UPS and Post Office bid?
I seem to recall hearing that UPS was going to announce something about the postal contract during the last week of January.
With the lack of any announcement and lack of any new system bid, I'm wondering if UPS didn't get awarded anything. Also, an industry analyst just commented on CNBC today that FedEx is likely to keep all or most of the contract that was put out to bid, albeit, at a much lower rate. The life at brown continues with pilots on furlough....what else is new? |
Nothing for sure over here.... They're not scheduling any training past about march... they have no idea what's going to be awarded...
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Good News: UPS will get 16.67% of the contract
Bad News: that 16.67% portion is Saturday delivery. |
The USPS will announce by March the results of the competing FedEx and UPS bids. Rumors are that we got anywhere from 30-50% of the contract. We'll find out soon enough...
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If history repeats itself, UPS will get zip. They probably weren't in it to win anyway. They just wanted to drive margins on the business down for FedEx. Drive them down low enough, and UPS wouldn't want the business anyway.
My gut says UPS gets 0% and then they'll leak rumors that it was all by design. |
How would this be any different than any other action the company has taken since 2008.
Since 2008 I have seen 1. Reduced fleets 2. Botched the DHL deal 3. furloughed (couldn't even get that right much to the relief of 109 pilots) 4. TNT 5. Soon to be USPS deal All the while we've managed to get the Stock Price up though!! I guess that helps |
We will get 100% of nothing - like usual. It will be spun - like usual - that they meant it to happen that way.
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Originally Posted by Freight Dog
(Post 1347489)
The USPS will announce by March the results of the competing FedEx and UPS bids. Rumors are that we got anywhere from 30-50% of the contract. We'll find out soon enough...
Any word on this?? |
Not Yet ...
Originally Posted by FMI
(Post 1363901)
Any word on this??
:rolleyes: When it is announced Yahoo Airline News will know before any UPS pilots find out via company channels ... ;) :D |
Originally Posted by CactusCrew
(Post 1363983)
When it is announced Yahoo Airline News will know before any UPS pilots find out via company channels ... ;) :D Airline/Aviation News News Archive - Yahoo! Finance |
The FDX contract is good through Sept. 1. I don't see a PUBLIC announcement until May at the earliest. That is Three plus months, which is plenty of time. And I'm sure it will be a gradual transistion. IF. And it's a Big IF, Fdx loses anything at all. So even if UPS goes from the current 2% to a stretch of 25%, it will be a process to get to the Full 25%. Maybe over a year. So Summer time is my guess. A March annoucement is full folly. Probably some idiot ACP who doesn't know jack.
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Originally Posted by Commando
(Post 1364379)
Probably some idiot ACP who doesn't know jack.
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Was told delay due to the canceling of Saturday deliveries. The two respective companies to be notified late the week of 3/11.
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Originally Posted by FrontSeat
(Post 1366988)
FEDEX will get the Monday through Friday portion and UPS will get whats left.
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LMAO!! So True!! Sad but True-
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Originally Posted by FrontSeat
(Post 1366988)
FEDEX will get the Monday through Friday portion and UPS will get whats left.
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Originally Posted by FrontSeat
(Post 1367150)
Raises, promotions and for some crazy reason the stock price will go up.....
prediction: less then 2000 pilots on the list by 2020..... |
Prediction! Frontseat will pull many random numbers out of his arse that nobody will remember in 7 years!
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Drone package delivery?
Warning: Thread Creep ... (didn't think it was worthy of a new thread?)
Could A Drone Take You Shopping In The Future? « CBS Detroit |
Is it me, or did this last system bid leave us fat on the captain side? I see about 20 more 75SDF captains than FOs.
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Curious as to why it is thought that USPS stopping Sat delivery will affect the the contract. I thought USPS will still have Sat Express and Priority delivery.
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It is still a reduction in Saturday service.
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Every year Fred and UPS both raise their prices by 4-7% and they ask why the overnight business is dropping off. It seems that people don't get the concept that customers, me included, will not pay 40 dollars to ship a 20 dollar product overnight.
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Originally Posted by Shaggy1970
(Post 1376386)
Every year Fred and UPS both raise their prices by 4-7% and they ask why the overnight business is dropping off. It seems that people don't get the concept that customers, me included, will not pay 40 dollars to ship a 20 dollar product overnight.
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Any FedEx guys hearing when the USPS award is happening? Longer this goes the better it appears for you guys.
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Originally Posted by Tigerpilot1995
(Post 1379098)
Any FedEx guys hearing when the USPS award is happening? Longer this goes the better it appears for you guys.
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Originally Posted by 4A2B
(Post 1376626)
FDX and UPS do not care about packages that do not make the right yield. It is only about the yield, period. They will price for the yield and shrink if necessary to meet demand and we see that going on left and right on both sides of the duopoly. We better realize, at both places, this is the case as neither place is going to place a package on an aircraft unless it is the only option to meet service and it is at the right profit margin. New world folks, get used to it.
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Originally Posted by Sideshow Bob
(Post 1379134)
Very, very true...especially at UPS which is run by a bean counter extraordinaire. At least Fred has some emotional "skin in the game" when it comes to his company. At least he wants to grow FDX profit through organic growth, while Davis is just using UPS as a vehicle to in effect short the company and leave the carcass at the side of the road, and then move onto the next vehicle. Other than his logistics baby Supply Chain Solutions, he had bungled every deal he's tried, and postal will likely add to the list. Until he's gone the last 767 we get this year will be the last airframe here for years...yet the dividend will continue to remain strong, as a result of stock buy backs and borrowing. UPS is now far more leveraged than FDX under Davis.
We aren't growing because there isn't a need to grow. No conspiracy against you, Baghdad Bob, or the pilots in the IPA. |
Originally Posted by L'il J.Seinfeld
(Post 1379262)
You spew more hate and disinformation and inaccurate information than anyone I know. Remember that guy who worked for Saddam? Baghdad Bob? That's you. You know just enough of the buzzwords to sound like you know what you're talking about, but you haven't a clue. I used to enjoy seeing your Davis Doctrine theory develop, but now it's just plain sickening because it's fear mongering.
We aren't growing because there isn't a need to grow. No conspiracy against you, Baghdad Bob, or the pilots in the IPA. OK...take a Zanex, have a brandy and do a little research. For starters from some industry analysts: "Of course, the fundamentals of the stocks are important too, While UPS has a larger market capitalization, it also looks a little overpriced. FedEx trades at about 11 times forward earnings and has a price to earnings growth (PEG) ratio of 1.1. Meanwhile, UPS has a forward P/E of 14 and PEG ratio of nearly 1.6. FedEx is also leading the way in terms of performance for now with a one-year return of about 8.5%, beating out UPS’s 6% gain. Of course, that doesn’t factor in payouts to investors, in which UPS makes up lost ground. The company has an attractive current dividend yield of 3.3% and has increased its dividend every year since 2002. FDX, on the other hand, pays a nominal dividend with a current yield of 0.7%. Still, it has raised its dividend nine times since it began paying a dividend a decade ago and hopes to do so again with savings from the cost-cutting program. Last, I like to compare the companies balance sheets. If a company is too highly leveraged it can run into problems. UPS has a debt-to-equity ratio of 1.42, versus FedEx ratio comes in at just 0.078. FedEx has much less leverage than UPS. There is no question this category goes to FedEx." Need a blankie and Hello Kitty Lil' Jerry? Or should we call you Norman Black? |
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The natives are ****ed at Norman Black. He is the boy scout who went to Ok. City and the FAA about the Medicals.
Seriously Seinfeld? Get a Life or just retire already. Who Cares!! No body. Even the FAA asked "you guys can't be serious". This is from boy scouts as ACP's. For everyone's information, one of our "have no life" ACP's called the FAA about the new Medicals without the Part 61 crap on the back. So now we all have to call the FAA and get a copy and carry it. It used to be on the Back of the Medicals in the old system. Great Move Seinfeld. You guys are worthless. How about doing something productive for once. Like working on improving Catering or something. |
Originally Posted by Commando
(Post 1379313)
The natives are ****ed at Norman Black. He is the boy scout who went to Ok. City and the FAA about the Medicals.
Seriously Seinfeld? Get a Life or just retire already. Who Cares!! No body. Even the FAA asked "you guys can't be serious". This is from boy scouts as ACP's. For everyone's information, one of our "have no life" ACP's called the FAA about the new Medicals without the Part 61 crap on the back. So now we all have to call the FAA and get a copy and carry it. It used to be on the Back of the Medicals in the old system. Great Move Seinfeld. You guys are worthless. How about doing something productive for once. Like working on improving Catering or something. This company doesn't operate just to screw over pilots. Get over yourselves already. Davis is not a Gecko and is not about to cut and run. The health of UPS is not in question. I might be nervous if I were at FedEx because they have a lot more belt tightening to do than UPS. The darkest days have past. Sometimes just surviving is all you can do. |
Word has it that UPS will end up with 33-40% of the USPS contract. It will increase 2 day sort flights by about 20-30 out of SDF
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Originally Posted by Commando
(Post 1379313)
The natives are ****ed at Norman Black. He is the boy scout who went to Ok. City and the FAA about the Medicals.
Seriously Seinfeld? Get a Life or just retire already. Who Cares!! No body. Even the FAA asked "you guys can't be serious". This is from boy scouts as ACP's. For everyone's information, one of our "have no life" ACP's called the FAA about the new Medicals without the Part 61 crap on the back. So now we all have to call the FAA and get a copy and carry it. It used to be on the Back of the Medicals in the old system. Great Move Seinfeld. You guys are worthless. How about doing something productive for once. Like working on improving Catering or something. Hopefully not, but many of the IPA traitors that went to NURPland were guys that either had medical issues or were too old to have a left seat for any length of time and had a military retirement and did the math. Given the brown pom poms here all the time with him...hmmm. As for the debt leverage & stock buy-back facts, and the fact the the CFO in the last earnings call said no new airplanes, I'm having trouble understanding why he goes all manopause on me for...gasp...having an opinion. Of course, he has no opinions of his own. That's a tremendous relief. :rolleyes: |
Originally Posted by aflouisville
(Post 1379324)
Word has it that UPS will end up with 33-40% of the USPS contract. It will increase 2 day sort flights by about 20-30 out of SDF
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