FedEx ກໍາລັງ 'ຕັ້ງແຖບຕ່ໍາ pretty': ຜູ້ຊ່ຽວຊານ

ບໍລິສັດ FedEx (NYSE: FDX) is trading up after the bell even though its reported lower-than-expected revenue for its fiscal second quarter on lower volumes, teasing an economic downturn.  

Analyst reacts to FedEx future guidance

Still, investors are cheering earnings that topped Street estimates for the recent quarter.

ທ່ານ ກຳ ລັງຊອກຫາຂ່າວໄວ, ຄຳ ແນະ ນຳ ທີ່ຮ້ອນແລະການວິເຄາະຕະຫລາດບໍ?

ລົງທະບຽນ ສຳ ລັບຈົດ ໝາຍ ຂ່າວ Invezz, ມື້ນີ້.

For the full year, FedEx is now calling for $13 to $14 of adjusted EPS versus analysts at $14. Reacting to its guidance on Yahoo Finance Live, John Eade – the President of Argus Research said:

They’re setting the bar pretty low. There’s a good chance that FedEx does better than that. But I don’t think they want to overpromise and under deliver. They’re trying to get back in good graces of Wall Street and it’ll take a bit of time.

The parcel delivery company has also identified additional areas to cut costs. It now expects to trim costs by $3.7 billion in its fiscal 2023 – about a billion dollar more than its previous forecast.

For now, though, its operating margin (adjusted) stood at 5.3% – significantly below near 13% for UPS. But Eade noted:

That can be an opportunity for FedEx. If they’re able to take these costs out of their cost structure, you could see much sharper earnings growth going forward.

FedEx second-quarter earnings snapshot

• ລາຍໄດ້ສຸດທິພິມຢູ່ທີ່ $788 ລ້ານ ທຽບກັບປີກ່ອນ $1.0 ຕື້
• Per-share earnings also contracted from $3.88 to $3.07
• Adjusted earnings were $3.18 a share as per the ຖະແຫຼງຂ່າວກ່ຽວກັບລາຍຮັບ
• Revenue sunk 3.0% year-over-year to $22.8 billion as well
• ຄວາມເຫັນດີເຫັນພ້ອມແມ່ນ $2.81 ຂອງ EPS ທີ່ຖືກປັບຂຶ້ນໃນລາຍຮັບ $23.7 ຕື້

Lower demand resulted in a massive 64% hit to operating income from “Express” – it’s internationally-focused segment. It was partially offset by strength in the Ground division, though.

ຮຸ້ນ FedEx are still down 35% versus the start of 2022.