FedEx company headlines, earnings, strategy, leadership, and market-moving business updates.
Market data may be delayed. For informational purposes only. Not investment advice.
The bank began coverage of the sector with 22 companies, placing FedEx (FDX) in its large-cap “top picks” basket alongside other widely held transportation and logistics names.
THE APEX TIMES
THE APEX TIMES
In its latest investor letter for the Partners Fund, Longleaf Partners, managed by Southeastern Asset Management, points to FedEx’s improved performance narrative, emphasizing higher yield and a sharpened operational focus as the company works through industry and pricing pressures.
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The less-than-truckload carrier says streamlining its operations and rebuilding parts of its customer-facing setup is showing early gains, ahead of revenue growth expectations for the second half of 2026.
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The rally follows renewed attention on FedEx Corp’s divestiture of its freight business and a subsequent move to raise its dividend, amid commentary from Jim Cramer on CNBC’s Squawk on the Street.
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The logistics company said it is winding down its contract warehousing and fulfillment unit, FedEx Supply Chain, and transferring it to CMA CGM, a move that could reshape where some shippers buy “end-to-end” supply chain services.
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A market analysis highlighted that FedEx-related asset holder FedEx Freight Holding Company (FDXF) has traded lower in recent weeks, while discounted-cash-flow and valuation-multiple checks suggest the stock could be priced below intrinsic value after a sizable divestiture.
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The sale of FedEx’s contract logistics business would shift assets to CMA CGM’s logistics arm, positioning the French shipping group to expand in North America.
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The parcel carrier is exiting supply-chain services as the French shipping group expands its North American logistics footprint through its Ceva business.
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The shipping group is bringing in a logistics executive with experience at FedEx Logistics and Geodis to lead Ceva Logistics.
