Financial PerformanceUPS reported a solid 4Q adj EPS, beating the street by 9% and analyst estimate by 5%, as margins exceeded expectations across the board.
Operational EfficiencyUPS took in-house the remaining SurePost volume from the USPS without any issues, smoothing out delivery cadence.
Strategic ManagementManagement is confident it can implement its strategy and achieve its 2025 targets, and interest in UPS is higher despite execution risk.