United Parcel Service, Inc.(UPS)
United Parcel Service, Inc. provides letter and package delivery, transportation, logistics, and related services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of letters, documents, small packages, and palletized freight through air and ground services in the United States. The International Package segment provides guaranteed day and time-definite international shipping services in Europe, the Asia Pacific, Canada and Latin America, the Indian sub-continent, the Middle East, and Africa. This segment offers guaranteed time-definite express options. The company also provides international air and ocean freight forwarding, customs brokerage, distribution and post-sales, and mail and consulting services in approximately 200 countries and territories. In addition, it offers truckload brokerage services; supply chain solutions to the healthcare and life sciences industry; shipping, visibility, and billing technologies; and financial and insurance services. The company operates a fleet of approximately 121,000 package cars, vans, tractors, and motorcycles; and owns 59,000 containers that are used to transport cargo in its aircraft. United Parcel Service, Inc. was founded in 1907 and is headquartered in Atlanta, Georgia.
Latest News & Analysis
Fleet Safety Crisis Threatens Dividend Thesis; NTSB Investigation Ahead
Cargo plane crash exposes aging fleet vulnerabilities that could require material capex and threaten dividend claims made hours earlier.
UPS Andlauer Acquisition Validates Capital Discipline, Strengthens Dividend Safety Thesis
UPS completes $1.6B Andlauer acquisition, demonstrating capital discipline and strengthening dividend sustainability.
UPS Earnings Beat Masks Market Skepticism on Transformation Scale
Retail investor sentiment collapses 60% despite 34% earnings beat, signaling market doubt over 48,000 job cuts and sustainability of dividend thesis.
UPS Earnings Beat Resets Dividend Crisis Narrative; Capital Structure Stress Reversed
Q3 earnings beat validates transformation and resolves dividend crisis; capital structure sustainable as FCF improves.
UPS Dividend Under Pressure as Capital Discipline Frays
Dividend yield surges to 7.7% as stock declines further; tariff escalation and FCF coverage gaps force capital restructuring reckoning by October 28 earnings.
UPS Pivots Toward Labor Stability Amid Q3 Earnings Headwinds
UPS accelerates Teamsters AC retrofit as Q3 earnings decline 25.6% amid Amazon volume exit—signaling long-term labor cooperation strategy.
UPS Realigns Strategy: Cutting Amazon Volumes for Higher Profitability
An intraday analysis of UPS’s strategic shift to reduce Amazon deliveries, boost margins, and streamline operations.
UPS Supply Chain Transformation: Navigating Market Shifts and Future Growth
UPS is transforming its supply chain by reducing Amazon reliance and expanding into healthcare logistics.
UPS's 2025 Strategy: Amazon Cut, Roadie Expansion, and Dividend Outlook
UPS is strategically realigning by cutting Amazon deliveries for profitability and expanding last-mile reach via Roadie, amidst fluctuating financials.
UPS: Strategic Shifts, Roadie Expansion, and Dividend Analysis
UPS is strategically shifting away from Amazon, expanding its last-mile reach with Roadie, and maintaining an attractive dividend yield. Investors should monitor these changes closely.
UPS: Strategic Shift, Healthcare Expansion, and Dividend Outlook
An in-depth analysis of [UPS](/dashboard/companies/UPS), covering its strategic shift away from Amazon, expansion into healthcare logistics, Roadie integration, dividend sustainability, and competitive landscape.
UPS in 2025: Strategic Shifts, Dividend Outlook, and Market Analysis
An in-depth analysis of [UPS](/dashboard/companies/UPS) in 2025, examining its strategic shifts, dividend outlook, Roadie partnership, and market dynamics. This provides key insights for investors.
United Parcel Service, Inc.: Dividend Strength & Strategic Shifts
UPS navigates strategic shifts amid shrinking Amazon volumes, cost-cutting, and dividend strength. Read detailed financial insights.
UPS Stock Analysis: Tariffs, Dividends, and Leadership Shifts
Analysis of UPS's resilience, dividend sustainability, leadership changes, and valuation compared to FedEx. Insights into UPS's future prospects and challenges.
UPS Analysis: Global Checkout, E-commerce, and Dividend Outlook
Analysis of UPS's Global Checkout, e-commerce strategy, capital expenditure, dividend attractiveness, and Q1 2025 earnings expectations.
UPS: Global Checkout, Dividend Strength, and Navigating Market Headwinds
A deep dive into UPS's Global Checkout, dividend yield, fuel strategies, and trade war resilience. Actionable insights for investors and analysts.
UPS Analysis: E-commerce, Global Expansion, and Dividends
Analysis of United Parcel Service (UPS), covering recent developments, financial performance, and competitive landscape. Examines the impact of UPS Global Checkout, investor sentiment, and industry trends.
UPS Stock Analysis: Challenges, Strategies & Investor Outlook
Analysis of UPS's Q1 2025 stock decline, strategic shifts, and dividend sustainability. Includes FedEx comparison, tariff impact, and cost-cutting efforts.
UPS Strategic Moves: Healthcare Logistics & Financial Analysis
An in-depth analysis of UPS's 2025 strategic moves, including a significant healthcare logistics acquisition and a look at recent financial performance and dividend policy.
UPS Q2 2025 Analysis: Restructuring & Dividend Sustainability
United Parcel Service (UPS) navigates economic slowdown and competitive shifts, with a high dividend payout ratio raising sustainability concerns.
UPS Stock: Strategic Pivot Towards Margin Expansion and Stability
UPS is undergoing a strategic pivot, shedding low-margin volumes to boost operating margins, despite a modest stock uptick. This move underscores a focus on profitability.
UPS Financial Analysis: Navigating Profit Headwinds and Dividend Sustainability
Dive into United Parcel Service, Inc.'s recent financial performance, strategic shifts, and the sustainability of its attractive dividend yield amidst evolving market dynamics.
UPS Margin Reset: Strategic Transformation & Valuation Outlook
UPS's strategic shift to prioritize high-margin growth amidst revenue stagnation is reshaping its financial outlook, with strong Q1 earnings beats.
United Parcel Service (UPS) Margin Reset and Strategic Overhaul Boost Financial Outlook
UPS initiates a major margin reset with cost-cutting, facility closures, and strategic pivot to healthcare logistics, aiming for 12% operating margins by 2026.
United Parcel Service (UPS) $3.5B Network Overhaul Drives Margin Focus and Strategic Pivot
UPS initiates a $3.5B network overhaul with 20,000 job cuts, Amazon volume reduction, and healthcare logistics expansion to enhance margins and growth.
United Parcel Service (UPS) Strategic Cost Reduction and Diversification Drive Profitability
UPS targets $3.5B annual savings by 2025 with workforce cuts, facility closures, and healthcare logistics expansion to boost margins and sustain dividends.
United Parcel Service (UPS) 2025: Navigating Trade Tariffs, Healthcare Growth, and Strategic Realignment
Explore UPS's 2025 strategic shifts amid trade tariff challenges, healthcare logistics expansion, Amazon volume reduction, and improving profitability metrics.
UPS Financial Analysis: Strategic Pivot, Dividends & Market Trends
Examining UPS's recent stock rally, strategic shift away from large clients, dividend sustainability concerns, and industry challenges in 2025.
United Parcel Service (UPS) 2025: Dividend Sustainability Amid Strategic Shifts and Market Challenges
UPS faces a pivotal 2025 with strategic cost cuts, healthcare expansion, and tariff impacts shaping dividend sustainability and financial resilience.
United Parcel Service (UPS) Q2 Earnings Miss Highlights Challenges and Strategic Shifts
UPS Q2 2025 earnings reveal volume declines and tariff pressures impacting margins. Strategic initiatives like Ground Saver and healthcare logistics aim to stabilize growth amid market volatility.
United Parcel Service (UPS): Dividend Yield, Cash Flow and the Levers That Matter
UPS yields **7.39%** but the payout consumes ~**96.6%** of TTM EPS; free cash flow rose +22.3% to **$6.21B** in 2024, narrowing—but not eliminating—dividend risk.
United Parcel Service (UPS) Q2 2025 Analysis: Dividend Sustainability and Strategic Cost-Cutting
Explore UPS's Q2 2025 financials, dividend sustainability, cost-cutting initiatives, and competitive positioning in a shifting logistics landscape.
UPS: Strategic Shifts, Dividend Focus, and Financial Health in 2025
Analyzing UPS's recent strategic moves, financial performance, dividend sustainability, and leadership changes shaping its path in 2025.
UPS: High Yield, High Risk — Can Healthcare and Automation Close the Cash-Flow Gap?
UPS yields **7.44%** while trailing free cash flow covers dividends by just **1.15x**; healthcare M&A and automation must deliver or the payout math tightens.
United Parcel Service (UPS): Dividend Strain, Cash Flow Reality
UPS pays a **7.46%** yield with dividends consuming ~**87.0%** of 2024 free cash flow—pressuring optionality even as leverage and EBITDA remain manageable.
UPS: Cost Cuts, Healthcare Push and Cash Flow — The Numbers Behind the Turnaround
UPS posted **FY2024 revenue of $90.89B** and **net income of $5.78B** while rolling out a $3.5B efficiency plan and the Andlauer healthcare deal; earnings mix, cash flow and dividend coverage are the real story.
United Parcel Service (UPS): Margin Pivot & Dividend Durability
UPS is trading on a profitability pivot: FY2024 net income fell to **$5.78B** (-13.88%) even as management targets **$3.5B** of 2025 savings and returns ~**$5.9B** to shareholders.