View ValuationUnited Parcel Service 将来の成長Future 基準チェック /16United Parcel Service利益と収益がそれぞれ年間8%と3.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に42.2% 9.3%なると予測されています。主要情報8.0%収益成長率9.30%EPS成長率Logistics 収益成長0%収益成長率3.6%将来の株主資本利益率42.21%アナリストカバレッジGood最終更新日11 May 2026今後の成長に関する最新情報お知らせ • 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.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 26United Parcel Service, Inc. Updates Consolidated Earnings Guidance for the Year 2024United Parcel Service, Inc. updated consolidated earnings guidance for the year 2024. For the year, the company's consolidated revenue expected to be approximately $91.1 billion. The expected revenue and profits associated with this business had been included in the company’s previously provided revenue and operating margin targets.お知らせ • Jul 23+ 1 more updateUnited 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 • 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 • 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.すべての更新を表示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 5.2%, 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.New Risk • May 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 106% Cash payout ratio: 123% Minor Risks High level of debt (118% net debt to equity). Share price has been volatile over the past 3 months (5.2% average weekly change).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 4.8% growth forecast for the Global Logistics industry. 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 17% per year.Buy Or Sell Opportunity • Apr 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.9% to Mex$1,836. The fair value is estimated to be Mex$2,315, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Earnings per share has declined by 27%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period.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.Buy Or Sell Opportunity • Mar 05Now 22% undervaluedOver the last 90 days, the stock has risen 7.9% to Mex$1,870. The fair value is estimated to be Mex$2,385, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Earnings per share has declined by 27%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 6.4% per annum over the same time period.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 5.1%, 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 Mex$46m worth of stockOn the 28th of January, Norman Brothers sold around 25k shares on-market at roughly Mex$1,830 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 Mex$18m 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 2.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Global Logistics industry. 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 18% 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.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 5.5%, 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 2.1% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Global Logistics industry. 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 19% 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, 2025Declared Dividend • Aug 10Second quarter dividend of US$1.64 announcedShareholders will receive a dividend of US$1.64. Ex-date: 18th August 2025 Payment date: 4th September 2025 Dividend yield will be 6.2%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not adequately covered by earnings (97% earnings payout ratio) nor is it covered by cash flows (157% cash payout ratio). The dividend has increased by an average of 9.4% 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 8.0% to bring the payout ratio under control. EPS is expected to grow by 26% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Aug 07UPS Declares Quarterly Dividend on Class A and Class B Shares, Payable on September 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 on September 4, 2025, to shareowners of record on August 18, 2025.Recent Insider Transactions • Aug 03CEO & Director recently bought Mex$19m worth of stockOn the 1st of August, Carol Tome bought around 12k shares on-market at roughly Mex$1,621 per share. This transaction amounted to 90% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Carol's only on-market trade for the last 12 months.Reported Earnings • Jul 30Second quarter 2025 earnings released: EPS: US$1.52 (vs US$1.65 in 2Q 2024)Second quarter 2025 results: EPS: US$1.52 (down from US$1.65 in 2Q 2024). Revenue: US$21.2b (down 2.7% from 2Q 2024). Net income: US$1.28b (down 8.9% from 2Q 2024). Profit margin: 6.0% (down from 6.5% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Global Logistics industry. Over the last 3 years on average, earnings per share has fallen by 29% per year whereas the company’s share price has fallen by 25% per year.お知らせ • Jul 30United Parcel Service, Inc. Confirms Dividend Guidance for the Year 2025United Parcel Service, Inc. confirmed dividend guidance for the year 2025. For the year, dividend payments expected to be around $5.5 billion, subject to Board approval.お知らせ • Jul 16United Parcel Service, Inc. to Report Q2, 2025 Results on Jul 29, 2025United Parcel Service, Inc. announced that they will report Q2, 2025 results at 6:00 AM, US Eastern Standard Time on Jul 29, 2025お知らせ • Jul 06United Parcel Service, Inc. Announces Appointment of John Morikis to Board of Directors, Effective 04 July 2025UPS announced the appointment of John Morikis to the UPS Board of Directors, effective immediately. Morikis is the retired Chairman, President and CEO of the Sherwin-Williams Company, a global leader in the manufacture, development, distribution and sale of paint, coatings and related products. He currently serves on the Board of Directors of General Mills, Inc., and Whirlpool Corporation, and recently retired as the Executive Chairman and as a member of the Board at Sherwin-Williams. Morikis, 61, initially joined Sherwin-Williams as a management trainee. He advanced over four decades with the company through key leadership roles, including Division President and Group President. He later served as President and Chief Operating Officer before being appointed Chief Executive Officer. As CEO, Morikis spearheaded a company-wide overhaul to differentiate Sherwin-Williams by emphasizing world class talent, breakthrough innovation, customer-driven solutions, and a focus on value-added products and services. Morikis will join the board's Audit Committee.Buy Or Sell Opportunity • Jun 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to Mex$1,884. The fair value is estimated to be Mex$2,357, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.4% over the last 3 years. Earnings per share has declined by 28%. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings are also forecast to grow by 6.8% per annum over the same time period.お知らせ • Jun 04United Parcel Service, Inc. Appoints John Morikis to Board of Directors, Effective June 2, 2025United Parcel Service, Inc. announced the appointment of John Morikis to the UPS Board of Directors, effective June 2, 2025. Morikis is the retired Chairman, President, and CEO of the Sherwin-Williams Company. He currently serves on the Board of Directors of General Mills, Inc., and Whirlpool Corporation, and recently retired as the Executive Chairman and as a member of the Board at Sherwin-Williams. Morikis, 61, initially joined Sherwin-Williams as a management trainee and advanced over four decades with the company through key leadership roles, including Division President and Group President. He later served as President and Chief Operating Officer before being appointed Chief Executive Officer. As CEO, Morikis spearheaded a company-wide overhaul to differentiate Sherwin-Williams by emphasizing world-class talent, breakthrough innovation, customer-driven solutions, and a focus on value-added products and services. Morikis will join the board’s Audit Committee.Buy Or Sell Opportunity • May 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to Mex$1,934. The fair value is estimated to be Mex$2,453, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.4% over the last 3 years. Earnings per share has declined by 28%. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are also forecast to grow by 7.0% per annum over the same time period.Declared Dividend • May 12First quarter dividend of US$1.64 announcedShareholders will receive a dividend of US$1.64. Ex-date: 19th May 2025 Payment date: 5th June 2025 Dividend yield will be 5.0%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio) nor is it covered by cash flows (103% cash payout ratio). The dividend has increased by an average of 9.4% 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 5.7% to bring the payout ratio under control. EPS is expected to grow by 26% 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 5, 2025UPS announced its regular quarterly dividend of $1.64 per share on all outstanding Class A and Class B shares. The dividend is payable June 5, 2025, to shareowners of record on May 19, 2025.Reported Earnings • Apr 29First quarter 2025 earnings released: EPS: US$1.40 (vs US$1.30 in 1Q 2024)First quarter 2025 results: EPS: US$1.40 (up from US$1.30 in 1Q 2024). Revenue: US$21.5b (flat on 1Q 2024). Net income: US$1.19b (up 6.6% from 1Q 2024). Profit margin: 5.5% (up from 5.1% in 1Q 2024). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Global Logistics industry. Over the last 3 years on average, earnings per share has fallen by 28% 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 • Apr 16United Parcel Service, Inc. to Report Q1, 2025 Results on Apr 29, 2025United Parcel Service, Inc. announced that they will report Q1, 2025 results at 6:00 AM, US Eastern Standard Time on Apr 29, 2025お知らせ • Apr 09UPS Makes Bold Moves with Ground Portfolio ExpansionUPS is doubling down on its customer-first strategy by expanding its end-to-end portfolio with two ground shipping options for residential and commercial shippers: UPS Ground Saver and UPS Ground with Freight Pricing. In today’s dynamic market, global logistics continues to evolve, and UPS is moving forward to deliver for customers of all needs and sizes. UPS Ground Saver is a reliable, economical shipping solution for less urgent packages, leveraging the UPS® Smart Logistics Network. Customers who choose UPS Ground Saver will take advantage of: Reliability and speed with delivery time comparable to UPS Ground plus 1 – 2 days. Superior recipient experience and control, giving consumers a unique ability to upgrade to faster UPS Ground via UPS My Choice. Outstanding economy product visibility including Delivery Photo. For Direct-to-Consumer customers looking to reduce costs while maintaining a high level of service or for those shipping lower value merchandise, UPS Ground Saver provides the efficiency and reliability of the UPS Ground network. UPS Ground with Freight Pricing UPS Ground with Freight Pricing provides exceptional value for less-than-pallet load shipments that weigh more than 150 lbs. and is ideal for commercial shippers looking for small package reliability. Advantages include: Predictablecost savings versus LTL carriers No additional costs for lift-gate, inside delivery or pallet weight Nationwide coverage with the reliability of the UPS network IBIS World projects that the LTL market size will reach nearly $94.5 billion by 2025, illustrating a significant growth opportunity for UPS due to the considerable portion of the market that is compatible with small package shipping.New Risk • Apr 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 7.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.4% average weekly change). Minor Risks High level of debt (87% net debt to equity). Dividend is not well covered by earnings (96% payout ratio).お知らせ • Mar 26UPS Unveils Game-Changing UPS Global CheckoutUPS announced the launch of UPS Global Checkout, an exciting new service that makes it even easier for consumers around the world to buy online from shippers around the world. Until now, international purchases often arrived with an unpleasant surprise - an additional bill for unpaid import costs. UPS Global Checkout solves that problem by guaranteeing upfront the amount online shoppers pay in duties, fees and taxes, and eliminating the frustration of unexpected costs at delivery. UPS is the only global integrated carrier to offer a guaranteed landed cost solution for international shipping that is seamlessly incorporated into its shipping technology, transforming the shopping experience and offering complete transparency on costs. With updates in near real time, the service adjusts to policy changes, international tax laws, duties and tariffs, helping to avoid surprise costs and offering a positive delivery experience. Available in 43 origin countries and delivering to more than 200 destinations worldwide, the service helps businesses of all sizes grow globally by streamlining international shipping.お知らせ • Mar 18United Parcel Service, Inc., Annual General Meeting, May 08, 2025United Parcel Service, Inc., Annual General Meeting, May 08, 2025.お知らせ • Mar 03UPS Appoints Kevin Clark to Board of DirectorsUPS announced the appointment of Kevin Clark to the UPS Board of Directors, effective immediately. Clark is Chair and Chief Executive Officer of Aptiv PLC, a global technology company focused on making the world safer, greener, and more connected. Aptiv’s industry-leading portfolio of advanced software, compute, interconnect, and electrical architecture solutions is driving transformation across industries, including automotive, aerospace and defense, telecommunications, commercial vehicle, and industrial markets. Clark, 62, was named Aptiv Chair and CEO in 2022, and has successfully led the creation and implementation of Aptiv's business and technology strategies. He joined Aptiv in 2010 as Chief Financial Officer and served as Aptiv’s Chief Operating Officer before being named President and CEO in 2015. Prior to Aptiv, he was a founding partner of Liberty Lane Partners, LLC, and held leadership roles at Fisher Scientific International Inc. Kevin has both a bachelor's degree in financial administration and a Master of Finance from Michigan State University. Clark is expected to join the board’s Audit Committee following UPS’s 2025 Annual Meeting of Shareowners.Declared Dividend • Feb 11Fourth quarter dividend of US$1.64 announcedShareholders will receive a dividend of US$1.64. Ex-date: 18th February 2025 Payment date: 6th March 2025 Dividend yield will be 4.0%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is covered by cash flows (89.6% cash payout ratio). The dividend has increased by an average of 9.3% 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 7.1% to bring the payout ratio under control. EPS is expected to grow by 36% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Feb 06UPS Announces Quarterly Dividend, Payable on March 6, 2025UPS announced its regular quarterly dividend of $1.64 per share on all outstanding Class A and Class B shares. The dividend is payable March 6, 2025, to shareowners of record on February 18, 2025.Valuation Update With 7 Day Price Move • Feb 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to Mex$2,303, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Logistics industry globally. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,449 per share.New Risk • Jan 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 4.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (4.2% average weekly change). Minor Risks High level of debt (89% net debt to equity). Dividend is not well covered by earnings (98% payout ratio). Significant insider selling over the past 3 months (Mex$21m sold).Reported Earnings • Jan 30Full year 2024 earnings released: EPS: US$6.76 (vs US$7.81 in FY 2023)Full year 2024 results: EPS: US$6.76 (down from US$7.81 in FY 2023). Revenue: US$91.1b (flat on FY 2023). Net income: US$5.78b (down 14% from FY 2023). Profit margin: 6.3% (down from 7.4% in FY 2023). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Global Logistics industry. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.お知らせ • Jan 30+ 1 more updateUnited Parcel Service, Inc. Reports Impairment Charges for the Fourth Quarter Ended December 31, 2024United Parcel Service, Inc. reported Impairment Charges for the fourth quarter ended December 31, 2024. For the quarter, the company reported Goodwill and Asset Impairment Charges of $60 million against $111 million a year ago.お知らせ • Jan 24United Parcel Service, Inc. to Report Q4, 2024 Results on Jan 30, 2025United Parcel Service, Inc. announced that they will report Q4, 2024 results at 6:00 AM, Eastern Standard Time on Jan 30, 2025Recent Insider Transactions • Nov 30Executive VP recently sold Mex$21m worth of stockOn the 25th of November, Norman Brothers sold around 7k shares on-market at roughly Mex$2,819 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 Mex$5.4m more than they bought in the last 12 months.Declared Dividend • Nov 11Third quarter dividend of US$1.63 announcedShareholders will receive a dividend of US$1.63. Ex-date: 18th November 2024 Payment date: 5th December 2024 Dividend yield will be 3.3%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (98% earnings payout ratio) nor is it covered by cash flows (128% cash payout ratio). The dividend has increased by an average of 9.3% 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 9.3% to bring the payout ratio under control. EPS is expected to grow by 48% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Nov 07UPS Announces Regular Quarterly Dividend on All Outstanding Class A and Class B Shares, Payable December 5, 2024UPS announced its regular quarterly dividend of $1.63 per share on all outstanding Class A and Class B shares. The dividend is payable December 5, 2024, to shareowners of record on November 18, 2024.お知らせ • Oct 26United Parcel Service, Inc. Updates Consolidated Earnings Guidance for the Year 2024United Parcel Service, Inc. updated consolidated earnings guidance for the year 2024. For the year, the company's consolidated revenue expected to be approximately $91.1 billion. The expected revenue and profits associated with this business had been included in the company’s previously provided revenue and operating margin targets.Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: US$1.80 (vs US$1.32 in 3Q 2023)Third quarter 2024 results: EPS: US$1.80 (up from US$1.32 in 3Q 2023). Revenue: US$22.2b (up 5.6% from 3Q 2023). Net income: US$1.54b (up 37% from 3Q 2023). Profit margin: 6.9% (up from 5.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Global Logistics industry. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 14% per year.お知らせ • Oct 24United Parcel Service, Inc. Provides Dividend Guidance for the Year 2024United Parcel Service, Inc. provided dividend guidance for the year 2024. For the year, the company expects Dividend payments to be around $5.4 billion, subject to Board approval.お知らせ • Oct 11+ 1 more updateGainey Mckenna & Egleston Announces A Class Action Lawsuit Has Been Filed Against United Parcel Service, IncGainey McKenna & Egleston announced that a securities class action lawsuit has been filed in the United States District Court for the Northern District of Georgia on behalf of all persons or entities who purchased the securities of United Parcel Service, Inc. (“UPS” or the “Company”) between January 30, 2024 and July 22, 2024, both dates inclusive (the “Class Period”). The Complaint alleges that Defendants provided investors with material information concerning UPS’ expected revenue and adjusted operating margin for the fiscal year 2024. The Complaint further alleges that Defendants’ statements included, among other things, confidence in the Company’s volume growth, price discipline, cost execution, and its overall ability to handle volume variabilities. According to the Complaint, Defendants throughout the Class Period made false and misleading statements and/or concealing material adverse facts concerning the true state of UPS’ growth; notably, that it was not truly equipped to handle a surge in volume in lower-profit services without seeing a significant decline in their operating margins. According to the Complaint such statements, absent these material facts, caused Plaintiff and other shareholders to purchase UPS’ securities at artificially inflated prices. The Complaint further alleges that the truth emerged on July 23, 2024 when UPS announced its financial results for the second quarter of fiscal 2024, provided lower-than-expected guidance for the third quarter, and reduced its margin guidance for the full fiscal year 2024. The Complaint alleges that the Company attributed its results and lowered guidance on the shift in “U.S. volume mix both in terms of product and customer segmentation toward value products.” The Complaint also alleges investors and analysts reacted immediately to UPS’ revelation. The Complaint alleges that the price of UPS’ common stock declined dramatically, from a closing market price of $145.18 per share on July 22, 2024, to fall to $127.68 per share on July 23, 2024, a decline of $17.50 per share, or about 12.05% in the span of just a single day. Investors who purchased or otherwise acquired shares of UPS should contact the Firm prior to the December 9, 2024lead plaintiff motion deadline. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.お知らせ • Oct 09United Parcel Service, Inc. Introduces a Series of Enhancements to its Air NetworkUnited Parcel Service, Inc. introduced a series of enhancements to its air network. Due to a new flight connection at Sharjah International Airport (SHJ) in the United Arab Emirates (UAE), packages from mainland China and South Korea will be delivered in as little as two business days to major economies including Nigeria, Pakistan, Saudi Arabia and South Africa. In addition, UPS now offers next-day delivery from leading Asia Pacific economies to Seoul, South Korea, and from Bangkok throughout the region. In Vietnam, customers in Ho Chi Minh City can have next day service to and from select cities in the region. Shipments from Hanoi to selected cities in Australia can now be completed in two business days. To further support businesses in Hanoi, UPS has introduced Saturday pick-up for Sydney-bound deliveries, allowing for greater flexibility to process orders and boost speed-to-market. Deliveries from selected cities in Australia to Europe can now arrive in as little as two business day. As UPS prepares its air network to meet the surge in volume demand for the peak holiday season, it is boosting capacity for intercontinental routes by adding over 200 more flights connecting Asia Pacific to Europe and the U.S. in the fourth quarter, a significant increase compared to the same period last year. This expanded capacity will enable UPS customers to navigate the crucial peak season more effectively, serving the strong demand between Europe, the U.S. and key trading partners in Asia Pacific. This is the latest in a series of recent network and facility enhancements UPS has made in the region. Earlier this year the company introduced a new flight connecting the company's intra-Asia hub in Shenzhen (SZX) to Sydney Kingsford Smith Airport (SYD). While in late 2023, UPS announced plans to build a new hub at Hong Kong Airport (HKG).Declared Dividend • Aug 12Second quarter dividend of US$1.63 announcedShareholders will receive a dividend of US$1.63. Ex-date: 19th August 2024 Payment date: 5th September 2024 Dividend yield will be 3.6%, 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 (120% cash payout ratio). The dividend has increased by an average of 10% 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 57% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Aug 08UPS Announces Quarterly Dividend, Payable September 5, 2024UPS announced its regular quarterly dividend of $1.63 per share on all outstanding Class A and Class B shares. The dividend is payable September 5, 2024, to shareowners of record on August 19, 2024.Recent Insider Transactions • Jul 26Independent Non-Executive Chairman recently bought Mex$12m worth of stockOn the 25th of July, William Johnson bought around 5k shares on-market at roughly Mex$2,363 per share. This transaction increased William's direct individual holding by 31x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was William's only on-market trade for the last 12 months.Reported Earnings • Jul 24Second quarter 2024 earnings released: EPS: US$1.65 (vs US$2.42 in 2Q 2023)Second quarter 2024 results: EPS: US$1.65 (down from US$2.42 in 2Q 2023). Revenue: US$21.8b (down 1.1% from 2Q 2023). Net income: US$1.41b (down 32% from 2Q 2023). Profit margin: 6.5% (down from 9.4% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Global Logistics industry. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Jul 23Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.1% to Mex$2,300. The fair value is estimated to be Mex$3,039, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.お知らせ • Jul 23+ 1 more updateUnited 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.Declared Dividend • May 06First quarter dividend of US$1.63 announcedShareholders will receive a dividend of US$1.63. Ex-date: 10th May 2024 Payment date: 30th May 2024 Dividend yield will be 3.4%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not adequately covered by earnings (94% earnings payout ratio) nor is it adequately covered by cash flows (99% cash payout ratio). The dividend has increased by an average of 10% 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 4.3% to bring the payout ratio under control. EPS is expected to grow by 47% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.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.Reported Earnings • Apr 23First quarter 2024 earnings released: EPS: US$1.30 (vs US$2.20 in 1Q 2023)First quarter 2024 results: EPS: US$1.30 (down from US$2.20 in 1Q 2023). Revenue: US$21.7b (down 5.3% from 1Q 2023). Net income: US$1.11b (down 41% from 1Q 2023). Profit margin: 5.1% (down from 8.3% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Global Logistics industry. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.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.Upcoming Dividend • Feb 10Upcoming dividend of US$1.63 per share at 4.5% yieldEligible shareholders must have bought the stock before 16 February 2024. Payment date: 08 March 2024. Payout ratio is on the higher end at 83%, and the cash payout ratio is above 100%. Trailing yield: 4.5%. Lower than top quartile of Mexican dividend payers (6.4%). Higher than average of industry peers (3.1%).Recent Insider Transactions • Feb 06Independent Director recently bought Mex$3.4m worth of stockOn the 2nd of February, Eva Boratto bought around 1k shares on-market at roughly Mex$2,437 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$197m more in shares than they bought in the last 12 months.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.Declared Dividend • Feb 05Fourth quarter dividend of US$1.63 announcedShareholders will receive a dividend of US$1.63. Ex-date: 16th February 2024 Payment date: 8th March 2024 Dividend yield will be 3.5%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (83% earnings payout ratio) but not covered by cash flows (109% cash payout ratio). The dividend has increased by an average of 10% 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. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jan 30Full year 2023 earnings released: EPS: US$7.81 (vs US$13.26 in FY 2022)Full year 2023 results: EPS: US$7.81 (down from US$13.26 in FY 2022). Revenue: US$91.0b (down 9.3% from FY 2022). Net income: US$6.71b (down 42% from FY 2022). Profit margin: 7.4% (down from 12% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Global Logistics industry. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.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.Board Change • Dec 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Kate Johnson was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.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 07United Parcel Service, Inc. (NYSE:UPS) completed the acquisition of 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. Jefferies LLC served as exclusive financial advisor to MNX and White & Case LLP acted as legal counsel to MNX. United Parcel Service, Inc. (NYSE:UPS) completed the acquisition of MNX Global Logistics from Quad-C Management, Inc. on November 6, 2023.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.Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: US$1.32 (vs US$2.97 in 3Q 2022)Third quarter 2023 results: EPS: US$1.32 (down from US$2.97 in 3Q 2022). Revenue: US$21.1b (down 13% from 3Q 2022). Net income: US$1.13b (down 56% from 3Q 2022). Profit margin: 5.4% (down from 11% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Global Logistics industry. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.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, 2023New Risk • Oct 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risks High level of debt (62% net debt to equity). Significant insider selling over the past 3 months (Mex$67m sold).業績と収益の成長予測BMV:UPS * - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202896,6106,6086,02511,2371212/31/202793,6196,6447,09510,5772312/31/202690,0086,0335,7318,585233/31/202688,3175,2494,5168,356N/A12/31/202588,6615,5724,7658,450N/A9/30/202589,4835,5024,3968,463N/A6/30/202590,3135,7303,5397,479N/A3/31/202590,9105,8565,3749,124N/A12/31/202491,0705,7826,21310,122N/A9/30/202490,6865,6664,3589,218N/A6/30/202489,5025,2544,6479,953N/A3/31/202489,7395,9265,61311,197N/A12/31/202390,9586,7085,08010,238N/A9/30/202393,0748,5565,55911,159N/A6/30/202396,17410,0136,20411,405N/A3/31/202398,88510,7817,15111,981N/A12/31/2022100,33811,5489,33514,104N/A9/30/2022101,07611,18810,11614,018N/A6/30/2022100,09910,93310,93414,846N/A3/31/202298,75710,76011,04814,956N/A12/31/202197,28712,89010,81315,007N/A9/30/202194,4126,4508,17412,937N/A6/30/202192,4666,0787,94912,966N/A3/31/202189,5015,1707,12712,440N/A12/31/202084,6281,3435,04710,459N/A9/30/202080,3004,5846,96612,229N/A6/30/202077,3804,3774,79510,379N/A3/31/202074,9694,2943,1138,912N/A12/31/201974,0944,440N/A8,639N/A9/30/201973,3744,999N/A8,982N/A6/30/201972,5004,757N/A9,718N/A3/31/201971,9084,557N/A10,921N/A12/31/201871,8614,791N/A12,711N/A9/30/201870,9885,434N/A6,483N/A6/30/201869,7175,185N/A6,058N/A3/31/201868,1885,084N/A5,307N/A12/31/201766,5854,905N/A1,479N/A9/30/201764,5413,570N/A5,528N/A6/30/201763,2963,581N/A4,401N/A3/31/201761,9983,466N/A4,042N/A12/31/201661,6103,422N/A6,473N/A9/30/201660,0295,001N/A6,378N/A6/30/201659,3384,988N/A7,884N/A3/31/201658,8044,949N/A7,349N/A12/31/201558,3634,844N/A7,430N/A9/30/201558,2043,966N/A7,950N/A6/30/201558,2573,923N/A8,133N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: UPS *の予測収益成長率 (年間8% ) は 貯蓄率 ( 9% ) を下回っています。収益対市場: UPS *の収益 ( 8% ) MX市場 ( 9% ) よりも低い成長が予測されています。高成長収益: UPS *の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: UPS *の収益 ( 3.6% ) MX市場 ( 6.2% ) よりも低い成長が予測されています。高い収益成長: UPS *の収益 ( 3.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: UPS *の 自己資本利益率 は、3年後には非常に高くなると予測されています ( 42.2 %)。成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance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2026/05/22 19:11終値2026/05/22 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。45 アナリスト機関Will ChienAccountability Research CorporationJohn EadeArgus Research CompanyBrandon OglenskiBarclays42 その他のアナリストを表示
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.
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 26United Parcel Service, Inc. Updates Consolidated Earnings Guidance for the Year 2024United Parcel Service, Inc. updated consolidated earnings guidance for the year 2024. For the year, the company's consolidated revenue expected to be approximately $91.1 billion. The expected revenue and profits associated with this business had been included in the company’s previously provided revenue and operating margin targets.
お知らせ • Jul 23+ 1 more updateUnited 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 • 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 • 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.
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 5.2%, 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.
New Risk • May 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 106% Cash payout ratio: 123% Minor Risks High level of debt (118% net debt to equity). Share price has been volatile over the past 3 months (5.2% average weekly change).
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 4.8% growth forecast for the Global Logistics industry. 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 17% per year.
Buy Or Sell Opportunity • Apr 22Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.9% to Mex$1,836. The fair value is estimated to be Mex$2,315, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Earnings per share has declined by 27%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period.
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.
Buy Or Sell Opportunity • Mar 05Now 22% undervaluedOver the last 90 days, the stock has risen 7.9% to Mex$1,870. The fair value is estimated to be Mex$2,385, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Earnings per share has declined by 27%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 6.4% per annum over the same time period.
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 5.1%, 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 Mex$46m worth of stockOn the 28th of January, Norman Brothers sold around 25k shares on-market at roughly Mex$1,830 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 Mex$18m 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 2.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Global Logistics industry. 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 18% 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.
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 5.5%, 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 2.1% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Global Logistics industry. 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 19% 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
Declared Dividend • Aug 10Second quarter dividend of US$1.64 announcedShareholders will receive a dividend of US$1.64. Ex-date: 18th August 2025 Payment date: 4th September 2025 Dividend yield will be 6.2%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not adequately covered by earnings (97% earnings payout ratio) nor is it covered by cash flows (157% cash payout ratio). The dividend has increased by an average of 9.4% 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 8.0% to bring the payout ratio under control. EPS is expected to grow by 26% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Aug 07UPS Declares Quarterly Dividend on Class A and Class B Shares, Payable on September 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 on September 4, 2025, to shareowners of record on August 18, 2025.
Recent Insider Transactions • Aug 03CEO & Director recently bought Mex$19m worth of stockOn the 1st of August, Carol Tome bought around 12k shares on-market at roughly Mex$1,621 per share. This transaction amounted to 90% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Carol's only on-market trade for the last 12 months.
Reported Earnings • Jul 30Second quarter 2025 earnings released: EPS: US$1.52 (vs US$1.65 in 2Q 2024)Second quarter 2025 results: EPS: US$1.52 (down from US$1.65 in 2Q 2024). Revenue: US$21.2b (down 2.7% from 2Q 2024). Net income: US$1.28b (down 8.9% from 2Q 2024). Profit margin: 6.0% (down from 6.5% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Global Logistics industry. Over the last 3 years on average, earnings per share has fallen by 29% per year whereas the company’s share price has fallen by 25% per year.
お知らせ • Jul 30United Parcel Service, Inc. Confirms Dividend Guidance for the Year 2025United Parcel Service, Inc. confirmed dividend guidance for the year 2025. For the year, dividend payments expected to be around $5.5 billion, subject to Board approval.
お知らせ • Jul 16United Parcel Service, Inc. to Report Q2, 2025 Results on Jul 29, 2025United Parcel Service, Inc. announced that they will report Q2, 2025 results at 6:00 AM, US Eastern Standard Time on Jul 29, 2025
お知らせ • Jul 06United Parcel Service, Inc. Announces Appointment of John Morikis to Board of Directors, Effective 04 July 2025UPS announced the appointment of John Morikis to the UPS Board of Directors, effective immediately. Morikis is the retired Chairman, President and CEO of the Sherwin-Williams Company, a global leader in the manufacture, development, distribution and sale of paint, coatings and related products. He currently serves on the Board of Directors of General Mills, Inc., and Whirlpool Corporation, and recently retired as the Executive Chairman and as a member of the Board at Sherwin-Williams. Morikis, 61, initially joined Sherwin-Williams as a management trainee. He advanced over four decades with the company through key leadership roles, including Division President and Group President. He later served as President and Chief Operating Officer before being appointed Chief Executive Officer. As CEO, Morikis spearheaded a company-wide overhaul to differentiate Sherwin-Williams by emphasizing world class talent, breakthrough innovation, customer-driven solutions, and a focus on value-added products and services. Morikis will join the board's Audit Committee.
Buy Or Sell Opportunity • Jun 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to Mex$1,884. The fair value is estimated to be Mex$2,357, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.4% over the last 3 years. Earnings per share has declined by 28%. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings are also forecast to grow by 6.8% per annum over the same time period.
お知らせ • Jun 04United Parcel Service, Inc. Appoints John Morikis to Board of Directors, Effective June 2, 2025United Parcel Service, Inc. announced the appointment of John Morikis to the UPS Board of Directors, effective June 2, 2025. Morikis is the retired Chairman, President, and CEO of the Sherwin-Williams Company. He currently serves on the Board of Directors of General Mills, Inc., and Whirlpool Corporation, and recently retired as the Executive Chairman and as a member of the Board at Sherwin-Williams. Morikis, 61, initially joined Sherwin-Williams as a management trainee and advanced over four decades with the company through key leadership roles, including Division President and Group President. He later served as President and Chief Operating Officer before being appointed Chief Executive Officer. As CEO, Morikis spearheaded a company-wide overhaul to differentiate Sherwin-Williams by emphasizing world-class talent, breakthrough innovation, customer-driven solutions, and a focus on value-added products and services. Morikis will join the board’s Audit Committee.
Buy Or Sell Opportunity • May 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to Mex$1,934. The fair value is estimated to be Mex$2,453, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.4% over the last 3 years. Earnings per share has declined by 28%. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are also forecast to grow by 7.0% per annum over the same time period.
Declared Dividend • May 12First quarter dividend of US$1.64 announcedShareholders will receive a dividend of US$1.64. Ex-date: 19th May 2025 Payment date: 5th June 2025 Dividend yield will be 5.0%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio) nor is it covered by cash flows (103% cash payout ratio). The dividend has increased by an average of 9.4% 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 5.7% to bring the payout ratio under control. EPS is expected to grow by 26% 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 5, 2025UPS announced its regular quarterly dividend of $1.64 per share on all outstanding Class A and Class B shares. The dividend is payable June 5, 2025, to shareowners of record on May 19, 2025.
Reported Earnings • Apr 29First quarter 2025 earnings released: EPS: US$1.40 (vs US$1.30 in 1Q 2024)First quarter 2025 results: EPS: US$1.40 (up from US$1.30 in 1Q 2024). Revenue: US$21.5b (flat on 1Q 2024). Net income: US$1.19b (up 6.6% from 1Q 2024). Profit margin: 5.5% (up from 5.1% in 1Q 2024). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Global Logistics industry. Over the last 3 years on average, earnings per share has fallen by 28% 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 • Apr 16United Parcel Service, Inc. to Report Q1, 2025 Results on Apr 29, 2025United Parcel Service, Inc. announced that they will report Q1, 2025 results at 6:00 AM, US Eastern Standard Time on Apr 29, 2025
お知らせ • Apr 09UPS Makes Bold Moves with Ground Portfolio ExpansionUPS is doubling down on its customer-first strategy by expanding its end-to-end portfolio with two ground shipping options for residential and commercial shippers: UPS Ground Saver and UPS Ground with Freight Pricing. In today’s dynamic market, global logistics continues to evolve, and UPS is moving forward to deliver for customers of all needs and sizes. UPS Ground Saver is a reliable, economical shipping solution for less urgent packages, leveraging the UPS® Smart Logistics Network. Customers who choose UPS Ground Saver will take advantage of: Reliability and speed with delivery time comparable to UPS Ground plus 1 – 2 days. Superior recipient experience and control, giving consumers a unique ability to upgrade to faster UPS Ground via UPS My Choice. Outstanding economy product visibility including Delivery Photo. For Direct-to-Consumer customers looking to reduce costs while maintaining a high level of service or for those shipping lower value merchandise, UPS Ground Saver provides the efficiency and reliability of the UPS Ground network. UPS Ground with Freight Pricing UPS Ground with Freight Pricing provides exceptional value for less-than-pallet load shipments that weigh more than 150 lbs. and is ideal for commercial shippers looking for small package reliability. Advantages include: Predictablecost savings versus LTL carriers No additional costs for lift-gate, inside delivery or pallet weight Nationwide coverage with the reliability of the UPS network IBIS World projects that the LTL market size will reach nearly $94.5 billion by 2025, illustrating a significant growth opportunity for UPS due to the considerable portion of the market that is compatible with small package shipping.
New Risk • Apr 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 7.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.4% average weekly change). Minor Risks High level of debt (87% net debt to equity). Dividend is not well covered by earnings (96% payout ratio).
お知らせ • Mar 26UPS Unveils Game-Changing UPS Global CheckoutUPS announced the launch of UPS Global Checkout, an exciting new service that makes it even easier for consumers around the world to buy online from shippers around the world. Until now, international purchases often arrived with an unpleasant surprise - an additional bill for unpaid import costs. UPS Global Checkout solves that problem by guaranteeing upfront the amount online shoppers pay in duties, fees and taxes, and eliminating the frustration of unexpected costs at delivery. UPS is the only global integrated carrier to offer a guaranteed landed cost solution for international shipping that is seamlessly incorporated into its shipping technology, transforming the shopping experience and offering complete transparency on costs. With updates in near real time, the service adjusts to policy changes, international tax laws, duties and tariffs, helping to avoid surprise costs and offering a positive delivery experience. Available in 43 origin countries and delivering to more than 200 destinations worldwide, the service helps businesses of all sizes grow globally by streamlining international shipping.
お知らせ • Mar 18United Parcel Service, Inc., Annual General Meeting, May 08, 2025United Parcel Service, Inc., Annual General Meeting, May 08, 2025.
お知らせ • Mar 03UPS Appoints Kevin Clark to Board of DirectorsUPS announced the appointment of Kevin Clark to the UPS Board of Directors, effective immediately. Clark is Chair and Chief Executive Officer of Aptiv PLC, a global technology company focused on making the world safer, greener, and more connected. Aptiv’s industry-leading portfolio of advanced software, compute, interconnect, and electrical architecture solutions is driving transformation across industries, including automotive, aerospace and defense, telecommunications, commercial vehicle, and industrial markets. Clark, 62, was named Aptiv Chair and CEO in 2022, and has successfully led the creation and implementation of Aptiv's business and technology strategies. He joined Aptiv in 2010 as Chief Financial Officer and served as Aptiv’s Chief Operating Officer before being named President and CEO in 2015. Prior to Aptiv, he was a founding partner of Liberty Lane Partners, LLC, and held leadership roles at Fisher Scientific International Inc. Kevin has both a bachelor's degree in financial administration and a Master of Finance from Michigan State University. Clark is expected to join the board’s Audit Committee following UPS’s 2025 Annual Meeting of Shareowners.
Declared Dividend • Feb 11Fourth quarter dividend of US$1.64 announcedShareholders will receive a dividend of US$1.64. Ex-date: 18th February 2025 Payment date: 6th March 2025 Dividend yield will be 4.0%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is covered by cash flows (89.6% cash payout ratio). The dividend has increased by an average of 9.3% 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 7.1% to bring the payout ratio under control. EPS is expected to grow by 36% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Feb 06UPS Announces Quarterly Dividend, Payable on March 6, 2025UPS announced its regular quarterly dividend of $1.64 per share on all outstanding Class A and Class B shares. The dividend is payable March 6, 2025, to shareowners of record on February 18, 2025.
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to Mex$2,303, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Logistics industry globally. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,449 per share.
New Risk • Jan 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 4.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (4.2% average weekly change). Minor Risks High level of debt (89% net debt to equity). Dividend is not well covered by earnings (98% payout ratio). Significant insider selling over the past 3 months (Mex$21m sold).
Reported Earnings • Jan 30Full year 2024 earnings released: EPS: US$6.76 (vs US$7.81 in FY 2023)Full year 2024 results: EPS: US$6.76 (down from US$7.81 in FY 2023). Revenue: US$91.1b (flat on FY 2023). Net income: US$5.78b (down 14% from FY 2023). Profit margin: 6.3% (down from 7.4% in FY 2023). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Global Logistics industry. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 30+ 1 more updateUnited Parcel Service, Inc. Reports Impairment Charges for the Fourth Quarter Ended December 31, 2024United Parcel Service, Inc. reported Impairment Charges for the fourth quarter ended December 31, 2024. For the quarter, the company reported Goodwill and Asset Impairment Charges of $60 million against $111 million a year ago.
お知らせ • Jan 24United Parcel Service, Inc. to Report Q4, 2024 Results on Jan 30, 2025United Parcel Service, Inc. announced that they will report Q4, 2024 results at 6:00 AM, Eastern Standard Time on Jan 30, 2025
Recent Insider Transactions • Nov 30Executive VP recently sold Mex$21m worth of stockOn the 25th of November, Norman Brothers sold around 7k shares on-market at roughly Mex$2,819 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 Mex$5.4m more than they bought in the last 12 months.
Declared Dividend • Nov 11Third quarter dividend of US$1.63 announcedShareholders will receive a dividend of US$1.63. Ex-date: 18th November 2024 Payment date: 5th December 2024 Dividend yield will be 3.3%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (98% earnings payout ratio) nor is it covered by cash flows (128% cash payout ratio). The dividend has increased by an average of 9.3% 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 9.3% to bring the payout ratio under control. EPS is expected to grow by 48% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Nov 07UPS Announces Regular Quarterly Dividend on All Outstanding Class A and Class B Shares, Payable December 5, 2024UPS announced its regular quarterly dividend of $1.63 per share on all outstanding Class A and Class B shares. The dividend is payable December 5, 2024, to shareowners of record on November 18, 2024.
お知らせ • Oct 26United Parcel Service, Inc. Updates Consolidated Earnings Guidance for the Year 2024United Parcel Service, Inc. updated consolidated earnings guidance for the year 2024. For the year, the company's consolidated revenue expected to be approximately $91.1 billion. The expected revenue and profits associated with this business had been included in the company’s previously provided revenue and operating margin targets.
Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: US$1.80 (vs US$1.32 in 3Q 2023)Third quarter 2024 results: EPS: US$1.80 (up from US$1.32 in 3Q 2023). Revenue: US$22.2b (up 5.6% from 3Q 2023). Net income: US$1.54b (up 37% from 3Q 2023). Profit margin: 6.9% (up from 5.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Global Logistics industry. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 14% per year.
お知らせ • Oct 24United Parcel Service, Inc. Provides Dividend Guidance for the Year 2024United Parcel Service, Inc. provided dividend guidance for the year 2024. For the year, the company expects Dividend payments to be around $5.4 billion, subject to Board approval.
お知らせ • Oct 11+ 1 more updateGainey Mckenna & Egleston Announces A Class Action Lawsuit Has Been Filed Against United Parcel Service, IncGainey McKenna & Egleston announced that a securities class action lawsuit has been filed in the United States District Court for the Northern District of Georgia on behalf of all persons or entities who purchased the securities of United Parcel Service, Inc. (“UPS” or the “Company”) between January 30, 2024 and July 22, 2024, both dates inclusive (the “Class Period”). The Complaint alleges that Defendants provided investors with material information concerning UPS’ expected revenue and adjusted operating margin for the fiscal year 2024. The Complaint further alleges that Defendants’ statements included, among other things, confidence in the Company’s volume growth, price discipline, cost execution, and its overall ability to handle volume variabilities. According to the Complaint, Defendants throughout the Class Period made false and misleading statements and/or concealing material adverse facts concerning the true state of UPS’ growth; notably, that it was not truly equipped to handle a surge in volume in lower-profit services without seeing a significant decline in their operating margins. According to the Complaint such statements, absent these material facts, caused Plaintiff and other shareholders to purchase UPS’ securities at artificially inflated prices. The Complaint further alleges that the truth emerged on July 23, 2024 when UPS announced its financial results for the second quarter of fiscal 2024, provided lower-than-expected guidance for the third quarter, and reduced its margin guidance for the full fiscal year 2024. The Complaint alleges that the Company attributed its results and lowered guidance on the shift in “U.S. volume mix both in terms of product and customer segmentation toward value products.” The Complaint also alleges investors and analysts reacted immediately to UPS’ revelation. The Complaint alleges that the price of UPS’ common stock declined dramatically, from a closing market price of $145.18 per share on July 22, 2024, to fall to $127.68 per share on July 23, 2024, a decline of $17.50 per share, or about 12.05% in the span of just a single day. Investors who purchased or otherwise acquired shares of UPS should contact the Firm prior to the December 9, 2024lead plaintiff motion deadline. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
お知らせ • Oct 09United Parcel Service, Inc. Introduces a Series of Enhancements to its Air NetworkUnited Parcel Service, Inc. introduced a series of enhancements to its air network. Due to a new flight connection at Sharjah International Airport (SHJ) in the United Arab Emirates (UAE), packages from mainland China and South Korea will be delivered in as little as two business days to major economies including Nigeria, Pakistan, Saudi Arabia and South Africa. In addition, UPS now offers next-day delivery from leading Asia Pacific economies to Seoul, South Korea, and from Bangkok throughout the region. In Vietnam, customers in Ho Chi Minh City can have next day service to and from select cities in the region. Shipments from Hanoi to selected cities in Australia can now be completed in two business days. To further support businesses in Hanoi, UPS has introduced Saturday pick-up for Sydney-bound deliveries, allowing for greater flexibility to process orders and boost speed-to-market. Deliveries from selected cities in Australia to Europe can now arrive in as little as two business day. As UPS prepares its air network to meet the surge in volume demand for the peak holiday season, it is boosting capacity for intercontinental routes by adding over 200 more flights connecting Asia Pacific to Europe and the U.S. in the fourth quarter, a significant increase compared to the same period last year. This expanded capacity will enable UPS customers to navigate the crucial peak season more effectively, serving the strong demand between Europe, the U.S. and key trading partners in Asia Pacific. This is the latest in a series of recent network and facility enhancements UPS has made in the region. Earlier this year the company introduced a new flight connecting the company's intra-Asia hub in Shenzhen (SZX) to Sydney Kingsford Smith Airport (SYD). While in late 2023, UPS announced plans to build a new hub at Hong Kong Airport (HKG).
Declared Dividend • Aug 12Second quarter dividend of US$1.63 announcedShareholders will receive a dividend of US$1.63. Ex-date: 19th August 2024 Payment date: 5th September 2024 Dividend yield will be 3.6%, 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 (120% cash payout ratio). The dividend has increased by an average of 10% 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 57% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Aug 08UPS Announces Quarterly Dividend, Payable September 5, 2024UPS announced its regular quarterly dividend of $1.63 per share on all outstanding Class A and Class B shares. The dividend is payable September 5, 2024, to shareowners of record on August 19, 2024.
Recent Insider Transactions • Jul 26Independent Non-Executive Chairman recently bought Mex$12m worth of stockOn the 25th of July, William Johnson bought around 5k shares on-market at roughly Mex$2,363 per share. This transaction increased William's direct individual holding by 31x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was William's only on-market trade for the last 12 months.
Reported Earnings • Jul 24Second quarter 2024 earnings released: EPS: US$1.65 (vs US$2.42 in 2Q 2023)Second quarter 2024 results: EPS: US$1.65 (down from US$2.42 in 2Q 2023). Revenue: US$21.8b (down 1.1% from 2Q 2023). Net income: US$1.41b (down 32% from 2Q 2023). Profit margin: 6.5% (down from 9.4% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Global Logistics industry. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Jul 23Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.1% to Mex$2,300. The fair value is estimated to be Mex$3,039, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
お知らせ • Jul 23+ 1 more updateUnited 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.
Declared Dividend • May 06First quarter dividend of US$1.63 announcedShareholders will receive a dividend of US$1.63. Ex-date: 10th May 2024 Payment date: 30th May 2024 Dividend yield will be 3.4%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is not adequately covered by earnings (94% earnings payout ratio) nor is it adequately covered by cash flows (99% cash payout ratio). The dividend has increased by an average of 10% 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 4.3% to bring the payout ratio under control. EPS is expected to grow by 47% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
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.
Reported Earnings • Apr 23First quarter 2024 earnings released: EPS: US$1.30 (vs US$2.20 in 1Q 2023)First quarter 2024 results: EPS: US$1.30 (down from US$2.20 in 1Q 2023). Revenue: US$21.7b (down 5.3% from 1Q 2023). Net income: US$1.11b (down 41% from 1Q 2023). Profit margin: 5.1% (down from 8.3% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Global Logistics industry. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
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.
Upcoming Dividend • Feb 10Upcoming dividend of US$1.63 per share at 4.5% yieldEligible shareholders must have bought the stock before 16 February 2024. Payment date: 08 March 2024. Payout ratio is on the higher end at 83%, and the cash payout ratio is above 100%. Trailing yield: 4.5%. Lower than top quartile of Mexican dividend payers (6.4%). Higher than average of industry peers (3.1%).
Recent Insider Transactions • Feb 06Independent Director recently bought Mex$3.4m worth of stockOn the 2nd of February, Eva Boratto bought around 1k shares on-market at roughly Mex$2,437 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$197m more in shares than they bought in the last 12 months.
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.
Declared Dividend • Feb 05Fourth quarter dividend of US$1.63 announcedShareholders will receive a dividend of US$1.63. Ex-date: 16th February 2024 Payment date: 8th March 2024 Dividend yield will be 3.5%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (83% earnings payout ratio) but not covered by cash flows (109% cash payout ratio). The dividend has increased by an average of 10% 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. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jan 30Full year 2023 earnings released: EPS: US$7.81 (vs US$13.26 in FY 2022)Full year 2023 results: EPS: US$7.81 (down from US$13.26 in FY 2022). Revenue: US$91.0b (down 9.3% from FY 2022). Net income: US$6.71b (down 42% from FY 2022). Profit margin: 7.4% (down from 12% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Global Logistics industry. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
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.
Board Change • Dec 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. Independent Director Kate Johnson was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
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 07United Parcel Service, Inc. (NYSE:UPS) completed the acquisition of 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. Jefferies LLC served as exclusive financial advisor to MNX and White & Case LLP acted as legal counsel to MNX. United Parcel Service, Inc. (NYSE:UPS) completed the acquisition of MNX Global Logistics from Quad-C Management, Inc. on November 6, 2023.
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.
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: US$1.32 (vs US$2.97 in 3Q 2022)Third quarter 2023 results: EPS: US$1.32 (down from US$2.97 in 3Q 2022). Revenue: US$21.1b (down 13% from 3Q 2022). Net income: US$1.13b (down 56% from 3Q 2022). Profit margin: 5.4% (down from 11% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Global Logistics industry. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
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
New Risk • Oct 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risks High level of debt (62% net debt to equity). Significant insider selling over the past 3 months (Mex$67m sold).