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拒绝提供盈利指引 联合包裹(UPS.US)跌超9%
Zhi Tong Cai Jing· 2025-07-29 14:57
Core Viewpoint - United Parcel Service (UPS) shares declined over 9% following the release of its second-quarter earnings report, which revealed challenges in navigating market volatility and led the company to withhold profit guidance [1] Financial Performance - UPS reported second-quarter revenue of $21.2 billion, a year-over-year decrease of 2.8%, but exceeded market expectations [1] - The non-GAAP earnings per share were $1.55, which fell short of the market expectation of $1.57 [1]
美股异动 | 拒绝提供盈利指引 联合包裹(UPS.US)跌超9%
智通财经网· 2025-07-29 14:56
Core Viewpoint - United Parcel Service (UPS) shares fell over 9% to $91.9 following the release of its second-quarter earnings report, which did not provide profit guidance due to market volatility concerns [1] Financial Performance - UPS reported second-quarter revenue of $21.2 billion, a year-over-year decline of 2.8%, but exceeded market expectations [1] - The non-GAAP earnings per share were $1.55, which was below the market expectation of $1.57 [1]
美股异动|联合包裹跌超8.8% Q2盈利不及预期 未提供全年指引
Ge Long Hui· 2025-07-29 14:29
联合包裹(UPS.US)跌超8.8%,报92.63美元。消息面上,联合包裹第二季度营收同比下降2.8%至212亿美 元,高于预期的208.6亿美元;调整后每股盈利1.55美元,低于预期的1.56美元。受零售额和工业活动复 苏缓慢的压力,美国国内部门收入从去年同期的142亿美元降至140.8亿美元。同时,由于宏观经济持续 存在不确定性,公司未公布年度收入或营业利润预期。(格隆汇) ...
UPS(UPS) - 2025 Q2 - Earnings Call Transcript
2025-07-29 13:32
Financial Data and Key Metrics Changes - Consolidated revenue for Q2 2025 was $21.2 billion, with an operating profit of $1.9 billion and an operating margin of 8.8% [9][30] - Average daily volume in the U.S. declined by 7.3%, while revenue declined by only 0.8% due to strategic actions taken [12][30] - Diluted earnings per share were reported at $1.55 [30] Business Line Data and Key Metrics Changes - U.S. Domestic segment revenue was $14.1 billion, down slightly year-over-year, primarily due to a decline in Amazon revenue [35] - International segment revenue increased to $4.5 billion, up 2.6% year-over-year, despite a 34.8% decline in the China to U.S. trade lane [41] - Supply Chain Solutions revenue fell to $2.7 billion, down $594 million year-over-year, with healthcare logistics growing by 5.7% [42] Market Data and Key Metrics Changes - U.S. consumer sentiment was near historic lows, impacting the small package market negatively [10] - The China to U.S. trade lane saw a significant drop in volume due to increased tariffs, while trade lanes from China to the rest of the world increased by 22.4% [15][39] - SMBs represented 32% of total U.S. volume, showing a 230 basis point improvement compared to last year [33] Company Strategy and Development Direction - The company is focused on reducing costs by approximately $3.5 billion this year through efficiency initiatives and network reconfiguration [19][44] - The strategic priority includes growing the international small package business and enhancing healthcare logistics capabilities [16][22] - The company is actively engaging in supply chain mapping assessments to help customers navigate tariff uncertainties [15] Management's Comments on Operating Environment and Future Outlook - The management expressed concerns about the uncertain macroeconomic environment and its impact on customer demand, particularly for SMBs [24][57] - There is a focus on improving revenue quality and managing the decline in Amazon volume, with expectations for more clarity on tariffs and demand by the end of Q3 [62][64] - The company remains committed to a stable and growing dividend, supported by strong free cash flow [26] Other Important Information - The company is undergoing the largest network reconfiguration in its history, with 155 operations closed and plans for more closures in the second half of the year [44][47] - The attrition rate for employees was lower than expected, impacting cost savings initiatives [59][111] Q&A Session Summary Question: Is the lack of guidance a sign that things are worse? - Management indicated that the uncertainty in the market is the reason for not providing guidance, with volume in July showing some improvement but not necessarily indicative of future performance [53][54] Question: What is the outlook for SMBs given the current environment? - Management noted that SMBs are facing challenges due to trade uncertainties and tighter credit conditions, but UPS is helping them navigate these issues through supply chain mapping [86][87] Question: How is the company addressing competition from smaller parcel carriers? - Management emphasized that UPS's end-to-end network and capabilities set it apart from competitors, and the company gained market share despite a competitive environment [78][80]
UPS(UPS) - 2025 Q2 - Earnings Call Transcript
2025-07-29 13:30
Financial Data and Key Metrics Changes - Consolidated revenue for the second quarter was $21.2 billion, with an operating profit of $1.9 billion and an operating margin of 8.8% [6][26] - Average daily volume in the U.S. declined by 7.3%, while revenue declined by only 0.8% due to strategic actions taken [9][10] - Diluted earnings per share were reported at $1.55 [26] Business Line Data and Key Metrics Changes - U.S. Domestic segment revenue was $14.1 billion, down slightly year-over-year, primarily due to a decline in Amazon revenue [31] - Average daily volume for Air services decreased by 11.6%, but excluding Amazon, it increased by 1.4% [27] - Groundsaver product volume declined by 23% year-over-year due to pricing actions and a shift in e-commerce volume [17][28] - Healthcare Logistics grew revenue by 5.7%, while UPS Digital, including Roadie and Happy Returns, saw a 26.4% increase in revenue [38] Market Data and Key Metrics Changes - The China to U.S. trade lane experienced a 34.8% drop in average daily volume in May and June due to increased tariffs [11][35] - International average daily volume increased by 3.9%, with export volume up by 6.1% year-over-year [34] - The overall U.S. small package market was negatively impacted by low consumer sentiment, leading to a decline in demand [7][8] Company Strategy and Development Direction - The company is focused on reducing costs by approximately $3.5 billion this year through efficiency initiatives and network reconfiguration [16][41] - The strategic priority includes growing the international small package business and enhancing healthcare logistics capabilities [13][19] - The company is actively engaging in supply chain mapping assessments to help customers navigate tariff uncertainties [12] Management's Comments on Operating Environment and Future Outlook - Management noted that the current operating environment is complex and uncertain due to changing trade policies and consumer behavior [21][24] - There is no forward-looking revenue or earnings guidance provided due to the unpredictability of the market [22][46] - The company remains committed to a stable and growing dividend, supported by strong free cash flow [23] Other Important Information - The company is undergoing the largest network reconfiguration in its history, with 155 operations closed and plans for more closures in the second half of the year [41][44] - The attrition rate for employees was lower than expected, impacting cost savings initiatives [56][102] Q&A Session Summary Question: Is the lack of guidance a sign that things are worse or just uncertain? - Management indicated that the uncertainty in the market is significant, leading to the decision not to provide guidance [50][51] Question: How do you feel about progress on cost cuts being enough to exit with domestic margins at double digits? - Management expressed confidence in achieving the $3.5 billion cost reduction target but acknowledged challenges with attrition rates and Groundsaver costs [55][60] Question: When do you expect to fully lap the costs on the trade lane shifts? - Management noted that they are adjusting resources quickly to capture growth in other trade lanes, particularly in Southeast Asia [69][70] Question: How does the company view competition from smaller parcel carriers? - Management acknowledged competition but emphasized the unique end-to-end service offering that sets the company apart [76][80] Question: What are the expectations for SMB results and their challenges? - Management highlighted that SMBs are facing challenges due to trade uncertainty and tighter credit conditions, but the company is providing support through supply chain mapping [86][89]
联合包裹(UPS.N)首席执行官:美国小型包裹市场受消费者情绪影响,跌至历史低点。
news flash· 2025-07-29 12:44
Core Viewpoint - The CEO of United Parcel Service (UPS) indicated that the U.S. small package market has been significantly impacted by consumer sentiment, reaching a historical low [1] Company Summary - UPS is experiencing a downturn in the small package market, attributed to changing consumer emotions and behaviors [1] Industry Summary - The small package market in the U.S. is currently at its lowest point in history, reflecting broader trends in consumer confidence and spending [1]
联合包裹:二季度业绩略逊预期,盘前跌超1%完成回购
Xin Lang Cai Jing· 2025-07-29 11:07
来源:视频滚动新闻 联合包裹二季度经调整后每股收益1.55美元,预估1.56美元。联合包裹因宏观经济不确定性未提供全年 营收指引。联合包裹维持全年资本支出预期约35亿美元不变,市场预估35亿美元。联合包裹已完成10亿 美元股票回购计划。联合包裹美股盘前跌超1%。 ...
3.62亿,菜鸟把丹鸟卖了
Xin Lang Cai Jing· 2025-07-29 10:55
文|财天COVER 林木 编辑 | 吴跃 斥资3.62亿元,申通快递从自己的大股东——菜鸟手里,接盘了丹鸟物流。 7月25日晚,申通快递在深交所发布公告称,拟以现金方式,收购浙江丹鸟物流科技有限公司(以下简 称:"丹鸟物流")100%股权,交易对价为3.62亿元。交易完成后,丹鸟物流及其下属控股子公司将纳入 申通快递的合并报表范围。 丹鸟物流是菜鸟旗下业务"菜鸟速递"的运营主体,由浙江菜鸟供应链管理有限公司、杭州阿里创业投资 有限公司、阿里巴巴(中国)网络技术有限公司三家公司共同持股,分别持有96.15%、2.95%和0.90% 的股份。浙江菜鸟供应链管理有限公司又由菜鸟网络科技有限公司100%持股。 当初,菜鸟成立丹鸟物流,承担着阿里对标京东物流、顺丰,切入高端市场的重任。不过,平心而论, 丹鸟发展至今难言成功。 01、丹鸟为何被卖? 从时间上看,丹鸟诞生相对较晚。在2019年的全球智慧物流峰会上,菜鸟宣布成立丹鸟这个全新的配送 服务品牌。从一开始,其业务重心和模式就有别于"通达系",主要服务于天猫超市等阿里内部自营业 务,目的是弥补末端配送短板,提升配送时效,提供半日达、送货上门等服务,从而建立服务壁垒。 ...
联合包裹Q2营收高于预期 调整后EPS低于预期
Ge Long Hui A P P· 2025-07-29 10:18
格隆汇7月29日|联合包裹2025年Q2营收212亿美元,去年同期218亿美元,市场预期208.6亿美元;调整 后每股收益1.55美元,市场预期为1.56美元。 ...
联合包裹(UPS)二季度经调整后每股收益1.55美元,预估1.56美元。联合包裹因宏观经济不确定性未提供全年营收指引。联合包裹维持全年资本支出预期约35亿美元不变,市场预估35亿美元。联合包裹已完成10亿美元股票回购计划。联合包裹美股盘前跌超1%。
news flash· 2025-07-29 10:07
联合包裹维持全年资本支出预期约35亿美元不变,市场预估35亿美元。 联合包裹(UPS)二季度经调整后每股收益1.55美元,预估1.56美元。 联合包裹因宏观经济不确定性未提供全年营收指引。 联合包裹已完成10亿美元股票回购计划。 联合包裹美股盘前跌超1%。 ...