FDX FedEx Corporation

The improving freight scenario 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 tailwinds.

Sixteen trucking companies collapsed in under a month, and the forces driving them under are far from finished. What is happening inside America's freight industry could soon show up in your grocery bill, your delivery window, and your portfolio.

TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the “TCW Relative Value Mid Cap Fund”. The letter can be downloaded here. Equities advanced in Q2 2026, with the S&P 500 reaching record highs despite volatility from a Federal Reserve leadership transition and Middle East tensions. Markets rebounded from Q1 lows, […]

UPS (NYSE:UPS) has entered into a partnership with TikTok Shop to provide an exclusive no-box, no-label returns service for participating sellers on the social commerce platform in the United States. The service will be provided through Happy Returns, allowing TikTok Shop customers to return eligible products without packaging or printed shipping labels.

FedEx (NYSE:FDX) shareholders elected all 11 director nominees and approved the company’s executive compensation proposal at its annual meeting, while rejecting three shareholder proposals concerning board leadership, special-meeting rights and risks tied to transporting abortion drugs. The company

As FedEx Freight Holding has underperformed the broader market, Wall Street analysts remain moderately optimistic about the company’s outlook.

FedEx (NYSE:FDX) has introduced FedEx Authenticated Delivery, a new premium service focused on secure, digitally verified shipments. The product targets high-value deliveries for sectors such as luxury goods, healthcare, and other sensitive categories. FedEx Authenticated Delivery is designed to reduce fraud, theft, and misdelivery risk through tighter identity and delivery verification. The launch of FedEx Authenticated Delivery tells only part of the story on FedEx's broader risk and...

Even saving a few dollars per order on shipping fees can free up capital for other parts of a business, UniUni Chief Revenue Officer Sheila Berry said.

U.S. Customs and Border Protection has collected $166 billion in tariffs on imported goods from 330,000 importers.

Key TakeawaysSpending Below Wear: FedEx spent $3. 8 billion on capital projects in fiscal 2026 against roughly $4.

United Parcel Service (UPS) generates free cash flow worth 6.8% of its market capitalization of about $80.6 billion, well above the 4.4% median for an S&P 500 company. A yield that high means a bargain, or a business the market expects to shrink. UPS is shrinking on purpose. It has cut about 2 million pieces a day of lower-quality Amazon volume, and investors want to see what the smaller network earns.

A slowdown in Amazon shipments has provoked pessimism on Wall Street for UPS stock, reversing recent optimism and making it the worst performer in the on Monday. The bank’s analysts reiterated a Neutral rating for the stock and cut full-year earnings projections to $7.10 a share from $7.25 a share. Analyst Ken Hoexter said the reduction is driven by a “sharper reduction” in domestic shipping volumes, particularly a “large decline” in Amazon shipments in the prior quarter.

Standard U.S. shipping rates will jump starting Jan. 4, but the package-level impact will vary depending on service used, weight and shipping distance.

CEO BRIEF NEWSLETTER FedEx CEO Raj Subramaniam is my guest on this week’s episode of WSJ Leadership Institute Presents: Leaders. And while Subramaniam may not be as well-known as his iconic predecessor Fred Smith, he has a remarkably clear, tech-driven vision of what the next era of FedEx needs to look like.

Among the major deals in focus are Paramount Skydance and Warner Bros. Discovery’s merger, Fertitta Entertainment’s acquisition of Caesars Entertainment, Norfolk Southern’s merger with Union Pacific, and FedEx’s acquisition of InPost.

FedEx has more industrial CMBS lease rollover exposure than Amazon as station closures increase scrutiny of single-tenant properties.

FedEx (FDX) just told customers it is raising demand surcharges on many U.S. import and export lanes, a pricing move that directly affects what the parcel giant earns on each shipment. The FedEx share price has eased in recent weeks, with the 30-day share price return down 6.6% and the 90-day move lower by 7.6%. The year-to-date share price return remains positive at 3.6%, and the 1-year total shareholder return sits at 65.5%. Position your portfolio for the same pricing power and volume...

FedEx has delivered a strong multi year share price run, which now puts a spotlight on whether the current US$303.65 stock price is backed by the cash the business is expected to generate. With a Discounted Cash Flow (DCF) view available, the key issue is how that intrinsic value stacks up against where the market is trading today. FedEx shares are up 83.9% over 5 years, which raises the question of how much future cash flow the market is already baking into the valuation. New fees on a...

Rafal Brzoska built InPost into a parcel company in nine countries. But it wasn’t always a smooth ride.

Here are three durable businesses offering yields from 1.6% to 5.5%.

Consumer stocks were lower late Friday afternoon, with the State Street Consumer Staples Select Sect

Diesel prices keep getting gnarlier. As geopolitical violence chokes Russian refineries, the Strait of Hormuz and the Red Sea, the upshot is soaring fuel costs that "hit everyone" — not just drivers of supersized pickups, says Gulf Oil's Tom Kloza. Diesel prices on Friday averaged $6.45 a gallon across the U.S., according to AAA, and $8.39 in California — the...

The demand surcharges, which also include higher fees for China-to-U.S. volume, will take effect as parcel shippers gear up for peak season.

Gordon Brothers Inc. — which operates Christmas Central, Christmas.com and more — filed for Ch. 11 bankruptcy protection just ahead of peak season.

UPS and FedEx both pay dividends, but the case for owning each one points in completely opposite directions depending on what a retiree actually needs from a portfolio.

Profitability is a key measure of business strength. Companies with high margins have proven they can generate consistent earnings while maintaining financial discipline.

At the WSJ Leadership Institute's Technology Council Summit, technology executives from McKinsey, FedEx and CVS Health discuss how they are navigating the rising costs of generative AI and finding real business value.

From Amazon to Walmart, companies are handling tariff refunds differently. Here's what it could mean for your wallet.

The global shipping giant is expanding its procurement of sustainable aviation fuel across its U.S. air network to cut emissions.

0950 ET – FedEx CEO Raj Subramaniam says he doesn’t think any company can succeed in AI if its top executive doesn’t take an active role in shaping the technology. “You can’t have a business strategy without technology, and the reverse is also the case,” Subramaniam says at the WSJ Technology Council Summit. “And AI is the defining technology of the era, so the CEO has to drive it.”

FedEx (NYSE:FDX) expanded FedEx Freight CTO Mike Rodgers' remit to include commercial responsibilities after the prior CCO was terminated. Rodgers now carries the combined title of chief commercial and technology officer, aligning digital systems oversight with revenue facing functions. The reshuffle concentrates pricing, sales, and customer engagement decisions with the executive already running FedEx Freight's technology roadmap. The expanded chief commercial and technology officer role at...

In recent days, the heads of leading AI developers have called for new limits and controls on advanced AI research, following a series of cybersecurity breaches and high-profile resignations designed to raise alarm bells. According to CEO Raj Subramaniam, he is.

Earlier this week, FedEx Corp. launched its Global Trade Navigator suite, introducing new digital tools such as Trade Planner, upgraded Ship Manager capabilities, Shopify duty and tax integration, and Global Trade APIs to simplify international shipping and customs compliance for businesses of all sizes. By moving trade intelligence to the planning stage and integrating it directly into merchant workflows, FedEx is aiming to cut international shipping complexity, reduce customs-related...

FedEx Chief Executive Raj Subramaniam explains at the WSJ Leadership Institute's Tech Council Summit why a company's artificial-intelligence strategy must be driven by the top.

Less-than-truckload carrier FedEx Freight named Mike Rodgers as chief commercial and technology officer, following the recent termination of an executive. The post FedEx Freight expands CTO’s role to cover commercial strategy following CCO ouster appeared first on FreightWaves.

For e-commerce merchants, the Global Trade Navigator is designed to provide greater certainty around the final cost of an international order before it reaches the customer.

FedEx Corp (NYSE:FDX) recently announced a total dividend of $1.22 per share, with the ex-dividend date set for 2026-09-14. As investors look forward to this upcoming payment, the spotlight also shines on the company's dividend history, yield, and growth rates. Using data from GuruFocus, let's look into FedEx Corp's dividend performance and assess its sustainability.

Electric, autonomously driven big rigs are one solution to the shipping industry’s current diesel problem. A gallon of diesel fuel is around $6, nearly double the year-ago level. Crude oil prices aren’t up that much, but the fighting has taken so-called heavier crude off the market, which yields more diesel fuel per barrel, all else being equal.

FedEx Duty and Tax, part of the carrier's new suite of global shipping tools, provides a cost guarantee at checkout and covers any overages to that amount.

FDX's Global Trade Navigator adds planning, cost, API and customs tools to make international shipping smoother and more transparent for businesses.

FedEx has outperformed other supply chain logistics stocks over the past year. Analysts are also moderately bullish on the stock’s prospects.

Freighters are in focus after five people tragically died after an Amazon.com cargo plane, operated by 21 Air, overshot the runway at Miami International Airport on Sunday, striking vehicles as it crashed through a perimeter fence. The plane was a Boeing 767 jet that was built in 1994 and converted into a freighter in 2015. The 767 was Boeing’s original twin-engine widebody aircraft, competing with the Airbus A300.

FedEx (NYSE:FDX) executives outlined how the company is using data, artificial intelligence and network integration to reduce costs, improve delivery precision and expand into supply-chain technology services during Citi’s TMT conference. President and CEO Raj Subramaniam said the company remains f

Investing.com -- In a note to clients on Tuesday, JPMorgan initiated coverage of FedEx Freight with an Overweight rating and a December 2027 price target of $160, arguing the recent spin-off gives North America's largest less-than-truckload carrier room to improve profitability and service as a stand-alone company.

FedEx stock has rallied strongly over the past year, yet several valuation checks still point to room between the current share price and an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach. With both the DCF intrinsic value and market multiple checks suggesting the stock leans toward undervalued territory, investors are weighing how much of the recent optimism is already reflected in the price. FedEx has delivered a 77.8% return over the past year, which puts the...

FedEx (NYSE:FDX) is facing a new lawsuit after a major collision in which a company truck driver allegedly fell asleep at the wheel, causing catastrophic injuries to the plaintiff. The complaint claims serious operational failures in FedEx's driver oversight and safety practices that, according to the filing, contributed to the crash. The case raises questions around FedEx's risk management, potential legal liabilities and insurance exposure. For investors tracking how transport and...

AIRT is benefiting from Rex and Crestone expansion and digital growth, but aircraft availability and weakness in some aviation businesses remain challenges.

FedEx Freight announced that it has terminated Chief Specialized Services and Commercial Officer Mike Lyons, who was appointed to the role ahead of the company’s spinoff from FedEx Corp. The post FedEx Freight fires chief commercial officer following internal probe appeared first on FreightWaves.

Three industrial leaders have the cash flow and competitive moats to keep growing their payouts.

Inpost SA (INPOY) navigates EU customs headwinds and heavy international investment, posting 16% volume growth while lowering full-year adjusted EBITDA guidance.