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

DP-DHL 2Q results point to ongoing post, parcel pains

While Deutsche Post-DHL Group posted operating profit (EBIT) gains in the Express, Global Forwarding and Freight, and Supply Chain segments, a year-over-year decrease of 58.5% in second quarter EBIT for the Post-eCommerce-Parcel (PeP) division weighed on the Group’s overall EBIT for the quarter, which declined by 11.2% y-o-y to €747 million. The Group’s revenue increased […]

• Caryn Livingston
• August 7, 2018

DHL Express orders fourteen 777Fs, who is next?

At the Farnborough International Airshow today, DHL Express announced an order of fourteen new 777 freighters, with options for delivery of up to seven additional 777Fs. Based on the most recent Cargo Facts Express Fleet Analysis, the order would double DHL Express’ current 777F fleet. Delivery of the first four aircraft in the order is […]

• Caryn Livingston and Charles Kauffman
• July 16, 2018

Amazon behind recent DP-DHL weakness?

Deutsche Post-DHL Group’s first quarter earnings indicated that the company was facing some headwinds in its Post-eCommerce-Parcel division, but an internal memo obtained by German newspaper Handelsblatt indicates that e-commerce giant Amazon has been behind much of DHL’s recent weakness in that sector for more than a year. The newspaper cites two main factors in […]

• Caryn Livingston and Charles Kauffman
• June 25, 2018

Azul Cargo Express’ initial freighter operations just the beginning?

In late December last year, Brazil-based Azul Brazilian Airlines issued a joint press release with Correios (the country’s postal service), announcing their plan to form “an integrated logistics solutions company.” Shortly after, the company announced its intention to lease two 737-400Fs, which lead to the false assumption by many, that the two deals were connected. […]

• Charles Kauffman
• June 21, 2018