FedEx: Tune Out The Noise And Buy This Bargain
FedEx trades at a forward PE of 13.1, about half that of the S&P 500, offering significant value in a pricey market. FDX is executing on cost savings, margin expansion, and Network 2.0, driving profitability despite trade headwinds and near-term challenges. Management guides for 5% revenue growth, $1B in cost savings, and a Freight business spin-off, positioning FDX for long-term shareholder value.
FedEx: The Worst Is Over
FedEx is reiterated at a buy rating, supported by signs of business recovery and attractive valuation. Volume and yield metrics are improving, with top-line growth at multi-year highs, indicating demand has likely bottomed for FDX. Near-term profitability may face pressure, but strategic priorities in healthcare and SMB segments support FDX's long-term growth outlook.
FDX vs. WAB: Which Dividend-Paying Transportation Stock Has an Edge?
WAB's strong tech focus, cost cuts and earnings momentum give it an edge over FDX despite its premium valuation.
FDX Looks to Cut Costs to Mitigate Demand Woes: What's the Road Ahead?
FedEx targets $1 billion in new savings under DRIVE and Network 2.0 as weak demand and inflation weigh on shipping volumes.
Is FDX's Cheap Valuation Reason Enough to Invest in the Stock?
FDX's low valuation and strong domestic performance are in contrast to weak global volumes and freight headwinds, raising doubts about its investment appeal.
FedEx Stock Downgraded on Operational Underperformance
FedEx Corp (NYSE:FDX) stock is down 2% to trade at $237.44 at last check, after a downgrade from J.P.
FedEx Q1 Earnings Show Why You Should Buy Now
FedEx continues to face risks from uncertain trade and tariff policies. The company is continuing to improve its top-line and margins, leading to even faster bottom-line improvements. The company has a tough to reproduce portfolio of assets showing its financial strength and returns.
FedEx: Q1 Positives Don't Change The Long-Term Story For Me
FedEx Corp. delivered a Q1 beat and issued FY26 guidance, but I maintain a SELL rating with a $200 price target. Despite improvements in the Express segment and cost savings, FDX's long-term growth prospects remain challenged by weak international volumes and overreliance on cost cutting. Current valuation appears stretched, with weak momentum and ambitious management targets unlikely to be met given competitive and macro headwinds.
I've been hesitant to recommend FedEx, economy isn't great for shipping sector: Jim Cramer
CNBC's Jim Cramer discusses FedEx's latest earnings report and what he thinks of its stock performance.
FedEx Corporation (FDX) Q1 2026 Earnings Call Transcript
FedEx Corporation (NYSE:FDX ) Q1 2026 Earnings Call September 18, 2025 5:30 PM EDT Company Participants Jenifer Hollander - Vice President of Investor Relations Rajesh Subramaniam - President, CEO & Director Brie Carere - Executive VP & Chief Customer Officer John Dietrich - Executive VP & CFO Conference Call Participants Jordan Alliger - Goldman Sachs Group, Inc., Research Division Ken Hoexter - BofA Securities, Research Division Bascome Majors - Susquehanna Financial Group, LLLP, Research Division Scott Group - Wolfe Research, LLC Thomas Wadewitz - UBS Investment Bank, Research Division Jonathan Chappell - Evercore ISI Institutional Equities, Research Division Brandon Oglenski - Barclays Bank PLC, Research Division Christian Wetherbee - Wells Fargo Securities, LLC, Research Division Richa Harnain Ravi Shanker - Morgan Stanley, Research Division Brian Ossenbeck - JPMorgan Chase & Co, Research Division J. Bruce Chan - Stifel, Nicolaus & Company, Incorporated, Research Division David Vernon - Sanford C.
FedEx (FDX) Q1 Earnings and Revenues Beat Estimates
FedEx (FDX) came out with quarterly earnings of $3.83 per share, beating the Zacks Consensus Estimate of $3.65 per share. This compares to earnings of $3.6 per share a year ago.
FedEx Stock Pops as Shipping Giant Reinstates Its Full-Year Outlook
FedEx shares jumped in extended trading Thursday after the shipping giant reinstated its full-year outlook.
