What FedEx Earnings Mean For UPS Investors

FedEx Corporation  gave its second-quarter results a few days before Christmas, and what management had to say is highly relevant for investors in key rival United Parcel Service, Inc. . Here's a look at five things from the earnings presentation that give clues to what UPS will report in its next earnings.

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FedEx Corporation Earnings Call Analysis

FedEx Corporation stock was down a few percentage points after the company released its fiscal second-quarter results. In short, investors appear to be fretting over margin contraction in the quarter, caused by increased investment in the ground segment to prepare for e-commerce growth. That said, let's take a closer look at what went on by looking at five key takeaways from the earnings call.

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FedEx Corporation Earnings Review

The Christmas period is always a pivotal time for package delivery companies, so investors will be wanting to size up the latest second-quarter 2017 earnings from FedEx Corporation while keeping an eye out on what they might mean for United Parcel Service, Inc. In that vein, let's take a look at the key facts from FedEx's earnings presentation on Tuesday.

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What FedEx Earnings Mean to UPS Investors

FedEx Corporation's recent first-quarter earnings were warmly received by the market, but does that mean United Parcel Service, Inc will also report a good set of results in a month's time? The rivals report in the middle of each others' quarters, so UPS stockholders should keep a close eye out for anything FedEx's management says. That said, here are five key things for investors to note.

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FedEx Corporation Earnings Review

FedEx Corporation (NYSE:FDX) kicked off its fiscal year 2017 with a bumper set of first-quarter earnings. All three of its ongoing segments (express, ground, and freight) reported revenue and operating-income increases. Looking ahead, management outlined expectations for the integration of TNT Express, and announced pricing increases and a change to the company's fuel surcharge pricing. Let's take a look at the earnings report and what it all means.

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Margin Declines Ahead at UPS and FedEx?

If you want to know where a company's heading, it's a good idea to focus on its most important activity. In the case of United Parcel Service Inc. and, arguably, FedEx Corporation , it's their ground services that make all the difference. Both companies' ground operations are benefiting from surging e-commerce demand, but both are seeing margin pressure from a variety of sources.
What's going on, and can UPS and FedEx expect margin expansion in their ground operations, or are they facing protracted declines? 

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Comparing United Parcel Service Inc. to FedEx Corporation

United Parcel Service Inc.'s set of second-quarter earnings gave FedEx Corporation investors a lot of color on industry trends and what to expect when the latter reports. The rivals give earnings in the middle of each other's reporting periods so anything they say is highly informative regarding the other's quarter. Let's take a look at the key things UPS reported that matter to FedEx as it enters its fiscal 2017.

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How UPS is Adjusting to the Ecommerce Economy

Investors in package delivery companies United Parcel Service and FedEx Corporation are likely pleased with 2016 so far. In a year when global growth has disappointed, both stocks have outperformed the S&P 500, partially because of both are taking advantage of positive trends in e-commerce growth and the ongoing strength of the consumer.

UPS, in particular, has been firing on all cylinders as of late. With this in mind, let's take a look at UPS's recent earnings call and five ways management is adjusting to circumstances

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FedEx Corporation Earnings Article

FedEx Corporation and United Parcel Service, Inc have traditionally been seen as correlated plays on global growth. Both companies, however, are benefiting from specific business trends, such as e-commerce growth, which favor their abilities to decouple from the economy. Let's take a look at the tale of FedEx's fourth quarter to see what happened, and whether these trends are ongoing.

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FedEx Corporation Earnings Preview

FedEx Corporation's (NYSE:FDX) upcoming fourth-quarter results on Tuesday will be eagerly anticipated by investors looking to see if the favorable trends established in 2016 will continue. Like peer United Parcel Service, Inc (NYSE:UPS), FedEx has managed to overcome a slowing global economy and stay on track with its full-year earnings expectations. Can it continue? Let's focus on what to watch in FedEx's earnings report.
It's a good idea to look at these trends in the context of segmental earnings:



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UPS Earnings Predict FedEx's Future

With rival United Parcel Service (NYSE: UPS) having given results recently, it's time to look ahead to what FedEx Corporation (NYSE: FDX) might report in its upcoming fourth quarter. UPS' commentary on market conditions has direct relevance to FedEx, so let's take a look at five key impacts on FedEx drawn from UPS' earnings report.

UPS and FedEx earnings are traditionally tied to the economy. Image source: United Parcel Service.

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United Parcel Service Earnings Analysis

United Parcel Service, Inc managed to navigate the waters of difficult economic conditions in the first-quarter in producing a pretty solid set of results. As with key rival FedEx Corporation , UPS is seeing strong e-commerce (particularly Business to Consumer, or B2C) growth supplant weakness in the industrial economy. This is unsurprising, as the theme of consumer-facing businesses outgrowing industrial-facing ones is a recurring one this earnings season. Let's see how the company managed to extract 9% operating income growth in a quarter when other companies have floundered.

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FedEx Corporation Gives Results, What it Means to United Parcel Service

The market gave a warm welcome to FedEx Corp.'s (NYSE:FDX) recent estimate-busting quarterly results, but does that imply that United Parcel Service (NYSE:UPS) is also set to deliver strong numbers when it reports next month? It's always interesting to compare the rivals -- not least because they report in the middle of each others' quarters -- so let's take a look at what FedEx's results imply about UPS' business trends.

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FedEx Corporation Stock is Flying, but Why?

Following a strong set of results from rival United Parcel Service, Inc and FedEx Corporation too reported standout results for the quarter that included the holiday season. Moreover, FedEx management emboldened investors by predicting earnings would come in toward the high end of its full-year guidance range amid impressive margin improvement in its key express segment. Let's take a closer look at the numbers and what they mean.

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UPS Earnings and What They Mean to FedEx Corporation

It's always interesting to compare the earnings reports of FedEx Corporation and United Parcel Service . It isn't always easy, though, as they report results halfway in between each other's quarters. In this case, UPS reported at the start of February, while FedEx will give its third-quarter results in mid-March. Let's look at the trends and developments in UPS's fourth-quarter earnings and what they mean to FedEx.

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5 Conclusions From United Parcel Service Earnings

As I write this, United Parcel Service  stock is up year to date. Not only that, but it's significantly outperforming its main rival, FedEx Corporation even while speculation mounts over the threat of losing business to, and more importantly from, Amazon.com I decided to take a look at the recent earnings and conference call to see what's going on.




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What to Expect from United Parcel Service Inc Results

As United Parcel Service, Inc. (NYSE: UPS) moves through its all-important fourth quarter, investors will be wondering if it's dealing with peak demand during the holiday season. One way to know is to look at key rival FedEx Corporation's (NYSE: FDX) recent second-quarter results. FedEx reported its numbers between Thanksgiving and Christmas, so management's commentary will provide clues as to United Parcel Service's trading during peak demand. Let's take a closer look at the events.

UPS LOOKS SET FOR STRONG DEMAND FROM E-COMMERCE. IMAGE SOURCE: UNITED PARCEL SERVICE, INC.

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FedEx Benefits From Ecommerce

FedEx Corporation got back on form by delivering a solid set of second-quarter earnings on Wednesday, and guidance was maintained in the face of weaker-than-expected economic conditions. Moreover, management commentary confirmed FedEx is successfully handling surging e-commerce demand during the holiday season. Let's take a closer look at FedEx's second-quarter results.

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FedEx Corporation Free Cash Flow

One of the ongoing concerns that FedEx Corporation  investors have is its cash flow generation. In short, FedEx's free cash flow generation has consistently lagged that of rival United Parcel Service . With this in mind, let's look at the facts and ask what's been going on with FedEx's cash flow generation. The key question being: does its history of weak free cash flow generation mean the stock should be avoided?


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FedEx Corporation and United Parcel Service Preparing for Peak

During most of the year, package delivery companies FedEx Corporation  and United Parcel Service attract little attention from the public, but that all changes come the holiday season if they don't deliver packages on time. However, investors should also focus on the holiday period because dealing with peak demand is probably the biggest variable in both companies' earnings. Let's look at what both companies are doing to prepare for peak demand during the upcoming holiday season.


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