Schwabenpower07
zu UPS (02.02.)

Nachtrag 28.1. UPS : TD COWEN RAISES TARGET PRICE TO $115 FROM $101 UPS : JEFFERIES RAISES TARGET PRICE TO $130 FROM $115 UPS : BERNSTEIN RAISES TARGET PRICE TO $128 FROM $125 UPS : CITIGROUP CUTS TARGET PRICE TO $120 FROM $126 UPS : WELLS FARGO RAISES TARGET PRICE TO $110 FROM $96 UPS : UBS RAISES TARGET PRICE TO $125 FROM $116 UPS : STEPHENS RAISES TARGET PRICE TO $115 FROM $113 UPS : STIFEL RAISES TARGET PRICE TO $116 FROM $112 UPS : BOFA GLOBAL RESEARCH RAISES PRICE OBJECTIVE TO $118 FROM $114 UPS : DEUTSCHE BANK RAISES TARGET PRICE TO $106 FROM $88 UPS : BMO RAISES TARGET PRICE TO $110 FROM $105 UPS : TRUIST SECURITIES RAISES TARGET PRICE TO $130 FROM $120 UPS : RAYMOND JAMES CUTS TARGET PRICE TO $127 FROM $128 UPS : OPPENHEIMER RAISES TARGET PRICE TO $115 FROM $107  

Schwabenpower07
zu UPS (02.02.)

Nachtrag 27.1. UPS to eliminate 30,000 more jobs as Amazon volume cuts accelerate; shares rise By Abhinav Parmar and Lisa Baertlein Reuters News Fixes bullet point formatting UPS continues to shed low-margin Amazon delivery volume Plans to reduce 30,000 jobs in 2026 through attrition and driver buyouts Forecasts 2026 revenue above Wall Street target Takes $137 mln charge related to accelerated MD-11 fleet retirement Jan 27 (Reuters) - United Parcel Service UPS.N will eliminate up to 30,000 jobs and shut another 24 facilities in 2026, the world's largest package delivery company said on Tuesday, as it reduces deliveries for Amazon.com AMZN.O in an ongoing shift toward more profitable business. Shares of the company, which also announced fourth-quarter results that topped Wall Street estimates and forecast a surprise rise in annual revenue, rose 4% in midday trading. Shares of FedEx gained 2.6%. "We're in the final six months of our Amazon accelerated glide down plan and for the full year 2026, we intend to glide down another million pieces per day while continuing to reconfigure our network," CEO Carol Tome said on a conference call with analysts, referring to the company's plan to reduce Amazon deliveries. UPS in January last year said it would accelerate a plan to slash millions of low-profit deliveries for the online retailer, its largest customer and a growing delivery rival, calling the business "extraordinarily dilutive" to margins. UPS and rivals like FedEx FDX.N have been battling stubbornly soft demand for delivery services. In 2025, UPS eliminated 48,000 jobs, launched driver buyouts and closed operations at 93 buildings as Amazon volume shrank. This year's job reductions will come via attrition and another buyout offer for full-time drivers. Layoffs are not planned, Chief Financial Officer Brian Dykes said. UPS had about 490,000 employees with nearly 78,000 in management, according to its 2024 annual report. Its 2025 employment numbers were not immediately available. UPS has a unionized workforce. The CFO said many of the cuts will come from not filling jobs when part-time workers leave the company. Separately, the company is working to stabilize volumes following the end of U.S. duty-free, "de minimis" low-value, e-commerce shipments from major China-linked discount retailers like Shein and Temu PDD.O. The company projected 2026 revenue of $89.7 billion, compared to $88.7 billion in 2025. Analysts on average had expected revenue of almost $88 billion, according to data compiled by LSEG. UPS expects revenue to fall in the first half of the year as it completes the Amazon "glide-down," then rise sequentially in the second half once the reductions are complete. HOLIDAY QUARTER BEAT The peak holiday shipping season, from late November into early January, is critical for parcel carriers as their average daily volumes can double, with companies often adding seasonal surcharges. UPS reported fourth-quarter consolidated revenue of $24.5 billion, above estimates of $24 billion. On an adjusted basis, UPS reported a profit of $2.38 per share for the quarter ended December 31, above estimates of $2.20 per share. "UPS generated another quarterly beat, primarily through (revenue per piece) upside in both domestic and international, continuing the better-than-expected pricing theme of the last few quarters," Evercore ISI analyst Jonathan Chappell said. Excluding Amazon, peak season volume was mixed, with small and medium-sized businesses a bit stronger than expected and large retailers a bit weaker, CFO Dykes told Reuters. "We were down a little bit from last year," he said. Revenue per piece in the company's U.S. domestic segment rose 8.3% despite lower overall volume, while international revenue per piece increased 7.1%, benefiting from its push toward higher-margin shipments. UPS also said it retired its remaining MD-11 fleet of more than two dozen cargo jets by the end of 2025, accelerating an existing plan. That followed a deadly crash of one of its MD-11s in November. Replacement Boeing BA.N 767s are already scheduled for delivery. UPS recorded a non-cash, after-tax charge of $137 million related to writing off the MD-11 fleet.

Smeilinho
zu POST (06.02.)

Die neue Studie der Branchenradar.com Marktanalyse GmbH belegt weiterhin eine starke Marktstellung der Österreichischen Post. Vergangenes Jahr wuchs das Paketvolumen in Österreich auf rund 416 Millionen Sendungen an, davon entfielen 232 Millionen auf die Österreichische Post. Mit einem stabilen Marktanteil von 56 Prozent konnte die Post ihre Position halten und ist damit weiterhin Marktführer im Paketgeschäft.

Smeilinho
zu POST (05.02.)

Die Österreichische Post AG hat in der Schillerstraße 53 die erste SB-Filiale in Linz eröffnet. Damit erhalten rund 4.500 Haushalte im Neustadtviertel die Möglichkeit, ihre Pakete rund um die Uhr abzuholen oder zu versenden. Die neue SB-Filiale erstreckt sich über eine Fläche von 125 m² und bietet Platz für eine große Poststation mit rund 550 Abholfächern, wie die Post mitteilt.

Smeilinho
zu POST (02.02.)

Bei der Österreichischen Post sind insgesamt bereits zehn Logistik-Standorte mit dem ISO 45001 Zertifikat ausgezeichnet, seit heuer auch die Logistikzentren Tirol und Wien. Bis 2030 sollen sämtliche Logistikzentren nach ISO 45001 zertifiziert sein, wie das Unternehmen mitteilt. Die Zertifizierung unterstützt laut Post dabei, Arbeitsprozesse kontinuierlich zu überprüfen, Risiken gezielt zu reduzieren und arbeitsbedingte Erkrankungen langfristig zu vermeiden. Sie ist Teil eines umfassenden, mehrjährigen Rollouts – und der Fortschritt ist bereits deutlich sichtbar. Peter Umundum, Generaldirektor-Stellvertreter, Vorstand für Paket & Logistik, Österreichische Post AG, betont: „Der Schutz und das Wohlergehen unserer Mitarbeiter*innen haben für uns oberste Priorität, denn unsere Kolleg*innen sind entscheidend für den Unternehmenserfolg der Post. Allein im Jahr 2025 haben wir mit zehn Notfallübungen, 330 Trainings zur Arbeitssicherheit, 3.300 Arbeitsstättenbegehungen sowie zahlreichen weiteren Initiativen unsere Sicherheitsstandards auf ein neues Niveau gehoben.“