UPS blowout revenue and profit
 

United Parcel Service's CEO Discusses Q4 2011 Results - Earnings Call Transcript - Seeking Alpha

Some highlights from the C.E.O and C.F.O...

• "2011 was a record year for UPS" - Kurt Kuehn
• Record 2011 revenue of $53.1 billion, up more than 7%
• Highest operating margin in the industry-15.8%
• Solid top line growth in a challenging economic environment
• 20% improvement in operating profit
• Busiest peak ever, delivering almost 500 million packages between Thanksgiving and Christmas
• Revenue per piece up 3.4%
• Record earnings per share
• Strong growth from Poland, Turkey and France
• Free cash flow exceeding $5 billion
• Robust growth in e-commerce
• U.S. market performed very well, going at a faster pace than projected
• Solid growth in Europe
• Asian volume lagged expectations
• 2012: global economic expansion is expected to be slightly below the rate seen in 2011
• U.S. is one of the few economies where expectations are greater than 2011
• Asian growth is still projected to outpace the rest of the world
• Repurchased 38.7 million shares in 2011 for approximately $2.7 billion

What is this thread doing on the FDX forum?

;)

So when are they going to start hiring.......

Offering more voluntary leave in the next bid period. They are still overstaffed...........the union will produce slides soon affirming the companies position.

Wait till they replace the pilot group with UAVs! Of course that will NEVER happen.......just like they will NEVER furlough. One thing I have learned is never say never. :eek:

The NC is working on teleporter language as I type.

Making Fred want to be more like Scott.

UPS has cut every sector of the company not just to, but into the bone. Even with giving away market share to Fed Ex (who does offer better customer service by any measure), UPS' profit margin dwarfs Fed Ex. Much of it is due to UPS' superior ground network and while paying more in every job description than Fed Ex getting more out of each surf/employee.

The guy is a rock star to the BOD and major share holders...to us, not so much.

This party will eventually end as UPS cedes market share to Fed Ex and becomes unable to respond to what I HOPE is an impending recovery. In that event, UPS will be left behind and Davis will cash out and leave us to flounder and be picked over by vultures. What I mean by "I HOPE" is partly obvious...I hope there is a recovery and that the BOD replaces Davis with a growth guy like Fred.

Or...if the economy flounders even more, Davis may well be the Nostradamus of the shipping industry.

On and on it goes, this thing of ours.

really sideshow, picked over by vultures. still acquiring airframes, not ceding much, if any, market share. An ultra-conservative company doing what ultra-conservative companies do, stay low and hoard cash until they are convinced that a recovery has taken hold...usually 2-3 years after everyone else got the memo. I'm fairly confident, and I'm almost as paranoid as you, that when the time comes and UPS feels like growing the company, they will. Doubtful that the BOD will let Davis singlehandedly sink the company..

We still have union members on furlough ....

Management pilots are hired as needed.

:(

You mean when do the furloughs start again!!!!!

Awesome earnings report, great if you are a share holder. Not so much if you are a pilot.
Great company to work for with solid job security. Not so much if you are a pilot.

UPS ground and trucking operations kicks ass, mostly due to their largest economies to scale, and have fat margins. Unfortunately though it just seems like management is throwing in the towel in regards to the air freight division. At least they are sitting on a horde of cash when they decide to get aggressive and compete again.

It'll turn, just a question of when :confused:

Deleted. Information only.

Did not hear that, but did hear that lower management is on the chopping block. Maybe why they would spread that rumor.

Now that would make my day.... in a good sense. At least I have 5 years remaining on my recall. The FQM would be, "Don't let the door hit your butt on the way out.":)

NURPS are running scared, hopefully some of them will get fired, that would make my day. These guys are tasked to prowl sites like this and the Bar and Grill to see what the latest rumors are and spread management lies to stir the pot.

I don't think this will happen, it's not about the money, rather the control...

UPS's financials and stock look solid. P/E ratio is only 18, dividends and yields are all solid. Minus the big stock buy back, that one has me wondering. Other than that, seems like you guys should be growing the operation.

Here's hoping for you guys on the street.