We recently published 16 Latest Stocks on Jim Cramer’s Radar. FedEx Corporation (NYSE:FDX) is one of the stocks on Jim Cramer's radar. When discussing logistics services provider FedEx Corporation (NYSE:FDX), Jim Cramer frequently mentions its CEO, Raj Subramaniam. While discussing the firm in September after its earnings report, Cramer commented that the earnings call marked a change in tone for Subramaniam as he became the “most bullish” since taking over. The CNBC TV host also remained cautiously optim ...

2025年11月消息：美国物流业权威杂志《Transport Topics》联合国际物流知名咨询机构 SJ Consulting Group公布了"2025年全球货运企业50强"。这是根据企业2024年货运收入进行排名，涵盖卡车、包裹、 铁路、海运、空运及非资产型第三方物流等领域。 今年榜单入围门槛从50.74亿美元上升至52.91亿美元，货运总收入为12195.1亿美元（约合人民币8.7万亿 元），同比增长4.7%。涵盖11家包裹递送公司、11家铁路货运公司、10家海运公司、10家第三方物流 公司、8家卡车运输公司。 从地域分布来看，美国共有18家企业上榜，与上年持平，继续高居第一；紧随其后的是中国（含香港、 台湾）7家，同比增加1家；德国、日本各有5家，法国、加拿大各有3家，丹麦、韩国、瑞士各有2家， 荷兰、以色列、印度各有1家。 澳大利亚的Toll Group（拓领集团）、美国卡车巨头Estes Express Lines遗憾落榜，取而代之的是美国的 沃尔玛（Walmart）和重回榜单的海运巨头阳明海运。前者首次上榜就排在第32位，旗下运营着北美最 大的自有卡车车队，还拓展从门店到家庭的包裹配送服务，并 ...

公司概况与市场地位 - 公司总部位于田纳西州孟菲斯，是全球快递服务的领导者，在美国及全球范围内提供运输、电子商务和商业服务 [1] - 公司市值为631亿美元，主要通过FedEx Express和FedEx Freight两个部门运营 [1] 近期股价表现 - 公司股价表现显著弱于大市，年初至今下跌4.9%，过去52周下跌8.5% [2] - 同期标准普尔500指数在2025年上涨14.5%，过去一年回报率为13.2% [2] - 公司表现亦不及行业基准，工业精选行业SPDR基金年初至今上涨15.4%，过去52周上涨8.7% [3] 第一季度财务业绩 - 公司第一季度营收同比增长3.1%，达到222亿美元，超出市场预期2.2% [4] - 经调整后每股收益同比增长6.4%，达到3.83美元，超出市场共识预期4.9% [5] - 业绩公布后，公司股价在交易时段上涨2.3% [4] 运营效率与成本控制 - 公司正致力于通过利用其每日处理1700万个包裹的广泛网络来提高运营效率 [5] - 战略举措已带来显著的利润率改善 [5] - 公司承诺通过结构性成本削减，永久性减少10亿美元成本 [5] 分析师预期与评级 - 对于2026财年，分析师预计公司经调整后每股收益为17.97美元，同比下降1.2% [6] - 在过去四个季度中，公司三次超出市场盈利预期，一次未达预期 [6] - 覆盖该股的30位分析师中，共识评级为“适度买入”，具体包括15个“强力买入”、2个“适度买入”、11个“持有”和2个“强力卖出” [6] - 目前的评级配置比三个月前悲观，当时有18位分析师给出“强力买入”建议 [7] - 11月7日，富国银行分析师维持“持股观望”评级，并将目标价从250美元上调至280美元 [7]

投资组合变动 - 沙特公共投资基金在第三季度清仓近12只美股 包括Pinterest和林德气体 并抛售安博及Air Products & Chemicals的全部股份[1] - 基金减持康明斯股份1,095,578股 价值减少3.588亿美元 减持艾利丹尼森股份231,662股 价值减少4065万美元[1][2] - 基金略微减持电动汽车制造商Lucid Group股份 但继续持有优步和艺电的股份 持仓数量未变[1][3] 持仓价值与集中度 - 美国股票投资组合总价值降至194亿美元 环比下降约18% 为2025年以来最低水平[1] - 前五大持仓为优步 价值71.3619亿美元 占投资组合37% 艺电 价值50.0376亿美元 占26% Lucid 价值42.1294亿美元 占22% Take-Two互动软件 价值29.491亿美元 占15% 以及Claritev 价值6801万美元 占0.4%[3] 战略背景与资金流向 - 撤资行动延续上一季度趋势 当时基金已清仓Meta Platforms和联邦快递等持仓[2] - 基金正更加聚焦本土企业 优先推动国内投资以助力沙特经济多元化计划[2] - 公共投资基金计划在2025年后投入700亿美元 其中绝大部分将投向沙特境内 2024年该基金已在重点板块部署570亿美元[4][5]

We recently published 9 Stocks Jim Cramer Talked About in a Show Where He Advised OpenAI to Slow Down. FedEx Corporation (NYSE:FDX) is one of the stocks Jim Cramer discussed on the show. Logistics giant FedEx Corporation (NYSE:FDX) made news last week after its CFO, John Dietrich, commented at a Baird industrial conference that it expected to improve profitability in its fiscal second quarter. The CFO revealed that FedEx Corporation (NYSE:FDX) expected adjusted earnings per share to sit at $4.05, which wa ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Now, I want to turn our attention to Nvidia, which has been under a little bit of pressure. Our next guest is seeing an opportunity for a bullish trade, though. Joining us now, Tony Zang, chief strategist at Options Play.Tony, thanks for being with us. You know, we've been talking a lot about Nvidia and and the price action that we've been seeing a a bit of a wild ride for them, a bit more so than usual the last couple weeks here, down more than 4% so far today. you know, walk us through your thesis on Nvid ...

联邦快递股价表现 - 联邦快递公司股价自7月下旬以来已反弹约11% [1]

FedEx Corp. expects minimal shipping disruption from grounding its MD-11 freighter fleet because mandated inspections can be completed relatively quickly and the carrier has already deployed alternative aircraft to compensate for the lost capacity, Chief Financial Officer John Dietrich said Tuesday. The Federal Aviation Administration on Saturday ordered FedEx, UPS and Western Global Airlines to pause MD-11 activity following the catastrophic crash of a UPS MD-11 last week in Louisville, Kentucky, that ki ...

公司业绩展望 - 联邦快递预计第二财季调整后每股收益将超过去年同期的4.05美元 [1] - 分析师对联邦快递第二财季调整后每股收益的平均预期为4.02美元 [1] 市场反应 - 联邦快递股价隔夜上涨约5.5% [1] - 联合包裹股价隔夜上涨超过2% [1] - 市场反应被解读为对先前悲观前景的缓解性反弹 [1] 行业情绪 - 消息缓解了投资者对节日旺季表现乏力和贸易政策多变的担忧 [1] - 此前市场对联邦快递和联合包裹的前景相当悲观 [1]