Parkev Tatevosian, CFA 对 $FDX 的判断变化

2026-09-01看跌
《Is FedEx an Excellent Dividend Stock to Buy Right Now? | FDX Stock Analysis》
将FDX评级下调至持有;近期上涨后,当前价格超过331美元,高于DCF公允价值313美元。

联邦快递在最近一个完成的季度报告了13%的收入增长,并且公司正在成功减少其运营能力。自2022年以来,其机队规模已减少8%,管理层预计运输单位数量将面临逆风。

FedEx reported 13% revenue growth in its most recently completed quarter, and the company successfully is reducing its operational capacity. Since 2022, there's been an 8% reduction in its fleet size, the management team anticipating headwinds to the number of units being transported.