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Bloomberg News· MARC BRANDT·· 4 小时前精选AI 评分62

UPS CEO Carol Tomé 专访:Q3 业绩稳健,上调全年收入与利润指引

Bloomberg Talks: Carol Tomé (Podcast)

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UPS CEO Carol Tomé 在接受 Bloomberg 专访时表示公司 Q3 业绩稳健,美国小企业和企业客户件量恢复增长,并上调全年收入与利润指引。公司预计假日高峰期第四季度日均件量环比第三季度增长约 25%;展望 2027 年,Tomé 预计件量和单件收入增长、单件成本增速放缓,支撑利润与利润率扩张,近期单件成本上升全部来自燃油和外购运输成本。

推荐理由

UPS CEO 亲自解释了Q3业绩与全年指引上调的构成,可帮助读者理解其成本与单件收入的驱动因素。

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Bloomberg Talks: Carol Tomé

In an exclusive interview from UPS headquarters in Atlanta, Carol Tomé told Bloomberg's Romaine Bostick that UPS reported solid third-quarter results, including a return to volume growth among U.S. small-business and enterprise customers, and raised its full-year revenue and profit guidance.  Based on customer forecasts, the company expects average daily volume to rise about 25% from the third quarter to the fourth during the holiday peak. Looking to 2027, Tomé expects package volume and revenue per piece to grow, while cost per piece rises more slowly, supporting profit and margin expansion. She said higher fuel and purchased-transportation costs drove all of the recent cost-per-piece increase, while about half of revenue-per-piece growth came from fuel surcharges and half from base rates and mix.

Oct 27, 2026

来源:Bloomberg News · bloomberg.com