United Parcel Service, Inc.

NYSE:UPS Stok Raporu

Piyasa değeri: US$90.6b

United Parcel Service Yönetim

Yönetim kriter kontrolleri 3/4

United Parcel Service CEO'su Carol Tome, Jun2020 tarihinde atandı, in görev süresi 5.83 yıldır. in toplam yıllık tazminatı $ 22.88M olup, şirket hissesi ve opsiyonları dahil olmak üzere 6.6% maaş ve 93.4% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.023% ine doğrudan sahiptir ve bu hisseler $ 21.04M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 5.6 yıl ve 7 yıldır.

Anahtar bilgiler

Carol Tome

İcra Kurulu Başkanı

US$22.9m

Toplam tazminat

CEO maaş yüzdesi6.60%
CEO görev süresi5.8yrs
CEO sahipliği0.02%
Yönetim ortalama görev süresi5.6yrs
Yönetim Kurulu ortalama görev süresi7yrs

Son yönetim güncellemeleri

Recent updates

United Parcel Service (UPS): The Great Amazon Glide-Down and the Inflection to Industrial Logistics

United Parcel Service (UPS) , the world’s largest package delivery titan, enters Sunday, April 19, 2026 , in the final stages of its most aggressive structural reorganization in over a century. Trading at $105.06 USD following a 1.17% gain over the past month, the stock is currently attempting to stabilize as it approaches its Q1 2026 earnings release on Tuesday, April 28.

UPS: Physical Network Strength Will Support Earnings Recovery Beyond Near Term Pressure

Analysts have adjusted the fair value estimate for United Parcel Service to $135 from $122, reflecting updated views on the company as research commentary highlights both increased optimism around its physical network assets and ongoing caution about near term earnings pressure. Analyst Commentary Recent Street research on United Parcel Service shows a mix of caution on near term earnings and growing interest in the company’s long term asset base and execution plans.

United Parcel Service: Buying Opportunities After The Selloff United With Valuation

Apr 13

UPS: Heavy Asset Network And 2026 Inflection Will Drive Upside Potential

Analysts have made only modest tweaks to their UPS outlook, trimming the average price target by a few dollars to about $113. Near term earnings pressure, highlighted by more cautious firms, is balanced by others who see long term value in UPS's heavy asset network and multi year earnings potential.

UPS: Union Pushback And Job Cuts Will Pressure Earnings Trajectory

Analysts have trimmed the UPS fair value estimate by about $0.50, while modestly adjusting assumptions for revenue growth, profit margins and future P/E. This reflects mixed Street signals that include a recent $6 cut to a $112 price target at BofA, alongside a series of upward revisions from other firms citing the resilience of physical transport networks.

UPS: Network Assets And 2026 Framework Will Shape Risk Reward Balance

Our updated UPS narrative reflects a slight trim in the fair value estimate to about $113 per share, as analysts weigh a mix of new price targets that range from BofA's cut to $112 on softer near term expectations to multiple upward revisions tied to UPS's physical network assets and its commentary on the 2026 outlook. Analyst Commentary Recent research on United Parcel Service shows a split tape, with some analysts trimming near term expectations while others are leaning into the long term value of the network and management's 2026 framework.

UPS: Labor Disputes And Fleet Disruptions Will Pressure Margins And Sentiment

The analyst fair value estimate for United Parcel Service has been lifted from about $80.28 to roughly $85.08 as analysts factor in higher revenue growth assumptions, slightly stronger profit margins, and a higher future P/E multiple supported by a wave of recent price target increases and upgrades across the Street. Analyst Commentary Recent research on United Parcel Service shows a mix of optimism and caution, with several firms adjusting price targets and ratings as they refine outlooks for earnings, margins, and sector conditions through 2026.

United Parcel Service (NYSE:UPS) Has Affirmed Its Dividend Of $1.64

Feb 09
United Parcel Service (NYSE:UPS) Has Affirmed Its Dividend Of $1.64

UPS: MD-11 Grounding And Margin Execution Will Shape Medium-Term Outlook

Analysts have lifted their UPS fair value estimate from US$100.50 to about US$113.18. This reflects updated expectations for revenue growth, margin trends, and future P/E multiples, as seen in a wave of recent price target increases across the Street.

UPS: Rising Cost And Safety Pressures Will Challenge Recent Margin Optimism

Narrative Update: United Parcel Service (UPS) The analyst price target for UPS has been revised slightly higher to reflect an updated fair value estimate of about $80 per share. Analysts point to recent price target increases across several firms, improving margin expectations and cost initiatives, while also factoring in more conservative revenue growth and a higher future P/E assumption.

UPS: Rally Risks Ahead As Amazon Volume Decline And Cost Execution Concerns Build

Analysts have nudged our fair value estimate for United Parcel Service higher to align with recent Street price target increases in the US$105 to US$126 range, citing updated views on revenue growth, margins, and 2026 sector conditions. Analyst Commentary Recent research on United Parcel Service reflects a mixed tone, with several firms lifting price targets into a tighter US$105 to US$126 band while at least one is stepping back on rating and others highlighting execution and growth risks into 2026.

UPS: Cost Efficiencies And Yield Improvements Will Support Earnings Recovery Ahead

Analysts nudged their average price target for United Parcel Service modestly higher to about $119, reflecting confidence that solid Q3 execution, ongoing cost takeouts, and improved domestic yield performance can support resilient margins and a cyclical earnings trough in 2025. Analyst Commentary Bullish analysts framed the Q3 beat and reinstated guidance as an important inflection point, arguing that the combination of structural cost reductions and better pricing power is starting to flow more visibly into earnings.

UPS: Margin And Cost Efficiencies Will Drive Earnings Recovery Ahead

The updated fair value estimate for United Parcel Service has been reduced by about $10 to $122 per share, as analysts temper revenue growth and valuation multiples, despite acknowledging improving margins, cost efficiencies, and a more credible transformation outlook following a solid Q3 earnings beat and higher Street price targets. Analyst Commentary Bullish analysts have responded positively to the latest Q3 results, citing a solid earnings beat, reinstated guidance, and meaningful progress on cost initiatives as support for higher valuation.

United Parcel Service, Inc. Just Beat EPS By 21%: Here's What Analysts Think Will Happen Next

Oct 31
United Parcel Service, Inc. Just Beat EPS By 21%: Here's What Analysts Think Will Happen Next

Weekly Picks: 💻 A Hedge Against US Government Shutdown And 2 More Picks

Oct 21
Weekly Picks: 💻 A Hedge Against US Government Shutdown And 2 More Picks

Amazon Shipments Will Decline And Automation Will Secure Future Efficiency

Analysts have lowered their price target for United Parcel Service, reducing it from approximately $101.43 to $100.50 per share. They cited persistent cost pressures and a cautious outlook for freight demand stabilization.

Finding The True Value Of A Logistics Powerhouse

Our initial price target for United Parcel Service is set at $95.21. We believe in a cautious approach in our analysis as UPS has been clouded with sustainability issues, higher costs, and internal headwinds.

Amazon Shipments Will Decline And Automation Will Secure Future Efficiency

The analyst price target for United Parcel Service was reduced to approximately $101.43 from $103.30, as analysts cited sustained cost pressures, weaker volume trends, and ongoing macroeconomic and regulatory challenges. Analyst Commentary Recent research updates reflect a broad reassessment of United Parcel Service's outlook as analysts evaluate both the company's near-term challenges and longer-term positioning.

Amazon Shipments Will Decline And Automation Will Secure Future Efficiency

Analysts have modestly reduced United Parcel Service’s price target to $103.30 due to immediate volume declines from new import restrictions, persistent cost headwinds, and weak small-business and Amazon volumes, partially offset by longer-term confidence in its core franchise. Analyst Commentary Recent executive orders suspending de minimis access for U.S. imports have caused an immediate fall in shipment volumes, leading to near-term volume and cost pressures.

United Parcel Service, Inc. (NYSE:UPS) Just Reported, And Analysts Assigned A US$106 Price Target

Jul 31
United Parcel Service, Inc. (NYSE:UPS) Just Reported, And Analysts Assigned A US$106 Price Target

United Parcel Service's (NYSE:UPS) Returns Have Hit A Wall

Jun 24
United Parcel Service's (NYSE:UPS) Returns Have Hit A Wall

Are Investors Undervaluing United Parcel Service, Inc. (NYSE:UPS) By 41%?

May 27
Are Investors Undervaluing United Parcel Service, Inc. (NYSE:UPS) By 41%?

Here's Why Shareholders Should Examine United Parcel Service, Inc.'s (NYSE:UPS) CEO Compensation Package More Closely

May 01
Here's Why Shareholders Should Examine United Parcel Service, Inc.'s (NYSE:UPS) CEO Compensation Package More Closely

UPS: Recession Risk Might Already Be Reflected In The Stock Price

Apr 22

Network Reconfiguration And Healthcare Expansion Will Drive Efficiency

UPS's efficiency initiatives and network reconfiguration are expected to drive significant cost savings, expanding margins and improving earnings.

UPS: The Company Is Being Hit From Multiple Angles

Mar 11

UPS Cuts Amazon Deal: Short-Term Pain For Long-Term Gain

Feb 13

UPS: One Of The Easiest Shorts In 2025

Feb 06

Wall Street Lunch: GDP Falls Short Of Consensus

Jan 30

UPS Looks To Be Nearing Turnaround Territory

Jan 24

UPS: The Whole Package For Value Investors

Dec 24

UPS Is An Excellent Company

Dec 15

UPS: How I'm Grabbing More Yield

Nov 15

UPS Q3 Earnings Preview: Volume Mix And Recent Acquisitions Should Be In Focus

Oct 21

UPS's Huge Free Cash Backs Its Leading Dividend

Oct 15

CEO Tazminat Analizi

Carol Tome'un ücretlendirmesi United Parcel Service'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

US$5b

Dec 31 2025US$23mUS$2m

US$6b

Sep 30 2025n/an/a

US$6b

Jun 30 2025n/an/a

US$6b

Mar 31 2025n/an/a

US$6b

Dec 31 2024US$24mUS$2m

US$6b

Sep 30 2024n/an/a

US$6b

Jun 30 2024n/an/a

US$5b

Mar 31 2024n/an/a

US$6b

Dec 31 2023US$23mUS$2m

US$7b

Sep 30 2023n/an/a

US$9b

Jun 30 2023n/an/a

US$10b

Mar 31 2023n/an/a

US$11b

Dec 31 2022US$19mUS$1m

US$12b

Sep 30 2022n/an/a

US$11b

Jun 30 2022n/an/a

US$11b

Mar 31 2022n/an/a

US$11b

Dec 31 2021US$28mUS$1m

US$13b

Sep 30 2021n/an/a

US$6b

Jun 30 2021n/an/a

US$6b

Mar 31 2021n/an/a

US$5b

Dec 31 2020US$4mUS$729k

US$1b

Sep 30 2020n/an/a

US$5b

Jun 30 2020n/an/a

US$4b

Mar 31 2020n/an/a

US$4b

Dec 31 2019US$307kn/a

US$4b

Tazminat ve Piyasa: Carol 'nin toplam tazminatı ($USD 22.88M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 14.57M ).

Tazminat ve Kazançlar: Carol 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Carol Tome (68 yo)

5.8yrs
Görev süresi
US$22,878,788
Tazminat

Ms. Carol B. Tome served as Director of Grady Memorial Hospital Corporation until 2025. She serves as a Member of the Board of Directors at Engage Ventures, LLC. Ms. Tome has been Chief Executive Officer o...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Carol Tome
CEO & Director5.8yrsUS$22.88m0.023%
$ 21.0m
Brian Dykes
Chief Financial Officer & Executive Vice President1.8yrsUS$7.02m0.0017%
$ 1.5m
Bala Subramanian
EVP and Chief Digital & Technology Officer3.8yrsUS$6.75m0.0026%
$ 2.4m
Kathleen Gutmann
Executive VP and President of International4.3yrsUS$8.35m0.011%
$ 10.4m
Nando Cesarone
Executive VP & President of U.S. and UPS Airline8.1yrsUS$7.78m0.0049%
$ 4.4m
PJ Guido
Investor Relations Officerno dataVeri yokVeri yok
Norman Brothers
Executive VP10.3yrsVeri yok0.0028%
$ 2.5m
Darrell Ford
Executive VP & Chief Human Resources Officer5.3yrsVeri yok0.0027%
$ 2.5m
Ralph Ozoude
Managing Director of Nigerian Operations & Special Projects Manager for West Africa14.4yrsVeri yokVeri yok
Harrison Park
Managing Director of UPS Korea8.1yrsVeri yokVeri yok
Nicole Clifton
President of Social Impact & The UPS Foundation5.4yrsVeri yokVeri yok
Matthew Guffey
Executive VP & Chief Commercial & Strategy Officerno dataVeri yok0.00084%
$ 760.9k
5.6yrs
Ortalama Görev Süresi
55yo
Ortalama Yaş

Deneyimli Yönetim: UPS 'un yönetim ekibi deneyimli ve deneyimlidir ( 5.6 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Carol Tome
CEO & Director23.3yrsUS$22.88m0.023%
$ 21.0m
Kevin Clark
Independent Director1.1yrsUS$337.50k0.000030%
$ 27.2k
William Johnson
Independent Non-Executive Chairman17.2yrsUS$570.00k0.0012%
$ 1.1m
John Morikis
Independent Directorless than a yearUS$257.50k0.00019%
$ 172.1k
Franck Moison
Independent Director9.2yrsUS$320.00kVeri yok
Wayne Hewett
Independent Director5.6yrsUS$320.00k0.00010%
$ 90.6k
Rodney Adkins
Independent Director13.3yrsUS$340.00kVeri yok
Russell Stokes
Independent Director5.4yrsUS$320.00k0.000050%
$ 45.3k
Kevin M. Warsh
Independent Director13.8yrsUS$320.00kVeri yok
Christiana Shi
Independent Director8.2yrsUS$345.00k0.000060%
$ 54.4k
Eva Boratto
Independent Director5.6yrsUS$350.00k0.00016%
$ 144.9k
Angela Hwang
Independent Director5.8yrsUS$320.00kVeri yok
7.0yrs
Ortalama Görev Süresi
62.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: UPS 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 7 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/04/30 10:35
Gün Sonu Hisse Fiyatı2026/04/30 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

United Parcel Service, Inc. 45 Bu analistlerden 24, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Will ChienAccountability Research Corporation
John EadeArgus Research Company
Brandon OglenskiBarclays