- UPS's current share price is only marginally higher than where it was pre-earnings announcement, despite an earnings beat for Q1 2022.
- The company's packaging volume and margins in Q1 weren't as good as expected, but UPS's 2022 earnings should be in line with expectations considering revenue mix optimization and productivity initiatives.
- I have a positive view of UPS's long-term outlook given the company's focus on improving ROIC and increasing shareholder capital returns, and this makes the stock a Buy.
For further details see:
Is UPS Stock A Buy, Sell, Or Hold After Recent Earnings?