What Key Trends Can Shape UPS’s Future?
UPS’s performance is related to global growth, especially US economic growth. Logistics companies are a direct reflection of the country’s economic health.
What Is FedEx Management’s Outlook for the Future?
FedEx continues to see growth in the global economy. It expects the US GDP to grow by 2.4% in 2015 and by 2.6% in 2016, driven by increased consumer spending.
Does FedEx Do Enough for Its Investors?
In the past, FedEx has rewarded its investors with returns that were better than the market. Its stock has beaten market returns substantially in the last ten years.
UPS and the Trans-Pacific Partnership: Simplicity in Trade?
The Trans-Pacific Partnership is expected open cross-border trade between member nations by increasing imports and exports and cutting taxes and tariffs.
Is the FedEx-TNT Deal a Threat to UPS?
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.
FedEx Ground: Delivering on E-Commerce Growth
FedEx Ground is being driven by the booming growth in e-commerce, and it contributed to 35% of the company’s revenues but 44% of its profits.
Evaluating UPS’s Supply Chain and Freight Segment in 3Q15
UPS has the fourth-highest market share in US freight. As of 2014, UPS’s freight segment had a market share of 8%. FedEx enjoys the highest market share.
How Will UPS Deliver in the 2015 Holiday Season?
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.
Analyzing UPS’s 2Q15 Performance
United Parcel Services (UPS) saw a solid 2Q15 performance with its bottom line growing better than expected. Its operating profits and margins expanded.
UPS and the Coyote Logistics Deal: New Capabilities and Synergies
UPS expects its acquisition of Coyote Logistics to provide high-tech light entry into the truckload brokerage market and help manage its backhaul capacity.
Analysts Optimistic about FedEx despite Reducing 2Q16 Estimates
Of the 28 analysts rating FedEx stock, 57.1% (16 analysts) have a “buy” rating, 42.9% (12 analysts) have a “hold” rating, and no analysts have a “sell” rating.
What Makes UPS the Highest Dividend Payer in the Group?
UPS has a history of consistent dividend payouts. It’s been paying and increasing dividends on a consistent basis, except for the recessionary period from 2008–2010.
A Look at UPS’s International Package Segment
Europe accounts for about half of UPS’s International Package segment. The markets in Europe are highly fragmented, which provides higher opportunity for delivery services.
UPS’s Domestic Segment: Assessing 3Q15 Performance
In 3Q15, UPS’s domestic segment saw a strong 1.9% YoY growth in revenues, reaching $8.86 billion, due to strong base-rate improvements.
Will the TNT Express Deal Benefit FedEx?
Earlier this year, FedEx (FDX) declared its offer to purchase TNT Express for an all-cash offer of $4.8 billion. It wants to gain better market share.
What are UPS’s Revenue Drivers?
Revenue drivers There are three main drivers of revenue growth for United Parcel Service (UPS): package volumes, product mix and pricing, and fuel surcharges. Package volumes and product mix and pricing are in turn driven by economic growth. Economic growth Increasing economic growth increases e-commerce demand, which in turn increases demand for courier services. […]
The Major Risks Con-way Faces
Major risks facing Con-way include the cyclicality and seasonality of the market along with fluctuating fuel price and availability.
Will United Parcel Service Increase Its Dividend Payout in 2016?
United Parcel Service (UPS) has been a consistent dividend payer for the last 20 years.
Should UPS’s Rising Leverage Be a Concern for Investors?
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.
FedEx Freight: Slower-than-Anticipated Growth in Fiscal 2Q16
Weak industrial production and global headwinds should continue to subdue growth for the FedEx Freight segment.
Consolidation in the Transportation Industry
Slowing growth and declining rate of shipments is expected to further push for consolidation within the transportation industry.
Less-than-Truckload Shipping Benefits Con-way’s Revenue Model
Con-way’s revenue model includes less-than-truckload and full-truckload freight transportation, contract logistics, and supply chain management.
XPO Logistics to Acquire Con-way for $3 Billion
On September 9, 2015, XPO Logistics agreed to acquire Con-way for $3 billion, making it the second-largest less-than-truckload provider in North America.
How Does J.B. Hunt Compare to Its Peers?
J.B. Hunt is way ahead of its peers based on the PE ratio and PBV ratio. J.B. Hunt outperformed its ETFs based on the price movement, PE ratio, and PBV ratio.
Con-way’s Truckload Division
Con-way’s truckload division contributed 10% of the company’s total revenues and 15% of its total operating profits in 2014.
Con-way’s Logistics Division
Con-Way’s logistics division contributed 28% of the company’s total revenues and 10% of its total operating profits in 2014.
Con-way: Investing with a Trucking Giant
Con-way and its principal operating companies provide transportation, logistics, and supply chain management services for companies across the sectors.
Con-way Is Expanding Its Freight and Truckload Operations
Con-way has expanded its operations at a compounded annual growth rate of 4.1% over the past five years. It registered revenues of $5.8 billion in 2014.
Con-way’s Freight Division Is Quickly Expanding
Con-way’s freight division contributed 62% of the company’s total revenues and 78% of its total operating profits in 2014.
Analyzing FedEx’s Financial Condition at the End of 4Q15
FedEx (FDX) has had a successful comeback in the last few years. Its revenue grew from $9 billion in 4Q10 to $12.31 billion at the end of 4Q15.
Why Is FedEx Adding Older Models of Boeing Planes to Its Fleet?
In a recent move, FedEx placed a firm order for 50 Boeing 767 airplanes with an option for up to 50 more to follow. They will be delivered up to 2023.
What’s the Future Outlook for FedEx?
FedEx expects to see a higher capex of about $4.6 billion due to higher investment in the continued expansion of the FedEx Ground networks.
What Factors Will Help FedEx Stay Ahead in the Race?
FedEx (FDX) is in line to complete its profit improvement plan. It will help FedEx better recognize its strengths. The plan will result in an improved cost structure.
How Does UPS Benefit from Its Acquisition of Coyote Logistics?
United Parcel Services (UPS) announced its agreement to acquire Coyote Logistics. It’s a Chicago-based logistics firm with contract carrier companies.
The Courier Services Industry Is Riding High on Debt
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.
Why Growing Air Freight Traffic Is Good for Courier Services
Air freight volumes have increased continuously since the 2009 recession, when world trade had declined significantly.
Possible Key Growth Drivers for UPS in the Near Future
The e-commerce industry is poised to grow rapidly in the future. With this growth will come the need for package delivery.
United Parcel Service: How It Delivers Packages to the World
United Parcel Service is the world’s largest package delivery company and a leading global provider of specialized transportation and logistics services. It forms the largest holding of 7.6% in IYT.
What Are FedEx’s Key Strategic Business Advantages?
FedEx has been in the marketplace for over 40 years. It has established a huge network spread across more than 220 countries and territories worldwide.
What Does the New Pension Accounting Policy Mean for FedEx?
FedEx (FDX) shifted to using mark-to-market pension accounting for its pension and post-retirement plan accounts from 4Q15 onwards.
FedEx’s Financial Performance and Long-Term Goals
FedEx’s (FDX) financial performance during the last few years has been extraordinary. It successfully bounced back from the recessionary downturn.
Why FedEx Is Expanding Its Global Reach
FedEx has assembled a portfolio of solutions, from express and freight forwarding to critical inventory logistics, that can solve any global commerce challenge.
A Key Analysis of FedEx’s Business Model
Currently, FedEx is the global leader in the express delivery market. It offers delivery to and from individuals and businesses. It has various business units.
A key overview of Old Dominion Freight Line for investors
Old Dominion Freight Line is a less-than-truckload motor carrier that provides regional, inter-regional, and national LTL services.