C.H. Robinson Worldwide (CHRW) is concentrating on the growth of its transportation and logistics businesses through a combination of organic growth and strategic acquisitions.
C.H. Robinson Worldwide’s (CHRW) Navisphere is a proprietary global technology platform that matches customer requirements with supplier capabilities to fit customers’ needs.
C.H. Robinson Worldwide’s (CHRW) Global Forwarding business provides ocean and air freight services and customs brokerage through its contracts with independent agents and its global network of offices.
C.H. Robinson Worldwide’s (CHRW) NAST (North American Surface Transport) segment provides truckload, LTL (less-than-truckload), and intermodal freight transportation services across North America.
C.H. Robinson Worldwide (CHRW) went public in 1997. Soon after, the company went on an acquisition spree to further its business interests in new geographies.
The supply chain of the global logistics market is often complex, involving many intermediaries in the process. Blockchain offers visibility and minimizes chaos in the supply chain process.
J.B. Hunt’s Integrated Capacity Solutions segment reported a 16% YoY (year-over-year) rise in 3Q17, reaching $269.0 million, compared with $233.0 million in 3Q16.
Expeditors International of Washington (EXPD) announced its 2Q17 earnings on August 8. The logistics company’s adjusted earnings per share fell 5% to $0.63 in 2Q17 compared with $0.63 in 2Q16.
United Parcel Service (UPS) announced its 2Q17 earnings on July 27. UPS reported earnings per share of $1.58 in 2Q17, a 7.9% earnings beat over its estimated EPS of $1.45.
On June 20, 2017, parcel delivery and logistics giant FedEx (FDX) announced its fiscal 4Q17 results. The company reported adjusted EPS (earnings per share) of $4.25.
For fiscal 2Q17, FedEx (FDX) reported adjusted EPS of $2.8, as compared to the consensus estimate of $2.9 per share, missing its earnings target by 3.4%.
UPS’s focus On September 16, 2016, UPS (UPS) disclosed its plans to take its 3D printing business beyond the United States. In May of this year, the company launched its 3D printing service with Fast Radius, which has a 3D printing factory at UPS’s hub in Louisville, Kentucky. Why is UPS wary of 3D printing? […]
As technology improves a company’s bottom line and enhances shareholder value, Old Dominion banks on technology to cut costs and maximize satisfaction.
Old Dominion’s Expedited Services include high-value, time-sensitive deliveries. It provides guaranteed services for high level, top priority shipments.
United Parcel Service rewards its stockholders through regular dividends and share repurchases. The company has paid regular cash dividends since 1969.
UPS’s International Package segment includes Domestic, Export, Cargo, and other subsegments. In 1Q16, the segment’s revenue declined 1.9% to $2.9 billion.
In 2015, United Parcel Service reported total revenues of $58.4 billion. The company’s primary competitor in the US is the Memphis-headquartered FedEx Corporation.
Industry acquisitions have come at the cost of increasing leverage. UPS’s debt has increased from $11 billion at the end of 2014 to ~$15 billion at the end of 3Q15.
For fiscal 2Q16, FedEx’s Express segment reported revenues of $6.59 billion as compared to $7.02 billion in fiscal 2Q15, which was a 6% year-over-year decline.
UPS expects package volumes during the 2015 holiday season to rise by 10%. On December 22, UPS expects to ship 36 million packages—double its daily average.
The Trans-Pacific Partnership is expected open cross-border trade between member nations by increasing imports and exports and cutting taxes and tariffs.
UPS expects its acquisition of Coyote Logistics to provide high-tech light entry into the truckload brokerage market and help manage its backhaul capacity.
UPS’s forward PE ratio stands at 17.1x compared to its current PE ratio of 22.3. Analysts are expecting UPS’s earnings to grow in the next four quarters.
FedEx (FDX) offered to purchase TNT Express for an all-cash deal of $4.8 billion. The deal aims to provide FedEx with a strong hold in the European market.
UPS is arguably the world’s largest package delivery services company. It’s a leading global provider of specialized transportation and logistics services.
Over the last week, air freight and courier service providers registered the largest gains among subindustry groups within the iShares Transportation Average ETF (IYT).
Smaller ETFs that provide exposure to the courier services industry include Buyback Achievers (PKW), the First Trust Capital Strength ETF (FTCS), and the MSCI Industrials Index ETF (FIDU).
High leverage often results in reduced return on invested capital (or ROIC). ROIC measures the returns the company generates on the total capital invested in the business.
UPS has been a consistent dividend payer, but its stock performance has been below par compared to its peers. UPS stock price has grown by about 42% since its listing.
United Parcel Service has grown its revenues steadily over the past few years, from $49,545 million in 2010 to $58,232 million in 2014, with a four-year CAGR of 4.12%.
Some of UPS’s key strengths that keep it ahead of its competitors include an integrated global network, leading-edge technology, a strong brand name, a strong culture, and impressive financials.
Revenue for United Parcel Service’s (UPS) International segment rose 4.5% in 2014 to $12,988 million, from $12,429 million in 2013. Growth was led by a recovery in Europe.
United Parcel Service (UPS), originally called American Messenger Company, was founded in 1907 by 19-year-old James E. Casey with $100 borrowed from a friend.
Filers with significant holdings in air freight and logistics service providers either maintained their existing exposure or made slight adjustments to their portfolio weights.
