异动解读 | 联邦快递Q1业绩超预期 恢复全年指引 盘前大涨5.16%

异动解读
Sep 19, 2025

美国快递巨头联邦快递(FedEx)周五盘前大涨5.16%,延续了周四盘后的强劲涨势。这一显著涨幅主要源于公司发布的2026财年第一季度财报超出市场预期,并恢复了全年业绩指引。

根据财报,联邦快递第一季度调整后每股收益为3.83美元,高于分析师预期的3.59美元;营收达222.4亿美元,同样超过市场预估的216.6亿美元。公司还发布了乐观的全年展望,预计2026财年营收增长率将在4%至6%之间,远超华尔街1.2%的预期。

联邦快递的业绩改善主要得益于美国国内业务的强劲表现和成本控制措施的成效。公司报告称,美国市场整体日均包裹量增长6%,运营利润率从5.2%提升至6%。此外,公司通过停飞货机、关闭设施及业务整合等措施实施的成本削减计划也取得了积极成果。尽管全球贸易环境仍存在不确定性,但联邦快递表示,这些业绩数据证明了公司网络韧性的构建成效。

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