This article compares UPS and Expeditors International (EXPD), two dividend-paying transportation stocks, during a period of economic uncertainty. While both increased dividends, UPS's dividend sustainability is questioned due to its high payout ratio and declining free cash flow, unlike EXPD. EXPD is highlighted as a more attractive investment due to stronger price performance, improving airfreight landscape, and better earnings estimates despite its higher valuation.

联合包裹

康捷国际物流

<p>本文比较了联合包裹（UPS）和康捷国际物流（Expeditors International，EXPD）这两只在经济不确定时期支付股息的运输股票。尽管两者都增加了股息，但由于 UPS 的高派息比率和下降的自由现金流，其股息的可持续性受到质疑，而 EXPD 则没有这个问题。尽管 EXPD 的估值较高，但由于其更强的价格表现、改善的空运环境和更好的盈利预期，EXPD 被认为是更具吸引力的投资</p>

联合包裹与康捷国际物流：哪只派息股票目前占据主导地位？