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FedEx posts fiscal first quarter earnings growth
Quarterly revenue, at $23.5 billion, increased 7% annually, and operating income, at $1.38 billion, was up 31%. Earnings per share, at $4.82, beat Wall Street expectations, at $4.02.

Trucking executives are set to anxiously welcome in New Year amid uncertainty regarding freight demand
Top trucking industry executives are hoping 2026 will—finally—be the year when pent-up demand translates into higher freight rates and a return to profitability in both the truckload and less-than-truckload (LTL) sectors.

UPS Q2 revenue falls 2.7% amid economic uncertainty, Amazon volume glide down takes hold
Quarterly consolidated revenue, at $21.2 billion, fell 2.7% annually, and basic earnings per share, at $1.55 (short of Wall Street estimates of $1.57), fell $0.24, or 13.4%, annually. Total operating profit, at $1.8 billion, decreased 6.3% annually. 

FedEx reports fiscal Q3 earnings growth amid economic concerns
Quarterly revenue, at $22.16 billion, increased 2% annually, and operating income, at $1.29 billion, rose 4%. Earnings per share, at $4.51, fell short of Wall Street expectations, at $4.56.

USPS delivers solid fiscal first quarter results, fueled by ‘Delivering for America plan and Ground Advantage growth
Operating revenue, at $22.499 billion, increased 4.1%, annually, paced by what the USPS called strategic price increases, as well as a strong political and election mailing season. Net income, at $144 million, marked a solid turnaround, compared a $2.1 billion net loss a year ago, largely driven by various strategic initiatives through the organization’s “Delivering for America” plan. Total quarterly volume, at 31.015 million pieces, rose 1.8% annually.

UPS reports fourth-quarter gains, outlines strategic moves for 2025
Quarterly consolidated revenue, at $25.3 billion, rose 1.5% year-over-year, while adjusted earnings per share, at $2.75, increased 11.3% annually. Consolidated quarterly operating profit, at $2.9 billion, grew 18.1% year-over-year. For the full year of 2024, UPS reported total revenue of $91 billion, marking a modest 0.1% annual gain, though total operating profit of $8.468 billion decreased by 7.4% compared to 2023.

UPS reports third quarter earnings gains
Quarterly consolidated revenue, at $22.2 billion, increased 5.6% annually, and adjusted earnings per share, at $1.76, topped the $1.57 reading a year ago. Consolidated quarterly operating profit came in at $2.0 billion, which was up 47.8% annually.

FedEx reports fiscal Q1 earnings decline, amid challenging market conditions
Trade downs to more cost-effective services were a key factor in declining fiscal first quarter earnings, Memphis-based global freight transportation and logistics services provider FedEx reported late yesterday. Quarterly revenue, at $21.6 billion, was down 0.5% annually, and operating income, at $1.21 billion, was off 24%. Earnings per share, at $3.60, were down from $4.55 a year ago and fell short of Wall Street expectations of $4.64.

UPS reports Q2 revenue decline, while U.S. volumes return to growth
Quarterly consolidated revenue, at $21.8 billion, fell 1.1% annually, and adjusted earnings per share, at $1.79, saw a 30% annual decline. Consolidated quarterly operating profit came in at $1.9 billion, which was off 30% annually.

UPS announces CFO Newman to leave company, effective June 1
Atlanta-based global freight transportation and logistics services provider UPS said that effective June 1, Executive Vice President and Chief Financial Officer Brian Newman will leave the company.

UPS reports first quarter earnings decline
Quarterly consolidated revenue, at $21.7 billion, fell 5.3% annually, and adjusted earnings per share, at $1.43, saw a 35.0% annual decline. Consolidated quarterly operating profit came in at $1.6 billion, which was off 36.5% annually.

FedEx fiscal third quarter earnings see gains amid ongoing volume declines
Quarterly revenue, at $21.7 billion, was off 2.3% annually, and operating income, at $1.24 billion, rose 16% annually. Earnings per share, at $3.51, topped the $3.05 from a year ago, topping Wall Street expectations of $3.30. Net income, at $879 million, was up 12% annually.

Saia posts blowout fourth quarter earnings report in post-Yellow LTL boom
Saia, the nation’s eighth-largest less-than-truckload (LTL) carrier, enjoyed a blowout fourth quarter with earnings exceeding Wall Street analysts’ expectations in one of the first indications of a post-Yellow freight boom in the LTL sector.

XPO reports solid third quarter earnings results
Quarterly revenue, at $1.98 billion, was up 2% annually, and adjusted earnings per share fell 7% annually, to $0.88, topping Wall Street estimates, at $0.66.

UPS reports declines in third quarter earnings, citing lower global demand
Quarterly revenue, at $21.1 billion, saw a 12.8% annual decrease, and adjusted earnings per share, at $1.57, were off 47.5%. Consolidated quarterly operating profit came in at $1.3 billion, which was off 48.7% annually on an adjusted basis.


December 2025 Logistics Management

December 1, 2025 · Persistent volatility, policy whiplash, and uneven demand left logistics managers feeling trapped in a loop - where every solution seemed temporary, and every forecast came with an asterisk. From tariffs and trucking to rail and ocean freight, the year's defining force was disruption itself

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Latest Resources

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