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July 22, 2021
Uncategorized

聯邦快遞Q1獲利營收暴增 橫掃華爾街預期

聯邦快遞週二(15 日)發佈 2021 會計年度第一季財報,營收、獲利均遠大於華爾街最高預期,激勵盤後股價大漲 8%。

聯邦快遞週二盤後公布上一季度財報,營收達193億美元,稀釋後每股獲利為 4.72美元,均超過華爾街預期。聯邦快遞的獲利反映電子商務在新冠病毒疫情推動下爆炸式的成長。

分析師先前預期,公司上一季的每股獲利將自前一季的1.8 美元提升到 2.70美元,營收175億美元,但實際結果遠高於此預期。

花旗分析師研究報告稱聯邦的財報「橫掃千軍」,「持續的貨運量增長的優勢和附加費的完整季度非常正面反映在 Ground部門獲利和利潤上。

聯邦快遞 Ground 部門負責處理沃爾瑪等零售商的電商包裹,其第一季每日平均包裹量增長 31%,每個包裹的營收成長 2% 至 9.33美元。疫情顛覆快遞營運,原本獲利較豐厚的企業包裹服務減少,但成本較高的送貨上門個人包裹量暴增,大量居家防疫民眾,透過網購取得民生物資,甚至包括辦公室家具到健身器材等。

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