UPS Cost-Cutting Measures, Fleet Leasing Strategy Are Positives: Analyst

Benzinga_recent_news01-29

On Tuesday, United Parcel Service, Inc. (NYSE:UPS) reported fourth-quarter 2025 revenue of $24.5 billion and adjusted EPS of $2.38, beating the $2.20 estimate. For 2026, UPS forecasts revenue of about...

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(NYSE:UPS) reported fourth-quarter 2025 revenue of $24.5 billion and adjusted EPS of $2.38, beating the $2.20 estimate.\nFor 2026, UPS forecasts revenue of about...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/01/50204211/ups-cost-cutting-measures-fleet-leasing-strategy-are-positives-analyst\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4131","symbol_name":"航空货运与物流","start_time":0,"source_url":"https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/01/50204211/ups-cost-cutting-measures-fleet-leasing-strategy-are-positives-analyst","article_id":"2607744778","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/01/28/2023-04-20-New-York-Usa-Ups-Truck--Ups-I.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/01/50204211/ups-cost-cutting-measures-fleet-leasing-strategy-are-positives-analyst","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2607744778","pubTimestamp":1769627700,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"BofA raises UPS price target to $118 while maintaining Neutral rating, citing strong Q4 EPS, cost-cutting, and fleet leasing strategies.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4131":"航空货运与物流","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4532":"文艺复兴科技持仓","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4534":"瑞士信贷持仓","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","UPS":"联合包裹","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4550":"红杉资本持仓","BK4559":"巴菲特持仓","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","BK4588":"碎股","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC"},"translate_title":"分析师：UPS成本削减措施和机队租赁策略是积极的","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"UPS":1.5},"content_text":"On Tuesday, United Parcel Service, Inc. (NYSE:UPS) reported fourth-quarter 2025 revenue of $24.5 billion and adjusted EPS of $2.38, beating the $2.20 estimate.\nFor 2026, UPS forecasts revenue of about $89.7 billion, above the $87.938 billion analyst estimate, and a non-GAAP adjusted operating margin of about 9.6%.\nB of A Securities analyst Ken Hoexter raised the price forecast for United Parcel Service from $114.00 to $118.00, while keeping a Neutral rating.\nThe analyst writes that UPS reported quarterly EPS of $2.38, above BofA’s estimates of $2.25.\nMoreover, the analyst says that seasonal shifts and high early-year expenses imply a ~47% drop in EBIT from the fourth quarter to the first quarter, the largest since 2020.\nAlso, UPS forecasts capex at $3 billion (down from $3.7 billion in 2025, 3.3% of revenue), the lowest in decades, on swapping 15 B767 aircraft purchases for leases, saving $1.5 billion in cash, adds the analyst.\nIn 2025, the company cut $3.5 billion in costs, retired the MD11 fleet, reduced 48,000 roles, and closed 93 facilities to offset Amazon volume losses, USPS disruptions, and tariff impacts, notes the analyst.\nFor 2026, UPS plans another $3 billion in savings, 30,000 job cuts, and 24 facility closures, writes the analyst.\nHoexter cut first-quarter EPS estimates to $1.20 from $1.55, while keeping FY26 estimates at $7.10.\nMeanwhile, the analyst raised EPS estimates to $8.10 from $8.00 for FY27 and expects FY28 EPS at $8.90.\nUPS Price Action: United Parcel Service shares were down 2.10% at $104.94 at the time of publication on Wednesday, according to Benzinga Pro data.\nPhoto via Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2607744778","isCrawlerRequest":true}