联邦快递今日盘前大涨7.33%,引发市场关注。消息面上,联邦快递公布了以下重大进展:
一、公司宣布计划在未来18个月内,将旗下价值约300亿美元的货运部门FedEx Freight分拆并独立上市。该举措有望帮助联邦快递专注发展核心快递业务,被分析师认为将为股东解锁高达200亿美元价值,提升利润率。
二、联邦快递公布了第二财季业绩,调整后每股盈利为4.05美元,超出分析师预期的3.98美元。然而,受疲软需求影响,公司营收为220亿美元,略低于预期。
三、鉴于前景挑战,联邦快递下调了2025财年的盈利指引至每股19-20美元,较之前19.75美元的预期略有下调。
市场对联邦快递的重组举措与盈利超预期反应积极,但业绩前景下修也在一定程度上抵消了利好影响。多头空头仍存在分歧,联邦快递后市股价走势或取决于分拆计划的执行力度。
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