UPS Q2 Stability Masks Q3 Drayage Risk: Montreal Dock's Urgent Rate-Lock
UPS reported solid Q2 earnings and raised full-year guidance, but four analysts covering the same print landed in four different places. The disagreement is really about what UPS looks like after Amazon scales down. For Montreal 3PLs and importers, the actual risk isn't Q2's beat—it's the drayage rate hedge carriers are already pricing into Q3.