Core Insights - U.S. stock futures are trading mixed, with several companies expected to report earnings that may attract investor attention [1] Company Summaries - **Accenture Plc (NYSE:ACN)**: Expected to report quarterly earnings of $3.75 per share on revenue of $18.52 billion. Shares gained 0.2% to $274.27 in after-hours trading [1] - **Micron Technology Inc. (NASDAQ:MU)**: Reported first-quarter revenue of $13.64 billion, exceeding analyst estimates of $12.83 billion. Adjusted earnings were $4.78 per share, surpassing estimates of $3.95 per share. Shares climbed 8% to $243.74 in after-hours trading [1] - **FedEx Corp. (NYSE:FDX)**: Analysts expect quarterly earnings of $4.10 per share on revenue of $22.79 billion, with earnings to be released after market close. Shares rose 0.4% to $283.21 in after-hours trading [1] - **MillerKnoll, Inc. (NASDAQ:MLKN)**: Posted better-than-expected earnings for the second quarter and provided a strong forecast for the current quarter. Shares surged 9.2% to $19.14 in after-hours trading [1] - **Nike Inc. (NYSE:NKE)**: Expected to report quarterly earnings of 38 cents per share on revenue of $12.22 billion after market close. Shares rose 0.3% to $65.88 in after-hours trading [1]

这是(晴晖国际物流－双清包税到门)整理的信息，希望能帮助到大家 在考虑运输大型物品时，例如家具、健身器材、商业设备或整屋搬迁的行李，普通的快递服务往往难以胜任。超大件物流因其在尺寸、重量和操作复杂性上 的特殊性，需要专门的服务商来处理。这类物流不仅涉及简单的点对点运输，更涵盖了专业的包装、安全的装卸、可能的仓储以及灵活的最后一公里配送方 案。在美国市场，有几家服务商在这一领域较为活跃，各自形成了不同的服务特点。 *运作模式：它们主要利用其庞大的零担货运网络。当您的货物不足以装满一整辆卡车时，您的货物会与其他客户的货物共享一辆卡车，按照路线进行集散 分拨。这对于单件或几件大型物品来说是常见的选择。 *优势点：创新的优势在于网络的可靠性和标准化。它们拥有密集的终端网络、专业的车队和跟踪系统，运输状态的可视化程度通常较高。对于有规律性商 业运输需求的企业客户来说，整合在熟悉的FedEx或UPS账户体系内也比较方便。 要评估这些服务商是否靠谱，不能仅看价格或广告，而需要从多个维度进行综合比较。普通的小包裹快递，如常见的文件或电商小件，其流程高度标准化， 对网络密度和分拣速度要求极高。而超大件物流则更像一个定制化项目， ...

Core Insights - FedEx Corporation is set to report its Q2 Fiscal Year 2026 results on December 18, which is anticipated to be a significant event for investors as it may influence market sentiment and reflect broader economic trends [1][2] Company Overview - FedEx is one of the largest logistics and freight companies globally, providing integrated air and ground transportation, e-commerce shipping, express delivery, and supply chain solutions across over 220 countries and territories [3] - The company is headquartered in Memphis, Tennessee, and operates a vast global network that handles millions of packages daily, making it a critical player in global trade and economic activity [4] Market Performance - Over the past 52 weeks, FedEx's stock has shown slight positive returns of 1.83%, significantly underperforming the S&P 500 Index, which gained 14.48% during the same period [5] - Year-to-date, FedEx's performance has been muted, with gains around 0.42%, indicating cautious investor sentiment despite a recovery from earlier sell-offs [6] Economic Indicators - FedEx's upcoming earnings report is expected to provide insights into shifting trade patterns, rising operational costs, and the evolving landscape of online shopping demand, serving as a real-time snapshot of the global economy as 2025 concludes [2] - Current headwinds include softness in freight demand and concerns regarding weaker business-to-business volumes, which have impacted investor sentiment [7]

Core Insights - FedEx is experiencing operational challenges due to the grounding of its MD-11 freighter fleet during the peak shipping season, leading to difficulties in accommodating pilots and managing flight changes [1][2][3] Group 1: Operational Challenges - The grounding of 28 MD-11 cargo jets, mandated by the FAA after a crash incident, has significantly impacted FedEx's capacity to meet shipping demands [3] - The company has struggled with booking accommodations for its crew, resulting in pilots arriving at layover cities without confirmed lodging or transportation [2][5] - FedEx has activated contingency plans, including using spare aircraft, consolidating flights, and hiring contract carriers to mitigate the loss of capacity [4][5] Group 2: Crew Management and Labor Relations - The union representing FedEx pilots has raised concerns about the impact of lodging delays on crew rest and operational efficiency, attributing these issues to chronic understaffing at the Flight Services Desk due to cost-cutting measures [6] - The pilots' union argues that the current operational challenges highlight the need for more pilots to manage the increased workload and maintain efficiency [6]

Company Overview - FedEx Corporation (FDX) has a market capitalization of $66.6 billion and operates globally in transportation, e-commerce, and business services through its Federal Express and FedEx Freight segments [1] Upcoming Earnings Report - FedEx is scheduled to report its Q2 2026 results on December 18, with analysts expecting an adjusted EPS of $4.05, consistent with the same quarter last year [2] - For fiscal 2026, analysts forecast an adjusted EPS of $18, a slight decline of over 1% from $18.19 in fiscal 2025, but anticipate a growth of 13.8% year-over-year to $20.48 in fiscal 2027 [3] Stock Performance - Over the past 52 weeks, FedEx shares have experienced a marginal decline, underperforming compared to the S&P 500 Index, which increased nearly 12%, and the Industrial Select Sector SPDR Fund, which gained 13.5% [4] Recent Financial Results - Following the Q1 2026 results released on September 18, FedEx shares rose by 2.3% due to strong year-over-year earnings growth, with adjusted operating income reaching $1.30 billion and adjusted EPS increasing to $3.83, driven by robust U.S. domestic package revenue and cost reductions [5] - The fiscal 2026 outlook includes projected revenue growth of 4% to 6% and an adjusted EPS of $17.20 to $19, excluding certain costs [5] Share Repurchase and Spin-off Plans - FedEx completed $500 million in share repurchases during the quarter and is progressing towards the planned spin-off of FedEx Freight in June 2026 [6] Analyst Ratings - The consensus view on FedEx stock is cautiously optimistic, with a "Moderate Buy" rating. Among 29 analysts, 16 recommend "Strong Buy," 2 "Moderate Buys," 9 suggest "Hold," 1 has a "Moderate Sell," and 1 advises "Strong Sell" [7] - The stock is currently trading above the average analyst price target of $276.39 [7]

Core Insights - The article discusses the approaching shipping deadlines for packages to arrive by Christmas, emphasizing the urgency for consumers to ship early to ensure timely delivery [1][2]. Shipping Carrier Updates - UPS has encouraged early shopping and shipping since September due to the expected surge in package volume during the holiday season [2]. - The U.S. Postal Service (USPS) has increased its daily processing capacity at its largest facility in Los Angeles from 60 million to 88 million packages by adding over 600 new sorting machines [3][5]. - FedEx has outlined specific deadlines for various shipping options, with the last day for same-day delivery being December 24 and for overnight services being December 23 [8][9]. Specific Shipping Deadlines - **UPS Deadlines**: - Ground: Check online for specific deadlines based on location [5]. - 3 Day Select: December 19, 2025 [5]. - 2nd Day Air: December 22, 2025 [6]. - Next Day Air: December 23, 2025 [6]. - **FedEx Deadlines**: - SameDay: December 24 for same-day delivery options [8]. - Overnight services: December 23 [8]. - 2Day services: December 22 [9]. - Express Saver: December 19 [9]. - **USPS Deadlines**: - Ground Advantage: December 17 [12]. - First-Class Mail: December 17 [12]. - Priority Mail: December 18 [12]. - Priority Mail Express: December 20 [12]. - **USPS Deadlines for Alaska, Hawaii, Puerto Rico, and U.S. Territories**: - Ground Advantage: December 16 [13]. - First-Class Mail: December 17 [13].

Core Viewpoint - FedEx Corporation is a leading player in the transportation and logistics sector, with a positive growth outlook supported by institutional investments and analyst ratings [1][2][4]. Investment Ratings and Price Targets - Barclays maintains an "Overweight" rating for FedEx, raising its price target from $320 to $360, reflecting confidence in the company's growth potential [2]. - The current stock price is approximately $281.23, categorized as a "hold" [2]. Institutional Investments - B. Riley Wealth Advisors Inc. acquired 4,865 shares valued at about $1.11 million, indicating growing confidence in FedEx's future performance [3]. - Valeo Financial Advisors LLC increased its stake to 3.74 million shares worth approximately $851 million [3]. - Norges Bank acquired a new stake valued at around $605 million during the second quarter, while AQR Capital Management LLC increased its holdings by 750.9%, now owning over one million shares [3]. Stock Performance and Market Capitalization - FedEx's stock price is currently $281.72, with a slight increase of 0.17% or $0.49 [4]. - The stock has traded between $281.08 and $282.99 today, with a one-year high of $295.24 and a low of $194.30 [4]. - FedEx has a market capitalization of approximately $66.47 billion, solidifying its position in the logistics industry [4].

Market Overview - The market is showing positive movement after a down-session on Friday, with the Dow up by 244 points, S&P 500 up by 36 points, Nasdaq up by 160 points, and Russell 2000 up by 21 points [2] - The 10-year bond yield remains stable at 4.17%, while the 2-year bond yield has decreased to 3.50% [2] Economic Indicators - The Empire State Manufacturing Index reported a negative reading of -3.9 for December, significantly missing expectations of +10 and down from +18.7 in the previous month [3][4] - This marks only the second negative monthly print in the last six months, indicating ongoing struggles in domestic manufacturing [4] - The Homebuilders Confidence survey for December is expected to show a print of 38, indicating ongoing challenges for domestic homebuilders [5] Federal Reserve Insights - Fed Governor Stephen Miran and New York Fed President John Williams are scheduled to discuss interest-rate decision-making, with differing views on rate cuts [6] - The upcoming jobs report is anticipated to show an increase of 50,000 new jobs for November, which is below the threshold needed to maintain positive job growth, with the unemployment rate expected to rise to 4.5% [9][10] Earnings Reports - Key earnings data is expected from various companies, including homebuilders Lennar and KB Home, data storage producer Micron, FedEx, and Nike during the final full trading week of 2025 [11]

Core Viewpoint - FedEx is expected to report quarterly earnings of $4.05 per share, unchanged from the previous year, with revenues projected at $22.88 billion, reflecting a 4.2% year-over-year increase [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised upward by 1.1%, indicating analysts' reassessment of their initial forecasts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts estimate 'Revenue- FedEx Express- Package- International economy' at $1.53 billion, a decrease of 3.6% year-over-year [5]. - The 'Revenue- FedEx Express- Package- Total international export package revenue' is projected to reach $3.79 billion, down 0.9% from the prior-year quarter [5]. - The 'Revenue- Federal Express segment' is forecasted to be $19.70 billion, reflecting a year-over-year increase of 4.6% [6]. - 'Revenue- FedEx Express- Freight- Total freight revenue' is expected to reach $1.57 billion, indicating a 1.3% increase from the previous year [6]. Package Volume and Revenue per Package - The consensus estimate for 'FedEx Express - Package - Average daily package volume - International economy' is 583.31 thousand, slightly down from 586.00 thousand reported last year [7]. - 'FedEx Express - Package - Average daily package volume - Total international export ADV' is projected at 1.14 million, down from 1.18 million in the same quarter last year [7]. - Analysts expect 'FedEx Express - Package - Revenue per package - International export composite' to be $52.10, up from $51.37 reported last year [8]. - The 'FedEx Express - Package - Revenue per package - International economy' is projected to be $40.98, down from $43.03 in the same quarter of the previous year [9]. Freight Metrics - 'FedEx Express - Freight - Average daily freight pounds - International economy' is expected to be 12.53 million, slightly up from 12.48 million reported last year [8]. - 'FedEx Express - Freight - Average daily freight pounds - International priority' is projected to reach 4.99 million, compared to 4.93 million reported last year [9]. Market Performance - FedEx shares have increased by 6.3% over the past month, outperforming the Zacks S&P 500 composite, which saw a -0.2% change [11].

Core Viewpoint - The article discusses the performance and outlook of FedEx Corporation (FDX), highlighting a previous rating of HOLD and noting the company's strong dividend as a positive aspect [1]. Summary by Relevant Sections - **Company Performance** - FedEx Corporation was last covered in June, with a rating of HOLD due to various favorable factors, particularly its strong dividend [1]. - **Analyst Background** - The analyst has over 10 years of experience in the investment arena, with a master's degree in Analytics and a bachelor's degree in Accounting, indicating a solid foundation for evaluating companies like FedEx [1]. - **Investment Philosophy** - The analyst expresses a personal interest in dividend investing, suggesting a focus on income-generating investments, which aligns with FedEx's strong dividend performance [1].