Moby summary of Global Net Lease, Inc.'s Q2 2026 earnings call

The Supreme Court forced Washington to return over a hundred billion dollars in tariff money, but Treasury Secretary Scott Bessent made a bold prediction about where that cash would actually land. Six months later, the numbers are in.

The shipping courier finally looks like a compelling income play again.

FlavorCloud CEO Rathna Sharad says recovering IEEPA tariff payments becomes far more complicated for importers using smaller global carriers.

The world's largest package carrier is handing back more cash than the typical blue chip, yet the market seems unimpressed.

Consumers now expect free delivery in 2.6 days, down from 3.4. Meeting that promise pushed more than half of retailers past FedEx, UPS and the Postal Service. The post Carrier diversification unravels the last-mile delivery duopoly appeared first on FreightWaves.

Amazon can best handle lightweight, short-distance volume in urban areas, while UPS has strengths in “every other place," Carol Tomé said.

A quality compounder is a business that not only sports durable competitive advantages but also builds on its success by consistently reinvesting its profits at high returns.

Logistics companies make money by moving packages. However, nowadays, more and more of those packages need to stay cold the entire way, and that’s becoming a real business opportunity for United Parcel Service, Inc. (NYSE:UPS) and FedEx Corporation (NYSE:FDX). Why This Is Happening Now The reason is simple, and that is more people are taking […]

FedEx (FDX) has put fresh financing tools in place by filing an omnibus shelf registration for common stock and debt securities, shortly after reporting fourth quarter fiscal 2026 results that surpassed earnings and revenue estimates. See our latest analysis for FedEx. The FedEx share price closed at US$314.96, with the 1-year total shareholder return of 63.96% standing in contrast to a 90-day share price return that has fallen 18.82%. This suggests strong longer term gains but fading recent...

FedEx holds the edge over UPS with stronger price performance, a lower valuation, less leverage and a far lower dividend payout ratio.

FedEx Freight targets faster profit growth through pricing, freight mix, network optimization and technology despite softer LTL shipment demand.

FedEx Freight's S&P 500 debut sharpens its LTL focus, but margins, systems execution and debt will test the post-spin story.

FedEx (FDX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

E-commerce demand, AI investments and cost controls are supporting the air freight industry, with United Parcel Service among stocks to watch.

The carrier's holiday surcharges, which apply across various shipping services, will be higher than they were last year.

FDXF pairs scale, pricing tools and growth targets with high debt, soft demand and spin-off execution risks, making it a hold currently.

Shareholder-friendly moves and cost-cutting actions bode well for the Zacks Transportation-Air Freight and Cargo industry. UPS, FDX and GXO are well-poised to capitalize on the bright scenario.

Jim Cramer is steering investors away from NASDAQ and toward industrial blue chips, but one of his top picks fell nearly eight dollars even after landing what he called a ridiculous, record-breaking order. Here is why he still thinks the setup is worth it.

Jim Cramer dumped tech stocks ahead of Intel, Tesla, and Alphabet earnings, reviving bets on the Inverse-Cramer Effect.

With customers facing elevated fees and seeking discounts, Amazon’s delivery services could impact market pricing in the long term, per the TD Cowen/AFS Freight Index.

FedEx is adding a new import fee for the European Union and increasing delivery and pickup surcharges for more than 200 zip codes, as it continues to squeeze customers for revenue by means other than general rate increases. The post FedEx spreads shipping fees to EU, more zip codes appeared first on FreightWaves.

The FedEx CEO built a legendary career by saying yes to every opportunity that crossed his path. At 63, that same instinct could quietly wreck the one retirement move you cannot undo.

Apple, JPMorgan and ExxonMobil headline today's top stock reports, highlighting growth drivers, opportunities and key risks shaping their outlooks.

Raj Subramaniam became the second-ever CEO of FedEx by taking every opportunity thrown his way—including his roommate’s job interview.

FDX's cost cuts, B2B shift and upbeat outlook support long-term prospects, but fuel and trade risks make the stock a hold for now.

FedEx’s updated fair value estimate has shifted from about US$401.89 to roughly US$351.49, resetting the central price target level that many investors watch closely. This move lines up with Street research that now balances confidence in FedEx’s post Freight spin structure and Network 2.0 plan with fresh questions around execution, timing, and where valuation should sit as the story evolves. As you read on, you will see how these moving targets can help you track and interpret the changing...

American Airlines’ board of directors has elected former FedEx and Atlas Air executive as its newest member. The post Former FedEx CFO John Dietrich joins American Airlines board appeared first on FreightWaves.

Investing.com -- Citizens initiated coverage of the Transportation, Logistics & Services group with twenty-two names, naming FedEx among its top large-cap picks alongside FTAI Aviation, Union Pacific and C.H. Robinson, according to a note from analyst Jeff Kauffman.

IBM downgraded, Cava upgraded: Wall Street's top analyst calls

IBM just suffered its worst single-day market cap wipeout since 1987, insurance giants are getting slashed across the board, and a handful of surprising names just landed fresh Buy ratings from Wall Street's biggest banks.

We recently published Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play. FedEx Freight Holding Company, Inc. (NYSE:FDXF) is one of the stocks discussed by Jim Cramer. FedEx Freight Holding Company, Inc. (NYSE:FDXF) is a new listing on the stock market. It is the freight business spinoff of the logistics giant […]