The company showed it is making the best of a bad macro situation. FedEx (FDX -0.95%) reported a solid quarter despite a difficult operating environment, and its shares were in the fast lane as a result. Shares of FedEx climbed 16.4% in March, according to data provided by S&P Global Market Intelligence, on signs that the company's streamlining plan is on track. Cost cutting saves the day It is a tough time to be a shipping company. A combination of higher costs and slowing demand due to concerns about the ...

FedEx (FDX) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Shares of this package delivery company have returned +10.1% over the past month versus the Zacks S&P 500 composite's +0.5% change. The Zacks Transportation - Air Freight and Cargo industry, to which FedEx belongs, has gained 3.4% over this period. Now the key question is: Where could the stock be headed in the near te ...

It’s a risky idea but targeting the best transportation stocks to buy in April could be a lucrative approach. That’s because companies tied to the underlying industry is where the economic rubber meets the road. More to the point, should economic metrics – such as monthly jobs reports – continue to improve, demand for products will likely rise as well. And that means more motion across various transportation networks, which would be a positive for the entire value chain. Looking at employment data from the ...

Shares of FedEx Corporation (FDX) declined 3.32% on Apr 1 to $280.13 per share from $289.74 on Mar 28. This downside was mainly due to the non-renewal of the air-cargo contract with United States Postal Service or USPS. The current contract with FedEx will expire on Sep 29, 2024. While releasing its third-quarter fiscal 2024 results last month, management stated that it was negotiating for a new multi-year agreement with USPS so that FDX remains as the primary air-cargo provider for USPS. The non-renewal of ...

Proactive新闻团队 - Emily Jarvie在澳大利亚和加拿大从事政治新闻和商业报道[1] - Proactive的新闻团队遍布全球金融和投资中心[2] Proactive团队关注领域 - Proactive团队专注于中小市值市场，同时也关注蓝筹公司、大宗商品和更广泛的投资故事[3] Proactive团队提供的新闻和见解 - Proactive团队提供关于生物科技、矿业和自然资源、电池金属、石油和天然气、加密货币以及新兴数字和电动汽车技术等市场的新闻和独特见解[4]

联邦快递股价 - 联邦快递的股价下跌1.6%，但仍接近3月22日盈利后的两年高点[2] 邮政服务选择 - 美国邮政服务选择将联合包裹服务（UPS）取代联邦快递（FDX）作为其主要航空货运承运商[1] 期权交易 - 联邦快递的期权交易看起来是一个不错的选择，因为目前的溢价价格相对较低[3]

UPS成为美国邮政服务的主要空运提供商 - UPS宣布取代联邦快递成为美国邮政服务的主要空运提供商[1] - UPS将成为主要的空运承运商，将大部分美国空运货物运输，与USPS合作开发了互惠互利的创新解决方案[2] FedEx和USPS未能达成互惠协议 - FedEx和USPS在3月29日结束谈判，未能达成互惠协议[3] - FedEx表示将在9月29日之后对其网络进行调整，继续削减成本[4]

美国邮政服务与包裹服务公司合作 - 美国邮政服务宣布将联合包裹服务公司成为其主要空运货运提供商[1] - 联邦快递与美国邮政服务结束合作，导致联邦快递将损失20亿美元的年度业务[2] 包裹服务公司财务状况 - 联合包裹服务公司将在几周后公布第一季度财务业绩，预计每股收益为1.43美元，低于去年的2.20美元[3] 裁员情况 - 联邦快递将裁员，而联合包裹服务公司将在安大略机场裁员超过300人[7]

FedEx公司动态 - FedEx通过股息和回购奖励股东，展现出鼓舞人心的努力[1] - FedEx的流动性状况令人印象深刻，但忧虑来自影响联邦快递部门的货量相关挑战[1] - FedEx在2023财年第二季度推出DRIVE计划，旨在提高长期盈利能力，通过措施如减少航班和裁员等，展现出可观的成本控制努力[2] - FedEx在2023财年增加了10%的季度股息至每股1.26美元（年度5.04美元），肯定了其对股东价值的承诺，此举使公司成为可靠的投资[3] - FedEx的流动性强劲，截至2024财年第三季度末，流动比率为1.31，超过行业平均水平1.14，表明公司的资产可以覆盖到年底到期的债务[4] FedEx公司财务状况 - FedEx的收入受到下降的运输需求、地缘政治不确定性和更高通货膨胀率的影响，2024财年前九个月收入下降了4%，快递部门收入下降了6%，联邦快递收入下降了8%[5] - 由于高通货膨胀和需求疲软，像FedEx这样的运输公司面临着股价波动大的风险，FedEx的股票贝塔系数为1.20，比整体市场更具波动性，不适合对日常波动不适应的投资者[6] - FedEx在2023年的资本支出达到61亿美元，预计2024年将达到约54亿美元，主要是由于需求疲软，可能影响其长期增长[7] 投资建议 - FedEx目前持有Zacks Rank 3（持有）[8] - 投资者可以考虑像GATX Corporations（GATX）和SkyWest（SKYW）这样的股票，它们分别持有Zacks Rank 1（强烈买入）[9] - GATX在盈利意外方面表现不俗，在过去四个季度中有三次超过Zacks Consensus Estimate，平均超过16.47%[10] - GATX的2024年盈利Zacks Consensus Estimate在过去90天内上调了5.17%，预计2024年盈利增长率为6.5%，过去一年GATX的股价上涨了22%[11] - SkyWest的机队现代化工作值得称赞，SKYW的2024年盈利Zacks Consensus Estimate在过去90天内提高了26%，过去一年SkyWest的股价上涨了213%[12] - SKYW预计2024年盈利增长率超过100%，过去四个季度的盈利意外平均为128.02%[13]

FedEx Corporation's (FDX) reported third-quarter fiscal 2024 earnings per share (EPS) (excluding 35 cents from non-recurring items) of $3.86, which beat the Zacks Consensus Estimate of $3.49 and improved 13.2% year over year. The uptick was backed by the execution of the company's DRIVE program initiatives and continued focus on service and revenue quality. Revenues of $21.70 billion fell short of the Zacks Consensus Estimate of $22.02 million and decreased 2.1% from the year-ago fiscal quarter’s reported f ...