Redington Increases Air Freight Amid Middle East Conflict Disruptions
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 15 2026
0mins
Source: Newsfilter
- Surge in Air Freight: Redington has sharply increased its air freight usage due to the closure of the Strait of Hormuz, with management noting that the shift from sea to air transport is crucial for timely product delivery to Middle Eastern markets amid ongoing conflicts.
- Rising Cost Pressures: Since late February, air freight rates have surged due to higher fuel costs, with Redington estimating that the increase in insurance and freight costs accounts for approximately 0.20% of revenue, which the company is largely passing on to customers, potentially impacting profit margins.
- Inventory Restructuring Strategy: To mitigate potential losses from the conflict, Redington is redistributing inventory and arranging alternative insurance coverage, ensuring supply chain stability in the Middle East and enhancing service capabilities for its customers.
- Future Growth Expectations: Despite a decline in demand in the UAE and Saudi Arabia due to supply constraints and cautious spending, Redington anticipates a revenue increase of 10% to 15% in fiscal 2027, reflecting the company's confidence in future market opportunities.
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Analyst Views on DELL
Wall Street analysts forecast DELL stock price to fall
15 Analyst Rating
11 Buy
3 Hold
1 Sell
Moderate Buy
Current: 317.050
Low
113.00
Averages
164.85
High
180.00
Current: 317.050
Low
113.00
Averages
164.85
High
180.00
About DELL
Dell Technologies Inc. is engaged in designing, developing, manufacturing, marketing, selling, and supporting a wide range of comprehensive and integrated solutions, products, and services. The Company operates through two segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). Its ISG segment enables the Company’s customer’s digital transformation with solutions that address artificial intelligence (AI), machine learning, data analytics, and multi cloud environments. Its comprehensive storage portfolio includes modern and traditional storage solutions, including all-flash arrays, scale-out file, object platforms, hyper-converged infrastructure, and software-defined storage. Its CSG segment offers branded personal computers (PCs) including notebooks, desktops, and workstations and branded peripherals that include displays, docking stations, keyboards, mice, and webcam and audio devices, as well as third-party software and peripherals.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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