UPS Beats Q3 Earnings Estimate, Stock Falls on Revenue Miss
United Parcel Service (UPS) reported impressive Q3 earnings results this morning. But the stock was down today. Here’s why.
Transportation & Logistics
Market Realist has the latest news on transportation and logistics, from airlines to supply chain solutions.
JetBlue Q3 Earnings Soar on High Revenues, Low Costs
JetBlue Airways (JBLU) reported strong Q3 results today. Revenues and earnings beat analysts’ expectations and improved significantly year-over-year.
Is the Boeing 787 Dreamliner Program in Trouble?
Boeing’s (BA) 787 Dreamliner program might be in trouble. A major customer has canceled billions of dollars’ worth of orders.
Jeff Bezos, Where Is my Amazon Drone Delivery?
Back in 2014, Jeff Bezos said that Amazon (AMZN) would use drones to deliver packages to customers. The idea was ingenious.
Boeing: Eight Dreamliner Orders from Air New Zealand
Air New Zealand announced this morning that it had signed a deal with Boeing (BA) to buy eight 787-10 Dreamliner planes, according to Reuters.
Delta Air Lines Is Waiting for the 797—Is Boeing Ready?
Last week, Delta Air Lines’ CEO told Bloomberg that the carrier is still hoping Boeing will build a new midmarket airplane, dubbed the Boeing 797.
FedEx Teams Up with Google Wing to Test Drone Delivery
FedEx (FDX) has teamed up with Alphabet’s (GOOGL) Wing to make drone delivery a reality. Let’s take a closer look at how.
Delta: Lowest Cancellation Rate of Top Four US Airlines
In August, Delta Air Lines had the lowest flight cancellation rate and the best on-time performance versus its top peers—Southwest, United, and American.
Boeing 777X Delay Could Block These Airlines’ Plans
New regulatory problems may further delay Boeing’s (BA) delivery of its first ultra-long-range 777X series plane, hindering some airlines’ plans.
Boeing 737 MAX Update: IATA Expresses Concerns
IATA CEO Alexandre de Juniac has expressed concerns about a rift among global airline regulators over the approval Boeing’s (BA) 737 MAX’s return to service.
Boeing Gets New Orders for Its 777-300ER Aircraft
Boeing received positive news today. The aircraft manufacturer unveiled that it had received new orders for its twin-aisle wide-body 777-300ER aircraft.
737 MAX: American, United Extend Cancellations Again
Two major US airlines that own Boeing’s (BA) 737 MAX planes have pulled the model from their schedules until early December.
Boeing Rises on 737 MAX Production Ramp-Up News
Boeing (BA) stock closed 4.2% higher yesterday on news of its production ramp-up plan for its troubled 737 MAX planes.
UPS Enters Self-Driving Race, Buys Stake in TuSimple
United Parcel Service (UPS) has joined the self-driving vehicle race. Last week, the company announced its purchase of a minority stake in autonomous tech startup TuSimple. The delivery giant made the investment following the results of ongoing self-driving truck road tests. However, neither company has disclosed the investment amount. Founded in 2015, TuSimple is trying […]
Ackman Makes Berkshire Bet: What It Means for Investors
According to the regulatory filing from Bill Ackman’s Pershing Square Capital, the fund has taken a new stake in Berkshire Hathaway (BRK.B).
Boeing 737 MAX Update: Quick Return to Service?
Boeing (BA) stock gained more than 2% on Tuesday. There’s hope that the Boeing 737 MAX planes might return to service quickly.
Boeing, Caterpillar Drag Down the Dow Jones
On Wednesday, the Dow Jones fell while other major US indexes moved up. The Dow was mainly pulled down by two of its high-weighted stocks—Boeing (BA) and Caterpillar (CAT).
How Much the 737 MAX Grounding Could Cost Boeing
The 737 MAX fiasco is expected to hurt Boeing’s (BA) second-quarter financial results severely.
No Fanfare for Virgin Galactic–Social Capital Hedosophia Deal?
On Tuesday, Virgin Galactic and investment company Social Capital Hedosophia announced that they would merge in an $800 million deal.
China Wants Huawei Ban Lifted, Trump Talks 5G with India
Discussing 5G with India could be part of President Trump’s mind game before his meeting with President Jinping.
New Orders Bring Relief for Boeing amid 737 MAX Crisis
Boeing (BA) has received major orders for its wide-body twin-aisle Dreamliner planes. The aircraft manufacturer desperately needed new orders for its other planes, as orders for its fast-selling single-aisle 737 MAX jets have been frozen following the Ethiopian Airlines crash on March 10.
FedEx Is Enhancing Shareholders’ Wealth through Share Buybacks
Share repurchases are another strategy FedEx Corporation (FDX) uses to create wealth for its shareholders.
Acquisitions Remain a Key Global Expansion Strategy for FedEx
Acquisitions have remained a key global expansion strategy for FedEx (FDX), expanding the delivery giant’s global footprint, enhancing its capabilities, establishing new business relationships, and adding customers.
FedEx Focuses on Cost-Cutting Measures to Boost Profitability
FedEx’s (FDX) fiscal 2019 third-quarter adjusted EPS of $3.03 fell 18.5% from its EPS of $3.72 in the third quarter of fiscal 2018.
Analysts Lower Target Price on FedEx after Its 2019 Outlook Cut
Most analysts reduced their target prices on FedEx after the delivery giant trimmed its fiscal 2019 earnings outlook.
Southwest Stock Rose on Speculation about Warren Buffett Takeover
Southwest Airlines (LUV) rose over 4% yesterday on social media speculation that Warren Buffett’s Berkshire Hathaway is considering a takeover bid.
UPS Hikes Its Dividend
On February 15, UPS announced that it raised its quarterly dividend rate 5.5% to $0.96 from $0.91 paid in November.
United Airlines’ Utilization Rate Continued to Expand
Disciplined capacity additions, promotional offers, and marketing strategies to drive traffic have helped United Airlines improve its utilization rate.
Southwest Airlines: Traffic Growth Lags the Capacity Growth Rate
Southwest Airlines’ (LUV) traffic or RPM continued to lag its capacity or ASM. The company reported its operating performance on January 8.
Boeing Winning the 2018 Aircraft Order Race against Rival Airbus
Boeing (BA) has been lagging behind Airbus in the order-booking race for the past few years. However, the company seems set on breaking that record this year.
Why Oracle Considers the AT&T Deal One of the Biggest
Last year, Oracle and AT&T entered into an agreement through which Oracle will migrate thousands of existing Oracle databases on AT&T’s network to Oracle cloud.
How Top US Airlines Are Faring on the Valuation Front
With a return of more than 43% YTD (year-to-date), United Continental (UAL) shares have remained the biggest gainer in 2018.
Wall Street Expects Double-Digit Price Surge in AAL Stock
American Airlines (AAL) has received a consensus “buy” rating from analysts polled by Reuters.
American Airlines’ Traffic Growth Outpaced Its Capacity Growth
American Airlines’ (AAL) traffic (revenue passenger miles) growth has exceeded its capacity (available seat miles) growth in the first nine months of 2018.
Why United Parcel Service’s Operating Margin Declined in Q3 2018
UPS’s operating profit declined 4.7% to $1.7 billion in the third quarter from $1.8 billion in the third quarter of 2017.
UPS: What Led Its Supply Chain and Freight Growth in Q3 2018?
United Parcel Service’s (UPS) Supply Chain & Freight vertical accounts for ~20% of its total revenues.
UPS: Decoding Its Domestic Segment’s Q3 Revenue Growth
In the third quarter, the US Domestic Package segment’s revenues jumped 8.1% YoY to $10.4 billion from $9.6 billion in the third quarter of 2017.
A Look at FedEx’s Capital Expenditure in Q1 2019
FedEx (FDX) incurred capital expenditure of $1.17 billion in the first quarter compared to $1.0 billion in the comparable period of fiscal 2018.
Did FedEx Deliver on Operating Margins in the First Quarter?
FedEx’s adjusted operating margin contracted by ten basis points to 7% in Q1 2019 from 7.1% in the first quarter of 2018.
Inside Analysts’ Recommendations on United Parcel Service
Of the 27 analysts covering United Parcel Service (UPS), six analysts (22%) have a “strong buy” recommendation on the stock.
Navisphere: C.H. Robinson’s Technology Backbone
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’s North American Surface Transport Segment
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.
Inside C.H. Robinson’s Competition and Growth Strategy
C.H. Robinson Worldwide (CHRW) is the largest third-party logistics provider in the world.
Boeing Unveils New Hypersonic Jet Concept
On June 26, Boeing (BA) announced it has joined the race to make the next-generation version of the Concorde, a hypersonic jet.
What’s behind FedEx Express’s Revenue Growth?
In this article, we’ll consider FedEx’s (FDX) Express segment’s performance in the fourth quarter.
Analyzing Delta Air Lines’ Free Cash Flow
Considering the data in the past five years, Delta Air Lines (DAL) has been generating a strong FCF. Delta Air Lines’ five-year average FCF is $3.08 billion.
Delta Air Lines: Is Higher Debt a Concern?
Delta Air Lines’ higher debt means a higher interest expense and a higher DE (debt-to-equity) ratio. Delta Air Lines’ current DE ratio is 0.69x.
XPO Logistics: A Brief Company Overview
XPO Logistics (XPO) stock closed at $98.66 on March 27, 2018, which was lower than its 52-week high of $106.20.
Which Stocks Have Announced $1,000 Bonuses?
In this series, we’ll be taking a look at the companies that have announced $1,000 dollar bonuses, pay raises, increased dividends, and buybacks in the last two months.
Here’s What Influenced the Outlook for Southwest Airlines
Southwest Airlines’ (LUV) operating revenue grew 3% and 4% in 2016 and 9M17, respectively.