[情報] US:FDX 聯邦快遞財報...貨運鬼故事?

看板Stock (股票)作者 (賽非茵)時間3周前 (), 編輯推噓6(7111)
留言19則, 11人參與, 3周前最新討論串1/2 (看更多)
1. 標題:FDX財報 2. 來源:reuters (公司名、網站名) 3. 網址:https://reut.rs/3EFXSpG 4. 內文: U.S. delivery firm FedEx Corp (FDX.N) posted a 7% drop in quarterly profit and cut its full-year forecast on Tuesday, after labor shortages crimped earnings, slowed packages and drove up costs ahead of the all-important holiday peak season. Shares in the Memphis, Tennessee-based company fell 4.6% to $240.50 in extended trading after FedEx said staffing problems resulted in a $450 million year-over-year increase in costs due to higher wage rates and overtime, increased spending on third-party transportation services and shipping hiccups. "The impact of constrained labor markets remains the biggest issue facing our business" and was a key driver for the first-quarter underperformance, FedEx Chief Operating Officer Raj Subramaniam said on a conference call with analysts. Most of the excess labor expense hit the company's Ground network - which is now rerouting 600,000 packages a day, or 6.4% of the segment's average daily volume during the quarter - to work around woes stemming from the labor shortfall, executives said. As an example, Subramaniam said its hub in Portland, Oregon, is just 65% staffed. That requires FedEx to pay more and send packages to other hubs - adding time, package miles and spending on outside help. "We anticipate the cost pressures from network inefficiencies, such as the one I just illustrated, to persist through peak," Subramaniam said. "Overcoming staffing and retention challenges is our utmost priority." FedEx said adjusted net income fell to $1.19 billion, or $4.37 per share, for the fiscal first quarter ended Aug. 31, from $1.28 billion, or $4.87 per share, a year earlier. Revenue increased 14% to $22.0 billion. On the heels of the report, FedEx lowered its full-year forecast for earnings, excluding items, to $19.75 to $21.00 per share. FedEx previously forecast 2022 earnings per share, excluding items, of $20.50 to $21.50. FedEx and competitor United Parcel Service Inc (UPS.N) are sprinting to hire holiday help as the resurgence of Delta variant-driven COVID-19 infections threatens to increase e-commerce delivery demand during the holiday season, when package volume can easily double. FedEx aims to bring on 90,000 holiday workers. It hired 70,000 last year and 55,000 in 2019. Up-and-coming rival Amazon.com Inc (AMZN.O) is touting average pay of $18 per hour as it races to expand its own delivery network. Amazon's nonunion delivery contractors compete with FedEx and its Ground delivery partners for workers. UPS workers are unionized and among the highest paid in the industry. Shares in UPS shed 2.6% after the FedEx report. At the market close on Tuesday, shares in FedEx were down 10% over the past six months, while UPS shares gained 19%. ---- 機器翻譯 美國快遞公司聯邦快遞公司(FDX.N)週二公佈季度利潤下降7%,並下調了全年預期,此前工作力短缺壓慢了收入,減緩了套餐,並推高了成本。 總部位於田納西州孟菲斯市的該公司股價在延長交易中下跌4.6%,至240.50美元。 聯邦快遞首席運營官拉傑?蘇布拉馬尼亞姆(Raj Subramaniam)在與分析師的電話會議上表示:"受約束的工作力市場的影響仍然是我們業務面臨的最大問題",也是第一季度業績不佳的主要驅動因素。 高管們表示,大部分超額工作力支出都打到了該公司的地面網路上,該公司目前正在調整每天60萬套的包裹,占該季度該市場區隔日均數量的6.4%。 例如,蘇布拉馬尼亞姆說,其位於俄勒岡州波特蘭的樞紐只有65%的員工。這就要求聯邦快遞支付更多費用,並將包裹發送到其他中心-增加時間,套餐里程和花費外部説明。 Subramaniam 說:「我們預計,網路效率低下帶來的成本壓力(如我剛才說明的)將持續到高峰期。"克服人員配備和留用挑戰是我們的首要任務。 聯邦快遞表示,截至8月31日的第一季度,經調整的凈利潤從去年的12.8億美元(合每股 4.87美元)降至11.9億美元(合每股4.37美元)。 收入增長14%,達到220億美元。 報告發佈后,聯邦快遞將全年收益(不包括專案)預期下調至每股19.75美元至21.00美元。聯邦快遞此前預測,2022年每股收益(不包括專案)為20.50美元至21.50美元。 聯邦快遞和競爭對手聯合包裹服務公司(UPS) 。N)正在衝刺僱用假日幫助,因為達美變種驅動的 COVID-19 感染的死灰復燃可能會增加節日期間的電子商務交付需求,屆時包裹數量很容易翻倍。 聯邦快遞計劃引進90,000名假日工人。該公司去年雇傭了70,000人,2019年雇傭了55,000人。 新興競爭對手 Amazon.com 公司(AMZN)O)正在兜售每小時 18 美元的平均工資, 因為它爭先恐後地擴大自己的送貨網路。亞馬遜的非工會交付承包商與聯邦快遞及其地面交付合作夥伴爭奪工人。 UPS 員工是工會會員,也是業內薪酬最高的員工之一。聯邦快遞報告發佈后,UPS股價下跌2.6%。 在周二收盤時,聯邦快遞的股價在過去六個月中下跌了10%,而UPS的股價則上漲了19%。 --- FedEx是我很久以前就在關注的 原本我對他的預期是隨著海運業也有所增長 結果事實是... 物流增加、人力增加、增長的運輸成本、資源管理不善 貨運業鬼故事? -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 118.160.86.218 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1632323706.A.F1A.html

09/22 23:16, 3周前 , 1F
adobe也不知道在躺啥
09/22 23:16, 1F

09/22 23:23, 3周前 , 2F
Cramer 建議買進adobe
09/22 23:23, 2F

09/22 23:31, 3周前 , 3F
可是不是剛宣布漲價嗎 看來是覺得淨利太爛了
09/22 23:31, 3F

09/22 23:38, 3周前 , 4F
歐美因為薪資補貼,所以有些人選擇躺平啊...
09/22 23:38, 4F

09/22 23:39, 3周前 , 5F
減緩了套餐,笑了,想說這是啥小。
09/22 23:39, 5F

09/22 23:39, 3周前 , 6F
機器翻譯
09/22 23:39, 6F

09/22 23:39, 3周前 , 7F
躺平的那些人就是廉價勞動人口啊...
09/22 23:39, 7F

09/22 23:40, 3周前 , 8F
看了一下這機器翻譯的品質好像還真的不怎麼好
09/22 23:40, 8F

09/22 23:40, 3周前 , 9F
請大家加減看吧 不然就看原文
09/22 23:40, 9F

09/22 23:41, 3周前 , 10F
好好玩,然後政府發補助金比他以前上班薪資還高
09/22 23:41, 10F

09/22 23:45, 3周前 , 11F
那是以前 現在好像鼓勵你工作久一點 像亞馬遜就鼓勵
09/22 23:45, 11F

09/22 23:46, 3周前 , 12F
員工,如果讀大學的人就補助學費,但需繼續兼職
09/22 23:46, 12F

09/22 23:51, 3周前 , 13F
欸 不是 這機翻品質應該算是超乎想像的好吧
09/22 23:51, 13F

09/22 23:57, 3周前 , 14F
看了一下 這價格基本上回到去年9月的水準了
09/22 23:57, 14F

09/23 00:15, 3周前 , 15F
上周買就覺得走勢不行拋出,還好覺得怪怪先閃
09/23 00:15, 15F

09/23 00:19, 3周前 , 16F
上周的問題在於大盤都向下 所以其實很難判斷個股
09/23 00:19, 16F

09/23 01:37, 3周前 , 17F
這真的靠北了 我的UPS也被殺爛= =
09/23 01:37, 17F

09/23 02:25, 3周前 , 18F
問題就是聘不到員工
09/23 02:25, 18F

09/23 03:43, 3周前 , 19F
達美變種笑死
09/23 03:43, 19F
文章代碼(AID): #1XIqXwyQ (Stock)
文章代碼(AID): #1XIqXwyQ (Stock)