FDXF pairs scale, pricing tools and growth targets with high debt, soft demand and spin-off execution risks, making it a hold currently.
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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.
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CMA CGM is buying FedEx Supply Chain for $1.4B, sharply expanding CEVA Logistics' North American warehouse and distribution footprint.
Investing.com -- Goldman Sachs initiated coverage of FedEx Freight Holding with a Buy rating and a $186 price target, implying roughly 23% upside from current levels, citing the newly independent less-than-truckload carrier’s potential to improve profitability, pricing power and cash generation following its spin-off from FedEx.
French container shipping company CMA CGM Group said Wednesday it will buy FedEx Supply Chain, the third-party logistics subsidiary of FedEx for $1.4 billion, as it works to expand in the U.S. CMA CGM Group said the acquisition will triple the size of its own logistics arm, CEVA Logistics and help build its presence as a contract logistics provider in North America. In 2025, CMA CGM pledged to invest $20 billion in its U.S. warehousing, air cargo and logistics over four years.
Investing.com -- French shipping giant CMA CGM has agreed to acquire FedEx's third-party logistics business for an enterprise value of $1.4 billion in cash, the company confirmed Wednesday, July 1, stripping FedEx of its largest warehousing and contract logistics operation in a deal that extends a sweeping restructuring of the U.S. package delivery giant.
CMA CGM will offer ocean transport and carrier services under a nonexclusive agreement with FedEx and the companies will also work together on select air-cargo capacity solutions.
Once the deal for FedEx Supply Chain is complete, the two companies also plan to solidify multiyear ocean and air freight agreements.
PBI's cash flow rebound is gaining investor attention as stronger margins, cost control and capital returns test its turnaround durability.
FedEx Freight which spun off from FedEx on June 1, beat analyst expectations for revenue in its first earnings report as a standalone company. Its fourth-quarter revenue came in at $2.4 billion, ahead of analyst estimates just shy of $2.3 billion. FedEx Freight focuses on less-than-truckload (LTL) deliveries to industrial customers that don’t need a full truck to send items short distances.
Parcel and cargo delivery company FedEx (NYSE:FDX) announced better-than-expected revenue in Q2 CY2026, with sales up 12.5% year on year to $25.01 billion. Its non-GAAP profit of $6.31 per share was 6.6% above analysts’ consensus estimates.
FedEx Corporation (NYSE:FDX) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Cramer noted that the company is a “juggernaut under Raj,” as he commented: After the close Tuesday, we get results from FedEx. Now, I’ve been […]
Is PBI's turnaround gaining enough traction, or does FDX's scale and network optimization make it the more compelling logistics play now?
The shipping giant gives investors an insightful view into the economy, and it reports just days after a hawkish turn from the Federal Reserve.
Micron stock, a huge winner in 2025, continues to probe all-time highs amid a "supercycle" for memory and storage stocks thanks to AI demand.
FedEx (FDX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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The London Company released its Q1 2026 investor letter for “The London Company Large Cap Strategy”. In early 2026, US equities declined, with the Russell 3000 falling 4% and the S&P posting losses. A copy of the letter is available to download here. The year started positively with a broad rally, but sentiment reversed in […]
The company's Network 2.0 initiative can now go into full swing.
FedEx has outpaced its sector peers recently, and analysts remain moderately optimistic about the stock’s prospects.
FedEx Freight (NYSE:FDXF) shares traded around $152 on Tuesday afternoon after Bank of America initiated coverage of the newly independent less-than-truckload (LTL) carrier with a ‘Buy’ rating and a $185 price target. The initiation comes one day after FedEx Freight was spun off from FedEx...
The logistics company reports earnings in a few weeks.
FedEx (FDX) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
J.P. Morgan says the separation could unlock more value for shareholders.
On Wednesday, J.P. Morgan analyst Brian Ossenbeck boosted his rating of FedEx stock to Buy from Hold. FedEx stock jumped 2.8% to $411.20 after the open Wednesday, while UPS stock rose 1.2% to $103.32. Ossenbeck has a positive of the view of the company heading into the spinoff of its freight business, expected next week, and before its fiscal-fourth-quarter results on June 23.
A consortium spearheaded by FedEx has put forward an approximately €7.8 billion (around $9.06 billion) acquisition proposal for Polish parcel locker firm InPost. The buyout proposal, initially announced in February and unanimously endorsed by InPost’s board, is anticipated to run...