에 대한 최신 뉴스 United Parcel Service (NYSE:UPS) 주식

United Parcel Service

As the world's largest parcel delivery company, UPS manages a massive fleet of more than 500 planes and 100,000 vehicles, along with many hundreds of sorting facilities, to deliver an average of about 22 million packages per day to residences and businesses across the globe. UPS' domestic US package operations generate around 64% of total revenue while international package makes up 20%. Air and ocean freight forwarding and contract logistics make up the remainder.

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페덱스(NYSE:FDX)는 목요일(19일) 장 마감 후 회계연도 2분기 실적을 발표할 예정이다. 애널리스트들은 수익이 감소할 것으로 예상하고 있다.알아야 할 내용: 페덱스는 지난 9월에 실망스러운 1분기 실적을 발표했는데, 조정된 수익은 컨센서스 예상치를 거의 25% 밑돌았다.

곧 2분기 실적 발표하는 페덱스, &#34;수년간 가장 중요한 분기 중 하나&#34;

도널드 트럼프 대통령 당선인은 미국 우정공사(USPS)가 9월 30일 마감된 회계연도에 95억 달러의 엄청난 손실을 보고한 후 민영화를 고려하고 있는 것으로 알려졌다. 워싱턴 포스트의 보도에 따르면 우편물량 감소와 예상보다 느린 소포 배송 성장으로 인한 이러한 재정적 어려움으로 인해 USPS의 부채 증가가 주목을 끌었으며 현재 총 부채는 거의 800억 달러에 이른다.

트럼프, 95억 달러의 적자 속에서 우편 서비스의 민영화를 고려 중

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유나이티드 파슬 서비스(NYSE:UPS)의 공매도 비율이 최근 보고서에 비해 12.83% 증가했다. 이 회사는 최근 1,539만 주의 공매도 주식이 있으며, 이는 거래 가능한 보통주 전체의 2.11%에 해당한다고 보고했다. 거래량을 기준으로 할 때, 트레이더들이 공매도 포지션을 커버하는 데 평균적으로 4.38일이 걸린다고 한다.

유나이티드 파슬 서비스(UPS)의 공매도 잔고 분석

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Stifel analyst J. Bruce Chan maintains United Parcel Service (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) with a Buy and lowers the price target from $156 to $153.

Price Target

Analyst Ratings

Stifel Maintains Buy on United Parcel Service, Lowers Price Target to $153

United Parcel Service (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) has been analyzed by 12 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">4</td>
<td align="right">3</td>
<td align="right">5</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">3</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have set 12-month price targets for United Parcel Service, revealing an average target of $149.25, a high estimate of $170.00, and a low estimate of $135.00. This current average reflects an increase of 2.05% from the previous average price target of $146.25. 
<img src="https://www.benzinga.com/files/images/story/2025/1737554446_0.png" alt="price target chart" />
<h2>Diving into Analyst Ratings: An In-Depth Exploration</h2>
The standing of United Parcel Service among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Jonathan Chappell</td>
<td>Evercore ISI Group</td>
<td>Raises</td>
<td>In-Line</td>
<td>$147.00</td>
<td>$141.00</td>
</tr>
<tr>
<td>Ken Hoexter</td>
<td>B of A Securities</td>
<td>Maintains</td>
<td>Buy</td>
<td>$150.00</td>
<td>$150.00</td>
</tr>
<tr>
<td>Brian Ossenbeck</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Neutral</td>
<td>$135.00</td>
<td>$134.00</td>
</tr>
<tr>
<td>Christian Wetherbee</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$150.00</td>
<td>$155.00</td>
</tr>
<tr>
<td>Fadi Chamoun</td>
<td>BMO Capital</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$150.00</td>
<td>$155.00</td>
</tr>
<tr>
<td>Ariel Rosa</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Buy</td>
<td>$158.00</td>
<td>$163.00</td>
</tr>
<tr>
<td>Scott Schneeberger</td>
<td>Oppenheimer</td>
<td>Raises</td>
<td>Outperform</td>
<td>$146.00</td>
<td>$140.00</td>
</tr>
<tr>
<td>Thomas Wadewitz</td>
<td>UBS</td>
<td>Raises</td>
<td>Buy</td>
<td>$170.00</td>
<td>$159.00</td>
</tr>
<tr>
<td>Ken Hoexter</td>
<td>B of A Securities</td>
<td>Raises</td>
<td>Neutral</td>
<td>$150.00</td>
<td>$132.00</td>
</tr>
<tr>
<td>Brian Ossenbeck</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$139.00</td>
<td>$140.00</td>
</tr>
<tr>
<td>J. Bruce Chan</td>
<td>Stifel</td>
<td>Raises</td>
<td>Buy</td>
<td>$156.00</td>
<td>$151.00</td>
</tr>
<tr>
<td>Bascome Majors</td>
<td>Susquehanna</td>
<td>Raises</td>
<td>Neutral</td>
<td>$140.00</td>
<td>$135.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to United Parcel Service. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Unveiling insights, analysts deliver qualitative insights into stock performance, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of United Parcel Service compared to the broader market.</li>
<li>Price Targets: Gaining insights, analysts provide estimates for the future value of United Parcel Service's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of United Parcel Service's market position. Stay informed and make well-informed decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/UPS/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on United Parcel Service analyst ratings.</a>
<h2>Get to Know United Parcel Service Better</h2>
As the world's largest parcel delivery company, UPS manages a massive fleet of more than 500 planes and 100,000 vehicles, along with many hundreds of sorting facilities, to deliver an average of about 22 million packages per day to residences and businesses across the globe. UPS' domestic US package operations generate around 64% of total revenue while international package makes up 20%. Air and ocean freight forwarding and contract logistics make up the remainder.
<h3>United Parcel Service's Economic Impact: An Analysis</h3>
Market Capitalization Analysis: With a profound presence, the company's market capitalization is above industry averages. This reflects substantial size and strong market recognition.
Revenue Growth: United Parcel Service displayed positive results in 3 months. As of 30 September, 2024, the company achieved a solid revenue growth rate of approximately 5.62%. This indicates a notable increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Industrials sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 6.92%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): United Parcel Service's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 9.08%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): United Parcel Service's ROA excels beyond industry benchmarks, reaching 2.24%. This signifies efficient management of assets and strong financial health.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 1.56.
<h2>Understanding the Relevance of Analyst Ratings</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

A Glimpse Into The Expert Outlook On United Parcel Service Through 12 Analysts

Evercore ISI Group analyst Jonathan Chappell maintains United Parcel Service (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) with a In-Line and raises the price target from $141 to $147.

Evercore ISI Group Maintains In-Line on United Parcel Service, Raises Price Target to $147

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a<a href="https://www.benzinga.com/yield-investments"> high dividend payout</a>.
Benzinga readers can review the latest analyst takes on their favorite stocks by visiting <a href="https://www.benzinga.com/analyst-stock-ratings">Analyst Stock Ratings</a> page. Traders can sort through Benzinga's extensive database of analyst ratings, including <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">by analyst accuracy</a>.
Below are the ratings of the most accurate analysts for three high-yielding stocks in the industrials sector.
<h3 class="wp-block-heading">Karat Packaging Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KRT#NASDAQ">KRT</a>)</h3>
<ul>
<li>Dividend Yield: 5.41%</li>
<li>William Blair analyst Ryan Merkel downgraded the stock from Outperform to Market Perform on Jan. 2, 2025. This analyst has an accuracy rate of 71%.</li>
<li>Stifel analyst Michael Hoffman maintained a Buy rating and raised the price target from $32 to $36 on Dec. 11, 2024. This analyst has an accuracy rate of 82%.</li>
<li>Recent News: On Nov. 7, 2024, Karat Packaging posted weaker-than-expected quarterly earnings.</li>
<li>Benzinga Pro's real-time newsfeed alerted to <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent012125&amp;t=be2bearmibe3na1">latest KRT news</a>. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent012125&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="896" height="825" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/20065533/image-130.png" alt="" class="wp-image-741217" style="width:566px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/20065533/image-130.png 896w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/20065533/image-130-300x276.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/20065533/image-130-768x707.png 768w" sizes="(max-width: 896px) 100vw, 896px" /></a></figure>
<h3 class="wp-block-heading">ManpowerGroup Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MAN#NYSE">MAN</a>)</h3>
<ul>
<li>Dividend Yield: 5.17%</li>
<li>UBS analyst Joshua Chan maintained a Neutral rating and cut the price target from $71 to $63 on Jan. 16, 2025. This analyst has an accuracy rate of 70%.</li>
<li>Barclays analyst Manav Patnaik maintained an Underweight rating and slashed the price target from $70 to $55 on Jan. 3, 2025. This analyst has an accuracy rate of 75%.</li>
<li>Recent News: ManpowerGroup will release fourth-quarter quarter earnings results before the market opens on Thursday, Jan. 30.</li>
<li>Benzinga Pro's real-time newsfeed alerted to latest <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent012125&amp;t=be2bearmibe3na1">MAN news</a> </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent012125&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="908" height="848" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/20065607/image-131.png" alt="" class="wp-image-741218" style="width:614px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/20065607/image-131.png 908w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/20065607/image-131-300x280.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/20065607/image-131-768x717.png 768w" sizes="(max-width: 908px) 100vw, 908px" /></a></figure>
<h3 class="wp-block-heading">United Parcel Service, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>)</h3>
<ul>
<li>Dividend Yield: 5.03%</li>
<li>B of A Securities analyst Ken Hoexterupgraded the stock from Neutral to Buy with a price target of $150 on Jan. 16, 2025. This analyst has an accuracy rate of 65%.</li>
<li>JP Morgan analyst Brian Ossenbeck maintained a Neutral rating and raised the price target from $134 to $135 on Jan. 7, 2025. This analyst has an accuracy rate of 69%.</li>
<li>Recent News: On Jan. 8, UPS announced that it has completed the acquisition of Frigo-Trans and its sister company BPL, which provide industry-leading, complex healthcare logistics solutions across Europe.</li>
<li>Benzinga Pro&#8217;s real-time newsfeed alerted to <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent012125&amp;t=be2bearmibe3na1">latest UPS news</a> </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent012125&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="917" height="857" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/20065637/image-132.png" alt="" class="wp-image-741219" style="width:669px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/20065637/image-132.png 917w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/20065637/image-132-300x280.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/20065637/image-132-768x718.png 768w" sizes="(max-width: 917px) 100vw, 917px" /></a></figure>
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Dividends

Pre-Market Outlook

Markets

Wall Street's Most Accurate Analysts Give Their Take On 3 Industrials Stocks Delivering High-Dividend Yields

B of A Securities analyst Ken Hoexter upgrades United Parcel Service (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) from Neutral to Buy and maintains the price target from $150 to $150.

Upgrades

B of A Securities Upgrades United Parcel Service to Buy, Maintains Price Target to $150

Live On CNBC, Jenny Harrington Announces Sold IBM; Bought More UPS

United Parcel Service, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) shares are <a target="_blank" href="https://www.benzinga.com/quote/UPS/analyst-ratings" rel="noreferrer noopener">trading lower on Thursday.</a>
JP Morgan analyst Brian P. Ossenbeck <a target="_blank" href="https://www.benzinga.com/quote/UPS/analyst-ratings" rel="noreferrer noopener">reiterated the Neutral rating</a> on United Parcel Service, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>).
The analyst notes that the contract between UPS and the United States Postal Service (USPS) for SurePost expired on December 31, 2024, and it seems the two companies did not reach a new agreement.
This is separate from the air cargo contract UPS secured with FedEx Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>) in 2024.
Ossenbeck views the situation as a long-term positive for UPS and parcel pricing, but questions how well the company can handle the transition of SurePost volume immediately after peak season, given that FedEx estimated a similar transition would take about a year. The analyst <a target="_blank" href="https://www.benzinga.com/quote/FDX/analyst-ratings" rel="noreferrer noopener">reiterated the Overweight rating on FedEx</a>.
The analyst suggests that UPS may be following a similar strategy to FedEx, which in-sourced its SmartPost service to save on USPS delivery fees and improve cost efficiency.
The analyst expects UPS to discuss the strategic rationale and financial implications in the fourth-quarter earnings call on January 30.
Also Read: <a target="_blank" href="https://www.benzinga.com/economics/macro-economic-events/25/01/42917321/consumer-inflation-worries-highest-since-2008-u-of-m-survey-says-wall-street-tumbles-to-2-month-lows" rel="noreferrer noopener">Consumer Inflation Worries Highest Since 2008, U Of M Survey Says: Wall Street Tumbles To 2-Month Lows</a>
At the time, FedEx was also aiming for a seven-day residential delivery network, which has since been scaled back.
Ossenbeck acknowledges UPS could handle the added volume under a new brand (possibly &#8220;Ground Saver&#8221;), eventually reducing service areas it cannot reach.
The analyst has previously emphasized that parcel carriers need to get &#8220;Better and Smaller,&#8221; and views this as a positive first step, though he doesn&#8217;t expect significant delivery density improvements, as even during the COVID-19 boom, those benefits were not realized.
Ossenbeck highlights potential execution risks for UPS, including package car capacity constraints and challenges in integrating SurePost during peak return periods.
There is also uncertainty about whether the recent Teamsters&#8217; contract limits SurePost deliveries, as drivers have previously focused on larger packages for redirection.
For FedEx, the analyst suggests that its Ground Economy service could benefit if United Parcel and USPS continue to raise rates for the most economical delivery services, thus increasing the price floor for deferred products.
Price Action: UPS shares are trading lower by 2.86% to $123.14 at last check Friday, while FDX shares are trading lower by 1.24% to $271.40.
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Image via Shutterstock.

Analyst Color

Equities

Reiteration

Movers

General

UPS Faces Post-SurePost Challenges: Analyst Sees Long-Term Gain But Near-Term Hurdles

United Parcel Service's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) short percent of float has fallen 4.69% since its last report. The company recently reported that it has 13.33 million shares sold short, which is 1.83% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.52 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>United Parcel Service Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1736363713_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for United Parcel Service has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing United Parcel Service's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, United Parcel Service's peer group average for short interest as a percentage of float is 3.28%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

(UPS) - Analyzing United Parcel Service's Short Interest

According to <a href="https://www.cnbc.com/2025/01/06/ila-union-ports-held-secret-meeting-on-automation-as-new-strike-looms.html">a report</a> from CNBC, the International Longshoremen's Association and the U.S. Maritime Alliance (USMX) met secretly on Sunday to discuss the issue of technology and automation ahead of <a href="https://www.benzinga.com/trading-ideas/movers/25/01/42770304/another-potential-east-coast-port-strike-is-brewing-4-stocks-to-watch">formal contract bargaining. </a>
The Details: The CNBC report said the ILA and USMX met for eight hours and produced language on automation to expedite the full bargaining committee review process scheduled for Tuesday. 
CNBC said it reviewed the document which allows the ILA the right to add union workers to complement any new technologies and "there is a commitment by the parties to research and utilize all technology that would assist an operator in being more efficient and productive."
Read Next: <a href="https://www.benzinga.com/25/01/42821300/biden-set-to-ban-future-offshore-oil-drilling-4-stocks-to-watch">Biden Set To Ban Future Offshore Oil Drilling: 4 Stocks, 2 ETFs To Watch</a>
However, sources said that the language that was drawn up may add to concerns about labor costs and could complicate a contract deal that includes wage increases and protections from automation.&nbsp;
The current, temporary labor contract <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41187855/port-strike-ends-after-3-days-retaliers-politicians-breathe-a-sigh-of-relief">signed in October</a> is set to expire on Jan. 15.&nbsp;
Harold Daggett, president of the International Longshoreman&#8217;s Association, previously hinted at another potential strike in a Christmas Day <a href="https://ilaunion.org/harold-j-daggett-international-president-international-longshoremens-association-2024-christmas-message-to-ila-members-and-their-families/">message to</a> union members. 
&#8220;Our resolve may be tested again in mid-January as we face another deadline for negotiating a new Master Contract by January 15, 2025. We want to avoid another strike, and hope that our employers represented by United States Maritime Alliance will respect our demands for a fair and decent contract,&#8221; Daggett wrote.&nbsp;
Why It Matters: If the ILA port workers strike, the work stoppage could affect many industries.&nbsp;
Shipping companies, like ZIM Integrated Shipping Services Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZIM#NYSE">ZIM</a>) and Global Ship Lease Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GSL#NYSE">GSL</a>) could face significant loss of revenue in the event of a port strike. 
Investors can monitor the effects on the broader shipping industry through the SonicShares Global Shipping ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BOAT#NYSE">BOAT</a>) which tracks the Solactive Global Shipping Index consisting of global shipping companies engaged in maritime transportation of goods and raw materials. 
Some companies that could benefit from a port strike include logistics providers such as C.H. Robinson Worldwide, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHRW#NYSE">CHRW</a>) which has a focus on freight brokerage and primarily truck and rail brokerage. 
Ground and air freight shipping companies like FedEx Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>) and United Parcel Service, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) could also benefit in the event of a port strike as businesses would shift toward ground and air transportation of goods. 
Read More:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/25/01/42768507/china-slaps-export-restrictions-on-dozens-of-us-companies-boeing-lockheed-martin-general-dynamics-raytheon-affected">China&#8217;s Export Crackdown Hits Boeing, Lockheed Martin And More&nbsp;</a></li>
</ul>
Photo: Shutterstock

Management

BOAT

CHRW

Potential Port Strike Looms: Union, Port Owners Hold 'Secret Meeting' On Automation, Technology As Contract Deadline Approaches

JP Morgan analyst Brian Ossenbeck maintains United Parcel Service (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) with a Neutral and raises the price target from $134 to $135.

JP Morgan Maintains Neutral on United Parcel Service, Raises Price Target to $135

Wells Fargo analyst Christian Wetherbee maintains United Parcel Service (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) with a Overweight and lowers the price target from $155 to $150.

Wells Fargo Maintains Overweight on United Parcel Service, Lowers Price Target to $150

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a<a href="https://www.benzinga.com/yield-investments"> high dividend payout</a>.
Benzinga readers can review the latest analyst takes on their favorite stocks by visiting <a href="https://www.benzinga.com/analyst-stock-ratings">Analyst Stock Ratings</a> page. Traders can sort through Benzinga's extensive database of analyst ratings, including <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">by analyst accuracy</a>.
Below are the ratings of the most accurate analysts for three high-yielding stocks in the industrials sector.
<h3 class="wp-block-heading">ManpowerGroup Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MAN#NYSE">MAN</a>)</h3>
<ul>
<li>Dividend Yield: 5.34%</li>
<li>Barclays analyst Manav Patnaik maintained an Underweight rating and cut the price target from $70 to $55 on Jan. 3. This analyst has an accuracy rate of 76%.</li>
<li>BMO Capital analyst Jeffrey Silber maintained a Market Perform rating and lowered the price target from $87 to $71 on Oct. 18. This analyst has an accuracy rate of 75%.</li>
<li>Recent News: ManpowerGroup will release 4th quarter earnings results before the market opens on Thursday, Jan. 30, 2025.</li>
<li>Benzinga Pro's real-time newsfeed alerted to l<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent010625&amp;t=be2bearmibe3na1">atest MAN ne</a>ws. </li>
</ul>
<figure class="wp-block-image is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent010625&amp;t=be2bearmibe3na1"><img decoding="async" src="blob:https://editorial.benzinga.com/d11531d9-adb5-4325-956a-e5f9a0dfb646" alt="" style="width:663px;height:auto" /></a></figure>
<h3 class="wp-block-heading">United Parcel Service, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>)</h3>
<ul>
<li>Dividend Yield: 5.27%</li>
<li>BMO Capital analyst Fadi Chamoun upgraded the stock from Market Perform to Outperform and cut the price target from $155 to $150 on Dec. 10. This analyst has an accuracy rate of 78%</li>
<li>Citigroup analyst Ariel Rosa maintained a Buy rating and cut the price target from $163 to $158 on Nov. 12. This analyst has an accuracy rate of 69%.</li>
<li>Recent News: On Oct. 24, United Parcel Service reported better-than-expected third-quarter financial results.</li>
<li>Benzinga Pro's real-time newsfeed alerted to <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent010625&amp;t=be2bearmibe3na1">latest UPS news</a> </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent010625&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="897" height="857" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/06075035/image-2-9.png" alt="" class="wp-image-719529" style="width:637px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/06075035/image-2-9.png 897w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/06075035/image-2-9-300x287.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/06075035/image-2-9-768x734.png 768w" sizes="(max-width: 897px) 100vw, 897px" /></a></figure>
<h3 class="wp-block-heading">Deluxe Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DLX#NYSE">DLX</a>)</h3>
<ul>
<li>Dividend Yield: 5.29%</li>
<li>TD Cowen analyst Lance Vitanza maintained a Buy rating and increased the price target from $33 to $35 on May 14. This analyst has an accuracy rate of 78%.</li>
<li>Northcoast Research analyst Kartik Mehta initiated coverage on the stock with a Buy rating and a price target of $27 on April 19. This analyst has an accuracy rate of 66%.</li>
<li>Recent News: On Nov. 19, Deluxe announced the pricing of senior secured notes offering.</li>
<li>Benzinga Pro&#8217;s real-time newsfeed alerted to <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent010625&amp;t=be2bearmibe3na1">latest DLX news</a></li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent010625&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="921" height="837" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/06075119/image-22.png" alt="" class="wp-image-719538" style="width:661px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/06075119/image-22.png 921w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/06075119/image-22-300x273.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/06075119/image-22-768x698.png 768w" sizes="(max-width: 921px) 100vw, 921px" /></a></figure>
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
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<iframe loading="lazy" title="How to Find Dividend Stocks: Scan, Analyze, and Capture with Benzinga Pro" width="500" height="281" src="https://www.youtube.com/embed/pVF0O2lsEH4?start=1&#038;feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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</figure>
Read More: 
<ul>
<li><a href="https://www.benzinga.com/25/01/42810054/this-analyst-with-85-accuracy-rate-sees-around-16-downside-in-tesla-here-are-5-stock-picks-for-last-week-from-wall-streets-most-accurate-analysts">This Analyst With 85% Accuracy Rate Sees Around 16% Downside In Tesla &#8211; Here Are 5 Stock Picks For Last Week From Wall Street&#8217;s Most Accurate Analysts</a></li>
</ul>

Wall Street's Most Accurate Analysts Give Their Take On 3 Health Care Stocks Delivering High-Dividend Yields

Thousands of port workers may go on strike again as a temporary deal between the International Longshoremen's Association and United States Maritime Alliance reached in October is <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41187855/port-strike-ends-after-3-days-retaliers-politicians-breathe-a-sigh-of-relief">set to expire on Jan. 15.&nbsp;</a>
The Details: The current agreement was reached after a three-day port strike in October affected ports on the Gulf and East Coasts. The dockworkers had sought a 77% pay increase over the next six years and workplace protections for automation of port practices.&nbsp;
The tentative deal that was reached increased pay by 62%, but did not address the union's concerns about automation.&nbsp;
Read Next: <a href="https://www.benzinga.com/news/global/24/12/42743937/natural-gas-prices-spike-as-bone-chilling-arctic-blast-approaches">Natural Gas Prices Spike As &#8216;Bone-Chilling&#8217; Arctic Blast Approaches</a>
A <a href="https://www.usmx.com/assets/content/public-resources/12-20-2024_Statement_from_USMX.pdf">message</a> from the United States Marine Alliance dated Dec. 20 addressed the use of technology and automation in ports.&nbsp;
"​​Evolving port operations and increasing wages and jobs for the ILA are not mutually exclusive. Modern technology is proven to dramatically increase the amount of cargo that can be moved through a port annually. ILA members make more money when they move more cargo and ports need to hire more workers to manage that growth," the message stated.&nbsp;
Harold Daggett, president of the International Longshoreman's Association, hinted at a potential strike in a Christmas Day <a href="https://ilaunion.org/harold-j-daggett-international-president-international-longshoremens-association-2024-christmas-message-to-ila-members-and-their-families/">message to</a> union members.&nbsp;
"Our resolve may be tested again in mid-January as we face another deadline for negotiating a new Master Contract by January 15, 2025. We want to avoid another strike, and hope that our employers represented by United States Maritime Alliance will respect our demands for a fair and decent contract," Daggett wrote.&nbsp;
Why It Matters: Container shipping company ZIM Integrated Shipping Services Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZIM#NYSE">ZIM</a>) <a href="https://www.zim.com/customer-updates/new-ila-strike-surcharge-for-cargo-moving-to-or-from-the-us-east-coastus-gulf-ports">announced an</a> ILA Strike Surcharge in mid-December for all cargo moving to or from US East Coast and US Gulf ports effective from Jan. 10 in the event of a strike. 
Zim said the charge is intended to help mitigate "additional costs and expenses to ZIM caused by a strike, work stoppage, work slowdown or other labor-related disruptions to operations" and will not apply if a strike is averted.&nbsp;
Ground shipping and freight companies like FedEx Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>) and United Parcel Service, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) could benefit in the event of a port strike as businesses would shift toward ground and air transportation of goods.&nbsp;
Investors can also monitor the effects of a potential port strike through the SonicShares Global Shipping ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BOAT#NYSE">BOAT</a>) which tracks the Solactive Global Shipping Index consisting of global shipping companies engaged in maritime transportation of goods and raw materials.&nbsp;
Read More:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/25/01/42768507/china-slaps-export-restrictions-on-dozens-of-us-companies-boeing-lockheed-martin-general-dynamics-raytheon-affected">China&#8217;s Export Crackdown Hits Boeing, Lockheed Martin And More&nbsp;</a></li>
</ul>
Image: Shutterstock

Another Potential East Coast Port Strike Is Brewing: 4 Stocks To Watch

Drivers can expect lower prices at the pump in 2025: gas prices are expected to fall for a <a href="https://www.benzinga.com/economics/macro-economic-events/24/12/42603073/natural-gas-nears-2-year-highs-inflation-fears-mount-as-utility-costs-climb-3-energy-stocks-rise">third consecutive year</a> in 2025, acording to GasBuddy's fuel price outlook.
What To Know: GasBuddy's 2025<a href="https://www.gasbuddy.com/newsroom/pressrelease/2024/12/31/1154"> outlook</a> projects that the national average price for gasoline in 2025 will fall to $3.22 per gallon, down from $3.33 in 2024.&nbsp;
The Tuesday report projects the lowest prices of 2025 will occur in December, averaging $2.89 per gallon for the month, and a spike in the Spring with prices peaking in April at a monthly average of $3.53 per gallon.&nbsp;
Though fuel prices are expected to decline, GasBuddy cautions that consumers could see increased price volatility in the new year. The report points to uncertainties in the geopolitical landscape and policy changes from the incoming Trump administration as potential volatility drivers.&nbsp;
Read Next: <a href="https://www.benzinga.com/news/global/24/12/42743937/natural-gas-prices-spike-as-bone-chilling-arctic-blast-approaches">Natural Gas Prices Spike As &#8216;Bone-Chilling&#8217; Arctic Blast Approaches</a>
&#8220;While declining fuel prices in 2025 will provide welcome relief to American drivers and businesses, emerging risks could lead to increased volatility,&#8221; said Patrick De Haan, head of petroleum analysis at GasBuddy.&nbsp;
&#8220;Geopolitical uncertainties, potential disruptions from extreme weather, and policy shifts under the new administration could create challenges for fuel markets. Despite this, expanding global refining capacity and moderating demand are expected to support lower prices for most of the year,&#8221; De Haan added.&nbsp;
Why It Matters: Consumers could certainly benefit from lower prices at the pump and tend to spend more money on discretionary items, such as travel and dining out, when fuel costs go down.&nbsp;
Airlines benefit significantly from lower fuel costs, as jet fuel is one of their largest expenses. United Airlines Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NYSE">UAL</a>) and JetBlue Airways Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) could see improved profit margins due to reduced fuel costs in 2025. 
Shipping and freight companies like FedEx Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>) and United Parcel Service, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) also count fuel as a significant expense and would benefit from lower fuel prices.&nbsp;
Read Next:
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<li><a href="https://www.benzinga.com/general/social-media/24/12/42734220/bill-ackman-sends-fannie-mae-freddie-mac-stocks-soaring-trump-likes-big-deals">Bill Ackman Sends Fannie Mae, Freddie Mac Stocks Soaring: &#8216;Trump Likes Big Deals&#8217;</a>&nbsp;</li>
</ul>
Photo: Shutterstock

Commodities

Travel

JBLU

Gas Prices To Fall In 2025, GasBuddy Says: 'Welcome Relief' For Drivers

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Industrials sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>RKLB</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/17/25</td>
<td>$20.00</td>
<td>$298.6K</td>
<td>5.8K</td>
<td>1.3K</td>
</tr>
<tr>
<td>ARRY</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$5.00</td>
<td>$27.5K</td>
<td>807</td>
<td>526</td>
</tr>
<tr>
<td>EOSE</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$2.50</td>
<td>$33.1K</td>
<td>16.2K</td>
<td>474</td>
</tr>
<tr>
<td>IESC</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>12/20/24</td>
<td>$240.00</td>
<td>$25.0K</td>
<td>450</td>
<td>321</td>
</tr>
<tr>
<td>UPS</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$140.00</td>
<td>$32.6K</td>
<td>686</td>
<td>285</td>
</tr>
<tr>
<td>GEO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$30.00</td>
<td>$81.2K</td>
<td>16.6K</td>
<td>279</td>
</tr>
<tr>
<td>NOC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$500.00</td>
<td>$30.0K</td>
<td>704</td>
<td>110</td>
</tr>
<tr>
<td>VRT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$105.00</td>
<td>$32.7K</td>
<td>233</td>
<td>110</td>
</tr>
<tr>
<td>HON</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$230.00</td>
<td>$44.6K</td>
<td>645</td>
<td>56</td>
</tr>
<tr>
<td>ALK</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$70.00</td>
<td>$37.8K</td>
<td>35</td>
<td>44</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding RKLB (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>), we observe a call option trade with neutral sentiment. It expires in 28 day(s) on January 17, 2025. Parties traded 553 contract(s) at a $20.00 strike. The total cost received by the writing party (or parties) was $298.6K, with a price of $540.0 per contract. There were 5820 open contracts at this strike prior to today, and today 1360 contract(s) were bought and sold. 
• For ARRY (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>), we notice a call option sweep that happens to be bullish, is expiring today. Parties traded 500 contract(s) at a $5.00 strike. This particular call needed to be split into 35 different trades to become filled. The total cost received by the writing party (or parties) was $27.5K, with a price of $55.0 per contract. There were 807 open contracts at this strike prior to today, and today 526 contract(s) were bought and sold. 
• For EOSE (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EOSE#NASDAQ">EOSE</a>), we notice a call option trade that happens to be bearish, expiring in 28 day(s) on January 17, 2025. This event was a transfer of 160 contract(s) at a $2.50 strike. The total cost received by the writing party (or parties) was $33.1K, with a price of $207.0 per contract. There were 16270 open contracts at this strike prior to today, and today 474 contract(s) were bought and sold. 
• For IESC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IESC#NASDAQ">IESC</a>), we notice a put option trade that happens to be neutral, is expiring today. Parties traded 10 contract(s) at a $240.00 strike. The total cost received by the writing party (or parties) was $25.0K, with a price of $2500.0 per contract. There were 450 open contracts at this strike prior to today, and today 321 contract(s) were bought and sold. 
• Regarding UPS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>), we observe a call option trade with bullish sentiment. It expires in 392 day(s) on January 16, 2026. Parties traded 40 contract(s) at a $140.00 strike. The total cost received by the writing party (or parties) was $32.6K, with a price of $815.0 per contract. There were 686 open contracts at this strike prior to today, and today 285 contract(s) were bought and sold. 
• For GEO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEO#NYSE">GEO</a>), we notice a call option sweep that happens to be bullish, expiring in 91 day(s) on March 21, 2025. This event was a transfer of 250 contract(s) at a $30.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $81.2K, with a price of $325.0 per contract. There were 16645 open contracts at this strike prior to today, and today 279 contract(s) were bought and sold. 
• Regarding NOC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>), we observe a call option sweep with bullish sentiment. It expires in 28 day(s) on January 17, 2025. Parties traded 100 contract(s) at a $500.00 strike. This particular call needed to be split into 22 different trades to become filled. The total cost received by the writing party (or parties) was $30.0K, with a price of $300.0 per contract. There were 704 open contracts at this strike prior to today, and today 110 contract(s) were bought and sold. 
• Regarding VRT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>), we observe a call option trade with bullish sentiment. It expires in 210 day(s) on July 18, 2025. Parties traded 11 contract(s) at a $105.00 strike. The total cost received by the writing party (or parties) was $32.7K, with a price of $2975.0 per contract. There were 233 open contracts at this strike prior to today, and today 110 contract(s) were bought and sold. 
• Regarding HON (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HON#NASDAQ">HON</a>), we observe a put option trade with bearish sentiment. It expires in 63 day(s) on February 21, 2025. Parties traded 48 contract(s) at a $230.00 strike. The total cost received by the writing party (or parties) was $44.6K, with a price of $930.0 per contract. There were 645 open contracts at this strike prior to today, and today 56 contract(s) were bought and sold. 
• Regarding ALK (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>), we observe a put option trade with bullish sentiment. It expires in 182 day(s) on June 20, 2025. Parties traded 44 contract(s) at a $70.00 strike. The total cost received by the writing party (or parties) was $37.8K, with a price of $860.0 per contract. There were 35 open contracts at this strike prior to today, and today 44 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

ARRY

EOSE

IESC

RKLB

10 Industrials Stocks Whale Activity In Today's Session

Whales with a lot of money to spend have taken a noticeably bearish stance on United Parcel Service.
Looking at options history for United Parcel Service (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) we detected 22 trades.
If we consider the specifics of each trade, it is accurate to state that 31% of the investors opened trades with bullish expectations and 50% with bearish.
From the overall spotted trades, 8 are puts, for a total amount of $327,470 and 14, calls, for a total amount of $635,914.
<h3>Predicted Price Range</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $100.0 to $160.0 for United Parcel Service over the recent three months. 
<h3>Insights into Volume &amp; Open Interest</h3>
In today's trading context, the average open interest for options of United Parcel Service stands at 556.64, with a total volume reaching 6,399.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in United Parcel Service, situated within the strike price corridor from $100.0 to $160.0, throughout the last 30 days.
<h3>United Parcel Service Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1734624991_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>UPS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>02/21/25</td>
<td>$6.2</td>
<td>$6.1</td>
<td>$6.1</td>
<td>$125.00</td>
<td>$123.9K</td>
<td align="right">9</td>
<td align="right">302</td>
</tr>
<tr>
<td>UPS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>04/17/25</td>
<td>$21.25</td>
<td>$21.0</td>
<td>$21.0</td>
<td>$105.00</td>
<td>$86.2K</td>
<td align="right">9</td>
<td align="right">27</td>
</tr>
<tr>
<td>UPS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$1.54</td>
<td>$1.29</td>
<td>$1.29</td>
<td>$124.00</td>
<td>$58.5K</td>
<td align="right">136</td>
<td align="right">491</td>
</tr>
<tr>
<td>UPS</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$28.3</td>
<td>$27.6</td>
<td>$27.99</td>
<td>$100.00</td>
<td>$55.9K</td>
<td align="right">234</td>
<td align="right">20</td>
</tr>
<tr>
<td>UPS</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>12/27/24</td>
<td>$3.65</td>
<td>$3.5</td>
<td>$3.65</td>
<td>$126.00</td>
<td>$54.7K</td>
<td align="right">228</td>
<td align="right">160</td>
</tr>
</tbody>
</table>

<h3>About United Parcel Service</h3>
As the world's largest parcel delivery company, UPS manages a massive fleet of more than 500 planes and 100,000 vehicles, along with many hundreds of sorting facilities, to deliver an average of about 22 million packages per day to residences and businesses across the globe. UPS' domestic US package operations generate around 64% of total revenue while international package makes up 20%. Air and ocean freight forwarding, truckload brokerage, and contract logistics make up the remainder. UPS is currently pursuing "strategic alternatives" for its truck brokerage unit, Coyote, which it acquired in 2015.
<h3>Present Market Standing of United Parcel Service</h3>
<ul>
<li>Trading volume stands at 1,267,211, with UPS's price down by -0.62%, positioned at $123.05.</li>
<li>RSI indicators show the stock to be may be approaching oversold.</li>
<li>Earnings announcement expected in 40 days.</li>
</ul>
<h3>Professional Analyst Ratings for United Parcel Service</h3>
A total of 1 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $150.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from BMO Capital has elevated its stance to Outperform, setting a new price target at $150. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for United Parcel Service, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

Decoding United Parcel Service's Options Activity: What's the Big Picture?

FedEx Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>) is set to report its fiscal second-quarter results on Thursday after the closing bell and analysts are expecting a<a href="https://www.benzinga.com/news/24/12/42496990/trump-eyes-privatization-of-postal-service-amid-9-5-billion-loss"> decline in earnings.</a> 
What To Know: FedEx reported disappointing first-quarter results in September with adjusted earnings nearly 25% below consensus estimates. The company cited a mix-shift that trended toward higher volumes of less profitable freight and weakness in its industrial and manufacturing customers.&nbsp;
"The soft industrial economy is clearly weighing on the [business-to-business] volumes. And it was definitely much weaker than we expected," FedEx CEO Raj Subramaniam said on the company's most recent earnings call.&nbsp;
Read Next: <a href="https://www.benzinga.com/news/global/24/12/42559347/trump-administration-could-ban-amazons-top-selling-routers-linked-to-chinese-cyberattacks-report">Trump Administration Could Ban Amazon&#8217;s Top-Selling Routers Linked To Chinese Cyberattacks: Report</a>
FedEx is often seen as a bellwether for the economy because shipping volumes correlate with both industrial and consumer demand.&nbsp;
Investors will be looking at the performance of FedEx&#8217;s Express unit which could be affected by demand-induced volume weakness and listening for more information on the potential spinoff of its Freight business.&nbsp;
Investors will be looking for updates on FedEx&#8217;s DRIVE cost-cutting program, which aims to achieve $4 billion in savings by fiscal 2025.&nbsp;
What Else: President-elect Donald Trump suggested <a href="https://www.benzinga.com/24/12/42545204/marjorie-taylor-greene-pushes-to-sell-off-usps-amid-doge-momentum-we-need-to-privatize-ive-been-saying-it-for-years">the possibility </a>of privatizing the U.S. Postal Service, which could benefit FedEx and other private parcel carriers like United Parcel Service, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>). 
"There is talk about the Postal Service being taken private, you do know that — not the worst idea I've ever heard," Trump told reporters at Mar-a-Lago on Monday. "It's a lot different today between Amazon and UPS and FedEx, and all the things you didn't have."
Expert Ideas: Last week, Bernstein analyst David Vernon <a href="https://www.benzinga.com/quote/FDX/analyst-ratings">downgraded</a> FedEx from Outperform to Market Perform and lowered the price target from $337 to $316 ahead of its second-quarter report.&nbsp;
Citi analysts wrote Friday that the coming earnings report &#8220;could be one of the most consequential quarters in years&#8221; for FedEx, per Investopedia.&nbsp;
FedEx will report its second-quarter financial results after Thursday's closing bell and will host a conference call to discuss the results at 5:30 p.m. ET the same day. According to estimates from <a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw">Benzinga Pro</a>, analysts expect the company to report earnings of $3.91 per share on quarterly revenue of $22.12 billion.&nbsp;
FDX Price Action: According to <a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw">Benzinga Pro</a>, FedEx shares ended Wednesday's session down 1.54% at $273.16.&nbsp;
Read Next:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/12/42515463/nike-needs-a-turnaround-after-q2-results-are-released-this-week-will-new-ceo-just-do-it">Nike Needs A Turnaround After Q2 Results Are Released This Week: Will New CEO &#8216;Just Do It?&#8217;</a></li>
</ul>
Image: Shutterstock

FedEx Braces For Q2 Earnings: 'One Of The Most Consequential Quarters In Years,' Analyst Says

Rep. Marjorie Taylor Greene (R-Ga.) voiced her support for the privatization of the United States Postal Service, amidst its financial woes on Tuesday.
What Happened: In a recent post on X, Greene expressed her long-held belief in the need for privatizing the USPS. She emphasized that her newly formed committee, along with the support of Elon Musk and Vivek Ramaswamy&#8211;<a href="https://www.benzinga.com/news/global/24/11/41927289/trump-appoints-elon-musk-and-vivek-ramaswamy-to-lead-doge-targeting-bureaucracy-and-65-trillion-federal-spending-we-will-not-go-gently">headed</a> Department of Government Efficiency, is gaining momentum in pushing for this change.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">We need to privatize <a href="https://twitter.com/USPS?ref_src=twsrc%5Etfw">@USPS</a>—I've been saying it for years!<a href="https://twitter.com/DOGE?ref_src=twsrc%5Etfw">@DOGE</a> and my new committee have a lot of momentum heading into next year. The American people gave President Trump a mandate, but they gave all of us in Washington a mandate, too. Selling the Postal Service is a smart… <a href="https://t.co/WqEKXddlFH">pic.twitter.com/WqEKXddlFH</a>
&mdash; Rep. Marjorie Taylor Greene&#x1f1fa;&#x1f1f8; (@RepMTG) <a href="https://twitter.com/RepMTG/status/1869110704998846596?ref_src=twsrc%5Etfw">December 17, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/tech/24/12/42500224/elon-musks-mother-opens-up-about-his-friendship-with-barron-trump-bonded-over-out-of-this-world-exploration?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Elon Musk&#8217;s Mother Opens Up About His Friendship With Barron Trump: &#8216;Bonded Over Out-Of-This-World Exploration&#8217;</a>
She stated, &#8220;Selling the Postal Service is a smart decision that keeps our promise to the American people to cut waste, fraud, and abuse.&#8221; 
She also mentioned that the American people have given a mandate to President-elect Donald Trump and all of Washington, implying a collective responsibility to address the USPS&#8217;s financial struggles. 
Notably, Greene chairs the Delivering on Government Efficiency subcommittee in the next Congress. She has previously said that the goal of DOGE is to &#8220;bring accountability and GUT useless government agencies.&#8221;
Why It Matters: The USPS has been <a href="https://www.benzinga.com/news/24/12/42496990/trump-eyes-privatization-of-postal-service-amid-9-5-billion-loss">grappling with financial difficulties</a>, reporting a massive $9.5 billion loss in the fiscal year ending September 30. The agency&#8217;s liabilities have soared to nearly $80 billion, primarily due to declining mail volumes and slower-than-expected growth in parcel shipping.
Trump is reportedly considering the privatization of the USPS as a potential solution to these financial challenges. The move towards privatization is seen as a means to overhaul the agency and address its mounting liabilities.
Privatizing the USPS can potentially reshape consumer shipping, favoring profitable routes while leaving rural areas underserved. FedEx Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>) and United Parcel Service, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>), already dominate the parcel market and might increase their influence, potentially impacting millions relying on affordable mail services.
For privatization to occur, approval would be needed from the USPS Board of Governors, consisting of 11 members led by Postmaster General Louis DeJoy, CNBC <a href="https://www.nbcnews.com/politics/politics-news/trump-biden-signal-emerging-fight-future-postal-service-rcna184451">reported</a>.
Meanwhile, President Joe Biden announced his intention to renominate former general counsel for the American Postal Workers Union, Anton Hajjar, to the Postal Service Board of Governors. This will require swift Democratic action to confirm him before Republicans gain Senate control in January. Hajjar, previously nominated by Biden and confirmed in 2021, served a term that ended in December 2023. 
Check This Out:
<ul>
<li>Lawmakers Made Huge Investments This Year. <a href="https://www.benzinga.com/gov-trades">Get Tips On What They Bought And Sold Ahead Of The 2024 Election With Our Easy-to-Use Tool</a></li>
</ul>
Photo courtesy: Shutterstock
This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/shivdeep-dhaliwal" target="_blank" rel="noreferrer noopener">Shivdeep Dhaliwal</a>

Politics

Marjorie Taylor Greene Pushes To Sell Off USPS Amid DOGE Momentum: 'We Need To Privatize...I've Been Saying It For Years'

Presiden-elect <a href="https://www.benzinga.com/topic/donald-trump" target="_blank" rel="noreferrer noopener">Donald Trump</a> is reportedly eyeing privatizing the U.S. Postal Service (USPS) after the agency reported a staggering $9.5 billion loss in <a href="https://www.benzinga.com/24/12/42454670/usps-chief-defends-plan-to-buy-more-electric-delivery-vehicles-says-wont-return-funds-without-legislation-from-congress" target="_blank" rel="noreferrer noopener">the fiscal year ending September 30</a>.
This financial setback, caused by declining mail volumes and slower-than-expected growth in parcel shipping, has drawn attention to the Postal Service&#8217;s mounting liabilities, which now total nearly $80 billion, accoeding to a report <a target="_blank" href="https://www.washingtonpost.com/business/2024/12/14/trump-usps-privatize-plan/" rel="noreferrer noopener">by</a> The Washington Post.
Trump has expressed interest in overhauling the agency, potentially moving it into the private sector, the report read, citing people familiar with the discussions.
Trump, set to take office on January 20, has spoken about his plans to privatize the Postal Service with Howard Lutnick, his nominee for commerce secretary, during discussions at Mar-a-Lago.
Trump&#8217;s push for privatization has been discussed with key figures, including <a target="_blank" href="https://www.benzinga.com/topic/elon-musk" rel="noreferrer noopener">Elon Musk</a> and <a target="_blank" href="https://www.benzinga.com/topic/vivek-ramaswamy" rel="noreferrer noopener">Vivek Ramaswamy</a>, both of whom are leading a non-governmental panel on government efficiency, The Washington Post reports.
Also Read: <a target="_blank" href="https://www.benzinga.com/startups/24/12/42484881/musk-and-ramaswamy-may-target-this-surprising-government-role-that-pays-more-than-youd-think" rel="noreferrer noopener">Musk and Ramaswamy May Target This Surprising Government Role That Pays More Than You&#8217;d Think</a>
The panel&#8217;s discussions suggest a potential shift in how essential services like the Postal Service are managed, focusing on efficiency and reducing government expenditure.
Privatizing the USPS would likely reshape the landscape of consumer shipping.
Companies like FedEx Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>) and United Parcel Service, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) already dominate the parcel market. Privatization could narrow the scope of service, focusing on profitable routes, and leaving rural and less profitable areas underserved. This could affect millions of customers who rely on affordable, consistent mail services, particularly in regions where private carriers may not have the same reach.
The Postal Service, founded in 1775 by Benjamin Franklin, has long been a symbol of the nation&#8217;s commitment to connecting citizens. In 1970, it became a financially self-sustaining entity, tasked with binding the nation together through mail.
Despite the challenges posed by the digital age, it remains one of the most beloved federal agencies. However, with its ongoing financial struggles, the conversation about privatization has become more urgent. Trump&#8217;s plan, while still unclear, suggests a significant transformation of an institution that has served the nation for nearly 250 years, The Washington Post adds.
Read Next:
<a target="_blank" href="https://www.benzinga.com/economics/macro-economic-events/24/12/42492966/ai-driven-rally-pushes-tech-stocks-to-records-broadcom-enters-trillion-dollar-club-inflation-data-flashes-warning-signal-this-week-in-the-markets" rel="noreferrer noopener">AI-Driven Rally Pushes Tech Stocks To Records, Broadcom Enters Trillion-Dollar Club, Inflation Data Flashes Warning Signal: This Week In The Markets</a>

Trump Eyes Privatization of Postal Service Amid $9.5 Billion Loss

BMO Capital Markets analyst Fadi Chamoun upgraded United Parcel Service, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) to Outperform from Market Perform and reduced the <a target="_blank" href="https://www.benzinga.com/quote/UPS/analyst-ratings" rel="noreferrer noopener">target price to $150 (from $155)</a>.
The analyst writes that they still have concerns about the trajectory of UPS&#8217;s Domestic operating margins in the medium-to-long term.
Chamoun notes the combination of cyclical tailwinds, moderating unit cost inflation, positive contributions from cost reduction programs, and a low valuation make the near-term risk/reward favorable.
After nearly two years of soft B2B demand, the analyst expects lower interest rates and a recovering industrial economy to drive a return to low single-digit growth in B2B volumes.
Additionally, UPS has implemented more pricing actions on lower-margin B2C customers, particularly in the U.S. Domestic segment, which the analyst notes will improve the volume mix going forward.
Chamoun estimates EPS of $7.49 (vs. $7.52 prior) for 2024 and $8.68 (vs. $8.81 prior) for 2025.
In October, UPS reported consolidated revenue growth of 5.6% year-over-year to $22.2 billion, beating the consensus of $22.14 billion. Adjusted EPS was $1.76, up 12.1% YoY,&nbsp;<a target="_blank" href="https://www.benzinga.com/news/earnings/24/10/41515619/delivery-giant-ups-breaks-revenue-miss-streak-after-10-quarters-stock-soars" rel="noreferrer noopener">above the consensus of $1.63.</a>
Investors can gain exposure to the stock via&nbsp;First Trust Nasdaq Transportation ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTXR#NASDAQ">FTXR</a>) and iShares Trust iShares U.S. Transportation ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IYT#BATS">IYT</a>).
Price Action: UPS shares are up 1.05% at $129.88 at the last check Tuesday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/legal/24/12/42347179/amazon-blasts-lawsuit-over-alleged-slow-deliveries-to-certain-zip-codes-tells-ag-were-protecting-drivers" target="_blank" rel="noreferrer noopener">Amazon Blasts Lawsuit Over Alleged Slow Deliveries To Certain Zip Codes, Tells AG: &#8216;We&#8217;re Protecting Drivers&#8217;</a></li>
</ul>
Photo via Shutterstock.

Large Cap

FTXR

iShares Dow Jones Transportation Average Index Fund

UPS Near-Term Outlook Is Favorable Despite Margin Concerns, Analyst Upgrades Stock

The transportation market is set for growth in 2025, driven by rising cargo volumes, e-commerce, competitive freight rates, geopolitical factors, and sustainability trends like SAF adoption. Amid this backdrop, it may be wise to invest in top transportation stocks: United Parcel Service (UPS), FedEx (FDX), and Radiant Logistics (RLGT), which are on the fast track to growth in 2025. Keep reading... The transportation market in 2025 shows significant promise, fueled by rising cargo volumes, booming e-commerce, competitive freight rates, and geopolitical factors. Additionally, regional strengths in Asia-Pacific and the Middle East are driving demand.
Considering this, investing in fundamentally strong transportation stocks like United Parcel Service, Inc. (<a href="https://stocknews.com/stock/UPS/">UPS</a>), FedEx Corporation (<a href="https://stocknews.com/stock/FDX/">FDX</a>), and Radiant Logistics, Inc. (<a href="https://stocknews.com/stock/RLGT/">RLGT</a>) could be a wise move.
The transportation and shipping industry is vital globally, driven by globalization, e-commerce, and trade agreements. IATA forecasts a <a href="https://www.iata.org/en/pressroom/2024-releases/2024-12-10-01/">5.8% rise in air cargo volumes</a> to 72.50 million tonnes, with revenues reaching $157 billion, surpassing pre-pandemic levels. Moreover, competitive freight rates, further support industry growth.
Meanwhile, the industry also thrives through the integration of advanced technologies, enhancing operational efficiency and reliability. In the U.S., over 125 global agreements improve market access and facilitate seamless cargo transport. Consequently, the U.S. air freight market is projected to grow from $56.22 billion in 2024 to $70.21 billion by 2029, with a <a href="https://www.mordorintelligence.com/industry-reports/us-air-freight-transport-market">CAGR of 4.55%</a>.
Furthermore, the adoption of Sustainable Aviation Fuel (SAF) by key players supports sustainability trends, while rising international trade and shifting geopolitical factors drive growth opportunities in the transportation sector. Hence, let's take a closer look at the fundamentals of the three <a href="https://stocknews.com/category/air-freight-shipping/">Air Freight &amp; Shipping Services</a> picks, starting with number three.
Stock #3: United Parcel Service, Inc. (<a href="https://stocknews.com/stock/UPS/">UPS</a>)
UPS is a package delivery company that provides transportation and delivery, distribution, contract logistics, ocean freight, airfreight, customs brokerage, and insurance services. It operates through two segments: U.S. Domestic Package and International Package.
In terms of the trailing-12-month Return on Total Capital, UPS' 12.04% is 69.8% higher than the 7.09% industry average. Its 8.30% trailing-12-month Return on Total Assets is 59.2% higher than the 5.21% industry average. Furthermore, its 1.31x trailing-12-month asset turnover ratio is 67.6% higher than the 0.78x industry average.
For the fiscal third quarter ended September 30, 2024, UPS' revenues increased 5.6% year-over-year to $22.20 billion. Similarly, its adjusted operating profit grew 22.8% from the year-ago value to $1.98 billion. The company's adjusted net income and adjusted EPS were $1.50 billion and $1.76, up 11.7% and 12.1% over the prior-year quarter, respectively.
Analysts expect UPS' EPS and revenue for the quarter ended December 31, 2024, to increase 2% and 1.6% year-over-year to $2.52 and $25.32 billion, respectively. It surpassed the Street EPS estimates in three of the trailing four quarters. The stock has declined 7.4% over the past month.
UPS' positive outlook is reflected in its <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a>. It has an overall rating of B, translating to a Buy in our proprietary rating system. The POWR Ratings assess stocks by 118 different factors, each with its own weighting.
It has a B grade for Growth and Quality. It is ranked #4 out of 15 stocks in the <a href="https://stocknews.com/category/air-freight-shipping/">Air Freight &amp; Shipping Services</a> industry. <a href="https://stocknews.com/stock/UPS/">Click here</a> to see UPS' Value, Momentum, Stability, and Sentiment ratings.
Stock #2: FedEx Corporation (<a href="https://stocknews.com/stock/FDX/">FDX</a>)
Headquartered in Memphis, Tennessee, FDX provides transportation, e-commerce, and business services in the United States and internationally. It operates through FedEx Express, FedEx Ground, FedEx Freight, and FedEx Services segments.
On October 30, 2024, FDX announced the opening of a new, fully automated, state-of-the-art sorting facility at its Memphis World Hub, enhancing sorting efficiency and processing capacity ahead of the holiday season.
In terms of the trailing-12-month Return on Common Equity margin, FDX's 14.59% is 6.9% higher than the 13.64% industry average. Likewise, its 4.77% trailing-12-month Capex/Sales is 65.8% higher than the 2.88% industry average. Its 1.01x trailing-12-month asset turnover ratio is 29% higher than the 0.78x industry average.
FDX's revenue for the fiscal second quarter ended November 30, 2024, was $21.97 billion. Its adjusted total operating income was $1.38 billion. Additionally, the company's adjusted net income was $990 million, and adjusted EPS was $4.05, up 1.5% compared to the prior-year quarter.
Street expects FDX's EPS and revenue for the quarter ending February 28, 2025, to increase 23.1% and 0.9% year-over-year to $4.75 and $21.94 billion, respectively. It surpassed the consensus EPS estimates in three of the trailing four quarters. The stock has gained 8.8% over the past year.
FDX's POWR Ratings reflect solid prospects. It has an overall rating of B, which translates to a Buy in our proprietary rating system.
It is ranked #2 in the same industry. It has a B grade for Quality. To see FDX's Growth, Value, Momentum, Stability, and Sentiment ratings, <a href="https://stocknews.com/stock/FDX/">click here</a>.
Stock #1: Radiant Logistics, Inc. (<a href="https://stocknews.com/stock/RLGT/">RLGT</a>)
RLGT operates as a third-party logistics company, providing technology-enabled global transportation and value-added logistics solutions primarily in the United States and Canada. The company offers domestic and international air and ocean freight forwarding services, as well as freight brokerage services, including truckload and intermodal services.
On December 3, 2024, RLGT announced the acquisition of TCB Transportation, enhancing its intermodal capabilities and integrating TCB's door-to-door container services into its network to drive growth and customer value.
On October 2, 2024, RLGT announced the acquisition of Focus Logistics, strengthening its freight forwarding services and integrating operations under the Radiant brand, with a leadership transition in Detroit.
In terms of the trailing-12-month asset turnover ratio, RLGT's 2.11x is 170.4% higher than the 0.78x industry average.
In the fiscal first quarter ended September 30, 2024, RLGT's net sales were reported at $203.57 million. Its income from operations grew 3.9% from the year-ago value to $3.80 million. Also, the company's net income attributable to RLGT was $3.38 million, or $0.07 per share, up 28.8% and 40%, respectively, compared to the prior-year quarter.
For the quarter ended December 31, 2024, RLGT's revenue is expected to increase 9.7% year-over-year to $220.60 million. Its EPS for fiscal 2026 is expected to rise 35.1% year-over-year to $0.52. RLGT's stock has gained 26.6% over the past nine months.
RLGT's strong fundamentals are reflected in its POWR Ratings. It has an overall rating of B, translating to a Buy in our proprietary rating system.
It has a B grade for Growth and Sentiment. It is ranked first in the Air Freight &amp; Shipping Services industry. To see RLGT's Value, Momentum, Stability, and Sentiment ratings, <a href="https://stocknews.com/stock/RLGT/">click here</a>.
What To Do Next?
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<hr />
UPS shares rose $0.06 (+0.05%) in after-hours trading Friday. Year-to-date, UPS has declined -1.83%, versus a 1.00% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Abhishek Bhuyan</h2> <img src='https:/wp-content/uploads/2023/07/ABhuyan.jpg' style="float:left; padding:5px;width:125px;">Abhishek embarked on his professional journey as a financial journalist due to his keen interest in discerning the fundamental factors that influence the future performance of financial instruments.<a href="https://stocknews.com/authors/?author=abhishek-bhuyan">More...</a>The post <a href=https://stocknews.com/news/ups-fdx-rlgt-3-transportation-stocks-on-the-fast-track-to-growth-in/>3 Transportation Stocks on the Fast Track to Growth in 2025</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

3 Transportation Stocks on the Fast Track to Growth in 2025

Notable analyst calls this week: AMD, UPS and Devon Energy stocks among top picks

What has Wall Street been buzzing about this week? Here is a look at the top 5 buy calls and the top 5 sell calls made by Wall Street's best analysts during the trading week of Jan. 13-17, 2025.

Wall Street's Top 10 Stock Calls This Week - Saturday, Jan. 18

High-Quality Dividend Growth Stocks Near 52-Week Lows: Merck Is Magnificent

5 Ideal Buys From 14 'Safer' January Dividends On Bloomberg 2025 Watch List Of 50

Evercore ISI analyst Jonathan Chappell has maintained their neutral stance on UPS stock, giving a Hold rating on January 17. Jonathan Chappell has ...

UPS Holds Steady Amid Mixed Signals and Modest Earnings Adjustments

UPS is tipped by Evercore ISI to rally after its earnings report

Bert's December 2024 Dividend Income Summary

How To Invest $100,000 In The Ten Cheapest Dow Dividend 100 Stocks

Stifel analyst J. Bruce Chan lowered the firm's price target on UPS (UPS) to $153 from $156 and keeps a Buy rating on the shares. 2024 largely prov...

UPS price target lowered to $153 from $156 at Stifel

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Legal

Press Releases

UPS ALERT: Bragar Eagel & Squire, P.C. Reminds Investors that a Class Action Lawsuit Has Been Filed Against United Parcel Service, Inc. and Encourages Investors to Contact the Firm

SHAREHOLDER ALERT: Pomerantz Law Firm Reminds Shareholders with Losses on their Investment in United Parcel Service, Inc. of Class Action Lawsuit and Upcoming Deadlines - UPS

Pomerantz Law Firm Announces the Filing of a Class Action Against United Parcel Service, Inc. - UPS

UPS Completes Acquisitions of Healthcare Cold-Chain Logistics Providers Frigo-Trans and BPL

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Air Transport Services Group, Inc - Common Stock

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Addentax Group

BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares

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C.H. Robinson Worldwide, Inc. - Common Stock

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Expeditors International of Washington, Inc. Common Stock

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Freight Technologies, Inc. - Ordinary Shares

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Jayud Global Logistics Limited - Class A Ordinary Shares

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New Century Logistics (BVI) Limited - Ordinary Shares

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PS International Group Ltd. - Ordinary Shares

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Shengfeng Development Limited - Class A Ordinary Shares

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ZTO Express (Cayman) Inc. American Depositary Shares, each representing one Class A ordinary share.

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페덱스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>)는 목요일(19일) 장 마감 후 회계연도 2분기 실적을 발표할 예정이다. 애널리스트들은 <a href="https://www.benzinga.com/news/24/12/42496990/trump-eyes-privatization-of-postal-service-amid-9-5-billion-loss" target="_blank" rel="noopener">수익이 감소할 것으로 예상하고 있다.</a>
알아야 할 내용: 페덱스는 지난 9월에 실망스러운 1분기 실적을 발표했는데, 조정된 수익은 컨센서스 예상치를 거의 25% 밑돌았다. 당시 페덱스 측은 수익성이 낮은 화물의 물동량 증가와 산업 및 제조 고객사의 약세를 원인으로 꼽았다.
페덱스의 CEO인 라즈 수브라마니암(Raj Subramaniam)은 "부진한 산업 경기가 분명히 [B2B] 물동량에 부담을 주고 있고, 우리가 예상했던 것보다 훨씬 더 부진했다&#8221;고 말했다.
배송량은 산업 및 소비자 수요와 상관관계가 있기 때문에 페덱스는 종종 경제의 바로미터로 간주된다.
투자자들은 수요로 인한 물동량 약세에 영향을 받을 수 있는 페덱스의 익스프레스 사업부의 실적을 살펴보고 화물 사업부의 분사 가능성에 대한 자세한 정보에 귀를 기울일 것이다.
투자자들은 2025회계연도까지 40억 달러의 비용 절감 달성을 목표로 하는 페덱스의 드라이브(DRIVE) 비용 절감 프로그램에 대한 업데이트도 확인할 수 있다.
기타: 도널드 트럼프 미국 대통령 당선인은 미국 우정국(U.S. Postal Service)을 민영화할 <a href="//www.benzinga.com/24/12/42545204/marjorie-taylor-greene-pushes-to-sell-off-usps-amid-doge-momentum-we-need-to-privatize-ive-been-saying-it-for-years"" target="_blank" rel="noopener">가능성을 시사했으며</a> 이는 페덱스와 유나이티드 파슬 서비스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) 같은 다른 민간 소포 운송업체에 호재가 될 수 있다.
트럼프는 월요일(16일) 마라라고에서 기자들에게 "우정국이 민영화될 것이라는 이야기가 있는데, 내가 들어본 것 중 최악의 아이디어는 아니다"라고 말했다. &#8220;오늘날에는 아마존과 UPS, 페덱스, 그리고 이전에 없었던 모든 것들 사이에 많은 차이가 있다.&#8221;
전문가 의견: 지난주 번스타인의 애널리스트 데이비드 버논(David Vernon)은 페덱스의 2분기 실적 보고서 발표를 앞두고 투자의견을 시장수익률 상회에서 시장수익률로 <a href="https://www.benzinga.com/quote/FDX/analyst-ratings" target="_blank" rel="noopener">하향 조정</a>하고 목표주가를 337달러에서 316달러로 낮췄다.
인베스토피디아에 따르면, 씨티 애널리스트들은 이번에 실적이 보고되는 분기가 페덱스에 "몇 년 만에 가장 중요한 분기 중 하나가 될 수 있다"고 했다.
페덱스는 목요일 장 마감 후 2분기 재무 실적을 발표하고 같은 날 오후 5시 30분(동부 표준시)에 컨퍼런스 콜을 개최하여 결과를 논의할 예정이다. <a href=""https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw"">Benzinga Pro</a> 추정치에 따르면 애널리스트들은 페덱스의 분기 매출 221억 2,200만 달러에 주당 3.91달러의 수익을 예상한다.
페덱스 주가 움직임: <a href=""https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw"">Benzinga Pro</a>에 따르면 페덱스 주가는 수요일 세션에서 1.54 % 하락한 273.16달러에 마감했다.
이미지: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 수익률을 높이세요.
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

곧 2분기 실적 발표하는 페덱스, "수년간 가장 중요한 분기 중 하나"

<a href="https://www.benzinga.com/topic/donald-trump" target="_blank" rel="noreferrer noopener">도널드 트럼프</a> 대통령 당선인은 미국 우정공사(USPS)가 <a href="https://www.benzinga.com/24/12/42454670/usps-chief-defends-plan-to-buy-more-electric-delivery-vehicles-says-wont-return-funds-without-legislation-from-congress" target="_blank" rel="noreferrer noopener">9월 30일 마감된 회계연도</a>에 95억 달러의 엄청난 손실을 보고한 후 민영화를 고려하고 있는 것으로 알려졌다.
워싱턴 포스트의 <a href="https://www.washingtonpost.com/business/2024/12/14/trump-usps-privatize-plan/" target="_blank" rel="noreferrer noopener">보도</a>에 따르면 우편물량 감소와 예상보다 느린 소포 배송 성장으로 인한 이러한 재정적 어려움으로 인해 USPS의 부채 증가가 주목을 끌었으며 현재 총 부채는 거의 800억 달러에 이른다.
트럼프는 이 기관을 개혁하고, 민간 부문으로 이전하는 것을 고려하고 있다고 이 보도가 이 논의에 정통한 사람들을 인용했다.
트럼프는 1월 20일 취임할 예정이며, 상무부 장관 후보인 하워드 루트닉과 함께 우편 서비스의 민영화 계획에 대해 논의한 바 있다.
트럼프의 민영화 추진은 <a href="https://www.benzinga.com/topic/elon-musk" target="_blank" rel="noreferrer noopener">일론 머스크</a> 와 <a href="https://www.benzinga.com/topic/vivek-ramaswamy" target="_blank" rel="noreferrer noopener">비벡 라마스와미</a>와 같은 주요 인물들과 논의되었다. 두 사람은 정부 효율성을 위한 비정부 패널을 이끌고 있다고 워싱턴 포스트가 보도했다.
또한 읽기: <a href="https://www.benzinga.com/startups/24/12/42484881/musk-and-ramaswamy-may-target-this-surprising-government-role-that-pays-more-than-youd-think" target="_blank" rel="noreferrer noopener">머스크와 라마스와미가 생각치도 못한 정부 역할을 겨냥할 수 있다: 이 역할은 당신이 생각하는 것보다 더 많은 보수를 받다</a>
이 패널의 논의는 우편 서비스와 같은 필수 서비스가 관리되는 방식에 대한 잠재적인 변화를 제안하며, 효율성과 정부 지출 절감을 중심으로 하고 있다.
USPS의 민영화는 소비자 배송 시장의 판도를 바꿀 것이다.
현재 페덱스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>)와 UPS(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>)가 이미 소포 시장을 지배하고 있다. 민영화가 이루어진다면 서비스 범위가 좁아져 수익성이 높은 노선에 집중하고, 농촌 지역이나 수익성이 낮은 지역은 서비스가 미비해질 수 있다. 이는 저렴하고 일관된 우편 서비스에 의존하는 수백만 명의 고객에게 영향을 미칠 수 있으며, 특히 민간 운송업체들이 같은 범위를 제공하지 못하는 지역에서는 더욱 그렇다.
1775년 벤자민 프랭클린에 의해 설립된 우편 서비스는 오랫동안 시민들을 연결하려는 국가의 의지를 상징해왔다. 1970년에 재정적으로 자립하는 기관이 되었으며, 우편을 통해 국가를 하나로 묶는 역할을 맡고 있다.
디지털 시대의 도전에도 불구하고 여전히 가장 사랑받는 연방 기관 중 하나이다. 그러나 지속적인 재정적 어려움으로 인해 민영화에 대한 논의가 더욱 긴급하게 되었다. 트럼프의 계획은 여전히 불분명하지만, 거의 250년 동안 국가에 봉사해온 기관에 대한 중요한 변화를 시사하는 것으로 보인다고 <a href="https://www.washingtonpost.com/business/2024/12/14/trump-usps-privatize-plan/" target="_blank" rel="noreferrer noopener">워싱턴 포스트</a>가 덧붙였다.
다음 읽기:
<a href="https://kr.benzinga.com/news/usa/stocks/%EC%9D%B4%EB%B2%88-%EC%A3%BC-%EC%8B%9C%EC%9E%A5-%EB%8F%99%ED%96%A5-ai-%EC%A3%BC%EB%8F%84%EC%9D%98-%EB%9E%A0%EB%A6%AC%EB%A1%9C-%EA%B8%B0%EC%88%A0-%EC%A3%BC%EC%8B%9D%EC%9D%B4-%EC%B5%9C%EA%B3%A0/" target="_blank" rel="noopener">AI 주도 랠리가 기술주를 사상 최고치로 밀어올리고, 브로드컴이 1조 달러 클럽에 진입하며, 인플레이션 데이터가 경고 신호를 발신합니다: 이번 주 시장 소식</a>
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

유나이티드 파슬 서비스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>)의 공매도 비율이 최근 보고서에 비해 12.83% 증가했다. 이 회사는 최근 1,539만 주의 공매도 주식이 있으며, 이는 거래 가능한 보통주 전체의 2.11%에 해당한다고 보고했다. 거래량을 기준으로 할 때, 트레이더들이 공매도 포지션을 커버하는 데 평균적으로 4.38일이 걸린다고 한다.
<h3>공매도 잔고의 중요성</h3>
공매도 잔고는 공매도 되었지만 아직 커버되지 않거나 청산되지 않은 주식 수를 의미한다. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">공매도</a>는 트레이더가 소유하지 않은 주식을 판매하고 가격이 하락하기를 바라는 거래이다. 주식 가격이 하락하면 트레이더는 공매도에서 수익을 얻고, 가격이 상승하면 손실을 입게 된다.
공매도 잔고를 추적하는 것은 중요하다. 이는 특정 주식에 대한 시장 심리를 나타내는 지표로 작용할 수 있다. 공매도 잔고가 증가하면 투자자들이 더 비관적이 되었다는 신호일 수 있고, 반대로 감소하면 더 낙관적이 되었다는 신호일 수 있다.
참고: <a href="https://www.benzinga.com/short-interest">가장 많이 공매도된 주식 목록</a>
<h3>UPS 공매도 잔고 그래프 (3개월)</h3>
<img decoding="async" src="https://www.benzinga.com/files/images/story/2024/1732913115_0.png" alt="short_fig" />
위 그래프에서 보시다시피, UPS의 공매도 주식 비율은 최근 보고 이후로 증가했다. 이는 주가가 단기적으로 하락할 것이라는 의미는 아니지만, 트레이더들은 더 많은 주식이 공매도되고 있음을 인지해야 한다.
<h3>UPS의 공매도 잔고를 동종업계와 비교하기</h3>
동종업계 비교는 분석가와 투자자들이 회사의 성과를 평가하는 인기 있는 기법이다. 회사의 동종업체는 산업, 규모, 나이, 재무 구조 등이 유사한 다른 회사이다. 회사의 동종업체 그룹을 찾으려면 10-K, 위임장 제출서 또는 유사성 분석을 통해 확인할 수 있다.
벤징가 프로에 따르면, UPS의 동종업체 평균 공매도 잔고 비율은 3.22%로, 이는 회사가 대부분의 동종업체보다 적은 공매도 잔고를 가지고 있음을 의미한다.
공매도 잔고 증가가 실제로 주식에 강세적일 수 있다는 사실을 알고 계셨나요? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">이 글은 Benzinga Money에서 설명하는 공매도 스퀴즈로 수익을 얻는 방법입니다.</a>
이 기사는 Benzinga의 자동 콘텐츠 엔진에 의해 생성되었으며, 편집자가 검토했습니다.
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

상업용 항공우주 부문은 승객 여행에 대한 수요 급증, 활발한 화물 활동 그리고 <a href="https://www.benzinga.com/topic/expert-ideas" target="_blank" rel="noreferrer noopener">항공기 주문 부활</a>에 힘입어 고도화되고 있다.



골드만삭스의 분석가 노아 포포낙(Noah Poponak) CFA에 따르면 항공 교통 회복은 기대치를 뛰어넘고 있으며 현재 성장률이 GDP를 두 배 이상 앞지르고 있다.



타이트한 공급망과 애프터마켓 매출 증가에 힘입어 이 부문의 탄탄한 펀더멘털은 주요 항공우주 관련 주식을 상당한 도약의 기회로 삼고 있다.



당신이 알아야 할 사항은 다음과 같다. 최고의 주식 분석가들은 당신이 주의 깊게 관찰해야 한다고 말하고 있다.



<h3 class="wp-block-heading">팬데믹 이전 수준을 넘어선 항공 교통량</h3>



포포낙은 목요일 메모에서 &#8220;전반적인 상업용 항공우주 시장은 근본적으로 강하다&#8221;고 말했다.



국제항공운송협회(IATA)에 따르면 국제항공운송량이 8월 전년동기대비 11% 증가한 데 이어 9월에도 전년동기대비 9% 증가하면서 전 세계 여객수송량이 괄목할 만한 증가세를 이어가고 있다. 승객 수용능력은 전년동기대비 각각 9%, 10% 증가해 같은 비율로 증가했다.



골드만삭스는 항공사 보고서를 기반으로 10월에 전년 대비 9%의 추가 상승을 예상했다.



전방 항공사 일정에 따르면 전 세계 승객 수용 능력은 11월, 12월, 1월까지 전년 대비 6~7% 증가할 것으로 나타났다. 이는 여행 수요가 여전히 강세를 유지함에 따라 지속적인 수요를 반영하는 것이다.



<h3 class="wp-block-heading">화물 시장, 두 자릿수 성장 달성</h3>



이러한 회복은 승객에게만 국한되지 않는다. 국제 화물 운송량은 8월에 전년 동기 대비 12% 증가한 데 이어 9월에도 전년 동기 대비 11% 증가했으며, 화물 용량은 두 달 모두 전년 동기 대비 8% 증가했다.



주요 화물 업체인 페덱스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>)와 UPS(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>)는 UPS가 전년 대비 11% 성장을 보고하고 페덱스가 ​​전 세계 항공 화물 운송량에서 전년 대비 3% 증가를 기록했다.



<h3 class="wp-block-heading">보잉·에어버스, 주문 급증</h3>



대형 상업용 제트기 제조업체들은 수요의 물결을 타고 있다. 10월에만 보잉(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>)는 63개의 신규 주문을 확보했고 에어버스(OTCPK:<a href="https://www.benzinga.com/quote/eadsy" target="_blank" rel="noreferrer noopener">EADSY</a>)는 82대의 항공기 주문을 예약했는데 둘 다 취소가 전혀 없었다.



포포낙은 "새로운 항공기 주문 캠페인 활동은 성장과 교체 모두에서 여전히 활발한 것으로 보인다"고 썼다.



현재 전 세계 전체 항공기의 11.8%를 차지하는 주차된 항공기는 전월 대비 변동이 없는 수준을 유지했으며, 이는 항공사가 승객 및 화물 운송 회복을 활용함에 따라 높은 활용도 수준을 더욱 반영한다.



<h3 class="wp-block-heading">골드만삭스의 최고 주식 추천</h3>



골드만삭스의 포포낙은 업계 부활로 이익을 얻을 수 있는 매수 등급 주식 11개를 강조했다. 여기에는 대형 항공기 제조업체들, 부품 공급업체들, 비즈니스 제트기 생산업체들이 포함된다.



<figure class="wp-block-table"><table style="overflow:auto; height: 90px; display: block;"><thead><tr><th>기업</th><th>범주</th></tr></thead><tbody><tr><td>우드워드&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WWD#NASDAQ">WWD</a>)</td><td>항공우주 시스템</td></tr><tr><td>보잉</td><td>대형 항공기</td></tr><tr><td>트랜스다임 그룹&nbsp;(NYSE:<a href="https://www.benzinga.com/quote/tdg" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/tdg" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/tdg" target="_blank" rel="noreferrer noopener">TDG</a>)</td><td>항공기 부품</td></tr><tr><td>GE 에어로스페이스&nbsp;(NYSE:<a href="https://www.benzinga.com/quote/ge" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/ge" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/ge" target="_blank" rel="noreferrer noopener">GE</a>)</td><td>엔진 제조</td></tr><tr><td>하이코&nbsp;(NYSE:<a href="https://www.benzinga.com/quote/hei" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/hei" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/hei" target="_blank" rel="noreferrer noopener">HEI</a>)</td><td>항공기 부품</td></tr><tr><td>하우멧 에어로스페이스&nbsp;(NYSE:<a href="https://www.benzinga.com/quote/hwm" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/hwm" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/hwm" target="_blank" rel="noreferrer noopener">HWM</a>)</td><td>항공우주재료</td></tr><tr><td>듀코문&nbsp;(NYSE:<a href="https://www.benzinga.com/quote/dco" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/dco" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/dco" target="_blank" rel="noreferrer noopener">DCO</a>)</td><td>항공우주전자</td></tr><tr><td>CAE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAE#NYSE">CAE</a>)</td><td>시뮬레이션 및 교육</td></tr><tr><td>봄바디어&nbsp;(OTCPK:<a href="https://www.benzinga.com/quote/bombf" target="_blank" rel="noreferrer noopener">BOMBF</a>)</td><td>비즈니스 제트기</td></tr><tr><td>엠브라에르 S.A.&nbsp;(NYSE:<a href="https://www.benzinga.com/quote/erj" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/erj" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/erj" target="_blank" rel="noreferrer noopener">ERJ</a>)</td><td>지역 항공기</td></tr><tr><td>텍스트론&nbsp;(NYSE:<a href="https://www.benzinga.com/quote/txt" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/txt" target="_blank" rel="noreferrer noopener"></a><a href="https://www.benzinga.com/quote/txt" target="_blank" rel="noreferrer noopener">TXT</a>)</td><td>비즈니스 제트기 및 헬리콥터</td></tr></tbody></table></figure>



이 중 우드워드(WWD)는 골드만이 강력 매수를 추천하는 &#8220;컨빅션 리스트(Conviction List)&#8221;에 포함된 기업으로 선정되었으며, 보잉은 대형 상업용 제트기 분야의 선두주자로 남아 있다.







Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

BOMBF

EADSY

항공우주 도약 준비 완료: 골드만삭스, 해당 분야 최고 추천 기업 11개 공개

아팔루사 매니지먼트(Appaloosa Management)는 목요일에 이전 분기의 거래 내역을 공개한 <a href="https://www.sec.gov/Archives/edgar/data/1656456/000165645624000004/xslForm13F_X02/Form13FInfoTable.xml">양식 13F</a>를 제출했다. 아래는 아팔루사의 최근 거래 내역입니다.
새로운 포지션:
<ul>
<li>아팔루사는 에너지 회사 비스트라(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>)의 1억 5천만 달러 상당 1,270,388주를 매입했다.</li>
<li>이 펀드는 NRG 에너지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>)의 지분도 999,820주 매입했다.</li>
<li>아팔루사는 라스베가스 샌즈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LVS#NYSE">LVS</a>)의 주식 1,528,323주 매수했다.</li>
<li>이 헤지 펀드는 또한 윈 리조트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WYNN#NYSE">WYNN</a>)의 주식 800,000주 매수했다.</li>
</ul>
자세히 보기: <a href="https://www.benzinga.com/general/social-media/24/11/41993328/trump-media-insiders-sell-more-than-16-million-in-djt-stock">트럼프 미디어 인사들, DJT 주식 1,600만 달러 이상 매각</a>
청산한 포지션: 아팔루사는 보잉(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>)의 주식 210,000주를 모두 매도했다. 또한 메이시스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>)와 UPS(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>)의 모든 포지션도 청산했다.
주목할 거래: 아팔루사는 중국 기반 상거래 회사 PDD 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>)의 주식 3,361,132주를 추가 매수하여 총 보유량이 5,301,132주로 증가하였으며, 가치는 6억 1,740만 달러에 달했다. 또한, 이 펀드는 또 다른 중국 기반 상거래 회사인 JD닷컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>)의 주식도 2,989,400주 추가 매수했다.
다음 기사 읽기:
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/movers/24/11/41949068/bitcoin-could-reach-1-million-by-2037-economist-says-buy-of-a-lifetime-opportunity">비트코인이 2037년까지 100만 달러에 이를 수 있다, 경제학자 발언: &#8216;인생의 기회&#8217;</a></li>
</ul>
사진: Panchenko Vladimir / Shutterstock

Hedge Funds

WYNN

헤지 펀드인 아팔루사: 비스트라, NRG 에너지, PDD 홀딩스 주식 매수 및 보잉, 메이시스 매도

아마존닷컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)은 미국 주문 처리 센터와 운송 사업부의 <a href="https://www.benzinga.com/markets/equities/24/09/40912814/amazon-told-its-staff-they-must-come-to-office-five-days-a-week-but-its-primary-healthcare-subsi" target="_blank" rel="noopener" data-google-interstitial="false">시간제 근로자에 ​​대한 급여</a>를 인상했다고 수요일에 발표했다.
"오늘 일찍 저는 솔트레이크시티 근처에 있는 회사 현장 중 한 곳을 방문하여 그곳의 팀원들과 몇 가지 소식을 나누었다. 우리는 주문 처리 및 운송 네트워크 전반에 걸쳐 시간제 일선 직원의 급여 및 복리후생에 상당한 신규 투자를 하고 있다 "고 아마존 전 세계 운영(Amazon Worldwide Operations) 부사장인 우딧 마단(Udit Madan)이 회사 뉴스레터에 썼다.
그는 아마존의 일선 팀이 이번 달부터 시간당 1.50달러 인상을 받아 평균 기본 임금을 시간당 22달러로 끌어올릴 것이라고 말했다. 이로 인해 혜택을 포함한 평균 총 보상은 시간당 29달러가 될 것이라고 그가 말했다.
&#8220;이는 주 40시간 근무하는 정규직 직원에게 평균적으로 연간 3,000달러의 인상이 된다&#8221;고 그가 썼다.
읽어보세요: <a href="https://www.benzinga.com/news/large-cap/24/09/40904271/whats-going-on-with-amazon-stock">아마존 주식에 무슨 일이 일어나고 있나요?</a>
&#8220;그리고 우리는 현재 미국 전역에서 이러한 역할을 맡고 있는 직원이 800,000명 이상으로 나라에서 가장 큰 민간 고용주 중 하나로서, 이 급여 인상은 우리 팀에 22억 달러 이상의 총 투자를 의미한다.&#8221;
아마존의 복리후생에는 선불 대학 등록금, 유연한 근무 시간, 프라임 멤버십, 입사 첫 날부터 제공되는 건강 보험 및 치과 보험이 포함된다.
&#8220;오늘 아침 이 팀에게 말했듯이, 이것은 그들이 하는 모든 일에 대한 감사의 한 방법일 뿐이다&#8221;라고 마단이 썼다.
애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), 마이크로소프트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NYSE">MSFT</a>) 및 알파벳(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)이 소유한 구글은 관리자와 엔지니어에게 <a href="https://www.benzinga.com/news/23/06/32679188/silicon-valleys-salary-showdown-unveiling-how-much-top-talent-at-apple-microsoft-and-google-get-paid-1">여섯자리 연봉</a>를 제공한다.
약 1년 전, 유나이티드 파슬 서비스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>)와 팀스터스 노조(Teamsters Union)는 <a href="https://www.benzinga.com/news/large-cap/23/08/33995076/ups-and-teamsters-seal-the-deal-ensures-170-000-per-year-for-drivers-the-next-5-years">5년 계약</a>을 체결하여 향후 5년간 운전사에게 연간 170,000달러를 보장하는 5년 계약을 비준했다.
주가 움직임: 아마존은 수요일 0.24% 하하여 186.43달러에 마감되었다.
해당 주식을 보유한 상장지수펀드(ETF)도 대부분 소폭 하락세를 보였다.
<ul>
<li>ProShares Online Retail ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ONLN#NYSE">ONLN</a>)는 0.057% 하락했다.</li>
<li>Fidelity MSCI Consumer Discretionary Index ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDIS#NYSE">FDIS</a>)는 0.058% 하락했다.</li>
<li>Vanguard Consumer Discretionary ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VCR#NYSE">VCR</a>)는 0.18% 하락했다.</li>
<li>Consumer Discretionary Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>)는 0.20% 하락했다.</li>
<li>ProShares Long Online/Short Stores ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLIX#NYSE">CLIX</a>)는 0.17% 상승했다.</li>
</ul>
다음 읽어볼 기사:
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%EC%95%84%EB%A7%88%EC%A1%B4-%EA%B4%80%EB%A6%AC-%EA%B3%84%EC%B8%B5-%EC%B6%95%EC%86%8C-%EB%B0%8F-%EC%9E%AC%ED%83%9D-%EA%B7%BC%EB%AC%B4-%EC%A4%91%EB%8B%A8-%EC%98%88%EC%A0%95/" target="_blank" rel="noopener">아마존, 관리직 축소 및 재택근무 종료 발표</a></li>
</ul>
사진: Shutterstock
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