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FedEx and a union representing more than 5,000 of its pilots reached a tentative deal on Wednesday, paving the way for wages increases after years of negotiations.
FedEx Corporation (FDX) Analyst/Investor Day Transcript
FedEx's shares are up 16.2% in three months, powered by cost cuts and upbeat FY26 guidance --- but fuel spikes and trade-policy shifts cloud the near term.
FedEx Corporation (FDX) is rated a buy, driven by a strategic shift toward high-value B2B, SMB, and premium B2C segments. FDX's revenue growth is underpinned by pricing initiatives, capacity reallocation to higher-return routes, and expansion in healthcare and data center logistics. Margin expansion is supported by structural cost initiatives like Network 2.0, AI-driven operational efficiency, and a favorable mix shift toward higher-margin businesses.
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Amazon has expanded its free returns program to 10,000-plus U.S. drop-off points. The eCommerce giant announced Wednesday (March 25) that this expansion means that 80% of its U.S. customers now have a drop-off point within five miles of their home.
FedEx has debuted a program designed to let customers get deliveries within two hours. FedEx SameDay Local, introduced Tuesday (March 24) in partnership with last-mile delivery solution company OneRail, lets shoppers choose two-hour or end-of-day delivery at checkout.
American shoppers are about to get even more options to have products delivered on the same day.
FedEx is stepping deeper into the fast delivery race with a new same-day shipping programme powered by last-mile logistics firm OneRail. The move, as reported by a CNBC exclusive, comes just days after Amazon revealed plans to introduce delivery windows as short as one to three hours across parts of the US.
FedEx is partnering with last-mile delivery company OneRail to bring same-day delivery to all of its customers, CNBC has learned exclusively. The pricing for the option will depend on how individual retailers choose to price same-day shipping within their own checkouts.
FedEx has undertaken an AI literacy initiative across its close to half-a-million employees around the world. The company continues to introduce new AI capabilities from every end of the organization, like advanced digital tracking and returns capabilities for shippers.