Core Viewpoint - United Parcel Service, Inc. (UPS) has shown a strong performance with a nearly 16% increase since being rated a Strong Buy in late October [1] Company Analysis - The company has released its financial results, which are anticipated to provide insights into its ongoing performance and future outlook [1] - The focus is on identifying undervalued companies with strong fundamentals and good cash flows, with UPS being highlighted as a potential investment opportunity [1] Investment Strategy - The investment approach emphasizes long-term value investing while also considering deal arbitrage opportunities in various sectors [1] - The analyst expresses a preference for sectors like Oil & Gas and consumer goods, while avoiding high-tech and certain consumer goods that are difficult to understand [1]

钛媒体App 1月28日消息，美股盘前要闻： 1. 美国股指期货涨跌不一，截至目前，道琼斯指数期货跌0.03%，标普500指数期货涨0.21%，纳斯达克 100指数期货涨0.85%。 2. 欧洲斯托克50指数跌0.43%，英国富时100指数跌0.51%，法国CAC40指数跌1.41%，德国DAX30指数 跌0.65%，富时意大利MIB指数跌0.95%。 3. 北京时间周四凌晨3点，美联储即将公布2026年的首份利率决议；市场普遍预期，美联储将在本周政 策会议上维持利率不变。 4. 本周四和周五，特斯拉、Meta、微软和苹果将公布财报，华尔街对"七巨头"业绩充满信心，预计整体 盈利增长率达20.3%。 5. 加密货币巨头Tether囤金140吨，是除已知的主权国家与大型银行外全球最大的黄金储备持有者。 9. 德州仪器美股盘前涨超8%，公司第四季度每股盈利1.27美元，营收44.2亿美元，略低于华尔街预期， 但对当前季度预期高于市场预期。 10. 美股存储股盘前普涨，希捷科技涨超10%，西部数据涨超8%，闪迪涨超5%，美光科技涨超4%。 11. 美国联合包裹运送服务公司（UPS）27日宣布，计划今年减少约3万个运 ...

据悉，UPS此次业务重构的原因是减少了为零售巨头亚马逊提供的低利润率配送业务，转而投入高利润 率货运业务。2025年1月，该公司宣布与亚马逊达成原则性协议，到2026年下半年亚马逊业务量将减少 超50%。 人民财讯1月28日电，美国联合包裹运送服务公司（UPS）27日宣布，计划今年减少约3万个运营岗位， 到6月底将关闭24个业务网点。 此次裁员是该公司去年4月以来实施的业务重构转型计划的一部分。2025年4月，UPS宣布将通过大规模 裁员和关闭运营机构等方式降低成本，提高盈利能力。2025年共裁撤4.8万个岗位，关闭了93个业务网 点。 （文章来源：央视新闻） ...

Core Viewpoint - United Parcel Service (UPS) is undergoing a significant restructuring that will result in the elimination of up to 30,000 jobs in 2023, highlighting the financial impact of its separation from Amazon amid increasing competition [1] Company Summary - UPS is implementing a major restructuring plan that includes cutting up to 30,000 jobs this year [1] - The separation from Amazon has proven to be costly for UPS, indicating challenges in maintaining profitability and competitiveness [1] Industry Summary - The logistics and delivery industry is facing intensified competition, which is influencing companies like UPS to make drastic operational changes [1] - The restructuring efforts by UPS reflect broader trends in the industry as companies adapt to evolving market conditions and competitive pressures [1]

新华社纽约1月27日电（记者施春）美国联合包裹运送服务公司（UPS）27日宣布，计划今年减少约3万 个运营岗位，到6月底将关闭24个业务网点。 ...

Core Insights - UPS is currently in the process of ending its partnership with Amazon, which has been described as a toxic relationship, leading to a short-term decline in delivery volume but promising a more profitable future [1][3] - Amazon previously accounted for approximately 25% of UPS's delivery volume but only 11% of its total revenue, indicating that while it was a major customer, it was not the most profitable one [2][3] - UPS's CEO, Carol Tome, stated that reducing reliance on Amazon will be a pivotal moment for the company's strategy, projecting 2026 revenue of $89.7 billion, exceeding analyst expectations of $88 billion [3] Delivery Volume and Projections - In 2023, Amazon surpassed both UPS and FedEx in total yearly parcel volume, delivering 6.3 billion parcels compared to UPS's 4.7 billion [5] - UPS plans to reduce its delivery volume for Amazon by 50% over 18 months, with a current trajectory to decrease by another million packages per day over the next six months [5]

UPS on Tuesday said it would eliminate an additional 30,000 frontline jobs and at least 24 facilities as part of a multiyear strategy to recharge growth through a planned decoupling from Amazon and downsizing of its parcel delivery network to match lower volume flow. Efficiency gains from the restructuring helped fourth-quarter earnings exceed forecasts despite a 10.6% decline in average daily domestic volumes. Lower throughput was expected as UPS (NYSE: UPS) sheds Amazon business and lower-yielding Chine ...

UPS (NYSE: UPS) delivered a decent set of fourth-quarter results on Tuesday and announced a series of layoffs. Investors reacted by trading the logistics giant's shares marginally higher on the day, with their 0.2% gain slightly lagging the bellwether S&P 500 index's 0.4% increase. A bullish reaction to fundamental declines For its final frame of 2025, UPS booked total revenue of just under $24.5 billion, a 3% decline from the fourth quarter of 2024. Its operating profit not in accordance with generally a ...

Core Viewpoint - UPS stock has seen a significant increase following better-than-expected quarterly earnings and a positive outlook for 2026, despite a challenging economic environment that has led to job losses [1] Financial Performance - UPS stock was down nearly 20% over the past 12 months prior to the earnings report [1] - The company reported quarterly numbers that exceeded expectations, contributing to a rise in stock value [1] Future Outlook - A solid outlook for 2026 has left investors optimistic about the company's future performance [1] - The company has maintained its dividend, indicating financial stability for the time being [1]

Core Insights - UPS is planning to cut an additional 30,000 operational positions in 2026, following the previous reduction of over 48,000 jobs in the last year as part of its strategy to reconfigure its delivery network and reduce reliance on Amazon [1][2] - The company aims to achieve $3 billion in total savings from these reductions, with a significant portion of the cuts expected to come through attrition and a voluntary buyout program for full-time drivers [2][3] Financial Performance - For Q4, UPS reported revenues of $24.5 billion, reflecting a 3.2% decline year-over-year, while net income was $1.8 billion, translating to adjusted earnings of $2.38 per share, surpassing analyst expectations [4] - The forward-looking guidance for 2026 indicates projected revenues of approximately $89.7 billion, which is above the analyst forecast of $88.1 billion and represents a 1.1% increase from the previous year's revenue [5] Operational Changes - The company has successfully saved $3.5 billion in 2025 through cost-cutting measures, including the closure of 93 facilities as part of a nationwide automation initiative [3] - The average domestic daily volumes (ADV) have declined by 10.8% to 20 million packages, largely due to the reduction in Amazon packages and the removal of less profitable e-commerce volumes from the network [6]