FedEx Braces For Q2 Earnings: 'One Of The Most Consequential Quarters In Years,' Analyst Says
FedEx Braces For Q2 Earnings: 'One Of The Most Consequential Quarters In Years,' Analyst Says
FedEx is often seen as a bellwether for the economy because shipping volumes correlate with both industrial and consumer demand. FedEx Corp. (NYSE:FDX) is set to report its fiscal second-quarter results on Thursday after the closing bell and analysts are expecting a decline in earnings.
聯邦快遞公司 (紐交所:FDX) 將於週四收盤後報告其財務第二季度的業績，分析師預計盈利將出現下降。
What To Know: FedEx reported disappointing first-quarter results in September with adjusted earnings nearly 25% below consensus estimates. The company cited a mix-shift that trended toward higher volumes of less profitable freight and weakness in its industrial and manufacturing customers.
需要知道的是：聯邦快遞在9月公佈了令人失望的第一季度業績，調整後的盈利幾乎低於共識預測的25%。公司提到，業務轉向了更高量但利潤較低的貨運，工業和製造客戶的需求疲軟。
"The soft industrial economy is clearly weighing on the [business-to-business] volumes. And it was definitely much weaker than we expected," FedEx CEO Raj Subramaniam said on the company's most recent earnings call.
聯邦快遞CEO拉傑·蘇布拉馬尼亞姆在公司最近的業績會上表示：「疲軟的工業經濟顯然對 [企業對企業] 交易的成交量造成了壓力。而且，明顯比我們預期的要弱得多。」
FedEx is often seen as a bellwether for the economy because shipping volumes correlate with both industrial and consumer demand.
聯邦快遞常被視爲經濟的晴雨表，因爲運輸量與工業和消費需求相關。
Investors will be looking at the performance of FedEx's Express unit which could be affected by demand-induced volume weakness and listening for more information on the potential spinoff of its Freight business.
投資者將關注聯邦快遞快遞單位的表現，該單位可能受到需求引發的成交量疲軟的影響，同時期待聽到更多關於其貨運業務潛在分拆的信息。
Investors will be looking for updates on FedEx's DRIVE cost-cutting program, which aims to achieve $4 billion in savings by fiscal 2025.
投資者將期待獲取有關聯邦快遞DRIVE成本削減計劃的更新，該計劃旨在到2025財年實現40億的節省。
What Else: President-elect Donald Trump suggested the possibility of privatizing the U.S. Postal Service, which could benefit FedEx and other private parcel carriers like United Parcel Service, Inc. (NYSE:UPS).
其他消息：當選總統特朗普暗示可能私有化美國郵政服務，這可能有利於聯邦快遞及其他私人快遞公司，如聯合包裹公司 (紐交所:UPS)。
"There is talk about the Postal Service being taken private, you do know that — not the worst idea I've ever heard," Trump told reporters at Mar-a-Lago on Monday. "It's a lot different today between Amazon and UPS and FedEx, and all the things you didn't have."
特朗普在週一對馬阿拉歌的記者表示：「關於郵政服務被私有化的討論，你知道——這並不是我聽過的最糟糕的主意。」他補充道：「今天亞馬遜、UPS和聯邦快遞之間的情況與以往大相徑庭，還有你們以前沒有的所有東西。」
Expert Ideas: Last week, Bernstein analyst David Vernon downgraded FedEx from Outperform to Market Perform and lowered the price target from $337 to $316 ahead of its second-quarter report.
專家觀點：上週，伯恩斯坦分析師大衛·弗農將聯邦快遞的評級從跑贏大盤下調至市場表現，並將目標價從337美元下調至316美元，以迎接其第二季度報告。
Citi analysts wrote Friday that the coming earnings report "could be one of the most consequential quarters in years" for FedEx, per Investopedia.
花旗分析師週五表示，接下來的業績報告「可能是多年來最具影響力的一個季度」，根據Investopedia的報道。
FedEx will report its second-quarter financial results after Thursday's closing bell and will host a conference call to discuss the results at 5:30 p.m. ET the same day. According to estimates from Benzinga Pro, analysts expect the company to report earnings of $3.91 per share on quarterly revenue of $22.12 billion.
聯邦快遞將在週四收盤後公佈其第二季度財務業績，並將在當天晚上5:30舉行業績會討論結果。根據Benzinga Pro的估計，分析師預計該公司每股收益爲3.91美元，季度營業收入爲221.2億。
FDX Price Action: According to Benzinga Pro, FedEx shares ended Wednesday's session down 1.54% at $273.16.
FDX價格走勢：根據Benzinga Pro，聯邦快遞股票在週三的交易中下跌了1.54%，收於273.16美元。
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