联邦快递(FDX)
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FedEx Is Still A Buy After A Great 2023
Seeking Alpha· 2024-01-30 09:11
公司业务 - FedEx提供运输、电子商务和商业服务,分为不同业务部门,包括快递、地面运输、货运和服务[2] - FedEx在电子商务和技术扩张方面有巨大增长机会,致力于整合先进技术和扩展全球电子商务能力,以在快速增长的电子商务领域占据更大市场份额[15] - FedEx在进入新兴市场方面有增长机会,利用其广泛的网络和物流专业知识,满足全球供应链解决方案的不断增长需求[18] 财务表现 - FedEx的销售增长94%,主要来自有机扩张和收购,如2016年收购TNT,预计未来销售将以约2.5%的年增长率增长[3] - FedEx的EPS增长率达到220%,预计未来年EPS增长率约为16%,公司将继续增长销售并提高盈利能力和运营效率[5] - FedEx连续21年支付股息,最近宣布股息增长10%,表明对财务稳定和前景的信心,当前股息率为2%,预计未来股息增长将保持在10%左右[7] - FedEx通过股份回购有效提高股东价值,过去十年减少了15%的股数,2024年的股息和回购总额预计将达到33亿美元[9] - FedEx的市盈率为14倍,略高于过去两年半的10至15倍范围,但考虑到预期的16%年增长率,仍具有吸引力[11] - FedEx的平均市盈率为17,当前市盈率为14,结合高于平均水平的增长率,表明公司被低估并具有更快的增长潜力[13] 风险挑战 - FedEx面临的主要风险之一是全球燃油价格上涨,波动的国际燃油价格对公司的运营成本和利润率构成重大挑战[24] - FedEx的国际业务面临的另一个风险是关键市场的监管变化和地缘政治紧张局势,可能影响公司的全球运营[27] - FedEx面临的另一个特定风险是网络安全威胁,特别是在俄罗斯和乌克兰之间的战争背景下,网络安全威胁和技术中断对公司构成重大危险[30] 投资展望 - 总体而言,尽管面临挑战,但考虑到FedEx的稳健基本面、有吸引力的估值和战略定位,公司仍是投资者寻求增长和不断增加收入的“买入”机会[34]
Why FedEx (FDX) Dipped More Than Broader Market Today
Zacks Investment Research· 2024-01-27 07:56
FedEx (FDX) ended the recent trading session at $251.55, demonstrating a -0.62% swing from the preceding day's closing price. The stock trailed the S&P 500, which registered a daily loss of 0.07%. Meanwhile, the Dow experienced a rise of 0.16%, and the technology-dominated Nasdaq saw a decrease of 0.36%. The package delivery company's shares have seen a decrease of 0.18% over the last month, surpassing the Transportation sector's loss of 2.2% and falling behind the S&P 500's gain of 3.05%. The upcoming earn ...
FedEx Corporation (FDX) Is a Trending Stock: Facts to Know Before Betting on It
Zacks Investment Research· 2024-01-25 23:01
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. Over the past month, shares of this package delivery company have returned -0.5%, compared to the Zacks S&P 500 composite's +2.5% change. During this period, the Zacks Transportation - Air Freight and Cargo industry, which FedEx falls in, has lost 0.5%. The key question now is: What could be the stock's future directio ...
3 Stocks to Buy for a Strong Start to 2024
InvestorPlace· 2024-01-23 02:25
股市表现 - 股市在2024年1月19日再次上涨,标普500指数和纳斯达克100指数创下历史新高[1] - 技术股的持续上涨推动了股市的增长,尤其是与人工智能(AI)相关的微芯片和半导体公司[2] 值得关注的股票 - 餐厅品牌国际(QSR)是一个值得关注的股票,前景看好[6] - 联邦快递(FDX)的首席财务官最近购买了公司股票,也是一个值得关注的股票[10]
US Postal Service's Deep Trouble
24/7 Wall Street· 2024-01-20 21:27
邮政服务财务状况 - 邮政服务的财务困境导致其成本结构拖累其作为美国家庭和企业交付行业支柱的可行性[4] 邮票价格趋势 - 美国邮政服务将首级邮票价格从0.66美元提高到0.68美元[4] - 邮政服务的邮票价格上涨是一个趋势,导致首级邮票价格飙升[5]
FedEx to Launch eCommerce Platform in Fall
PYMNTS· 2024-01-15 23:42
FedEx will roll out an eCommerce platform in the fall. The new fdx platform will help eCommerce merchants optimize demand, conversion, fulfillment, carbon footprint, visibility, post-purchase and returns, the logistics company said in a Sunday (Jan. 14) press release. “FedEx is transforming into a digitally-led business powered by our extensive physical transportation network, leveraging our scale and insights from moving 15 million packages per day,” FedEx President and CEO Raj Subramaniam said in the rele ...
联邦快递(FDX.US)CEO:红海中断并没有对其造成太大影响
智通财经· 2024-01-15 10:25
海洋运输影响 - 联邦快递表示由于红海航运中断,海运运输时间延长了近两周[1] - 联邦快递CEO表示海洋运输占全球贸易的90%,即使是很小的变化也会产生影响[2] - 高管和专家表示也门胡塞武装在红海对集装箱船发动袭击,迫使一些零售商在中国农历新年假期前囤积货物,转而寻求空运或铁路替代红海运输[3]
FedEx Announces First-Of-Its-Kind Data-Driven Commerce Platform
Businesswire· 2024-01-14 22:45
新商业平台fdx发布 - FedEx宣布推出fdx,首个数据驱动的商业平台,连接整个客户旅程,为企业增长需求、提高转化率、优化履行和简化退货提供便利[1] - fdx将帮助商家通过提供改善客户旅程中的可见性和连接能力的数据和见解,从需求点到交付和退货做出更具战略性的物流决策[2] - fdx平台计划于2024年秋季正式推出,目前可根据请求提供私人预览,有兴趣了解更多的企业可以注册[3]
FedEx Corporation (FDX) is Attracting Investor Attention: Here is What You Should Know
Zacks Investment Research· 2024-01-12 23:33
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. Over the past month, shares of this package delivery company have returned -10.2%, compared to the Zacks S&P 500 composite's +3.5% change. During this period, the Zacks Transportation - Air Freight and Cargo industry, which FedEx falls in, has lost 0.5%. The key question now is: What could be the stock's future directi ...
Is UPS the Best Dividend Stock for You?
The Motley Fool· 2024-01-07 21:07
UPS股票投资风险 - UPS目前的股息率略高于4%,具有良好的长期增长股票,但是否是投资者应该购买的股息股票取决于您对短期风险的容忍度[1] - 不要购买UPS股票如果您无法忍受短期风险的可能性,因为包裹递送公司是周期性的,其交付量和收益取决于经济活动[2] UPS包裹服务收入情况 - UPS的低成本地面服务的交付量和收入下降幅度明显小于高成本的延迟和次日空运服务,导致美国国内包裹部门的收入在前九个月下降了6.3%[3] UPS未来展望 - UPS的第四季度通常是其最高收入的时期,但由于竞争对手联邦快递在2024年第二季度的业绩和展望令投资者失望,UPS可能会错过2023年的全年预期,更不用说对2024年的前景给出乏善可陈的展望[6] UPS股息可持续性和公司增长 - UPS的股息可持续性和公司长期增长盈利能力是购买其股票的最有力论据,市场预计2023年是UPS的低谷年,预计自由现金流为61亿美元,远远超过目前向投资者支付的53亿美元的股息[9] UPS未来发展方向 - 尽管经历了具有挑战性的一年,但UPS在医疗保健和中小型企业等领域的增长目标上仍在稳步前进。与此同时,管理层继续投资于提高生产力的技术,如自动化和智能设施,有助于降低每件货物的成本。事实上,UPS有充分理由在经历经济低迷时期后成为更强大的企业[10]