United Parcel Service (UPS) Is Consistent, Says Jim Cramer

Core Viewpoint - United Parcel Service, Inc. (NYSE:UPS) has shown modest growth in its stock price, with a 2.85% increase over the past year and a 15% increase year-to-date, indicating a stable performance in the logistics sector [2]. Financial Performance - UPS reported fourth quarter revenue of $24.5 billion, surpassing analyst estimates of $24 billion, demonstrating strong financial results [2]. - The company's profit per share was $2.38, exceeding the expected $2.20, further highlighting its financial strength [2]. Analyst Insights - Evercore ISI raised UPS's share price target to $113 from $94, maintaining an In Line rating, suggesting confidence in the company's future performance despite potential revenue deceleration in the US [2]. - The growth in exports to China is expected to counterbalance any slowdown in domestic revenue, indicating a strategic focus on international markets [2]. Strategic Focus - The CEO of UPS emphasized a commitment to profitability by reducing low-cost deliveries for Amazon, which may enhance overall margins [2]. - Jim Cramer noted the consistency of UPS as an investment, highlighting its stable dividend policy, which has not been cut [3].