UPS materially boosted its total dividend payment by almost 50% in 2022 (to more than $5 billion annually). While we think the increase was somewhat ambitious, outside of major economic disruption, ...

Delhivery, India's leading logistics player, has shown strong revenue growth. Despite its high EV/Ebitda multiple, recent ...

Landstar Systems remains profitable despite revenue challenges, with a strong balance sheet and undervalued stock - a ...

C.H. Robinson took on a more active stance with its balance sheet over the past decade, increasing leverage in part to fund opportunistic acquisitions. Before 2012, the firm was largely debt free.