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FedEx Reports Strong Second Quarter Earnings Growth Year-Over-Year
Businesswire· 2025-12-18 21:07
核心财务表现 - 第二季度(截至2025年11月30日)总收入为235亿美元,同比增长6.8%(上年同期为220亿美元)[1] - 第二季度按非公认会计准则(non-GAAP)调整后的营业利润为16.1亿美元,同比增长16.7%(上年同期为13.8亿美元)调整后营业利润率从6.3%提升至6.9%[1] - 第二季度按非公认会计准则调整后的净利润为11.4亿美元,同比增长15.2%(上年同期为9.9亿美元)调整后摊薄每股收益为4.82美元,同比增长19.0%(上年同期为4.05美元)[1] - 业绩改善主要得益于美国国内及国际优先包裹单票收入提升、持续的结构性成本削减以及美国国内包裹量的增长[1] 各业务部门表现 - **联邦快递(FedEx Express)部门**:营业业绩改善,驱动因素包括美国国内及国际优先包裹单票收入提升、转型举措带来的持续成本节约、业务优化成本降低以及美国国内包裹量增加 不利因素包括全球贸易政策变化的财务影响、工资上涨、可变激励薪酬支出增加、外购运输费率上升以及MD11机队停飞[2] - **联邦快递货运(FedEx Freight)部门**:营业业绩下降,原因是货运量减少、工资上涨以及为分拆做准备额外招聘了零担销售专业人员 部分被单票收入提升所抵消 该季度产生了一次性分拆相关成本1.52亿美元[3] 股东回报与资本配置 - 第二季度通过公开市场交易完成了2.76亿美元的股票回购,回购约120万股 年初至今流通股的减少使第二季度摊薄每股收益受益0.05美元[4] - 截至2025年11月30日,根据公司2024年股票回购授权,仍有13亿美元可用于回购 同期现金及现金等价物为66亿美元[5] 联邦快递货运分拆进展 - 将联邦快递货运分拆为一家新的独立上市公司的计划正在推进中 预计将以对联邦快递股东税务高效的方式完成,并于2026年6月1日执行[7] - 分拆后,联邦快递货运将成为在纽约证券交易所独立上市的公司,股票代码为FDXF 计划于2026年4月8日在纽约市举行投资者日[7] 2026财年业绩展望 - **收入增长**:将全年收入同比增长率预期从4%-6%上调至5%-6%[12] - **每股收益(EPS)**:在扣除退休计划按市值计价(MTM)会计调整前,将全年摊薄每股收益预期从14.20-16.00美元上调至14.80-16.00美元 在进一步扣除与货运分拆、业务优化、财年变更及国际监管事项相关的成本后,预期从17.20-19.00美元上调至17.80-19.00美元[12] - **养老金缴款**:将全年养老金缴款预期从不超过4亿美元下调至2.75亿美元[12] - **成本削减**:重申通过结构性成本削减和推进网络2.0实现10亿美元永久性转型相关节约的目标[12] - **有效税率(ETR)与资本支出**:重申扣除MTM退休计划会计调整前的有效税率约为25%的预期 重申全年资本支出为45亿美元,优先投资于网络优化和效率提升,包括机队和设施现代化及自动化[12] 非公认会计准则(Non-GAAP)调整说明 - 第二季度业绩调整项目包括:联邦快递货运分拆成本(影响每股0.72美元)、业务优化成本(影响每股0.10美元)、财年变更成本(影响每股0.03美元)以及一项国际监管事项的拨备部分转回(影响每股-0.07美元)[1] - 公司提供非公认会计准则财务指标,旨在剔除被认为与核心运营业绩无关的项目,以帮助投资者分析和比较持续业务运营的趋势[22]
Keynote speakers announced for DELIVER Middle East
Retail Times· 2025-12-18 16:49
DELIVER Middle East, the region’s newest premier matchmaking event for retail, commerce, and supply chain leaders, will make its highly anticipated debut in Dubai on 21–22 January 2026, powered by a strategic partnership with DP World as Headline Sponsor and Launch Partner.Following its rapid expansion across Europe, America, and Asia, DELIVER now brings its signature AI-powered, team-enabled matchmaking model to the Middle East, uniting over 200 senior retail executives from leading brands including Alshay ...
How To Earn $500 A Month From FedEx Stock Ahead Of Q2 Earnings - FedEx (NYSE:FDX)
Benzinga· 2025-12-18 15:21
FedEx Corporation (NYSE:FDX) will release earnings results for its second quarter after the closing bell on Thursday.Analysts expect the company to report quarterly earnings at $4.10 per share, up from $4.05 per share in the year-ago period. The consensus estimate for FedEx's quarterly revenue is $22.79 billion. Last year, it reported $21.97 billion in revenue, according to Benzinga Pro.The company has beaten analyst revenue estimates in four consecutive quarters and in five of the last 10 quarters overall. ...
Chemtrade Logistics Income Fund Declares December 2025 Distribution
Businesswire· 2025-12-18 15:00
TORONTO--(BUSINESS WIRE)--Chemtrade Logistics Income Fund (TSX: CHE.UN) today announced that it has declared a cash distribution of $0.0575 per unit for the month of December 2025 payable on January 30, 2026 to unitholders of record at the close of business on December 31, 2025. Holders of units who are non-residents of Canada will be required to pay all withholding taxes payable in respect of any distributions of income by the Fund. ...
Stock Market Today: S&P 500, Nasdaq Futures Gain, Dow Flat—Accenture, Micron Technologies And FedEx In Focus - SPDR S&P 500 (ARCA:SPY)
Benzinga· 2025-12-18 09:19
U.S. stock futures are inching higher on Thursday after markets ended lower on Wednesday, amid growing concerns regarding a “hiring recession” following the November jobs report, which was released on Tuesday. Traders and investors will be looking forward to the November Consumer Price Index, which is due later today, as a key inflation read that could provide the much-needed catalyst the markets need to set the tone for the final few trading days of the year.Meanwhile, the 10-year Treasury bond yielded 4.1 ...
Stock Market Today: S&P 500, Nasdaq Futures Gain, Dow Flat—Accenture, Micron Technologies And FedEx In Focus
Benzinga· 2025-12-18 09:19
U.S. stock futures are inching higher on Thursday after markets ended lower on Wednesday, amid growing concerns regarding a “hiring recession” following the November jobs report, which was released on Tuesday. Traders and investors will be looking forward to the November Consumer Price Index, which is due later today, as a key inflation read that could provide the much-needed catalyst the markets need to set the tone for the final few trading days of the year.Meanwhile, the 10-year Treasury bond yielded 4.1 ...
Guardforce AI Announces Receipt of Nasdaq Minimum Bid Price Deficiency Notification Letter
Benzinga· 2025-12-17 21:30
NEW YORK, NY, Dec. 17, 2025 (GLOBE NEWSWIRE) -- Guardforce AI Co., Limited ("Guardforce AI" or the "Company") (NASDAQ:GFAI, GFAIW)), an AI-driven technology company providing smart solutions in automation, robotics, Agentic AI and secured logistics, today announced that it has received a notification letter ("Notification Letter") from the Nasdaq Stock Market LLC ("NASDAQ") dated December 12, 2025, notifying the Company that it is not in compliance with the minimum bid price requirement as set forth under N ...
Haoxin Holdings Limited Receives Nasdaq Notification Regarding Minimum Bid-Price Requirement
Globenewswire· 2025-12-17 21:05
Ningbo, Zhejiang, China, Dec. 17, 2025 (GLOBE NEWSWIRE) -- Haoxin Holdings Limited (Nasdaq: HXHX) (“Haoxin” or the “Company”) today announced that on December 15, 2025, it received a notification letter from The Nasdaq Stock Market LLC (“Nasdaq”) notifying the Company that it is not in compliance with the Minimum Bid Price Requirement set forth in Nasdaq Listing Rule 5550(a)(2). The notification was issued because the closing bid price of the Company’s Class A ordinary shares was below US$1.00 per share for ...
ConnectM Reduces Over $8.35 Million of Convertible Debt, Adds New Capital Partners and Highlights Strategic Acquisitions of Amperics and Geo Impex
Globenewswire· 2025-12-17 19:05
MARLBOROUGH, Mass., Dec. 17, 2025 (GLOBE NEWSWIRE) -- ConnectM Technology Solutions, Inc. (OTC: CNTM) (“ConnectM” or the “Company”), brings together technology-driven businesses powering the modern energy economy, today announced that it has significantly reduced its convertible debt through equity conversions, expanded its roster of capital providers to support growth, and continued to build its technology and infrastructure platform through the strategic acquisitions of Amperics and Geo Impex. Recent acti ...
FDI in 2026: regional experts weigh in on future trends
Yahoo Finance· 2025-12-17 16:16
“By contrast, AI-related investment is still gaining momentum across all sectors. Western Europe remains well positioned here, with strong research and development capabilities and deep engineering talent pools, which continue to attract international companies seeking to establish advanced research, data and engineering hubs.”"Industrial projects in Western Europe are likely to continue decreasing, but the impact is now spreading to other activity types. Green tech and renewable-energy investments, which w ...