United Parcel Service, Inc. (UPS) - NYSE
  • Jul. 28, 2015, 8:12 AM
    • UPS (NYSE:UPS) reports total shipments increased 2.1% to 1.1B packages.
    • U.S. domestic package revenue rose 1.6% to $8.808B. Improved pricing and productivity boosted margins.
    • International package revenue fell 6.4% to $3.045B (+1.5% constant currency).
    • Supply Chain/Freight revenue -4.5% to $2.242B
    • Consolidated average revenue per piece -2.7% to $10.61. U.S domestic package price per piece was off 0.2% to $9.45.
    • Operating profit rose across all three segments.
    • Guidance: The company sees full-year EPS of $5.05-$5.30 vs. $5.19 consensus.
    • Previously: United Parcel Service beats by $0.08, misses on revenue
    • UPS +1.44% to $96.49.
    | Jul. 28, 2015, 8:12 AM | 5 Comments
  • Jul. 28, 2015, 7:48 AM
    • United Parcel Service (NYSE:UPS): Q2 EPS of $1.35 beats by $0.08.
    • Revenue of $14.1B (-1.2% Y/Y) misses by $410M.
    | Jul. 28, 2015, 7:48 AM | 8 Comments
  • Jul. 27, 2015, 6:57 PM
    • Some of the biggest and best known U.S. businesses join the Obama administration in trying to build momentum for a deal at the climate change summit in Paris later this year.
    • A dozen publicly traded companies - AA, AAPL, MSFT, BAC, BRK.B, KO, GM, GS, GOOG, PEP, UPS and WMT - committed to support a “strong" outcome in Paris, and made new pledges to take a variety of steps to tackle climate change.
    • For example, Alcoa says it will reduce absolute greenhouse gas emissions in the U.S. by 50% by 2025, and BRK plans to retire 75% of its coal-fueled generating capacity in Nevada by 2019.
    • In addition to company-specific goals, the White House says today's announcements total at least $140B in new low-carbon investment and more than 1,600 MW of new renewable energy.
    | Jul. 27, 2015, 6:57 PM | 272 Comments
  • Jul. 22, 2015, 3:04 PM
    • UPS (UPS -0.7%) is in talks to buy PE-backed Coyote Logistics, sources tell Bloomberg.
    • A deal for the transport services firm could go off for as high as $1.8B.
    • Both FedEx and UPS have increased M&A over the last year, topped off by the massive FedEx-TNT merger.
    | Jul. 22, 2015, 3:04 PM | 3 Comments
  • Jul. 20, 2015, 10:51 AM
    • UPS (UPS -0.1%) and Staples (SPLS +1.9%) expand their shipping partnership to allow customers at Staples to charge their orders on their UPS account.
    • The new feature is expected to boost sales from traveling professionals and small business owners.
    • Staples faced backlash from union workers in the past for partnering with the United States Postal Service.
    | Jul. 20, 2015, 10:51 AM | 3 Comments
  • Jul. 16, 2015, 8:56 AM
    • UPS (NYSE:UPS) announces it purchased logistic business Insured Parcel Services from G4S.
    • The acquisition was made through the company's UPS Capital subsidiary.
    • The deal and the recent addition of Parcel Pro are expected to strengthen UPS Capital's high-value jewelry transport services.
    | Jul. 16, 2015, 8:56 AM
  • Jul. 15, 2015, 9:56 AM
    • UPS (UPS -0.3%) announces it added five countries in Latin America and three in Europe to parts of its UPS Worldwide Express Freight program.
    • Countries added for origin service include Bulgaria, El Salvador, Guatemala, Honduras, Nicaragua, Panama, Romania, and Serbia. Destination service was added for El Salvador, Guatemala, Honduras, Nicaragua, and Panama.
    | Jul. 15, 2015, 9:56 AM
  • Jul. 2, 2015, 3:04 AM
    • More cross-border shipments and the euro's weakness are presenting more opportunities for delivery firms in Europe, and UPS (NYSE:UPS) and FedEx (NYSE:FDX) are jumping on them.
    • FedEx recently submitted regulatory filings to the European Commission to move ahead with its $5B deal to acquire TNT Express (OTCPK:TNTEY), while UPS is building new distribution centers specifically designed for pharmaceuticals and medical products, along with other expansions.
    • According to a study by Center for Retail Research, e-commerce sales across the EU's eight main economies are expected to grow more than 40% over two years to $289.6B in 2016, while the U.S. is expected slow 30% over the same period to nearly $400B.
    | Jul. 2, 2015, 3:04 AM
  • Jun. 24, 2015, 11:16 AM
    • Select railroad and trucking stocks trade weak after Q1 GDP figures are revised in-line with expectations. A read yesterday on durable goods was weak.
    • Stocks from the transportation sector drifting lower include Knight Transportation (KNX -4.5%), Swift Transportation (SWFT -5.5%), ArcBest (ARCB -3.9%), YRC Worldwide (YRCW -2.2%), Greenbrier (GBX -1.6%), Heartland Express (HTLD -2.6%), Kansas City Southern (KSU -2.2%), Celadon Group (CGI -2%), JB Hunt Transport (JBHT -2.1%), Trinity Industries (TRN -1.6%).
    • FedEx (FDX -0.9%) and UPS (UPS -0.8%) are also trailing broad market averages.
    | Jun. 24, 2015, 11:16 AM | 1 Comment
  • Jun. 19, 2015, 11:26 AM
    • The EPA and NHTSA have published a new set of rules covering fuel efficiency on medium and heavy duty vehicles built for the model year 2018 and beyond.
    • The agencies forecast the program will cut greenhouse gas emissions by 1B metric tons and lower fuel costs by $170B for the lifetime of the vehicles manufactured under the program.
    • Though the release of tighter emission rules has been widely anticipated, perhaps a bigger surprise this week was the strong statement made by Pope Francis on the global need to address climate control.
    • The number of companies that could ultimately be impacted by the proposed changes if they are enacted spread across various sectors.
    • Joint EPA/NHTSA proposal (.pdf)
    • Encyclical letter from Pope Francis (.pdf)
    • Related stocks: KNX, PTSI, ODFL, JBHT, R, SWFT, CNW, GM, F, OTCPK:DDAIF, NAV, OTCPK:VOLVY, CMI, PCAR, FDX, UPS, HTZ, TM,
    | Jun. 19, 2015, 11:26 AM | 76 Comments
  • Jun. 18, 2015, 10:09 AM
    • UPS (UPS +0.9%) announces it will build a new healthcare distribution facility in the Netherlands to help it meet growing demand in the region.
    • The complex in Roermond is expected to be completed in January of 2016.
    • The location is strategic with UPS having an air hub at the nearby Cologne/Bonn airport in Germany.
    • UPS' specialized healthcare business has been growing rapidly.
    | Jun. 18, 2015, 10:09 AM
  • Jun. 17, 2015, 10:15 AM
    • Global freight and delivery stocks trade lower after FedEx was a touch light with Q1 revenue and issued cautious guidance for Q2.
    • A strong U.S. dollar and narrowing fuel surcharges have been drags on the international part of the sector.
    • Decliners: Air T (NYSE:AIR) -1.0%, PostNL (OTCPK:PNLYY) -1.75%, Deutsche Post (OTCPK:DPSGY) -1.0%, UPS (NYSE:UPS) -0.4%, Air Transport Services Group (NASDAQ:ATSG) -0.4%.
    • Previously: Operating margin falls for FedEx in FQ4
    | Jun. 17, 2015, 10:15 AM
  • Jun. 16, 2015, 11:35 AM
    • Amazon (AMZN +0.4%) is reported to be developing an app to crowdsource the delivery of packages to non-employees for a fee.
    • Details on timing and how the packages would be stored with retailers haven't been worked out yet by the company.
    • Due to Amazon's scale, the service would have to be large to add significant cost savings.
    • Shares of FedEx (FDX -0.3%) and UPS (UPS) both turned lower on a volume spike off the news before recovering as investors digested the likelihood of the initiative cutting into their business.
    | Jun. 16, 2015, 11:35 AM | 25 Comments
  • Jun. 15, 2015, 2:25 PM
    • UPS Capital acquires logistics provider Parcel Pro for an undisclosed amount.
    • The company says the acquisition will add value for customers looking to ship high value jewelry, watches, and collectibles.
    • UPS Capital is a subsidiary of UPS (UPS).
    | Jun. 15, 2015, 2:25 PM | 1 Comment
  • Jun. 1, 2015, 9:11 AM
    • Shares of UPS (NYSE:UPS) are higher in early trading after a favorable writeup in Barron's provides a lift.
    • It's noted UPS improved its yield per package in Q1 and trades below its typical premium over the S&P P/E ratio.
    • The potential for UPS to grow margins with its online business as it works out some growing pains and the +3% yield also make UPS look attractive to the Barron's crew.
    • UPS +1.30% to $100.52.
    | Jun. 1, 2015, 9:11 AM | 3 Comments
  • May 21, 2015, 9:30 AM
    • Alongside Goldman's list of 50 stocks appearing most as top holdings at hedge funds is its list of the 50 top shorts.
    • New additions this quarter: Baxter Intl (NYSE:BAX), UPS, Marriott (NASDAQ:MAR), NextEra (NYSE:NEE), Ford (NYSE:F), National Oilwell Varco (NYSE:NOV), McDonald's (NYSE:MCD), M&T Bank (NYSE:MTB), CenturyLink (NYSE:CTL), Amgen (NASDAQ:AMGN), Pioneer Natural (NYSE:PXD), Duke Energy (NYSE:DUK), Seagate (NASDAQ:STX), AbbVie (NYSE:ABBV), Cisco (NASDAQ:CSCO).
    • The full list (in order of $ value of short interest): AT&T (NYSE:T), Disney (NYSE:DIS), IBM, Verizon (NYSE:VZ), Intel (NASDAQ:INTC), Kinder Morgan (NYSE:KMI), Exxon (NYSE:XOM), Pfizer (NYSE:PFE), J&J (NYSE:JNJ), Deere (NYSE:DE), Caterpillar (NYSE:CAT), Exelon (NYSE:EXC), GE, Boeing (NYSE:BA), Halliburton (NYSE:HAL), Fox (NASDAQ:FOXA), Comcast (NASDAQ:CMCSA), UTX, Regeneron (NASDAQ:REGN), Merck (NYSE:MRK), salesforce.com (NYSE:CRM), AbbVie (ABBV), Conoco (NYSE:COP), Wal-Mart (NYSE:WMT), Eli Lilly (NYSE:LLY), Celgene (NASDAQ:CELG), Schlumberger (NYSE:SLB), AutoZone (NYSE:AZO), Wells Fargo (NYSE:WFC), Emerson (NYSE:EMR), McDonald's (MCD), Reynolds (NYSE:RAI), Target (NYSE:TGT), Accenture (NYSE:ACN), Coca-Cola (NYSE:KO).
    | May 21, 2015, 9:30 AM | 76 Comments
Company Description
United Parcel Service, Inc. is a logistics company, which provides global package delivery and supply chain management services. It offers logistics services to the global market, which include transportation, distribution, forwarding, ground, ocean and air freight, brokerage and financing. The... More
Sector: Services
Industry: Air Delivery & Freight Services
Country: United States