FedEx Corporation (FDX) Presents at Deutsche Bank 2025 Transportation Conference Transcript
FedEx Corporation (NYSE:FDX ) Deutsche Bank 2025 Transportation Conference Call August 13, 2025 9:00 AM ET Company Participants John W. Dietrich - Executive VP & CFO Stephen Hughes - Corporate Participant Conference Call Participants Richa Harnain - Unidentified Company Richa Harnain Hello, everyone.
FedEx (FDX) Beats Stock Market Upswing: What Investors Need to Know
The latest trading day saw FedEx (FDX) settling at $228.05, representing a +1.51% change from its previous close.
FedEx (FDX) Registers a Bigger Fall Than the Market: Important Facts to Note
FedEx (FDX) concluded the recent trading session at $217.1, signifying a -2.86% move from its prior day's close.
FedEx: Buy While The Market Ignores This Undervalued Giant
FedEx is undervalued in a tech-driven market, trading at a forward P/E of 13.1, well below its historical average and peer UPS. Cost-saving initiatives DRIVE and Network 2.0 are delivering billions in savings, driving margin expansion despite muted revenue growth in the short term. Patient investors could see potentially robust total returns as EPS growth accelerates, supported by operational leverage and a return to mean valuation.
FedEx Is A Buy Despite An Uncertain Macro-Environment
FedEx's revenue growth is sluggish, but operational efficiency has driven strong EPS growth and margin improvement, demonstrating resilience despite tariff headwinds. Cash flow generation is a minor concern, but the company is shifting capital allocation toward increased dividends and share buybacks, enhancing shareholder returns. Q1 guidance is mixed, with only modest revenue and EPS growth expected, indicating that efficiency gains may be slowing.
FedEx (FDX) Rises Higher Than Market: Key Facts
In the most recent trading session, FedEx (FDX) closed at $243.2, indicating a +2.83% shift from the previous trading day.
Why Is FedEx (FDX) Up 7.2% Since Last Earnings Report?
FedEx (FDX) reported earnings 30 days ago. What's next for the stock?
FedEx tech executive departs after probe into claims his unit inflated its performance: report
The executive and FedEx "mutually agreed" that he would immediately step down, according to a securities filing.
FedEx Technology Chief Departs After Internal Probe Into Unit He Oversaw
The company says investigation into the unit, FedEx Dataworks, didn't prompt Sriram Krishnasamy's exit
Special Delivery: Collect Dividends From Two Beaten Down Stocks With Strong Upside Potential
FedEx and UPS are undervalued after significant declines, offering attractive yields and long-term upside for value investors despite ongoing headwinds. FedEx boasts a well-covered 2.44% dividend yield, strong cash flow, aggressive share buybacks, and cost-cutting initiatives supporting future growth. UPS, in a turnaround phase, offers a high 6.5% yield, ongoing restructuring, and cost savings, with a solid balance sheet and long-term price appreciation potential.
FedEx Corporation: Was The Correction An Exaggeration?
FedEx faces macroeconomic and trade headwinds, but maintains profitability, liquidity, and operational efficiency despite lackluster growth. Cost controls, automation, and network diversification bolster resilience, while manageable debt and strong free cash flow support financial stability. Valuation is attractive: shares trade below historical averages and peers, with technicals signaling early bullish momentum and a favorable risk/reward setup.
FedEx Stock Is at Its Bottom—And It May Be Time to Buy
FedEx NYSE: FDX faces hurdles and headwinds, but its stock is at the bottom of its decline because its turnaround and optimization strategy is gaining traction. The FQ1 results and guidance reveal the impacts, including plans to accelerate efforts and potentially exceed the long-term cost-savings targets.
