BUZZ - Market Watch: Despite a decline in package volume, UPS still achieved profit growth
路透社2026/10/28 09:37October 28 - ** United Parcel Service (United Parcel Service) UPS.N said on Tuesday (link) that by focusing on high-margin business, the company can achieve higher returns during the key holiday season and in the coming years, even if the volume of delivered packages declines.
** The company has cut millions of unprofitable home delivery packages for its largest customer Amazon.com (AMZN.O).
** The median target price from 30 brokerages covering the stock is $116.5 — according to LSEG compiled data.
Quality over quantity
** Morningstar (fair value: $109) said that as the reduction in Amazon business has come to an end, the decline in business-to-consumer (B2C) volume should slow down, although year-over-year performance in the coming quarters may still face challenges.
** Jefferies (rating “Buy”, target price: $135) pointed out that a favorable pricing spread, sustained productivity improvements, and stronger free cash flow support continuous expansion of domestic margin and drive a return to earnings growth.
** Stephens (“Overweight”, target price: $120) noted that thanks to peak season surcharges, smoother operations, and a lower year-on-year base in the first quarter, UPS’s near-term outlook is positive.
** TD Cowen (“Hold”, target price: $116) stated that UPS may see higher revenue per package, but an economic slowdown may intensify competitive pressure.
(To facilitate non-English speakers, Reuters provides automated translations of its reports into several other languages. Since automated translations may contain errors or lack the required context, Reuters does not guarantee the accuracy of the automated translated text, which is provided solely for the convenience of readers. Reuters accepts no liability for any damage or loss caused by the use of automated translation features.)
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