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Nike benefits from nearly $1 billion in tariff refunds, while FedEx plans to return its $800 million refund to customers.

Shippers including FedEx and UPS that acted as customs brokers for imported packages and received tariff refunds from the U.S. government have started to pass on those refunds to the customers that originally paid the tariffs. The refunds to consumers are the last step in a monthslong process that kicked off in February when the Supreme Court struck down sweeping tariffs implemented by President Donald Trumpin March 2025 under the 1977 International Emergency Economic Powers Act on goods from almost every country. The court ordered the government to return the tariffs it collected.

Apple, Nike and FedEx are just some of the companies that are recovering big sums relatively quickly.

A city council bill backed by the mayor would require big delivery operators to directly employ couriers instead of relying on subcontractors.

UPS’s next contract with the Teamsters union in two years will determine its own fate in parcel delivery and create monumental change at Amazon, FedEx, the U.S. Postal Service, Walmart and other couriers, according to an industry expert. The post Analyst: UPS-Teamsters 2028 showdown will unleash parcel industry tsunami appeared first on FreightWaves.

FedEx has already begun deploying Dexterity’s dual-armed Mech trailer loading robots at its Hagerstown, Maryland hub, automating physically demanding trailer-loading tasks to enhance efficiency in its ground operations. This move underlines FedEx’s push to embed advanced robotics into its network, aligning its automation efforts more closely with logistics peers such as Amazon that are scaling similar technologies. We’ll now explore how FedEx’s rollout of robotic trailer loading systems fits...

FedEx (FDX) has started using Dexterity's dual armed Mech trailer loading systems at its Hagerstown Hub in Maryland, automating part of its trailer loading work and potentially reshaping how investors view the company’s long term logistics efficiency. See our latest analysis for FedEx. FedEx shares have climbed in recent sessions, with a 7 day share price return of 5.12% and a year to date share price return of 10.90%. The 1 year total shareholder return of 83.23% and 5 year total shareholder...

FedEx has deployed trailer loading systems at a Maryland hub, while Amazon aims to double its robotic arms fleet this year amid an industry push for automation.

When a facility closes, a FedEx sorter collecting early Social Security discovers that the payment covering his moving costs and the one ending his job can trigger opposite reactions from the agency, and the smaller check may be the one that costs him benefits.

Moby summary of Global Net Lease, Inc.'s Q2 2026 earnings call

The Supreme Court forced Washington to return over a hundred billion dollars in tariff money, but Treasury Secretary Scott Bessent made a bold prediction about where that cash would actually land. Six months later, the numbers are in.

The shipping courier finally looks like a compelling income play again.

FlavorCloud CEO Rathna Sharad says recovering IEEPA tariff payments becomes far more complicated for importers using smaller global carriers.

XPO (NYSE:XPO) reported record second-quarter results, led by growth in its North American less-than-truckload business, higher pricing and productivity gains from technology initiatives. The company said it expects further margin improvement, faster free-cash-flow growth and continued volume moment

The world's largest package carrier is handing back more cash than the typical blue chip, yet the market seems unimpressed.

Consumers now expect free delivery in 2.6 days, down from 3.4. Meeting that promise pushed more than half of retailers past FedEx, UPS and the Postal Service. The post Carrier diversification unravels the last-mile delivery duopoly appeared first on FreightWaves.

Amazon can best handle lightweight, short-distance volume in urban areas, while UPS has strengths in “every other place," Carol Tomé said.

A quality compounder is a business that not only sports durable competitive advantages but also builds on its success by consistently reinvesting its profits at high returns.

Logistics companies make money by moving packages. However, nowadays, more and more of those packages need to stay cold the entire way, and that’s becoming a real business opportunity for United Parcel Service, Inc. (NYSE:UPS) and FedEx Corporation (NYSE:FDX). Why This Is Happening Now The reason is simple, and that is more people are taking […]

FedEx (FDX) has put fresh financing tools in place by filing an omnibus shelf registration for common stock and debt securities, shortly after reporting fourth quarter fiscal 2026 results that surpassed earnings and revenue estimates. See our latest analysis for FedEx. The FedEx share price closed at US$314.96, with the 1-year total shareholder return of 63.96% standing in contrast to a 90-day share price return that has fallen 18.82%. This suggests strong longer term gains but fading recent...

FedEx holds the edge over UPS with stronger price performance, a lower valuation, less leverage and a far lower dividend payout ratio.

FedEx Freight targets faster profit growth through pricing, freight mix, network optimization and technology despite softer LTL shipment demand.

FedEx Freight's S&P 500 debut sharpens its LTL focus, but margins, systems execution and debt will test the post-spin story.

FedEx (FDX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

E-commerce demand, AI investments and cost controls are supporting the air freight industry, with United Parcel Service among stocks to watch.

The carrier's holiday surcharges, which apply across various shipping services, will be higher than they were last year.

FDXF pairs scale, pricing tools and growth targets with high debt, soft demand and spin-off execution risks, making it a hold currently.

Shareholder-friendly moves and cost-cutting actions bode well for the Zacks Transportation-Air Freight and Cargo industry. UPS, FDX and GXO are well-poised to capitalize on the bright scenario.

Jim Cramer is steering investors away from NASDAQ and toward industrial blue chips, but one of his top picks fell nearly eight dollars even after landing what he called a ridiculous, record-breaking order. Here is why he still thinks the setup is worth it.

Jim Cramer dumped tech stocks ahead of Intel, Tesla, and Alphabet earnings, reviving bets on the Inverse-Cramer Effect.