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联邦快递上调全年盈利展望:6月至9月完成20亿美元股票回购 季度调整后业绩改善

2026-10-30 · 金融 · GSM News

总部位于田纳西州谢尔比县孟菲斯市的联邦快递(FedEx)10月28日公布截至9月30日的季度业绩:调整后综合经营业绩同比改善,公司同时上调2026日历年全年盈利展望。

公司称,业绩改善由包裹基础收益率上升、包裹量增长与业务优化带来的结构性成本下降推动;购入运输费率上升、工资与浮动薪酬支出增加,以及全球贸易政策变化的财务影响,部分抵消了上述增益。今年6月至9月期间,公司完成20亿美元股票回购。

联邦快递总裁兼首席执行官 Raj Subramaniam 表示,强劲的经营成果与调整后自由现金流表明公司正在高价值市场板块取胜并持续优化网络,全年展望由此上调;公司将以纪律化的运营执行降低服务成本、专注盈利性增长,继续定位为全球领先的 B2B 包裹与航空货运提供商,以数字化洞察开拓新市场,并以纪律化的资本配置为股东创造更多价值。

FedEx Raises Its Full-Year Earnings Outlook After Completing $2 Billion in Share Repurchases from June to September

FedEx Corp., headquartered in Memphis, Shelby County, Tennessee, reported results on October 28 for the quarter ended September 30: adjusted consolidated operating results improved year over year, and the company raised its full-year calendar 2026 earnings outlook.

The company said the improvement was driven by increased package base yields, higher package volumes and continued structural cost reductions from business optimization initiatives, partly offset by increased purchased transportation rates, higher wage rates and variable compensation expenses, and the financial impact of global trade policy changes. During the June-to-September period, FedEx completed $2 billion of share repurchases.

"As our strong operating results and adjusted free cash flow demonstrate, FedEx is winning across high-value market segments while we optimize our network, driving an increase to our full-year outlook," said Raj Subramaniam, FedEx Corp. president and chief executive officer. He said the company remains committed to disciplined operational execution to reduce its cost-to-serve while focusing on profitable growth, and to its strategy of remaining the world's premier B2B parcel and air freight provider, leveraging digital insights to unlock new markets and using disciplined capital allocation to create additional stockholder value.

来源:GSM·美国(原文链接)

图片来源:图:联邦快递的一架货机。经 Wikimedia Commons,CC BY-SA 2.0。 / A FedEx Express aircraft. Via Wikimedia Commons, CC BY-SA 2.0.

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