FedEx季度业绩超预期并上调全年业绩指引
FedEx beats expectations, raises outlook in first report since calendar adjustment
FedEx公布截至9月30日的季度业绩，调整后每股收益为3.74美元、营收为228.6亿美元，均高于分析师预期。公司将全年调整后每股收益指引从16.90至18.10美元上调至18至18.60美元，并将2026年营收同比增长预期从11%提高至约12%。这是FedEx调整财年日历后的首份财报，新的财年年末由5月31日改为12月31日。
FedEx在财年日历调整后的首份财报中上调全年业绩指引，营收增长预期也有所提高，可用于观察其经营表现与全年预期变化。
A FedEx delivery truck is seen in Chicago, Illinois, United States, on July 25, 2026.
Marcin Golba | Nurphoto | Getty Images
FedEx on Wednesday reported quarterly earnings that beat Wall Street expectations on the top and bottom lines and raised its full-year outlook for its newly realigned fiscal year.
Shares of the company fell slightly in extended trading.
Here's how the company performed for the period ended Sept. 30 compared with what Wall Street was expecting, based on a survey of analysts by LSEG:
- Earnings per share: $3.74 adjusted vs. $3.36 expected
- Revenue: $22.86 billion vs. $22.42 billion expected
The company reported net income for the quarter of $290 million, or $1.21 per share, compared with $650 million, or $2.73 per share, during the comparable period a year prior. Adjusting for one-time items — including losses related to short-term investments, gains on the extinguishment of debt and certain restructuring costs — FedEx reported adjusted earnings per share of $3.74.
It marks the first report of FedEx's realigned fiscal year, moving the end of its calendar from May 31 to Dec. 31. The report also comes after the company successfully spun out FedEx Freight into a separate publicly traded company.
FedEx said its express U.S. segment operating income increased in the quarter, primarily driven by higher package yields and volume.
"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," CEO Raj Subramaniam said in a statement.
For the full year, the company is now expecting adjusted earnings per share of between $18 and $18.60, compared to a prior range of $16.90 to $18.10. FedEx also said it's revising its 2026 revenue growth expectation to a roughly 12% year-over-year increase, up from previous guidance of an 11% increase.
Earlier this week, FedEx named former AutoZone exec Jamere Jackson as the company's new chief financial officer, effective Nov. 30. He replaces Claude Russ, who served as the interim CFO since June 1. John Dietrich was announced as stepping down from that role in April.
来源：CNBC · cnbc.com