Hotchkis & Wiley, an investment management company, released its fourth-quarter 2025 investor letter for the “Hotchkis & Wiley Large Cap Disciplined Value Fund.” A copy of the letter can be downloaded here. In Q4 2025, the S&P 500 returned 2.7%, bringing its yearly gains to 17.9%. Since the 2007-08 financial crisis, the Index has increased tenfold, achieving positive results in 15 of 17 years. However, high valuations have made investors cautious, particularly with the returns concentrated in a few stocks. ...

花旗集团分析师阿里·罗莎表示："联邦快递的基调发生了转变，这让很多人感到兴奋。人们看到的是利 润率增长的潜力，虽然多年来人们一直在谈论联邦快递的这一潜力，但现在感觉它是真实存在的。" 作为经济晴雨表，联邦快递的业务广泛触及工业和消费领域，但由于疫情期间的货运红利消退，以及来 自亚马逊的竞争加剧，其股价多年来一直波动剧烈。 智通财经APP注意到，得益于市场对成本削减努力的信心日益增强，以及预计有利于运输业的韧性经济 背景，联邦快递(FDX.US)股价周四收于历史高点，股价有望实现连续六个月的上涨。该股周四上涨 1.7%，收于 319.93 美元，超越了 2021 年创下的历史峰值。该股价在盘中也创下了历史新高。 联邦快递 1 月份上涨了近 11%，较去年关税引发的混乱低点回升了约 60%。最近几周的催化剂来自管 理层乐观的预期，以及一份季度报告，该报告表明这家航运巨头削减开支的措施正在取得成效。稳健的 经济数据也促使投资者将资金从大型科技公司轮动到包括运输业在内的其他板块。 华尔街对联邦快递计划分拆货运业务也持乐观态度。美国银行在本月将该股评级上调为"买入"时，提到 了这一举措和成本削减。 同行联合包裹服务公司 ...

FedEx said on Wednesday it is working with Boeing and U.S. aircraft safety regulators to return to service by May 31 the MD-11 cargo planes it grounded after the deadly crash of one of those jets oper... ...

近期股价表现与市场对比 - 联邦快递最新收盘价为312.42美元，较前一交易日上涨2.61% [1] - 其股价表现跑赢标普500指数（日涨幅0.41%），也优于道琼斯工业指数（日跌幅0.83%），但落后于纳斯达克指数（日涨幅0.91%）[1] - 过去一个月，公司股价累计上涨3.95%，表现超越交通运输行业板块同期0.99%的涨幅以及标普500指数0.38%的涨幅 [1] 即将发布的季度业绩预期 - 市场预计公司即将公布的季度每股收益为4.06美元，较上年同期下降9.98% [2] - 市场预计公司即将公布的季度营收为234.6亿美元，较上年同期增长5.89% [2] 整个财年业绩预期 - 市场对公司整个财年的每股收益共识预期为18.38美元，较上年增长1.04% [3] - 市场对公司整个财年的营收共识预期为926亿美元，较上年增长5.32% [3] 分析师预期调整与股票评级 - 过去一个月，市场对公司每股收益的共识预期下调了0.69% [6] - 公司目前的Zacks评级为3级（持有）[6] - Zacks评级系统（1级为强力买入，5级为强力卖出）中，被评为1级的股票自1988年以来平均年回报率为+25% [6] 公司估值指标 - 公司当前远期市盈率为16.56倍，与其行业平均远期市盈率16.56倍持平，无明显偏差 [7] - 公司当前市盈增长比率为1.53倍 [8] - 基于昨日收盘价，其所属的航空货运与物流行业股票平均市盈增长比率为1.87倍 [8] 行业概况 - 公司所属行业为交通运输业下的航空货运与物流子行业 [9] - 该行业目前的Zacks行业排名为99位，在所有250多个行业中位列前41% [9] - 研究显示，排名前50%的行业表现优于后50%的行业，幅度约为2比1 [9]

MEMPHIS, Tenn.--(BUSINESS WIRE)--FedEx Corp. (NYSE: FDX) ("FedEx†) announced today that FedEx Freight Holding Company, Inc., a wholly owned subsidiary of FedEx (the "Issuer†), has priced a private offering of $1,000,000,000 aggregate principal amount of 4.300% senior notes due 2029, $1,000,000,000 aggregate principal amount of 4.650% senior notes due 2031, $700,000,000 aggregate principal amount of 4.950% senior notes due 2033 and $1,000,000,000 aggregate principal amount of 5.250% senior notes. ...

The leadership team of surface operations will report directly to Ray, and there are no plans to backfill the president of Surface Operations position. MEMPHIS, Tenn.--(BUSINESS WIRE)--FedEx Corp. (NYSE: FDX) today announced the appointment of Scott Ray as chief operating officer for U.S. and Canada Surface Operations, effective June 1. He will begin transitioning into the role as COO-elect on Feb. 1. Reporting to FedEx President and CEO Raj Subramaniam, Ray will be the newest member of the FedEx Executive ...

Winter Storm Fern swarmed much of the continental U.S. Sunday, with heavy snowfall and freezing temperatures leaving hundreds of thousands without power and throwing a wrench in freight and delivery operations across the Midwestern, Southern and Northeastern parts of the country. Major logistics operators including UPS, FedEx and the U.S. Postal Service (USPS) all issued delivery delay warnings ahead of the snowfall, with UPS forced to suspend operations at its Worldport air hub in Louisville, Ky. Sunday. ...

FedEx (FDX) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Individual investors often ...

公司评级与资本结构 - 标普全球评级给予FedEx Freight的初始债务评级为BBB- 比母公司FedEx的BBB评级低一级 两者均属投资级但BBB-是标普评级体系中最低的投资级[1] - FedEx Freight的债务负担部分源于预计向母公司FedEx支付的43亿美元股息 为支付这笔股息 公司将发行6亿美元的无担保延迟提取定期贷款并估计有37亿美元的其他无担保债务[4] - 公司还获得了一笔12亿美元的循环信贷额度 但标普指出该额度在分拆完成前不会动用[4] 行业对比与竞争地位 - 与同业相比 FedEx Freight的评级具有优势 例如XPO的评级为穆迪Ba2/标普BB 均属非投资级 而Forward Air的评级为B 比XPO和FedEx Freight低数档[2][3] - 多家大型零担运输公司如Old Dominion Freight Lines和ArcBest没有公开交易的债务 因此无法直接进行评级比较[3] - 根据标普报告 FedEx Freight的营收规模远超竞争对手 例如在截至9月30日的季度 Old Dominion营收约14亿美元 而在截至11月30日的季度 FedEx Freight营收约22亿美元[6] 运营优势与财务展望 - FedEx Freight拥有零担运输行业中最大的网络 约26,000个服务网点 其服务覆盖美国约98%的邮政编码 标普认为这为其提供了相对于区域性运营商的竞争优势[7] - 标普给予BBB-评级的同时附带了稳定展望 意味着在可预见的未来评级上调或下调的可能性都不大[5] - 稳定展望基于标普的观点 即公司运营资金与债务比率将生成并维持在20%以上 这得益于平均日货运量、每票平均重量的增长以及每百磅收入的持续提升 标普假设公司的信用指标将在2026年之后随着盈利和现金流的增长而逐步改善[6]

MEMPHIS, Tenn.--(BUSINESS WIRE)--FedEx Corp. (NYSE: FDX) ("FedEx†) announced today that FedEx Freight Holding Company, Inc., a wholly owned subsidiary of FedEx (the "Issuer†), has commenced a private offering of senior notes (the "Notes†). The Notes are being offered as part of the financing for the proposed separation of the Issuer from FedEx (the "Spin-Off†) which will result in the Issuer owning and operating, through its subsidiaries, FedEx's less-than-truckload (LTL) freight transportation. ...