Everything tagged "logistics" across research, earnings, and macro.
3 articles
FedEx’s 17.8% drop looks more like a spin-off reset than a collapse in the underlying parcel story. The remaining business still has raised FY2026 adjusted EPS guidance, cost-cutting levers, and a valuation that does not look stretched.
FedEx is showing faster-than-expected improvement in its core parcel and express business as Network 2.0, pricing, and mix drive margin expansion. The upcoming FedEx Freight spin-off should further simplify the story, though valuation and leverage still limit the upside.
Old Dominion Freight Line remains a best-in-class LTL operator, but freight weakness and a rich valuation keep the stock in Hold territory. Strong service metrics and a fortress balance sheet are offset by declining revenue and limited upside at current levels.
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