Wrapping up Q4 earnings, we look at the numbers and key takeaways for the air freight and logistics stocks, including United Parcel Service (NYSE: UPS) and its peers.

The growth of e-commerce and global trade continues to drive demand for expedited shipping services, presenting opportunities for air freight companies. The industry continues to invest in advanced technologies such as automated sorting systems and real-time tracking solutions to enhance operational efficiency. Despite the advantages of speed and global reach, air freight and logistics companies are still at the whim of economic cycles. Consumer spending, for example, can greatly impact the demand for these companies’ offerings while fuel costs can influence profit margins.

The 4 air freight and logistics stocks we track reported a strong Q4. As a group, revenues beat analysts’ consensus estimates by 0.7%.

In light of this news, share prices of the companies have held steady. On average, they are relatively unchanged since the latest earnings results.

United Parcel Service (NYSE: UPS)

Trademarking its recognizable UPS Brown color, UPS (NYSE: UPS) offers package delivery, supply chain management, and freight forwarding services.

United Parcel Service reported revenues of $24.48 billion, down 3.2% year on year. This print exceeded analysts’ expectations by 1.8%. Overall, it was an exceptional quarter for the company with an impressive beat of analysts’ adjusted operating income estimates and a solid beat of analysts’ EBITDA estimates.

“I want to thank UPSers across the globe for their tireless commitment to serving our customers as we delivered best-in-class service during peak for the eighth year in a row and outperformed our financial expectations in the fourth quarter,” said Carol Tomé, UPS chief executive officer.

Unsurprisingly, the stock is down 8.9% since reporting and currently trades at $97.42.

Is now the time to buy United Parcel Service? Access our full analysis of the earnings results here, it’s free.

Best Q4: FedEx (NYSE: FDX)

Sporting one of the largest air cargo fleets in the world, FedEx (NYSE: FDX) is a global provider of parcel and cargo delivery services.

FedEx reported revenues of $23.47 billion, up 6.8% year on year, outperforming analysts’ expectations by 3%. The business had an exceptional quarter with an impressive beat of analysts’ EBITDA estimates and a solid beat of analysts’ adjusted operating income estimates.

FedEx pulled off the biggest analyst estimates beat and fastest revenue growth among its peers. The market seems happy with the results as the stock is up 22.6% since reporting. It currently trades at $351.97.

Is now the time to buy FedEx? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: Expeditors (NYSE: EXPD)

Expeditors (NYSE: EXPD) offers air and ocean freight as well as brokerage services.

Expeditors reported revenues of $2.86 billion, down 3.3% year on year, in line with analysts’ expectations. It was a mixed quarter as it posted a beat of analysts’ EPS estimates but a miss of analysts’ EBITDA estimates.

As expected, the stock is down 4.6% since the results and currently trades at $142.81.

Read our full analysis of Expeditors’s results here.

C.H. Robinson Worldwide (NASDAQ: CHRW)

Engaging in contracts with tens of thousands of transportation companies, C.H. Robinson (NASDAQ: CHRW) offers freight transportation and logistics services.

C.H. Robinson Worldwide reported revenues of $3.91 billion, down 6.5% year on year. This result came in 1.9% below analysts' expectations. Zooming out, it was actually a strong quarter as it logged an impressive beat of analysts’ EBITDA estimates and a solid beat of analysts’ adjusted operating income estimates.

C.H. Robinson Worldwide had the weakest performance against analyst estimates and slowest revenue growth among its peers. The stock is down 7.6% since reporting and currently trades at $170.27.

Read our full, actionable report on C.H. Robinson Worldwide here, it’s free.

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