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Upcoming Q2 Earnings Report
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<blockquote data-quote="bacha29" data-source="post: 5104909" data-attributes="member: 58386"><p>We'll first have to see what the numbers are. In a very unusual move following the Q1 report FDX offered no forward looking guidance. If they offer none with Q2 then I think they might be considering a short term earnings hit in order to launch a new more aggressive spending plan on expansion and automation paid for with debt financing in the form of new bonds new stock or bank borrowing.</p><p></p><p>At ground what you might see is a further consolidation in the overall number of contractors where the weaker , less well capitalized, poorer performing are ordered to sell to the stronger ones who will be able to pick up additional routes at bargain prices. But even that doesn't mean that those who remain will not experience intense margin compression.</p><p></p><p>In any event be prepared for anything come Thursday after the markets close.</p></blockquote><p></p>
[QUOTE="bacha29, post: 5104909, member: 58386"] We'll first have to see what the numbers are. In a very unusual move following the Q1 report FDX offered no forward looking guidance. If they offer none with Q2 then I think they might be considering a short term earnings hit in order to launch a new more aggressive spending plan on expansion and automation paid for with debt financing in the form of new bonds new stock or bank borrowing. At ground what you might see is a further consolidation in the overall number of contractors where the weaker , less well capitalized, poorer performing are ordered to sell to the stronger ones who will be able to pick up additional routes at bargain prices. But even that doesn't mean that those who remain will not experience intense margin compression. In any event be prepared for anything come Thursday after the markets close. [/QUOTE]
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