UPS Silences the Doubters - Motley Fool
Key Points
An excellent report
The answer to this question is that a super set of third-quarter earnings served to silence the doubters. And I know because I was one of them.
The critical number to follow with UPS is its U.S. domestic package segment margin. Not only is the segment the most significant earnings generator for the company, but the growth in its margin is the key to its 2023 targets laid out on its investor day presentation in June.
Key Points
- U.S. domestic margin was better than expected.
- The company's strategy of focusing on small and medium-sized businesses continues to pay off.
- Investors can expect management to raise its 2023 targets.
An excellent report
The answer to this question is that a super set of third-quarter earnings served to silence the doubters. And I know because I was one of them.
The critical number to follow with UPS is its U.S. domestic package segment margin. Not only is the segment the most significant earnings generator for the company, but the growth in its margin is the key to its 2023 targets laid out on its investor day presentation in June.