Comment / The brand new face of UPS Supply Chain Solutions

Bucking the trend
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“In the third quarter, [UPS] Supply Chain Solutions [SCS] generated operating profit of $536 million. [Non-GAAP, adjusted] Operating margin was 21.3%.”

Hold on!

A new benchmark for profitability in logistics from Atlanta? Is that right?

We are accustomed to Ebit margin in the 9-11% range for the very best, diversified 3PLs out there boasting a certain scale, right?

So, I did a double-take when UPS CFO Brian Dykes made those prepared remarks, very briefly talking about UPS SCS’s performance during yesterday’s earnings call.

Do not ...

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