前瞻:UPS利润预计将增长,关注点在于利润率

路透中文
Jul 28
BUZZ-前瞻:UPS利润预计将增长,关注点在于利润率

7月27日 - ** 联合包裹服务公司(UPS.N)股价周一下跌1.4%,收于113.24美元,该公司将于周二开盘前公布季度财报,投资者正密切关注其优先发展高利润率货运业务的战略进展

** 据伦敦证券交易所集团(LSEG)数据显示,这家总部位于佐治亚州亚特兰大的快递巨头预计将公布第二季度调整后每股收益为1.66美元,高于去年同期的1.55美元;营收将同比增长约3%,达到218.1亿美元

** 在上一季度 (link),该公司因缩减了其最大客户亚马逊 AMZN.O 的低利润率配送业务,转而专注于利润更高的业务,导致利润下滑

** 该股今年迄今累计上涨约14%,跑赢标普500指数 .SPX 8%的涨幅

** UPS近期市盈率为15倍(基于未来盈利),与过去五年的平均水平持平;而竞争对手联邦快递(FedEx) FDX.N 的近期市盈率为16倍

** 在覆盖UPS的31位分析师中,对该股的推荐评级分布为:15位建议“强烈买入”或“买入”,12位建议“持有”,4位建议“卖出”;目标价中位数为115美元

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