目标价调整与评级维持 - Stifel将联邦快递目标价从315美元下调至308美元 同时重申买入评级 [1] 面临的市场挑战 - 宏观经济压力、关税政策不确定性及进口免税规则变更可能对货运量造成压力 [1] - 消费者谨慎情绪可能抑制旺季航运需求 [1] 成本优化举措 - 通过Network 2.0计划展现成本削减机会 预计新季度将呈现更清晰进展 [2] - 成功执行成本控制措施可能抵消甚至超越需求端挑战 [2] 估值与潜在催化剂 - 当前估值呈现具吸引力的风险回报特征 尽管盈利结果存在较大波动性 [3] - 未来12个月内预期行业上行周期及2026年联邦快递货运分拆计划可能带来上行潜力 [3]

FedEx will report a quarterly profit hit from President Donald Trump's decision to end tariff-exempt treatment for popular direct-to-consumer shipments when the global delivery firm reports results on... ...

Transportation and logistics giant FedEx Corporation FDX could show revenue and earnings per share growth when it reports first-quarter financial results Thursday after market close. The stock has a recent history of selling off, whether the company beats analyst estimates or not.Here are the earnings estimates, what experts are saying, and the key items to watch.Earnings Estimates: Analysts expect FedEx to report first-quarter revenue of $21.67 billion, up from $21.60 billion in last year's first quarter, ...

Evercore ISI将联邦快递的评级从"跑赢大市"下调至"与大市同步"，目标价从249美元下调至243美元。 (格隆汇) ...

此外，Evercore ISI还将联邦快递的目标股价从249美元下调至243美元。 截至发稿，盘前交易中，联邦快递股价下跌0.5%，其52周股价波动区间为194.30美元至308.53美元。据 悉，联邦快递定于美东时间9月18日盘后发布财报。 分析师乔纳森.查普尔强调，两大因素将为联邦快递带来额外压力：一是全球范围内逐步取消"小额免税 政策"(de minimis exemptions)，二是旗下联邦快递货运(FDX Freight)业务仍未解决的运量难题。 他警示称："我们认为，正如过去两年'DRIVE计划'的成功所证明的那样，联邦快递可通过'2.0网络'相 关的网络重组，抵消部分收入端的不利影响;但今年的成本节约效益很可能集中在下半年兑现，且随着 运量与收入端压力不断累积，我们不再认为仅靠提升生产效率，就能完全扭转宏观层面的逆风。" 联邦快递(FDX.US)周三盘前交易股价走低，此前投资机构Evercore ISI将该股评级从"跑赢大 盘"(Outperform)下调至"与大盘持平"(In Line)。该机构指出，联邦快递当前面临持续的需求逆风，这可 能会给其短期每股收益(EPS)预期带来更大风险。 ...

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.Considering buying FDX stock? Here’s what analysts think: Read This Next: Photo via ShutterstockLoading...Loading... ...

Evercore ISI downgrades FedEx shares to Hold from Buy. ...

FedEx Corporation FDX will release earnings for the first quarter, after the closing bell on Thursday, Sept. 18.Analysts expect the Memphis, Tennessee-based company to report quarterly earnings at $3.64 per share. That's up from $3.60 per share in the year-ago period. FedEx projects quarterly revenue of $21.67 billion, compared to $21.58 billion a year earlier, according to data from Benzinga Pro.On June 24, FedEx reported fourth-quarter revenue of $22.2 billion, beating analyst estimates of $21.84 billion, ...

Analysts predict an EPS of $3.65 and revenue of approximately $21.67 billion for the upcoming quarter.Historical data shows FedEx's stock tends to decline post-earnings, with a median drop of 4%.Financial metrics reveal a P/E ratio of 13.24 and a debt-to-equity ratio of 1.33, indicating its market valuation and financial leverage.FedEx Corporation (NYSE: FDX) is a global leader in logistics and delivery services, known for its extensive network and reliable service. The company is set to release its quarter ...

周二，三大指数涨势暂歇，零售销售额表现稳健对交易影响不大，美国股市在历史高点附近欲振乏力。 随着市场等待预期中的美联储降息，美元汇率下跌，黄金价格盘中首次突破每盎司3700美元。 【美股】截至收盘，标普500指数下跌0.13%，报6606.76点；道琼斯工业平均指数下跌0.27%，报 45757.9点；纳斯达克综合指数下跌0.07%，报22333.96点。甲骨文(ORCL.US)高开低走，收涨1.4%，特 斯拉(TSLA.US)涨2.8%，英伟达(NVDA.US)跌1.6%。纳斯达克中国金龙指数收涨1.7%，阿里巴巴 (BABA.US)涨2.6%，蔚来汽车(NIO.US)涨8%。 【欧股】德国DAX30指数跌397.68点，跌幅1.68%，报23336.07点；英国富时100指数跌86.48点，跌幅 0.93%，报9190.55点；法国CAC40指数跌78.71点，跌幅1.00%，报7818.22点；欧洲斯托克50指数跌 67.15点，跌幅1.23%，报5373.25点；西班牙IBEX35指数跌230.31点，跌幅1.50%，报15158.19点；意大 利富时MIB指数跌540.72点，跌幅1.26%，报42 ...