核心业绩表现 - 季度每股收益3.83美元 超出市场预期3.65美元 同比增长6.4% [1] - 季度营收222.4亿美元 超出预期2.15% 同比增长3.1% [2] - 最近四个季度中 三次超过每股收益预期 三次超过营收预期 [2] 股价表现与市场对比 - 年初至今股价下跌19.8% 同期标普500指数上涨12.2% [3] - 短期股价走势将取决于管理层在财报电话会中的评论 [3] 未来业绩展望 - 当前市场预期下一季度每股收益4.04美元 营收222.7亿美元 [7] - 本财年每股收益预期18.34美元 营收894.1亿美元 [7] - 盈利预测修正趋势呈现混合状态 [6] 行业比较分析 - 所属航空货运行业在Zacks行业排名中处于后22%分位 [8] - 排名前50%的行业表现是后50%行业的两倍以上 [8] - 同业达美航空预计季度每股收益1.56美元 同比增长4% [9] - 达美航空营收预期160.9亿美元 同比增长2.6% [9]

FedEx said it expects 4% to 6% revenue growth this fiscal year, above analysts' estimates as compiled by Visible Alpha. Its forecast for adjusted earnings per share, a range of $17.20 to $19, was roughly in line with projections at the midpoint. FedEx also said it's on track to reduce costs by $1 billion in fiscal 2026 and spin off its freight business by next June, The company logged stronger-than-expected results in its fiscal first quarter. It posted adjusted earnings per share of $3.83 on revenue that c ...

业绩总结 - 第一财季收入为222亿美元，同比增长3%[7] - 调整后营业收入为13亿美元，同比增长7%[7] - 调整后营业利润率为5.8%，提升20个基点[7] - 调整后每股收益为3.83美元，同比增长6%[7] - 联邦快递的运输部门收入为191亿美元，同比增长4%[21] - 联邦快递货运收入为23.3亿美元，同比下降3%[22] - 第一财季完成了5亿美元的股票回购[47] 未来展望 - 预计FY26全年收入增长为4%至6%[29] - 预计2026财年的收入增长率为4%至6%[49] - 2026财年调整后的每股收益（EPS）预期为17.20美元至19.00美元[49] - 预计有效税率约为25%[49] - 预计2026财年将有0.9亿美元的费用因外汇影响而增加，部分被0.8亿美元的收入增长抵消[51] 新产品与市场扩张 - FedEx Freight计划于2026年6月进行分拆，已向SEC提交了保密的10号表格[54] - FedEx Freight将在纽约证券交易所上市，股票代码为FDXF[54] - FedEx Freight的专用销售团队招聘进展接近50%完成[54] - FedEx Freight投资者日计划于2026年春季在纽约市举行[54] 财务调整与成本 - FedEx公司2025财年的GAAP营业收入为52.17亿美元，营业利润率为5.9%[61] - FedEx公司2025财年的非GAAP营业收入为61.20亿美元，营业利润率为7.0%[61] - FedEx公司在2026财年将面临940万美元的总调整费用[63] - FedEx公司在2026财年将面临600万美元的FedEx Freight分拆成本[62] - FedEx公司在2026财年将面临310万美元的业务优化成本[62] - FedEx公司在2026财年将面临30万美元的财年变更成本[63]

PS shares getting a boost as well right now in sympathy. But joining us is Brandon Oglinsky, Barkclay's North America air freight and ground transportation analyst. He has an overweight rating on FedEx.Brandon, it's good to have you on. I mean, shares are soaring here. I realize that expectations were tempered going into this print, but your takeaway.Yeah, Morgan, thanks for having us on and and we're definitely bullish uh FedEx like that last company you just quoted there. Um, but look, I think there's thr ...

FedEx's stock rallies in extended trading after logistics company reinstates outlook for the full year ...

美联储利率决策及市场反应 - 美联储宣布降息25个基点并暗示年底前可能进一步降息 推动股市创历史新高且债券收益率上升[1] - 10年期国债收益率波动显著 昨日一度跌破4% 但在美联储主席讲话后回升至4.116%[2] - 收益率上升主要受两大因素驱动：初请失业金人数出现四年来最大单周降幅 以及市场重新评估利率点阵图发现支持两次降息的成员仅一人[2][3] 货币政策立场分析 - 美联储将此次降息定性为风险管理措施 优先关注就业端风险而非通胀风险[4] - 尽管通胀可能持续走高且连续七年未达目标 其中六年通胀率超目标50个基点以上 但政策重点仍放在避免就业市场恶化[7][8] - 若企业由暂停招聘转向裁员 可能引发经济连锁反应 因此需采取预防性政策支持[5] 经济预测与政策合理性 - 基于更高的通胀和增长预测 降息合理性完全依赖于对就业风险的担忧[8] - 经济 projections 显示美联储对通胀容忍度提升 更注重维持就业市场稳定性[6][8] - 点阵图显示内部对继续降息支持有限 仅一名成员支持两次降息 导致市场重新定价预期[3]

Key TakeawaysWall Street's major indexes surged to fresh record highs, propelled by a Federal Reserve interest rate cut and a significant $5 billion investment by Nvidia (NVDA) in Intel (INTC), which sent Intel shares soaring over 23%.FedEx (FDX) delivered a strong first-quarter performance, handily beating analyst expectations with adjusted earnings per share of $3.83 and revenue of $22.2 billion.U.S. long-term capital inflows saw a notable decrease in July, with net long-term Treasury International Capita ...

Washington, D.C. 20549 FORM 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED August 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM __________ TO__________ Commission File Number: 1-15829 FedEx Corporation (Exact name of registrant as specified in its charter) Delaware 6 ...

FedEx Corporation (NYSE:FDX) rallied in post-market trading on Thursday after topping expectations with its FQ1 earnings report. The Memphis-based shipping giant reported revenue was up 2.8% year-over-year to $22.2 billion in FQ1. EPS came in at $3.83 vs. $3.61 consensus and $3.60 a year ago. ...

FedEx Reports First Quarter Earnings Growth Year-Over-Year Initiates Full-year Fiscal 2026 Earnings Outlook Completes $500 Million Share Repurchases During Quarter On Track to Spin Off FedEx Freight by June 2026 MEMPHIS, Tenn., September 18, 2025 ... FedEx Corp. (NYSE: FDX) today reported the following consolidated results for the first quarter ended August 31 (adjusted measures exclude the item listed below): | | Fiscal 2026 | | Fiscal 2025 | | | --- | --- | --- | --- | --- | | | As Reported | Adjusted | A ...