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联邦快递(FDX.US)财报前夕遭Evercore降级 需求逆风或压制EPS
Zhi Tong Cai Jing· 2025-09-17 13:04
此外,Evercore ISI还将联邦快递的目标股价从249美元下调至243美元。 截至发稿,盘前交易中,联邦快递股价下跌0.5%,其52周股价波动区间为194.30美元至308.53美元。据 悉,联邦快递定于美东时间9月18日盘后发布财报。 分析师乔纳森.查普尔强调,两大因素将为联邦快递带来额外压力:一是全球范围内逐步取消"小额免税 政策"(de minimis exemptions),二是旗下联邦快递货运(FDX Freight)业务仍未解决的运量难题。 他警示称:"我们认为,正如过去两年'DRIVE计划'的成功所证明的那样,联邦快递可通过'2.0网络'相 关的网络重组,抵消部分收入端的不利影响;但今年的成本节约效益很可能集中在下半年兑现,且随着 运量与收入端压力不断累积,我们不再认为仅靠提升生产效率,就能完全扭转宏观层面的逆风。" 联邦快递(FDX.US)周三盘前交易股价走低,此前投资机构Evercore ISI将该股评级从"跑赢大 盘"(Outperform)下调至"与大盘持平"(In Line)。该机构指出,联邦快递当前面临持续的需求逆风,这可 能会给其短期每股收益(EPS)预期带来更大风险。 ...
美货运巨头首次向美全职送货司机提供自愿买断方案
news flash· 2025-07-04 01:41
Core Viewpoint - United Parcel Service (UPS) is initiating the largest network restructuring in its history, offering voluntary buyout packages to full-time delivery drivers in the U.S. to adapt to an unprecedented business environment and improve operational efficiency [1] Group 1: Company Actions - UPS is launching a voluntary buyout program for full-time delivery drivers, marking the first time such an offer has been made to this group [1] - The buyout participants will receive a substantial financial compensation while retaining their existing retirement benefits, including pensions and health insurance [1] Group 2: Business Environment - The restructuring is a response to the current unprecedented business environment, indicating significant challenges faced by the company [1] - The move aims to cut costs and enhance operational efficiency, reflecting a strategic shift in UPS's approach to its workforce management [1]
UPS offering buyouts to drivers — a move slammed by Teamsters: ‘Our members cannot be bought off'
New York Post· 2025-07-03 18:49
Core Viewpoint - UPS is implementing a significant network reconfiguration plan, which includes voluntary buyouts for full-time US drivers, cutting 20,000 jobs, and closing 73 facilities due to reduced deliveries from Amazon and the impact of tariffs [1][4]. Group 1: Company Actions - UPS will offer voluntary buyouts to its full-time US drivers as part of its network reconfiguration [1]. - The buyout package will be in addition to any retirement benefits such as pension and healthcare [2]. - The company intends to adhere to the terms of its contract with the Teamsters union [5]. Group 2: Union Response - The Teamsters union, representing about 330,000 workers at UPS, criticized the buyout plans as an "illegal violation" of the national contract, which included a commitment to create 22,500 more jobs [3]. - Sean O'Brien, the general president of the Teamsters, emphasized that union members cannot be "bought off" and will not allow themselves to be "sold out" [3][6].