联邦快递(FDX.US)财报前夕遭Evercore降级需求逆风或压制EPS

智通财经

Sep 17, 2025

智通财经APP获悉，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。

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。”

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。

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