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FedEx Corporation (FedEx) reported a decrease in revenue by 2% for the third quarter and 4% for the nine months of 2024 compared to the same periods in the previous year, with third-quarter revenue at $21.738 billion and nine-month revenue at $65.584 billion. The company's operating income saw an increase of 19% for the quarter and 17% for the nine-month period, with the FedEx Ground segment experiencing a 12% increase in the third quarter and a 38% increase over nine months. FedEx Freight, however, faced a 12% decrease in operating income for the quarter and an 11% decrease over nine months. Consolidated net income rose by 14% for the quarter and 17% for the nine-month period, with diluted earnings per share up by 15% and 20% respectively. The company's...Show More
FedEx Corporation (FedEx) reported a decrease in revenue by 2% for the third quarter and 4% for the nine months of 2024 compared to the same periods in the previous year, with third-quarter revenue at $21.738 billion and nine-month revenue at $65.584 billion. The company's operating income saw an increase of 19% for the quarter and 17% for the nine-month period, with the FedEx Ground segment experiencing a 12% increase in the third quarter and a 38% increase over nine months. FedEx Freight, however, faced a 12% decrease in operating income for the quarter and an 11% decrease over nine months. Consolidated net income rose by 14% for the quarter and 17% for the nine-month period, with diluted earnings per share up by 15% and 20% respectively. The company's financial performance was impacted by challenging macroeconomic conditions, including a decline in U.S. imports of consumer goods and slowed global industrial production, leading to lower package and freight volumes. Inflation and interest rates also contributed to a decline in demand for transportation services.
FedEx's business development included the execution of their DRIVE program initiatives, which led to increased efficiencies and productivity, particularly in the FedEx Ground segment. The company also continued to focus on revenue quality and yield improvement. For future plans, FedEx is progressing with its Network 2.0 optimization, aiming to improve efficiency in the U.S. and Canada. The company also announced the one FedEx consolidation plan, which will integrate FedEx Express, FedEx Ground, and FedEx Services into a single company by June 2024.
Despite the current economic headwinds, FedEx remains focused on aligning its cost base with demand, reducing its permanent cost structure, and increasing the flexibility of its network. The company expects to continue executing its DRIVE program initiatives and revenue quality strategy to mitigate yield pressures. Capital expenditures for 2024 are projected to be approximately $5.4 billion, a decrease from the previous year, as FedEx aims to reduce its capital intensity relative to revenue.
フェデックス社(FedEx)は、前年の同時期に比べて2024年第3四半期と9ヶ月間で売上高が2%減少し、第3四半期の売上高は2173.8億ドル、9ヶ月間の売上高は6,558.4億ドルでした。同社の営業利益は、第3四半期には19%増、9ヶ月間には17%増となり、FedEx Groundセグメントは第3四半期に12%増、9ヶ月間で38%増加しました。一方、FedEx Freightは第3四半期に営業利益が12%減少し、9ヶ月間で11%減少しました。当期純利益は第3四半期に14%、9ヶ月間に17%増加し、希薄化後1株当たりの利益はそれぞれ15%と20%増加しました。同社の財務パフォーマンスは、消費関...すべて展開
フェデックス社(FedEx)は、前年の同時期に比べて2024年第3四半期と9ヶ月間で売上高が2%減少し、第3四半期の売上高は2173.8億ドル、9ヶ月間の売上高は6,558.4億ドルでした。同社の営業利益は、第3四半期には19%増、9ヶ月間には17%増となり、FedEx Groundセグメントは第3四半期に12%増、9ヶ月間で38%増加しました。一方、FedEx Freightは第3四半期に営業利益が12%減少し、9ヶ月間で11%減少しました。当期純利益は第3四半期に14%、9ヶ月間に17%増加し、希薄化後1株当たりの利益はそれぞれ15%と20%増加しました。同社の財務パフォーマンスは、消費関連の米国の輸入量の減少や世界的な産業生産の減速による不振なマクロ経済環境に影響を受け、包装物や貨物の数量が減少しました。インフレーションや金利も、輸送サービスの需要の低迷に寄与しました。
FedExのビジネス開発には、FedEx Groundセグメントでの効率と生産性の向上をもたらしたDRIVEプログラムの取り組みが含まれていました。同社はまた、売上品質と収益率の向上に重点を置き続けました。将来の計画では、FedExは米国とカナダの効率を改善するためのNetwork 2.0最適化に着手しています。同社はまた、2024年6月までにFedEx Express、FedEx Ground、FedEx Servicesを1つの会社に統合するone FedEx統合計画を発表しました。
現在の経済的な逆風にもかかわらず、FedExは需要に合わせて費用構造を整合化し、永久的な費用構造を減らし、ネットワークの柔軟性を高めることに注力しています。同社は引き続きDRIVEプログラムの取り組みと売上品質戦略を実行して、収益圧力を緩和することを期待しています。2024年の資本支出は、収益に対する資本密度を低減するため、前年から減少して約540億ドルと予想されています。
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