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UPS股份有限公司（UPS），作为物流行业的佼佼者，近日发布了一份令人瞩目的财报，揭示了即便在市场环境布满荆棘的2024年第三季度，其收入依旧实现了同比增长的骄人业绩。
10月24日，这家坐落于亚特兰大的航运与物流巨头正式宣布，其于7月至9月期间所取得的净收入达到了15.4亿美元，这一数字相较于去年同期的11.3亿美元，实现了显著的跃升。
与此同时，UPS的合并总收入也呈现出了积极的增长态势，同比攀升了5.6%，从上一财年的211亿美元跃升至222亿美元的新高度。
谈及收入增长的原因，UPS方面表示，这主要得益于日均交易量的稳健增长，具体增幅达到了6.5%。
在随后的电话会议中，UPS的首席执行官Carol Tomé女士坦诚地分享了公司的运营环境：“在第三季度，我们所面临的宏观环境确实比预期中更为严峻。”她进一步指出，美国的在线销售市场已呈现出放缓的趋势，而制造业的活动水平也同样低于先前的预期。
“这种制造业活动的放缓现象并不仅限于美国本土，我们在全球范围内都观察到了工业生产下降对产量的压力。”Tomé女士补充道。
然而，即便是在如此艰难的市场条件下，UPS依然凭借其对更有利细分市场的精准定位以及持续的生产力提升和开支控制策略，实现了收益的稳步增长。
特别值得一提的是，UPS在第三季度的B2B交易量也实现了近一个百分点的同比增长，这无疑为公司的整体业绩增添了一抹亮色。
就美国国内业务而言，UPS所报告的收入达到了145亿美元，同比增长了5.8%，这一成绩无疑是对公司国内市场运营能力的有力证明。
此外，UPS的国际部门在第三季度也取得了不俗的表现，收入增长了3.4%，达到了44.1亿美元的新高度。
而在UPS的供应链解决方案部门，其收入更是实现了8%的增长，达到了33.8亿美元。这一成绩的取得，主要得益于空运和海运业务的持续扩张以及USPS航空货运的顺利引入。
在谈及公司的未来发展时，Tomé女士表示，UPS正致力于成为全球第一大医疗物流提供商。事实上，就在上个月，UPS已经宣布与总部位于德国的复杂医疗物流提供商Frigo Trans达成了收购协议。
Tomé女士强调，此次收购将极大地提升UPS在欧洲各地的端到端温度敏感医疗保健能力，从而进一步巩固公司在医疗物流领域的领先地位。
“我们的目标是成为世界上第一大复杂医疗物流提供商。”Tomé女士坚定地说。她进一步指出，欧洲80%的药品都需要进行温控运输，因此，UPS将积极寻求无机增长的机会，以加速实现这一目标。而Frigo Trans的收购正是这一战略的重要一步。
UPS预计将在2025年第一季度完成与Frigo Trans的交易，但这一计划仍需经过相关监管机构的审查和批准。
与此同时，UPS也在积极拓展其美国国内业务。Tomé女士表示，公司正在与美国邮政服务公司（USPS）紧密合作，共同开展新的航空货运业务。
她补充道：“在第三季度，我们的网络规划团队与USPS进行了深入的沟通与协作，以确保这一新业务能够顺利过渡并平稳运行。事实上，我们的努力已经取得了显著的成效。截至10月1日，所有签约的USPS航空货运业务都已全面投入运营，我们预计这项新业务将为公司带来强劲、稳定的收入以及可观的利润。”
此外，UPS还完成了对全球第三方物流公司Coyote Logistics的出售。此前，公司曾宣布已达成协议，将其Coyote物流业务部门以10.25亿美元的价格出售给RXO股份有限公司。这一交易无疑为UPS的未来发展注入了新的活力。
UPS Inc. (UPS) reported a year-over-year increase in revenue during the third quarter of 2024 despite challenging market conditions.
On October 24, the Atlanta-based shipping and logistics company announced that its net income for the July to September period reached US$1.54 billion, up from US$1.13 billion during the same period last year.
Total consolidated revenue also increased by 5.6% year over year, rising to US$22.2 billion from US$21.1 billion the previous year.
UPS said the revenue increase was driven by a 6.5% increase in average daily volume.
"In the third quarter, we faced a macro environment that was slightly worse than we expected," UPS CEO Carol Tomé told a conference call.
She noted that online sales in the US have slowed, and manufacturing activity also came lower than expected.
"This slowdown in manufacturing activity was also true outside of the US, as we continue to see lower industrial production weigh on volume in certain geographies," Tomé added.
The UPS chief noted that the company secured gains despite difficult market conditions by concentrating on more advantageous market segments and controlling expenses through continuous productivity efforts.
The company also grew its B2B volume by almost a percentage year over year in the third quarter.
For its US Domestic segment, UPS reported revenue of US$14.5 billion, up 5.8% year-over-year during the same third-quarter period.
International segment revenue also increased by 3.4% to US$4.41 billion in the third quarter.
UPS' Supply Chain Solutions segment saw revenue grow 8% to US$3.38 billion, driven mainly by expansion in air and ocean forwarding and the continued onboarding of USPS air cargo.
Tomé noted UPS' goal to become the number one global healthcare logistics provider and said last month that it entered into a deal to acquire Frigo-Trans, a complex healthcare logistics provider based in Germany.
The UPS chief noted that this acquisition would boost the company's end-to-end temperature-sensitive healthcare capabilities across Europe.
"We have a goal to become the No. 1 complex healthcare logistics provider in the world," Tomé said, noting that 80% of pharma products in Europe require temperature-controlled transportation.
"To that end, we said we would pursue certain inorganic opportunities, and we have," she added, referring to the Frigo-Trans deal.
UPS is looking to close the deal in the first quarter of 2025, subject to customary regulatory reviews and approvals.
Meanwhile, UPS is also looking to expand its US domestic business.
Tomé said the company has been onboarding its new air cargo business with the United States Postal Service (USPS).
"During the third quarter, our network planning teams worked closely with the USPS to ensure the transition progressed smoothly, and it did. As of October 1, all contracted USPS air cargo business has been fully onboarded, and we expect this business to deliver strong, consistent revenue and an attractive margin," she added.
UPS also completed its sale of the global 3PL company Coyote Logistics. The company earlier reported entering into an agreement to sell its Coyote Logistics business unit to RXO, Inc., for US$1.025 billion.
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