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Big Brown wanders.
With a big tariff in the news recently, the United Part Service ((UPS)) It has a page on its website dedicated to “customs tariffs and its impact on global trade”.
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“The recent customs tariff changes in the United States may affect your global shipment,” said the world’s largest package delivery company. “We have provided the latest updates as well as some solutions that may help you simplify the over the border.”
The latest update on the page on March 12 and the government’s tariff was announced by 25 % on all imports of steel and aluminum.
ATLANTA Package Delivery, which unveiled the Ups Global Checkout recently, which says it guarantees the amount that the online shoppers will pay in duties, fees and taxes.
The company said: “Until now, international purchases have often arrived with an unpleasant surprise – an additional bill for unpaid import costs,” the company said. “Ups Global Checkout solves this problem.”
The definitions were not good for stocks
The customs tariff mode is likely to become easier as it has become the latest collection of graphics by President Donald Trump.
Trump announced on April 2, “Liberation Day” and said that the definitions will liberate the United States from its dependence on foreign goods. To do this, Trump said he would impose mutual definitions of matching the duties that other countries receive on American products.
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The stocks stumbled in the first quarter, and Trump’s tariff was a major driver to sell the market.
Goldman Sachs recently warned that the American economy is facing a great danger of recession over the next 12 months, as definitions reduce growth, inflation and deepening the decrease in the first quarter in the market.
Once again in January, Brian Dix, UPS financial manager, told analysts through the company The fourth quarter profit call “Our guidance for 2025 does not reflect any possible global trade effects due to changes in definitions.”
But CEO Carroll Tommy also noticed, “We need to realize that trade follows policy, and that the definitions are not necessarily good for trade.”
Ups change the relationship with Amazon
UPS reported better profits than expected for a quarter, but revenues were less than Wall Street estimates.
Tommy also discussed the company’s plan to reduce the amount of Amazon ((amzn)) Its size is offered by more than 50 % by the second half of 2026 – five times faster than it was between 2021 and 2024.
“The Amazon is our largest customer, but it is not our most profitable customers,” she said. “Its margin is very scary to work in American local work.”
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Tommy said that a group of 11.8 % of the company’s total revenue for this year, noting that “if we do not take any action, this is likely to lead to a decrease in returns.”
UPS shares, which are scheduled to report a quarterly results at the end of the month, decreased by 13 % from a year to 26 % from last year.
Investment companies have adjusted their stock prices for UPS.
The analyst cites UPS competitor warning
Susquehanna reduced the target price on UPS to $ 120 from $ 130 while emphasizing a neutral classification on stocks, according to The Fly.
The investment company has reduced the UPS estimates to the profit season mainly at the low -sizes of the United States and the relevant operational lever.
Fedex update follows ((FDX)) Reducing the guidance earlier this month and high maintenance of the macroeconomics towards its expectations through transportation.
During the March 21 profit call with analysts, FEDEX Financial Director John Dietrich said that the company reduces its amended expectations in 2025 “given the ongoing challenges in the global industrial economy, inflationary pressures, and uncertainty about global trade policies.”
Barclays has reduced the targeted price of the company on UPS to $ 90 from $ 100 and maintained the shares of the shares.
The investment company says that while it wonders about UPS profits “controversial”, it sees the company as a need to expand profit margins to a decrease in volume in local business.
Barclays said she suspected this will prove a challenge more than the administration’s advice that she is currently proposing. Barclays views are the return of UPS profits as “less safe”.
Related: Restricting analysts the share price goals in FEDEX after profits
Last month, the Bank of America Securities reduced the target price on UPS to $ 129 from $ 133 and repeated the purchase rating on stocks before the quarterly results.
The company has also reduced its forecast in the first quarter by 15 % to $ 1.31 per share from $ 1.55, given the most softening demand of induction and winter weather.
B from A had targeted local sizes formerly to decrease by 5.7 % on an annual basis due to the start of the removal of 50 % of the Amazon ((amzn)) Volumes by mid 206.
In addition, the investment company cited the impact of prices, as the 50 % of the confirmed storage units have already served, in reference to the UPS economy to charge less urgent and less valuable.
B from A now targets 8 % domestic decrease due to weather effects and a slight freezing of demand before increased tariffs.
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