FDX业绩表现 - FedEx将于2024年3月21日公布其2024财年第三季度业绩，预计收入符合预期，盈利将超过市场预期[1] - FDX股票表现相对较差，与标普500指数相比表现平平，股价从2021年初的260美元略微下跌至目前的255美元[2] - FDX股票在2021年收益为0%，2022年为-33%，2023年为46%，相比之下，标普500指数的收益率分别为27%、-19%和24%，显示FDX在2021年和2022年表现不佳[3] 行业比较 - 近年来，即使是工业部门的重量级股票如GE、CAT和UNP，以及科技巨头GOOG、TSLA和MSFT，也难以在好时光和坏时光中持续击败标普500指数[4] - 与之相反，Trefis高质量投资组合在同一时期每年都表现优于标普500指数，这是因为高质量投资组合股票提供了更好的回报，风险更小[5] FDX财务状况 - 鉴于当前宏观经济环境不确定，油价高企和利率上升，FDX是否会面临类似于2021年和2022年的情况，表现不佳，或者会迎来强劲增长？从估值角度看，FDX股票似乎还有增长空间[6] - FDX季度营收、每股收益和股价历史显示，预计Q3 2024营收将与市场预期一致，约为220亿美元，同比下降1%[7] - FDX在过去几个季度面临着交付量下降的困境，高通胀导致的消费者需求下降对整体包裹交付量产生了压力[8] - FDX在Q2 2024年总营收同比下降3%至222亿美元，地面段的收益和交付量增加被快递段的收益和交付量下降所抵消，货运段的交付量也有所下降[9] - 公司管理层表示，在Q2中提高了在美国和国际市场的市场份额，预计Q3整体交付量将略有增长[10] - 预计FDX Q3 2024调整后每股收益为3.58美元，高于市场预期的3.49美元，较去年同期的3.41美元有所增长[11] - 在2024财年全年，预计调整后的每股收益将为17.57美元，较2023财年的14.96美元有所增长，公司预计2024财年调整后每股收益在17.00至18.50美元之间[13] 估值展望 - 估计FDX的估值为每股284美元，比目前的257美元市价高出11%，基于预期的每股17.57美元的16倍前瞻调整收益，略高于过去五年的14倍平均值[14] 市场前景 - 总体而言，FDX的市场份额增长和提高利润率将有助于近期的增长，今年潜在的降息也将对整体市场和可能的FDX股价产生积极影响[16] - 如果FDX发布乐观的Q3业绩并提高全年指导，股价可能会上涨[17]

联邦快递股票表现 - 联邦快递股票处于风暴中心，交通运输行业本季度持续推动扩张[1] - 分析师和市场看到了快递和信使行业在二月份占据了近10%的就业岗位，内部人士正在购买，分析师正在提升评级，市场看到了无法拒绝的折扣[1] - 投资基于假设可能存在风险，但值得留意的是市场行动可能会转向交通运输股票，而不是其他同行如XPO Inc.或Saia Inc.[1] 交通运输行业趋势 - 交通运输行业即将迎来重大变革，ISM PMI指数的最新季度数据显示出这一趋势，制造业PMI指数显示高管们预计2024年余下时间将强劲增长，这是一个明显的买入信号[5] - 美国经济在二月份新增了275,000个就业岗位，其中有17,300个就业岗位进入了交通运输和仓储行业，特别是快递和信使行业[7] - 快递和信使行业占据了二月份新增就业岗位的近10%，分析师和招聘经理都预计该行业将很快迎来一波活动[8] 股价预测和分析 - 分析师们纷纷提高联邦快递的股价目标，这意味着股票有望迎来上涨势头，市场参与者也会跟随价格走势[3] - 考虑到联邦快递即将公布季度财报，过去三个月交通运输行业的乐观数据将增加其实现潜在盈利的可能性[6] - 分析师预计联邦快递的每股收益(EPS)在未来12个月内有望增长高达20%，这将推动股价上涨[10]

About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and onl ...

预市情况 - 预市期货呈现绿色，道琼斯指数上涨98点，标普500指数上涨43点，纳斯达克指数上涨226点[1] 美联储报告 - 美联储公开市场委员会（FOMC）将发布新报告，预计将发布新的“点阵图”，可能在2024年剩余时间内进行利率削减[2] 债券市场 - 债券收益率上升，2年期和10年期分别为4.726%和4.320%，债券收益率曲线倒挂，但关键在于变化速度[3] 房地产数据 - 本周将发布一些房地产数据，包括房屋建筑商信心调查、住房开工和建筑许可以及二手房销售数据[4] 公司财报 - 尽管第四季度财报季已经结束，但本周仍有一些公司发布财报，包括联邦快递（FDX）、耐克（NKE）和美光（MU）[5] NVIDIA主题演讲 - NVIDIA首席执行官将在今年的GTC峰会上发表关于人工智能的主题演讲，对科技领域的投资者具有重要意义[6]

Wall Street analysts expect FedEx (FDX) to post quarterly earnings of $3.55 per share in its upcoming report, which indicates a year-over-year increase of 4.1%. Revenues are expected to be $22.02 billion, down 0.7% from the year-ago quarter. The current level reflects a downward revision of 0.9% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period. Prior to a company ...

UPS与FedEx比较 - UPS股票（NYSE: UPS）比FedEx股票（NYSE: FDX）更具投资潜力，因为UPS的营收增长、盈利能力和财务状况更优秀[1] - UPS的营收增长率略高于FedEx，分别为11%和10%[6] - UPS的运营利润率比FedEx更高，分别为10.6%和7%[13]

Nike, FedEx, Micron Technology, Housing Data, the Fed and Interest Rates, and More to Watch This ...

Analyst Estimates for Q3 FY 2024 Q2 FY 2024 Q3 FY 2023 Revenue $22.02 billion $22.17 billion $22.17 billion Diluted EPS $3.50 $3.99 $3.41 Net Income $879.5 million $1.01 billion $865 million Key Metric: Average Daily Volume FedEx has reported nine straight quarters of year-over-year declines in average daily volume (ADV) of FedEx Express packages handled in the U.S. Another key metric to watch is revenue, as FedEx's revenue and ADV soared to record highs during the pandemic but have been sinking or growing ...

FedEx (FDX) ended the recent trading session at $253.29, demonstrating a -0.88% swing from the preceding day's closing price. This move lagged the S&P 500's daily loss of 0.65%. Meanwhile, the Dow experienced a drop of 0.49%, and the technology-dominated Nasdaq saw a decrease of 0.96%. Prior to today's trading, shares of the package delivery company had gained 8.04% over the past month. This has outpaced the Transportation sector's gain of 1.47% and the S&P 500's gain of 3.27% in that time. Market participa ...

FedEx Corporation (FDX) is set to release its third-quarter fiscal 2024 (ended Feb 29, 2024) results on Mar 21, 2024, after market close. FDX has an impressive surprise record, with its earnings per share surpassing the Zacks Consensus Estimate in three of the preceding four quarters and missing the mark on the other occasion. The average beat is 12.34%. Given this backdrop, let's examine the factors that are likely to have influenced FedEx’s performance in the soon-to-be-reported quarter. Like the past few ...