I don't see a blow-out but guess at $1.28 and $14.6B in revenue. With the shaky world economy, I don't see how they could raise full year expectations though. They'll maintain. Still much better than the broader economy.
I think the going forward confidence is really helping us now. Perhaps investors are smart to look at individual stocks vs. the indexes right now. If we can add an 8-9% dividend increase soon it will really be a show of strength.
How many companies are able to say they smashed earnings expectations, would have beaten revenue except for currency/turning down sales (additional volume at peak), issued 2016 projections that exceeded analyst's expectations and will probably increase a healthy dividend payout by around 9%? If the market weren't in a temporary free-for-all malaise we'd by close to triple digits.
I think when the smoke clears investors will note that while many other companies have issued bleak forecasts UPS indicated it expects to exceed what the analysts had been projecting for 2016. It's just a shame that our results came out on a down market day. The pre-market was much better and then the regular trading day began.
I'm also concerned with the going forward. The blizzard on the east coast can't be particularly helpful to start 2016 either. I'm very curious to hear about the DIM weight impact on peak as well as any Amazon discussion. But Ryan makes a good point about comps getting easier too. BTW, seems like the market is voting for a nice earnings report tomorrow (at least 1/2 hour before close it is).