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December 20, 2023
財經

貨運需求疲軟 聯邦快遞下修全年營收展望

受貨運需求疲軟打擊,物流業巨頭聯邦快遞(FedEx)週二(19 日)下修全年營收預測,消息公布後,聯邦快遞  股價大跌。

聯邦快遞公布 第二季營收為 222 億美元,年減 2.6%,低於市場預期的 223.6 億美元。每股盈餘為 3.55 美元,高於去年同期的 3.07 美元,但遜於預期。對業務優化成本進行調整後,每股盈餘為 3.99 美元,不及市場預期的 4.18 美元。

該公司表示,預計 2024 會計年度銷售額將以「個位數前段百分比」下滑,遜於此前給出的「成長大致持平」(approximately flat),且預估調整後的年度稀釋每股收益為17.00至 18.50美元,並預測年度資本支出為57億美元。

執行長蘇布拉馬尼姆(Raj Subramaniam)在財報電話會議上表示,他相信消費者在實體商品或服務體驗等方面的支出模式,基本上已恢復到疫情前的水準,但全球工業生產疲軟,加上對經濟疲軟的悲觀看法,促使企業囤積過多商品,貨運需求因此遭受打擊。

他並稱:「在本會計年度剩餘時間內,這種趨勢應不會出現改善。」

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