-- 聯邦快遞 (FDX) 表示，隨著這家包裹遞送巨頭完成貨運業務分拆為新的上市公司，其財務長將於 6 月初卸任。 聯邦快遞週一晚間宣布，財務長約翰·迪特里希 (John Dietrich) 將於 6 月 1 日離職，但將繼續留在公司工作至 7 月 31 日。聯邦快遞企業財務副總裁克勞德·拉斯 (Claude Russ) 將擔任臨時首席財務官，同時公司將進行內部和外部招聘，尋找迪特里希的正式繼任者。 週二盤前交易中，聯邦快遞股價小幅下跌 0.6%。該股今年迄今已累計上漲 29%。 執行長拉傑·蘇布拉馬尼亞姆 (Raj Subramaniam) 在一份聲明中表示：「我要感謝約翰在過去幾年中為聯邦快遞領導團隊做出的諸多貢獻，我們成功地完成了公司重大轉型，並順利完成了貨運業務的分拆。」 “在我們開始尋找約翰的繼任者之際，我將相信克勞德豐富的戰略接續的戰略接續 聯邦快遞貨運部門的分拆預計將於6月1日完成。 聯邦快遞也重申了3月發布的2026財年展望。當時，該公司預計調整後每股盈餘將在19.30美元至20.10美元之間，營收成長6%至6.5%。 FactSet目前的普遍預期是，非GAAP每股收益為19.77美元，銷售額為935.6億美元。 該公司重申了2月投資者日上公佈的2029年目標，其中包括4%的複合年營收成長率。
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Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target to $90 from $100 following Q1 earnings, valuing OTIS shares at 19.6x our 2027 EPS outlook of $4.58 (down from $4.70; 2026 EPS view updated to $4.18 from $4.25), a modest discount to industrial machinery peers' and OTIS's five-year forward multiple average given unclear timing of ongoing margin headwinds. Service margins were disappointing in Q1 (contracting 160 bps to 23%) amid higher labor and material costs that came in above pricing. Weakness in China has yet to stabilize, though as noted in the past, this represents a shrinking area of OTIS's portfolio and will have a more limited effect going forward. Overall, the latest quarter was more of the same (China weakness/New Equipment decline), though with the added concern of margin quality being pressured within Service - the core profit driver for OTIS overall. While efforts to shore up profitability are underway, we see timing of recovery being uncertain.
$OTIS
Asia Markets
Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
The Tadawul All Share Index closed Sunday 0.11% higher as investors assessed the latest updates regarding the conflict in the Middle East.US President Donald Trump said on his Truth Social account that the Pakistani trip for his envoys, Steve Witkoff and Jared Kushner, was canceled. The announcement dimmed the hopes for peace talks between Iran and the US to happen any time soon.Further to this, Israel launched an attack in Lebanon on April 25. The strikes, which targeted Hezbollah, resulted in four casualties and facility damage in Southern Lebanon.Back at home, Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, and Thob Al Aseel (SASE:4012) posted their financial results for the three months ended March 31. Petro Rabigh emerged from a loss in the first quarter, while Thob Al Aseel logged a higher net profit and revenue."The reason for net profit reported during the current quarter compared to a net loss recorded in the same quarter of last year was primarily attributable to improved product margins resulting from stronger refined product pricing and higher sales volumes," Petro Rabigh said in its report.Petro Rabigh rose 10% at closing, while Thob Al Aseel ticked down 1.59%.Meanwhile, the local calendar will be mostly empty except for the kingdom's preliminary figures for its GDP growth rate for the first quarter and the M3 money supply and private bank lending data for March on Thursday.
$^TASI$SASE:2380$SASE:4012
Research
Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.
$URI