FedEx Positioned As Largest Pure-Play North American LTL Carrier Post-Separation: Analyst
FedEx Positioned As Largest Pure-Play North American LTL Carrier Post-Separation: Analyst
The analyst mentions that CEO Raj Subramaniam highlighted the potential for significant value creation through improved strategic, operational, and financial execution for FedEx.BofA Securities analyst Ken Hoexter reiterated a Buy rating on FedEx Corporation (NYSE:FDX), raising the price forecast to $348 from $325.
美银证券分析师Ken Hoexter重申了对联邦快递公司（纽交所：FDX）的买入评级，价格预测由325美元上调至348美元。
Yesterday, the company reported adjusted earnings of $4.05 per share, beating the $3.91 consensus estimate. Quarterly revenue came in at $22 billion, missing the $22.11 billion analyst consensus estimate.
昨天，该公司报告调整后每股收益为4.05美元，超出市场普遍预期的3.91美元。季度营业收入为220亿，低于分析师普遍预期的221.1亿。
FedEx now expects approximately flat revenue year-over-year, versus its prior forecast of a low single-digit percentage increase.
联邦快递现在预计营业收入同比大致持平，而之前的预测是低个位数百分比增长。
The analyst mentions that CEO Raj Subramaniam highlighted the potential for significant value creation through improved strategic, operational, and financial execution for FedEx.
分析师提到，首席执行官Raj Subramaniam强调了通过改善战略、运营和财务执行为联邦快递创造重大价值的潜力。
Hoexter writes that the sum-of-the-parts valuation suggests a potential value of $348 per share.
Hoexter写道，分部估值表明每股可能有348美元的潜在价值。
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This apart, according to the analyst, FedEx Freight will retain its name, collaborate with FedEx, expand its dedicated sales force by about 300, launch a new pricing and invoicing system for Less-than-truckload, and reduce vendor spending through increased automation.
此外，分析师表示，联邦快递货运将保留其名称，与联邦快递合作，专门销售队伍将增加约300人，为小型货车推出新的定价和开票系统，并通过增加自动化来减少供应商支出。
The analyst writes the separation will unlock value, positioning the company as the largest pure-play public North American less-than-truckload carrier.
分析师写道，分离将释放价值，使该公司成为北美最大的纯公营小型货车承运人。
Hoexter increased EPS estimates for FY25 and FY26 by 2%, raising them to $19.45 and $23.15, respectively, from $19.15 and $22.80.
Hoexter将FY25和FY26的每股收益预估上调2%，分别提高至19.45美元和23.15美元，之前的预估为19.15美元和22.80美元。
Overall, the analyst notes that FedEx benefits from cross-border trade growth and demonstrates structural pricing gains as carriers work to improve investment returns.
总体而言，分析师指出，联邦快递受益于跨境贸易增长，并展示出结构性定价收益，因为承运商努力提高投资回报。
Price Action: FDX shares are trading higher by 0.97% to $278.56 at last check Friday.
价格动态：截至周五最后检查，FDX股票上涨0.97%，报278.56美元。
Photo via Shutterstock.
图片来自shutterstock。