UPS United Parcel Service, Inc. Loading...

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12:30
May 12 ◎
Nathan Winters CFO, Zebra Technologies Corporation ZBRA Q1 FY26 call
Freight costs, which have risen 20-30% across various lanes, are actually a manageable cost headwind as they represent less than 2% of revenue and have been incorporated into the 2026 guidance. — This indicates freight price increases are being passed through or absorbed without a significant impact on margins, showing pricing power in the supply chain despite logistics cost inflation.
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About UPS Analyst Coverage

Buzzberg tracks UPS (United Parcel Service, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Nathan Winters.