United Parcel

United Parcel Service (UPS) Fair Value Estimate Rises to $113.18 per Share Amid Tight Capacity and Rate Support

Kevin Warsh to Step Down from UPS Board if Confirmed as Next Fed Chair

UPS Board and Dividend Priorities in Focus Following Potential Warsh Exit

Fedex

Last Mile Delivery Sets New Speed Records Amid Holiday Season

Amazon.com

US Layoffs Surge to Highest Level Since 2009 Amid Economic Uncertainty

Catalyst<ul> <li>Most analysts rate UPS Buy or Strong Buy, showing broad institutional optimism.</li></ul>Risk<ul> <li>Technical indicators show that the market is in a weak state and we need to pay attention to the risk of decline.</li> <li>Bearish signals are obviously dominant with 4 bearish versus 0 bullish indicators.</li> <li>Fund flows show that small medium and large order sizes are trending negative indicating potential selling pressure.</li></ul>

Key Factors

UPS reported Q4 2025 results with $2.38 earnings per share, exceeding the $2.20 consensus estimate and announced a $1.64 first-quarter 2026 dividend, translating to a 5.6% annualized yield. UPS raised 2026 revenue guidance to $89.70 billion and free cash flow guidance to $6.50 billion, citing a strategic shift toward higher-margin deliveries and reduced reliance on Amazon volumes. UPS plans to cut 30,000 jobs in 2026, primarily due to lost contracts and economic conditions, marking a significant corporate restructuring effort.

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