Parcel Service, Inc. to Report Q4, 2022 Results on Jan 31, 2023United Parcel Service, Inc. announced that they will report Q4, 2022 results at 6:00 AM, US Eastern Standard Time on Jan 31, 2023
お知らせ • Nov 16United Parcel Service, Inc. (NYSE:UPS) completed the acquisition of Bomi Italia S.p.A. from ArchiMed SAS.United Parcel Service, Inc. (NYSE:UPS) agreed to acquire Bomi Italia S.p.A. from ArchiMed SAS on August 8, 2022. Upon completion, Bomi Italia S.p.A. will become part of United Parcel Service of America, Inc. Key Bomi Group leaders, including Chief Executive Officer Marco Ruini, will continue in their roles to provide seamless service to Bomi Group customers after the transaction closes. The transaction is expected to close by the end of the year, subject to customary regulatory review and approval. J.P. Morgan Securities LLC acted as financial advisor to United Parcel Service, Inc. and Morgan Stanley (NYSE:MS) acted as financial advisor to Bomi Italia S.p.A. United Parcel Service, Inc. (NYSE:UPS) completed the acquisition of Bomi Italia S.p.A. from ArchiMed SAS on November 15, 2022.
お知らせ • Nov 03UPS Announces Quarterly Dividend, Payable on December 1, 2022UPS announced its regular quarterly dividend of $1.52 per share on all outstanding Class A and Class B shares. The dividend is payable December 1, 2022, to shareowners of record on November 14, 2022.
お知らせ • Sep 10United Parcel Service, Inc. Announces Retirement of Charlene Thomas as Executive Vice President (Evp) and Chief Diversity, Equity and Inclusion OfficerUnited Parcel Service, Inc. announced that Executive Vice President (EVP) and Chief Diversity, Equity and Inclusion Officer Charlene Thomas will retire after 34 years of exemplary service, effective Oct, 1. Most recently, Charlene led UPS's global diversity, equity and inclusion efforts among employees, suppliers and customers around the world. Before that, Charlene served as Chief Human Resources Officer (CHRO), guiding the company's efforts to transform its culture and people practices for UPS's more than 500,000 global employees. Charlene also led the company's policy changes regarding tattoos, natural hair and other areas of personal appearance. During her tenure Charlene was named the 2020 Converge D&I Global Executive of the Year and in August 2022UPS was named one of Supply Chain Magazine's top 10 companies committed to implementing Diversity, Equity and Inclusion initiatives in recruitment and partnerships. Upon Charlene's retirement, UPS EVP and CHRO Darrell Ford will assume the additional role of Chief Diversity, Equity and Inclusion Officer.
お知らせ • Aug 10United Parcel Service, Inc. (NYSE:UPS) agreed to acquire Bomi Italia S.p.A. from ArchiMed SAS.United Parcel Service, Inc. (NYSE:UPS) agreed to acquire Bomi Italia S.p.A. from ArchiMed SAS on August 8, 2022. Upon completion, Bomi Italia S.p.A. will become part of United Parcel Service of America, Inc. Key Bomi Group leaders, including Chief Executive Officer Marco Ruini, will continue in their roles to provide seamless service to Bomi Group customers after the transaction closes. The transaction is expected to close by the end of the year, subject to customary regulatory review and approval. J.P. Morgan Securities LLC acted as financial advisor to United Parcel Service, Inc. and Morgan Stanley (NYSE:MS) acted as financial advisor to Bomi Italia S.p.A.
Recent Insider Transactions • Aug 05Executive VP & Chief Marketing Officer recently sold €2.5m worth of stockOn the 2nd of August, Kevin Warren sold around 13k shares on-market at roughly €188 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.4m more than they bought in the last 12 months.
お知らせ • Aug 04UPS Announces Quarterly Dividend, Payable on September 1, 2022UPS announced its regular quarterly dividend of $1.52 per share on all outstanding Class A and Class B shares. The dividend is payable September 1, 2022 to shareowners of record on August 15, 2022.
お知らせ • Jul 27United Parcel Service, Inc. Reaffirms Full-Year 2022 Financial GuidanceUnited Parcel Service, Inc. reaffirmed its full-year 2022 financial guidance. For 2022, the company expected Consolidated revenue of about $102 billion.
Reported Earnings • Jul 27Second quarter 2022 earnings released: EPS: US$3.26 (vs US$3.06 in 2Q 2021)Second quarter 2022 results: EPS: US$3.26 (up from US$3.06 in 2Q 2021). Revenue: US$24.8b (up 5.7% from 2Q 2021). Net income: US$2.85b (up 6.5% from 2Q 2021). Profit margin: 12% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 3.1% while the industry in Germany is not expected to grow.
お知らせ • Jul 14UPS Healthcare Healthcare Revolutionizes Prioritized Shipping with Enhancements to Ups® PremierUPS Healthcare announced a market expansion and the next generation in the UPS® Premier product line. The UPS® Premier service portfolio provides three-level flexibility to meet healthcare customers' unique needs. UPS Premier monitors packages at all times, creating visibility and prioritization for each shipment. In addition, sensor technology enables real-time recovery of UPS Premier shipments if they encounter network delays, temperature deviations, or other issues. UPS® Premier Silverand Gold are now available in major markets around the world. UPS® Premier Platinum adds the ability to monitor temperature, light and humidity while tracking shipments in and out of the UPS network. UPS Premier Platinum will be available this fall. This specialized service connects major global trade lanes and is now expanding geographically. These new offerings provide customers even more benefits, including efficient customs brokerage, environmental monitoring, and visibility to meet the challenges of global healthcare logistics leaders. Innovations in biologics, specialty pharmaceuticals, and medications genetically personalized for each patient's needs are driving significant demand for precision logistics to support more patient-critical, time and temperature-sensitive products. The global market for biologic therapeutic drugs is set to increase from $285.5 billion in 2020 to $421.8 billion by 2025. UPS Healthcare has added these new UPS Premier capabilities to support the complex needs of this growing market.
お知らせ • Jul 13United Parcel Service, Inc. to Report Q2, 2022 Results on Jul 26, 2022United Parcel Service, Inc. announced that they will report Q2, 2022 results at 6:00 AM, US Eastern Standard Time on Jul 26, 2022
お知らせ • Jun 15UPS Appoints Bala Subramanian to the Newly Created Position of Executive Vice President and Chief Digital and Technology OfficerUPS appointed Bala Subramanian, 50, to the newly created position of Executive Vice President and Chief Digital and Technology Officer. Effective July 18, Bala will report to Chief Executive Officer Carol B. Tomé and join the UPS Executive Leadership Team with responsibility for technology and industrial engineering to drive more innovative, agile and flexible solutions for UPS stakeholders. In this new role, Bala will be responsible for the overall strategy, design, development and execution of UPS’s technology, industrial engineering and digital transformation functions and will be a key driver in growing the business. Bala brings a wealth of experience to UPS, most recently serving as Chief Digital Officer at AT&T, where he and his teams led the digital transformation of employee and customer experiences. His efforts helped to modernize technology and establish an agile and data-driven approach to working across the company. prior to AT&T, Bala served as the Chief Digital Officer at Best Buy (NYSE: BBY), where he helped lead the company’s turnaround with responsibility for technology, product development and operations across the company’s global e-commerce portfolio. Bala also served in technology leadership roles at T-Mobile U.S. and Ericsson, earlier in his career. Bala holds a Master’s in Business Administration from Duke University’s Fuqua School of Business and a Master of Science in electrical engineering from the University of Oklahoma. He serves on the board of directors for Cars.com and the Dutch multinational retailer Ahold Delhaize.
お知らせ • May 05United Parcel Service, Inc. Announces Quarterly Dividend, Payable on June 2, 2022UPS announced its regular quarterly dividend of $1.52 per share on all outstanding Class A and Class B shares. The dividend is payable June 2, 2022 to shareowners of record on May 16, 2022.
Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: US$3.06 (vs US$5.50 in 1Q 2021)First quarter 2022 results: EPS: US$3.06 (down from US$5.50 in 1Q 2021). Revenue: US$24.4b (up 6.4% from 1Q 2021). Net income: US$2.66b (down 44% from 1Q 2021). Profit margin: 11% (down from 21% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 4.2%, compared to a 4.6% growth forecast for the industry in Germany.
お知らせ • Apr 27+ 1 more updateUPS Reaffirms Dividend Guidance for the Year 2022UPS reaffirmed dividend guidance for the year 2022. For the year, the company expects dividend payments, subject to board approval, of about $5.2 billion.
お知らせ • Apr 13United Parcel Service, Inc. to Report Q1, 2022 Results on Apr 26, 2022United Parcel Service, Inc. announced that they will report Q1, 2022 results at 6:00 AM, Eastern Daylight on Apr 26, 2022
Buying Opportunity • Apr 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.4%. The fair value is estimated to be €235, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings is forecast to decline by 3.7% per annum over the same time period.
お知らせ • Mar 23United Parcel Service, Inc., Annual General Meeting, May 05, 2022United Parcel Service, Inc., Annual General Meeting, May 05, 2022, at 08:00 US Eastern Standard Time. Agenda: To elect 13 director nominees to serve until the 2023 annual meeting and until their respective successors are elected and qualified; to approve on an advisory basis a resolution on executive compensation; to ratify the appointment of Deloitte & Touche LLP as independent registered public accounting firm for 2022; and to consider advisory votes on 5 shareowner proposals, only if properly presented.
Buying Opportunity • Mar 08Now 23% undervaluedOver the last 90 days, the stock is up 2.3%. The fair value is estimated to be US$239, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. Earnings per share has grown by 24% per annum over the last 3 years.
お知らせ • Mar 03UPS Announces Organizational RealignmentUPS announced that Juan Perez, Executive Vice President and Chief Information and Engineering Officer is retiring after a distinguished career. Scott Price, Executive Vice President International, also is retiring from the company; both are effective March 31, 2022. The company announcing the following organizational realignment, including integrating Global Sales and Solutions into the U.S. and International business units,” said Tomé. Kate Gutmann, Chief Sales and Solutions Officer and Executive Vice President UPS Global Healthcare will move to a newly created role of Executive Vice President and President International, Healthcare and Supply Chain Solutions. These combined business units reported revenues of more than $37 billion in 2021. Kate will be responsible for these business units, including their operations and sales teams as well as global solutions and global sales operations. Kate’s current role will be eliminated as she takes on these broader responsibilities. Nando Cesarone, Executive Vice President and President U.S., including small package, transportation and the UPS Airline operations, will assume additional responsibility for U.S. sales as well as the company’s automotive, and global buildings and systems engineering groups. The company has an external search underway for a new leader for the role of Executive Vice President and Chief Information Officer, continuing UPS’s drive toward deeper digital integration across all customer and people journeys.
Buying Opportunity • Feb 19Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be US$232, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. Earnings per share has grown by 24% per annum over the last 3 years.
Upcoming Dividend • Feb 11Upcoming dividend of US$1.52 per shareEligible shareholders must have bought the stock before 18 February 2022. Payment date: 10 March 2022. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (3.4%). Higher than average of industry peers (2.0%).
Reported Earnings • Feb 02Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$14.83 (up from US$1.55 in FY 2020). Revenue: US$97.3b (up 15% from FY 2020). Net income: US$12.9b (up US$11.5b from FY 2020). Profit margin: 13% (up from 1.6% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 4.0%, compared to a 8.7% growth forecast for the industry in Germany.
お知らせ • Feb 02+ 1 more updateUnited Parcel Service, Inc. Pays First-Quarter 2022 Dividend, Payable March 10, 2022United Parcel Service, Inc. will pay a first-quarter 2022 dividend of $1.52 per share on all outstanding Class A and Class B shares. The dividend is payable March 10, 2022 to shareowners of record on February 22, 2022.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improved over the past weekAfter last week's 18% share price gain to €207, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Logistics industry in Europe. Total returns to shareholders of 55% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €243 per share.
Upcoming Dividend • Nov 12Upcoming dividend of US$1.02 per shareEligible shareholders must have bought the stock before 19 November 2021. Payment date: 08 December 2021. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.7%).
Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS US$2.67 (vs US$2.26 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: US$23.2b (up 9.2% from 3Q 2020). Net income: US$2.33b (up 19% from 3Q 2020). Profit margin: 10.0% (in line with 3Q 2020).
お知らせ • Sep 11United Parcel Service, Inc. (NYSE:UPS) entered into an agreement to acquire Roadie, Inc.United Parcel Service, Inc. (NYSE:UPS) entered into an agreement to acquire Roadie, Inc. on September 10, 2021. Following the completion of the acquisition, Roadie will operate with the same name. The transaction is expected to close in the fourth quarter of 2021.
Upcoming Dividend • Aug 13Upcoming dividend of US$1.02 per shareEligible shareholders must have bought the stock before 20 August 2021. Payment date: 09 September 2021. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.1%). Higher than average of industry peers (1.6%).
お知らせ • Aug 08United Parcel Service, Inc. (NYSE:UPS) announces an Equity Buyback for $5,000 million worth of its shares.United Parcel Service, Inc. (NYSE:UPS) announces a share repurchase program. Under the program, the company will repurchase up to $5,000 worth of its common stock. The program has no expiration date.
Reported Earnings • Jul 28Second quarter 2021 earnings released: EPS US$3.08 (vs US$2.04 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$23.4b (up 14% from 2Q 2020). Net income: US$2.68b (up 51% from 2Q 2020). Profit margin: 11% (up from 8.6% in 2Q 2020). The increase in margin was driven by higher revenue.
お知らせ • Jun 28+ 4 more updatesUnited Parcel Service, Inc.(NYSE:UPS) dropped from Russell 1000 Defensive IndexUnited Parcel Service, Inc.(NYSE:UPS) dropped from Russell 1000 Defensive Index
お知らせ • Jun 10UPS Inc. Provides Earnings Guidance for the Year 2023UPS Inc. provided earnings guidance for the year 2023. For the year 2023, the company expects consolidated revenue ranging from approximately $98 billion to approximately $102 billion.
Executive Departure • May 20Independent Director has left the companyOn the 13th of May, Clark Randt's tenure as Independent Director ended after 10.8 years in the role. We don't have any record of a personal shareholding under Clark's name. A total of 3 executives have left over the last 12 months.
Executive Departure • May 20Independent Director has left the companyOn the 13th of May, Rudolph Harold Markham's tenure as Independent Director ended after 13.5 years in the role. As of March 2021, Rudolph Harold personally held 1.52k shares (€217k worth at the time). A total of 3 executives have left over the last 12 months.
