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AlphaWise Parcel Flight Tracker (June 2026): Freight Transportation | North America

发布日期: 2026-07-15研究机构: Morgan Stanley公司 / 股票: UPS.N,FDX.N,AMZN.O报告页数: 17原文语言: English证据页码: 1

研报英文原文证据摘录

Update

July 15, 2026 04:01 AM GMT

Morgan Stanley & Co. LLCMFreight Transportation | North America Ravi Shanker

Equity Analyst

AlphaWise Parcel Flight Tracker Ravi.Shanker@morganstanley.comBrian Nowak, CFA +1 212 761-6350

Brian.Nowak@morganstanley.com +1 212 761-3365

(June 2026) Qingyi Huang

Equity Strategist

Qingyi.Huang@morganstanley.com +1 212 296-4837

June domestic flight data showed a partial normalization from Jasper Lin

May's underperformance, with UPS tracking roughly in line with EquityJasper.Lin@morganstanley.comStrategist +1 212 761-0837

seasonality, FDX modestly outperforming, and AMZN slightly Kun Chen

underperforming — though all three carriers improved on a EquityKun.Chen1@morganstanley.comStrategist +1 212 761-5228

two-year stacked basis. Nancy Hipp

Research Associate

Nancy.Hipp@morganstanley.com +1 212 761-1311

Madison J PasterchickMOur Parcel Flight Tracker, developed by our AlphaWise team, tracks domestic flight Research Associate

count for UPS and FDX, as well as AMZN, on a monthly basis. This dataset Madison.Pasterchick@morganstanley.com +1 212 761-3787

Katherine Bell

correlates well with historical results, which we believe can offer early insight into Research Associate

quarterly performance. See here for more on methodology. Katherine.Bell@morganstanley.com +1 212 761-5618

Freight Transportation

What the data says about June 2026. According to our Tracker, in June 2026, UPS

North America

domestic flight count was flat seq. this month (vs. ~flat on average and -5% seq. Industry View In-Line

last month) and y/y growth inflected positively to +2% y/y (vs. -5% y/y in May). FDX

domestic flight count increased 1% seq. this month (vs. ~flat on average and -5%

seq.

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