DP-DHL 3Q operating profit under pressure from PeP division

Ongoing challenges in Deutsche Post-DHL Group’s (DP-DHL) Post-eCommerce-Parcel (PeP) segment depressed an otherwise positive third quarter for the Group. While DP-DHL posted operating profit (EBIT) gains in Express, Global Forwarding and Freight, and Supply Chain segments, a substantial year-over-year decrease in third quarter EBIT for the PeP division weighed heavily on the Group’s overall EBIT […]

• Chelsea Toczauer
• November 6, 2018

SF Express’ parent company to acquire DHL’s supply chain ops in China

Deutsche Post DHL Group (DP-DHL) will transfer its regional supply chain operations in Macau, Mainland China, and Hong Kong to SF Holding, the parent company of Shenzhen-based SF Express, the two companies announced today. Once the deal – which includes an upfront payment from SF Holding of €700 million, plus revenue-based royalties for the next decade – […]

• Charles Kauffman
• October 26, 2018

Asian freighter fleet analysis part II: Fleets chart long-distance courses

Last week, in Part I of our two-part analysis of the freighter fleet in service with carriers based in China, Hong Kong and Taiwan, we began with an overview of the freighter fleets operated by carriers based in Taiwan and Hong Kong. Today, we continue with an analysis of the freighter fleet based in mainland […]

• Charles Kauffman
• October 9, 2018

Blue Dart expands network as industry preps for Indian e-commerce boom

Reflecting rising optimism in India as a burgeoning e-commerce market, and subsequent investment into the country’s logistics, air cargo, and e-commerce markets, Deutsche Post-DHL Group’s Blue Dart is pursuing a major expansion plan to expand its logistics network to connect every home in India. Blue Dart is the leading third-party logistics provider in India and […]

• Caryn Livingston
• September 24, 2018

How will FedEx beat back Amazon’s challenge? Here’s a hint

FedEx yesterday offered a glimpse at how the express company will fend off competition from Amazon, which continues to develop its own Amazon Air dedicated air network. The secret: infrastructure. David Cunningham, president and CEO of FedEx’s express business, said during a presentation before the Wings Club in New York yesterday that FedEx’s infrastructure gives […]

• JJ Hornblass
• September 14, 2018

UPS expects big return on facilities, fleet investments

At a UPS “Transformation Conference” in New York today, the company outlined plans for expanding and automating its international and domestic express services to better accommodate burgeoning cross-border e-commerce volumes, justifying the major capital expenditures with larger expected returns on revenue. The express company struggled somewhat during the second quarter of this year, reporting a […]

• Caryn Livingston
• September 13, 2018

DHL Express to add five ex-Etihad A330-200Fs

Between 28 December and 11 January, Abu Dhabi-headquartered Etihad Airways removed all five of its A330-200 production freighters from service and placed them into storage. For months, there were whispers about where these relatively young freighters (2010-2017 vintage) would end up. The answer to this question became clear earlier this week when EAT Leipzig took […]

• Charles Kauffman
• August 15, 2018

Rapid growth of China’s express market continues into 1H18

During the first half of this year, China’s domestic express delivery sector delivered 22.08 billion parcels, an increase of 27.5% y-o-y from 1H17.  International cross-border deliveries, which include parcels moving between mainland China, Taiwan, and Hong Kong and Macau, increased by 43.1% during the same period, to 520 million parcels, according to statistics from the […]

• Charles Kauffman
• August 10, 2018

The world’s top 50 cargo carriers of 2017

Last year when we analyzed the top 50 cargo carriers of 2016, we noted FedEx’s runaway cargo traffic growth through its acquisition of TNT, which further drove a wedge between FedEx and the number two contender for highest total cargo traffic, Emirates. However, a year can make quite a difference, and what an eventful year […]

• Caryn Livingston
• August 9, 2018

ATSG’s appetite for 767Fs to persist beyond 2019

Concurrently with the reporting of its 2Q18 financial results, during a call with financial analysts, Air Transport Services Group (ATSG) doubled-down on its commitment to the 767 platform through 2019 and beyond, signaling that it will add between six and ten of the type in 2019, and is likely to add more in 2020 and […]

• Charles Kauffman
• August 7, 2018