Everything tagged "spin off" across research, earnings, and macro.
2 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.
Aptiv is sharpening its profile after the EDS spin, with more exposure to software, sensing, compute, and higher-margin electrical architecture. The setup looks attractive on forward earnings, but vehicle-production cyclicality and leverage keep the risk profile real.
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