Last night, FedEx reported a much better than expected quarter, almost out of nowhere, which is why it stock jumped more than 2% today. Now, this is a stock that struggled since the summer of last year, especially during the original tariff turmoil the spring. While FedEx rebounded from its post liberation day lows in April, it never really got back to pre-tariff levels, pretty much trading sideways over the course of the summer.Going to last night's earnings report, the stock was down nearly 20% for the ye ...

The $150 million tariff impact during the quarter was $20 million less than Chief Financial Officer John Dietrich suggested at an investor conference in August. Carere attributed most of the $1 billion fiscal-year headwind to the continued reduction in revenue out of China. She added that the ban on global de minimis will dent the bottom line by $100 million with another $300 million in incremental expense for additional customs clearance expenses.FedEx’s fiscal first quarter, which ended Aug. 31, was impac ...

FedEx expects tariffs to cut $1 billion out of its bottom line this fiscal year, with reduced China-to-U.S. demand already digging into first quarter profits. The package delivery giant said it incurred $150 million in tariff headwinds in the quarter, with the company attributing reduced revenue to the end of the de minimis provision for Chinese imports. More from Sourcing Journal “Given a significant portion of our de minimis volume exposure previously came from China, we were able to use learnings fr ...

核心财务表现 - 2026财年第一季度每股收益为383美元，超出市场预期365美元，同比增长64% [1] - 第一季度总收入为222亿美元，超出市场预期217亿美元，同比增长3% [2] - 报告期营业利润增长10%至119亿美元，营业利润率从上年同期的50%提升至53% [3] - 营业费用增长3%至211亿美元 [4] - 股份回购使第一季度每股收益增加2美分 [1] 业务部门业绩 - FedEx Express部门收入增长4%至191亿美元，高于预期的185亿美元，主要受美国国内和国际优先包裹收益率提升以及成本节约措施推动 [6] - FedEx Freight部门收入下降3%至225亿美元，低于预期的227亿美元，受收入下降、工资上涨及销售团队扩张影响 [7] - FedEx Freight日均货运量同比下降2% [7] 资本结构与流动性 - 季度末现金及现金等价物为616亿美元，较上一季度末的550亿美元有所增加 [8] - 长期债务为202亿美元，上一季度末为191亿美元 [8] - 本季度完成5亿美元股份回购，截至2025年8月31日，仍有16亿美元回购额度 [8] - 本季度资本支出为623亿美元 [7] 战略举措与展望 - 公司计划在2026年6月前以税务高效方式将FedEx Freight分拆为独立上市公司，股票代码为FDXF [5] - 2026财年全年收入预计同比增长4%-6% [10] - 全年有效税率预计约为25%，养老金缴款预期上限从6亿美元下调至4亿美元 [10] - 预计通过结构成本削减和推进Network 20实现10亿美元的永久性成本节约 [12] - 2026财年资本支出预算为45亿美元，将优先投资于网络优化和效率提升 [12] - 调整后每股收益预期区间为1720美元至1900美元 [11] 行业同业表现 - 达美航空2025年第二季度每股收益210美元，超出预期204美元，但同比下降11%，受高劳动力成本影响 [14] - JB Hunt运输服务2025年第二季度每股收益131美元，低于预期134美元，同比下降08% [15] - 联合航空控股2025年第二季度调整后每股收益387美元，超出预期，但同比下降65%，营业收入152亿美元低于预期154亿美元 [17][18]

业绩表现 - 第一季度每股收益达3.83美元 超出市场预期的3.68美元 [2] - 第一季度营收增至222亿美元 高于市场预期的216.9亿美元 [2] - 股价周五上涨超2% 因业绩超预期且全年展望符合市场预估 [1] 财务指引 - 2026财年每股收益预期区间为17.20-19.00美元 市场预期为18.25美元 [2] - 经调整后每股收益指引为14.20-16.00美元 排除重组及会计费用影响 [2] - 预计年营收增长率达4%-6% [3] 成本控制措施 - 积极成本削减措施抵消国际货量疲软影响 [1] - 资本支出设定为45亿美元 重点投入网络优化与自动化 [3] - 养老金供款预期降至4亿美元 此前为6亿美元 [3] 经营环境 - 国际货量走弱源于低价值消费者货运关税豁免到期 [1] - 有效税率预测维持在25% [3]

FedEx Corporation FDX shares surged as the company reported a strong quarterly performance, surpassing revenue and profit expectations.The company reported adjusted earnings per share of $3.83, beating the consensus estimate of $3.62. In addition, FedEx reported sales of $22.20 billion, beating the consensus estimate of $21.66 billion.Bank of America analyst Ken Hoexter reiterated the Neutral rating on the stock, raising the price forecast from $240 to $244.Also Read: These Analysts Revise Their Forecasts O ...

FedEx Corporation (NYSE:FDX) shares surged as the company reported a strong quarterly performance, surpassing revenue and profit expectations. The company reported adjusted earnings per share of $3.83, beating the consensus estimate of $3.62. In addition, FedEx reported sales of $22.20 billion, beating the consensus estimate of $21.66 billion. Bank of America analyst Ken Hoexter reiterated the Neutral rating on the stock, raising the price forecast from $240 to $244. Also Read: These Analysts Revise Their ...

The Fed meeting is behind us. Rates have been cut. Now, investors are asking “What comes NEXT?” See what developments our top MoneyShow experts expect – and how YOU can target them for maximum profit.Mike Larson MoneyShow.comIn this episode of the MoneyShow MoneyMasters Podcast, Sean Brodrick of Weiss Ratings and John Eade of Argus Research unpack today’s market drivers, record equities, gold’s strongest year since 1979, and ongoing Federal Reserve interest rate cuts.Sean explains why gold, mining stocks, a ...

FedEx Corporation FDX posted better-than-expected financial results for the first quarter of fiscal 2026 on Thursday after the bell.FedEx reported first-quarter revenue of $22.2 billion, beating analyst estimates of $21.67 billion, according to Benzinga Pro. The company reported first-quarter adjusted earnings of $3.83 per share, beating estimates of $3.62 per share."Our strategic initiatives, paired with our unique operational data platform from moving 17 million packages through our network daily, positio ...

FedEx Corporation FDX posted better-than-expected financial results for the first quarter of fiscal 2026 on Thursday after the bell.FedEx reported first-quarter revenue of $22.2 billion, beating analyst estimates of $21.67 billion, according to Benzinga Pro. The company reported first-quarter adjusted earnings of $3.83 per share, beating estimates of $3.62 per share."Our strategic initiatives, paired with our unique operational data platform from moving 17 million packages through our network daily, positio ...