文章核心观点 - 联邦快递成本削减举措值得称赞，DRIVE计划令人印象深刻，但快递部门疲软是主要逆风 [1] 有利因素 - 公司控制成本的努力令人印象深刻，DRIVE计划预计本财年节省18亿美元，2025财年节省22亿美元，预计2024财年调整后运营成本同比下降3.7% [2] - 尽管面临短期挑战，公司通过股息和回购积极回报股东，2023年季度股息提高10%至每股1.26美元，回购15亿美元股票，2024年计划回购25亿美元股票并分配13亿美元股息 [2] - 公司流动性状况良好，2024财年第三季度末流动比率为1.31，高于行业的1.14 [3] 关键风险 - 快递部门表现不佳，2024财年前九个月营收同比下降6%，影响公司营收下降4% [4] - 2024财年前九个月货运收入下降8%，公司预计2024财年收入将出现低个位数下降 [4] - 2024财年公司预计资本支出约54亿美元，高资本支出在营收或需求疲软时不利，且股价波动使其投资吸引力下降 [4] - 过去一年公司股价上涨11.2%，低于行业的23.5% [4] 评级 - 联邦快递目前Zacks排名为3（持有） [5] 其他推荐股票 - 行业内排名较好的股票有Wabtec Corporation（WAB）和Kirby Corporation（KEX） [6] - WAB目前Zacks排名为1（强力买入），今年预期盈利增长率为22.6%，过去四个季度中有三个季度盈利超预期，平均超预期幅度为11.5%，过去一年股价飙升69.6% [6] - KEX目前Zacks排名为1，今年预期盈利增长率为42.2%，过去四个季度盈利均超预期，平均超预期幅度为10.3%，过去一年股价飙升59.3% [6]

FedEx (FDX) closed the latest trading day at $249.58, indicating a +1.82% change from the previous session's end. The stock outpaced the S&P 500's daily loss of 0.6%. Meanwhile, the Dow experienced a drop of 0.86%, and the technology-dominated Nasdaq saw a decrease of 1.08%.Shares of the package delivery company witnessed a loss of 5.99% over the previous month, trailing the performance of the Transportation sector with its loss of 3.3% and the S&P 500's gain of 3.15%.The upcoming earnings release of FedEx ...

FedEx Corporation (NYSE:FDX) Bernstein's 40th Annual Strategic Decisions Conference May 29, 2024 1:30 PM ET Company Participants Jeni Hollander - IR Raj Subramaniam - President, CEO, and Director Conference Call Participants David Vernon - Bernstein David Vernon All right. Good afternoon, everyone. Welcome to the first afternoon session. My name is David Vernon, I cover transports and airlines at Bernstein. We are thrilled to have for the first time in my 10 or 15 years covering the company, FedEx is joinin ...

FedEx Corporation (NYSE:FDX) Bernstein's 40th Annual Strategic Decisions Conference May 29, 2024 1:30 PM ET Company Participants Jeni Hollander - IR Raj Subramaniam - President, CEO, and Director Conference Call Participants David Vernon - Bernstein David Vernon All right. Good afternoon, everyone. Welcome to the first afternoon session. My name is David Vernon, I cover transports and airlines at Bernstein. We are thrilled to have for the first time in my 10 or 15 years covering the company, FedEx is joinin ...

TROY, Mich., May 22, 2024 /PRNewswire/ -- The Editorial Advisory and Securities Review Committee of BetterInvesting Magazine today announced FedEx Corporation (NYSE: FDX) as its "Stock to Study" and Gap, Inc. (NYSE: GPS) as its "Undervalued Stock" in the August 2024 issue for investors' informational and educational use."For those who want to learn more about the fundamentals of FedEx or The Gap or thousands of other stocks like Apple, Nvidia and Tesla, there is no better tool than the Stock Selection Guide ...

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, ...

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.It also includes access to the Zacks Style Scores.What are the Zacks Style Scores?The Zacks Style ...

FedEx Corporation (NYSE:FDX) BofA Securities 31st Annual Transportation, Airlines, and Industrials Conference March 6, 2023 5:30 PM ET Company Participants Jenifer Hollander - Vice President, Investor Relations John Dietrich - EVP and CFO Stephen Hughes - Staff Director, Investor Relations Conference Call Participants Ken Hoexter - Bank of America Merrill Lynch Ken Hoexter All right. Great. Everybody, thanks for joining us. Sorry for the delay. Thanks for taking the time out of your schedules. I know it's a ...

业绩总结 - FedEx公司在2023财年第四季度的盈利目标为每股17.25至18.25美元[12] - DRIVE计划目前已经取得了550万美元的成果，预计在2025财年将达到22亿美元[32] - 公司计划在欧洲实现10亿美元的G&A节省，其中约600亿美元来自采购和IT方面的机会[50] - 公司在2021年9月宣布对员工投资10亿美元，以适应市场变化[89] 未来展望 - 公司计划在未来继续投资于网络升级和IT领域[114] - 公司的长期重点是在Network 2.0和One FedEx的成功执行上，继续服务客户并增长市场份额[121] 新产品和新技术研发 - 公司正在进行结构性变革以实现DRIVE计划，包括空运和国际业务、地面运输和总务成本[39] - 公司在IT系统整合方面面临挑战，需要投资并逐步实现共同平台[52] 市场扩张和并购 - 欧洲是一个真正的机会，公司正在重新审视与TNT的整合计划，重点是G&A成本，目标是实现60亿美元的节省[44] 负面信息 - 公司在面对市场风险时强调DRIVE计划的有效性[123]

The best transportation stocks to buy may help value investors get back on the high road, even if there are a few road bumps and potholes. Undoubtedly, it’s tough for those who appreciate simple, easy-to-understand businesses to top some of the firms helping America move things from A to B and back.Whether we’re talking about moving massive long-haul shipments from coast to coast (think the railways) or just getting you to the doctor’s office across the city (think ride hailers), the transportation plays ar ...