Industry News

Postal Service respond to complaints of mail delays in Wisconsin, the agency defended its transition to an “optimized” delivery program and boasted of increased staff retention. In a letter to Baldwin that her office shared with the Milwaukee Journal Sentinel, Michael J. Gordon, a director and government liaison for USPS, said the changes have improved “the efficiency and sustainability” of postal services. The change was intended to reduce the number of trips that delivery trucks had to make to and from regional processing facilities.

The proposal follows Hawley’s investigation into complaints that mail deliveries across Missouri have been delayed, leaving many residents without timely access to important correspondence. Under the proposed legislation, the USPS Board of Governors would be prohibited from approving additional compensation for the postmaster general and deputy postmaster general during any fiscal year in which the Postal Service fails to achieve at least a 95% on-time delivery rate for all market-dominant mail products. He also pointed to the recent discovery of a large quantity of undelivered mail abandoned in a vacant lot in Missouri, saying the Postal Service has not provided an explanation for the incident.

Bill introduced on USPS pay: U.S. Rep. Dale Strong and the Alabama House delegation introduced the PERFORM Act, which would link the Postmaster General’s compensation to the Postal Service’s mail-delivery and financial performance. This was the 1110th most from all Q2 reports we have seen from politicians so far this year. Quiver Quantitative estimates that Dale W. Strong is worth$20.1M, as of July 24th, 2026.

We recognize that USPS has made more frequent rate changes this year, and we understand how important it is for sellers to stay ahead of these updates. As a result, eBay Labels rates for Ground Advantage shipments weighing 3–5 lbs. will increase by $0.10 across shipping zones 1 - 8.

Earlier this month, FedEx Corporation filed an omnibus shelf registration for common stock and debt securities and completed cash tender offers to purchase about US$4.86 billion of long-dated notes, using a waterfall acceptance methodology capped by an overall offer limit. Together, the large-scale refinancing via tender offers and the fresh shelf registration broaden FedEx’s flexibility to reshape its capital structure, potentially affecting interest costs, leverage, and how it funds ongoing network transformation initiatives. We’ll now examine how FedEx’s large debt tender and new universal shelf registration might influence the company’s existing investment narrative.

Last year, the company generated ‪94.70 B‬ USD, the most of which — ‪82.27 B‬ USD — came from its top-performing segment, Federal Express, compared to ‪75.30 B‬ USD the previous year. The greatest contribution came from United States, which accounted for ‪67.94 B‬ USD last year, with ‪62.92 B‬ USD the year before.

The consensus among 24 analysts... The EPS estimate range spans $1.56 to $1.74, while revenue projections run from $21.44B to $22.49B, reflecting fairly tight conviction around the logistics giant’s near-term trajectory. Relative to the second quarter of 2025, when UPS posted EPS of $1.55 on revenue of $21.22B, the Street is modeling 7.1% earnings growth and 2.9% revenue expansion.

The company's Network of the Future initiative and largest network reconfiguration in history focuses on optimizing capacity and increasing automation, reducing labor dependency and capital requirements, expected to enhance operating margins and return on invested capital. While the most followed narrative pegs United Parcel Service at about 1% over its $112.88 fair value, the market's current P/E of 18.5x tells a different story. At the same time, United Parcel Service trades above the wider global logistics industry on P/E, at 18.5x versus 15.4x, so investors are already paying a premium for its earnings.

In recent weeks, United Parcel Service has drawn attention as analysts anticipated its quarterly earnings report, with consensus expecting earnings per share of US$1.65 and revenue of US$21.75 billion, alongside modest growth in key domestic and international package segments. The latest expectations for US$1.65 EPS on US$21.75 billion in revenue keep the near term focused on execution of cost savings as the key catalyst, while geopolitical and trade-policy uncertainty remains the biggest risk. United Parcel Service's narrative projects $97.8 billion revenue and $6.8 billion earnings by 2029.