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FedEx stock slips as earnings miss Wall Street consensus

FedEx Corp. Shares fell in the extended session Thursday after shipping and logistics company reported a profit loss against Wall Street estimates and left their outlook unchanged.

FedEx FDX,
+ 0.91%
Shares were down 3% after hours, after a 0.9% increase from the regular session to close at $ 227.98.

The company reported fiscal third-quarter net income of $ 1.1 billion, or $ 4.20 per share, compared to $ 892 million, or $ 3.30 per share, in the previous year. Adjusted income, excluding share-based compensation costs and other items, was $ 4.59 per share, compared to $ 3.47 per share in the previous year.

Revenue rose to $ 23.6 billion from $ 21.5 billion in the quarter a year ago.

Analysts reviewed by FactSet had forecast $ 4.65 per share on revenue of $ 23.41 billion.

“We have performed successfully during the holiday peak season, resulting in record December operating income,” said Michael Lenz, FedEx Chief Financial Officer, in a statement. “Our strong quarterly operating revenue growth was dampened by the flow of the Omicron variant, which disrupted our networks and reduced customer demand in January and February. We remain focused on revenue quality and operational efficiency initiatives to reduce inflationary pressures and to lead to income improvement.

In addition to year-end mark-to-market accounting adjustments for retirement plans and other expenses, FedEx maintained its forecast earnings at $ 20.50 to $ 21.50 per share, while analysts estimate earnings of $ 20.59 per share.

The company said the forecast included “no new COVID-19 related business constraints, current fuel price expectations and no additional negative geopolitical developments.”

Back in December, FedEx announced a new $ 5 billion stock-back program, with $ 1.5 billion of that under an “accelerated” program.