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A surprise credit after an overseas purchase: The tariff refunds now flowing through shippers
Associated Press3h agoneutral
A surprise credit after an overseas purchase: The tariff refunds now flowing through shippers

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.

Analyst: UPS-Teamsters 2028 showdown will unleash parcel industry tsunami
FreightWaves1d agoneutral
Analyst: UPS-Teamsters 2028 showdown will unleash parcel industry tsunami

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.

Is FedEx (FDX) Using Robotics To Sharpen Its Cost Edge Or Just Keep Pace With Rivals?
Simply Wall St.2d agoneutral
Is FedEx (FDX) Using Robotics To Sharpen Its Cost Edge Or Just Keep Pace With Rivals?

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...

Is FedEx (FDX) Undervalued As Trailer Loading Automation Starts At Its Hagerstown Hub?
Simply Wall St.2d agoneutral
Is FedEx (FDX) Undervalued As Trailer Loading Automation Starts At Its Hagerstown Hub?

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...

XPO Q2 Earnings Call Highlights
MarketBeat12d agoneutral
XPO Q2 Earnings Call Highlights

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

Carrier diversification unravels the last-mile delivery duopoly
FreightWaves14d agoneutral
Carrier diversification unravels the last-mile delivery duopoly

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.

GLP-1 Drugs Need to Stay Cold: Is it Turning Into a Real Growth Story for United Parcel Service, Inc. (UPS) and FedEx Corporation (FDX)?
Insider Monkey16d agoneutral
GLP-1 Drugs Need to Stay Cold: Is it Turning Into a Real Growth Story for United Parcel Service, Inc. (UPS) and FedEx Corporation (FDX)?

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) Could Be 10% Undervalued On Fresh Financing And Strong Q4 Results
Simply Wall St.19d agoneutral
FedEx (FDX) Could Be 10% Undervalued On Fresh Financing And Strong Q4 Results

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...