FedEx FY 4Q17 Earnings Call Notes
Frederick Smith – Chairman & CEO Amazon is a great company, but there’s way too much focus on that “I mean, Amazon is a fantastic company, and it delivers things to all of us. And there is — we deliver … Continued
FedEx FY 3Q17 Earnings Call Notes
Fred Smith – Chairman & CEO DOT should mandate safety tech in fleets “Let me make an editorial comment based on what Mike said about our reaching 80% of our FedEx Freight having these new modern technologies in the tractors. … Continued
FedEx 1Q17 Earnings Call Notes
FedEx’s (FDX) CEO Frederick Smith on Q1 2017 Results TNT’s express freight capabilities were a key attraction “The attraction of TNT was many-fold but I have to tell you that one of the key attractions was their unduplicated express rate … Continued
FedEx FY 4Q16 Earnings Call Notes
Fred Smith Our goal is not to maximize margins in every segment every year This is Fred Smith. Let me take that question on a broader front, because this is one of my hot buttons as you probably know. We … Continued
FedEx FY 3Q16 Earnings Call Notes
FedEx’s (FDX) CEO Fred Smith on Q3 2016 Results We do things that increase earnings cash flows and returns “We buy airplanes because they increase earnings, cash flows and returns over a period of time. We add automated ground facilities … Continued
FedEx Fy 2Q16 Earnings Call Notes
Fred Smith Oversized packages are increasing in e-commerce “A couple of developments in e-commerce are worth noting. First, oversized packages are increasing, and second, a number of e-commerce shippers continue to use extremely cubed inefficient packaging, loaded density and over-the-road … Continued
JS Conference Call Notes: FDX, WFC, IBM, GM
FedEx (FDX) Chairman Fred Smith said the company is performing well given the economic landscape “FedEx Corporation is performing solidly given somewhat weaker than expected global economic conditions, especially in manufacturing in global trade. Weather foreclosures, lower oil CapEx and … Continued
FedEx FY 4Q15 Earnings Call Notes
See moderate growth in global economy “We see moderate growth in the global economy. Our annual U.S. GDP forecast is for 2.3% growth in calendar ’15 and for 2.9% growth in calendar ’16. We expect industrial production growth of 2.2% … Continued
FedEx FY 2Q15 Earnings Call Notes
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha West coast ports are … Continued
FedEx FY 1Q14 Earnings Call notes
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha Increased expectations for growth … Continued