Motley Fool34d agoneutral
United Parcel Service vs. FedEx: What Their Revenue Trends Tell InvestorsFedEx's steady expansion stands in sharp contrast to UPS's quarterly volatility — and the gap is widening.
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Trefis34d agoneutral
The Questions That Defined FDX's Earnings CallFedEx is guiding for a major profit acceleration, but on its latest earnings call, analysts pressed hard on whether the growth is real or just a story of well-timed costs.
The Wall Street Journal39d agobullish
How to Beat the Heat Like a Pro: Tips From a Veteran UPS DriverPickles, ice chests and high-tech towels are just some of the hacks for staying cool in one of the hottest jobs.
Supply Chain Dive42d agoneutral
FedEx to return full MD-11 capacity ahead of peak seasonAfter grounding its entire MD-11 fleet in November, the carrier began reintroducing the aircraft in May, CEO Raj Subramaniam said.
The Wall Street Journal47d agoneutral
FedEx Freight Guides for Growth After Spinoff from FedExThe company expects revenue to grow 4% to 6% for June 1 to Dec. 31, and said the outlook reflects its confidence in the underlying strength of the business..
Reuters Videos48d agobearishVIDEO
FedEx shares fall on lower margins, concerns over Freight spinoff<body><p>STORY: Shares of FedEx fell Wednesday morning after the company posted lower margins in its core delivery segment.</p><p>That raised investor doubts about its future following the spinoff of its highly profitable trucking unit.</p><p>In a bid to focus on its delivery business, FedEx spun off its trucking unit, FedEx Freight, earlier this month. </p><p>The slimmed-down company is under investor scrutiny to bolster profits and reduce costs, which have climbed for employee salaries and benefits as well as for outsourced transportation and fuel.</p><p>U.S. logistics firms including UPS and FedEx have been battling volume decline due to changing U.S. trade policies, while the Iran war has pushed fuel prices higher.</p><p>Also weighing on volumes is the loss of duty-free "de minimis" treatment for low-value e-commerce shipments tied to China-linked discount sellers, such as Shein and Temu.</p></body>
Sourcing Journal48d agoneutral
FedEx to Return $800 Million in Tariff RefundsReimbursements will begin in August, says the logistics giant, whose Q4 revenue benefited substantially from Iran war-driven fuel surcharges.
Trefis48d agoneutral
Is FedEx's Growth Story Getting Lost In The Costs?The delivery giant is posting impressive sales growth, but a tangle of new expenses has investors hitting the brakes.
MT Newswires48d agoneutral
FedEx Issues Weak Earnings Outlook Despite Surprise Fiscal Fourth-Quarter Profit GrowthFedEx (FDX) shares fell early Wednesday after the company provided a calendar-year earnings outlook
Investing.com49d agobearish
FedEx falls about 6% as CY2026 profit forecast misses expectations despite Q4 beatInvesting.com -- FedEx shares fell about 6% in after-hours trading on Tuesday after the package delivery giant issued a calendar year 2026 earnings outlook that came in below Wall Street expectations, overshadowing better-than-expected fourth-quarter results.
Fortune49d agoneutral
UPS is shelling out nearly $50 million on temperature-controlled facilities to meet the booming demand for GLP-1 deliveriesFreight giants have pivoted to healthcare logistics, which they see as recession-proof.
Investor's Business Daily49d agoneutral
FedEx Earnings Due: A Milestone Report After Massive TransformationFedEx prepares to release earnings for its fiscal fourth quarter after Tuesday's market close, its first report after executing a momentous structural transformation. FedEx stock dropped near a buy point, and rival UPS also lost grund. The restructuring included spinning off FedEx Freight, its less-than-truckload business, earlier this month.
The Tennessean57d agoneutral
See which Tennessee companies are asking for $3B in tariff refundsSome of the largest companies in Tennessee or with state ties are seeking billions in tariff refunds from the government, but will customers see any money?
24/7 Wall St.61d agoneutral
A Dramatic Fed Pivot Just Unlocked a New Era of Growth for UPSThe Fed’s pivot to 3.75% has revived the bull case for cyclical income stocks, and United Parcel Service (NYSE:UPS) sits at the center of that narrative. With shares at $103.26 and a yield north of 6%, the question for retirees is simple: can UPS actually keep paying? The Dividend at a Glance Metric Value Annual ... A Dramatic Fed Pivot Just Unlocked a New Era of Growth for UPS
Bloomberg62d agoneutral
Amazon’s Trucking Push Sparks New Slide in Transport Stocks(Bloomberg) -- Shares of several large trucking companies plunged on Wednesday after Amazon.com Inc. announced an expansion of its shipping service that has already shaken the transportation and logistics sector and unsettled investors.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Launches Strikes Against Iran After Helicopter Shot DownUS Strikes Iran After Helicopter Downed, Testing Peace TalksStocks Pare Tech-Led Drop as Rotation Gains Speed: Markets W
Supply Chain Dive67d agoneutral
Can AI gains give alternative delivery providers an edge?As parcel carriers like SpeedX and Veho deploy in-house AI tools, experts say the technology could help upstarts close the gap with FedEx and UPS.
Barchart68d agobullish
FedEx Stock: Is FDX Outperforming the Industrial Sector?FedEx has outpaced its sector peers recently, and analysts remain moderately optimistic about the stock’s prospects.
TheStreet68d agoneutral
Costco and UPS issue bold message on tariff refundsBillions of dollars in tariffs are heading back to importers. And some of America's biggest companies are making clear they won't be keeping the money. Costco Wholesale and United Parcel Service are among the companies that have stepped forward with direct commitments to pass tariff refunds on to ...
Sourcing Journal71d agoneutral
UPS Targets Manufacturers With $50M Mexico Air Freight InvestmentAs part of the project, the logistics giant is offering one-to-three day service options for manufacturers amid nearshoring and tariff-driven supply chain shifts.
Associated Press75d agoneutral
USPS, DHL partner in a $10 billion 'last-mile' delivery agreementThe United States Postal Service said Thursday it reached a $10 billion deal to provide “last-mile” package delivery services for DHL eCommerce, an arm of German package services provider DHL. The USPS said in December it intended to open its last-mile delivery network to large and small shippers, expanding beyond current arrangements with Amazon and UPS. Postmaster General David Steiner said in a call with reporters that since the USPS delivers to 170 million locations six days a week, “we are the best last-mile provider by default.”
Zacks75d agoneutral
Why Is UPS (UPS) Down 2% Since Last Earnings Report?UPS (UPS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Proactive78d agoneutral
FedEx sum-of-the-parts valuation points to upside as freight spin-off approaches, UBS saysUBS is sticking with a Buy rating on FedEx Corp (NYSE:FDX, XETRA:FDX) and a price target of $445, as the company gets ready to spin off its freight business into a standalone stock next week. The freight unit, set to trade under the ticker FDXF, enters when-issued trading on May 27, with...
The Wall Street Journal79d agoneutral
The Former Air Force Pilot Who Was Allegedly Recruited to Train China’s MilitaryGerald Eddie Brown soared the skies for more than three decades, flying jet fighters for the U.S. Air Force and traveling the world as a commercial aviator. Then, after a faceoff with a UPS captain, he lost his pilot license. Brown saw his chance in 2023, when at the age of 63, he got an offer to put his military experience to use in China, prosecutors say.
Reuters81d agoneutral
DHL, FedEx, UPS call on EU to phase in new duties rules on low-value packagesBy Matthias Inverardi DUESSELDORF, May 22 (Reuters) - Some of the world's biggest shipping companies - DHL, FedEx and UPS - on Friday called on EU finance ministers to implement a phased approach to
Associated Press83d agoneutral
NTSB: Flaw that led to engine flying off UPS plane grew unnoticed under relaxed inspection scheduleA UPS plane crash that killed 15 people last year might have been prevented if an original inspection schedule hadn't been relaxed, but mechanics didn't get a close look at the parts that should have kept an engine from flying off its wing because federal regulators allowed Boeing to recommend checking them less frequently, according to testimony Wednesday. The National Transportation Safety Board's questions also drew out that Boeing relied on older data when it asked to extend the inspection schedule in 2015, and didn't seem to account for seven instances on other planes of the same model when the key engine mount parts were failing. The Federal Aviation Administration, for its part, approved the request after a month's review without seeking more information.
The Wall Street Journal84d agobearish
Maintenance Lapses Flagged in Lead Up to Fatal MD-11 CrashNational Transportation Safety Board officials questioned how damage was reported in the years leading up to November’s UPS jet accident.
Supply Chain Dive85d agoneutral
USPS to align dimensional pricing closer to FedEx, UPSThe agency plans to round up any fraction of an inch for several of its services, part of a wave of changes set to impact package shippers on July 12.
Motley Fool86d agoneutral
What Lone Peak’s $20 Million Thermon Exit Could Signal After Record EarningsThermon Group delivers industrial heating solutions worldwide, serving sectors from energy and transit to tech and manufacturing.
GuruFocus.com90d agobullish
FedEx CEO Isn't Buying The Amazon PanicRaj Subramaniam downplays fears around logistics expansion push