Amazon logistics rivalry may delay revenue recovery and squeeze margins. Weak FCF threatens dividend safety and 2026 guidance ...
UPS is at risk of a dividend cut, as recent financials show the company taking on debt to fund dividends amid declining cash flow. Structural revenue declines, competitive pressures, and international ...
Investors were naturally cautious going into the company's third-quarter earnings. Its rival, FedEx (FDX +1.24%), had already disappointed the market by lowering its full-year 2025 guidance on its ...