Beyond the Box: How FedEx Is Winning as Tech Slumps
FedEx (FDX) is experiencing significant growth and stock price appreciation amid a slump in the tech sector, driven by strategic initiatives. Key factors include the upcoming spin-off of its high-margin Less-Than-Truckload (LTL) unit, FedEx Freight, and the Network 2.0 restructuring program aimed at reducing costs. The company is also aggressively expanding its market share in Europe through the acquisition of a stake in InPost S.A., demonstrating a strong focus on operational efficiency and shareholder value.
Beyond the Box: How FedEx Is Winning as Tech Slumps
FedEx (FDX) is experiencing significant market gains and decoupling from the broader transportation index while the tech sector slumps. These gains are driven by strategic restructuring, including the spin-off of its FedEx Freight unit and aggressive cost-cutting through its Network 2.0 initiative. Additionally, FedEx is expanding its presence in Europe via a strategic acquisition of InPost S.A.'s parcel locker network, positioning it for growth in e-commerce and improving last-mile delivery economics.
Beta Technologies Files for Public Stock Offering
Beta Technologies, a Vermont-based electric aviation company, has filed papers for an initial public offering (IPO) on the New York Stock Exchange. This move follows significant private funding rounds and reflects the company's need for further capital to certify its electric aircraft, the Alia, which faced substantial development costs and timeline extensions. Beta aims to be one of the first U.S. companies to produce small electric and hybrid-electric aircraft, with commercial sales projected after FAA certification, expected by late 2026 or early 2027 for a conventional-flight version.
Boston Scientific Stock is Down 20% This Year. Here Is What Investors Need to Know Before March 28
Boston Scientific (BSX) stock has declined significantly, trading near its 52-week low after a steep single-day drop due to Q4 EP sales missing estimates. Despite solid overall Q4 results, the market focused on perceived decelerations in key growth drivers, leading to analyst price target cuts. Investors are now looking to the CHAMPION trial readout on March 28 and the eventual Penumbra close as critical near-term catalysts that could reframe the company's growth story and potentially unlock significant upside from its currently undervalued price.
FedEx ‘highly confident’ grounded MD-11s will return to service
FedEx remains optimistic that its fleet of 28 MD-11 freighters will return to service despite a protracted grounding following a fatal crash involving a UPS MD-11. The company expects the aircraft to be back in operation between March and May, even as UPS has permanently retired its MD-11 fleet. FedEx emphasized the diligence of its maintenance and crew training, projecting these planes could fly until 2032.
Is Union Pacific (UNP) Still Attractive After Recent Share Price Strength?
Union Pacific (UNP) has seen significant share price strength recently, with returns of 48.6% over three years and 40.4% over five years. Despite this, a Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 16.0%, with an estimated intrinsic value of $315.65 compared to its current price of $265.00. Additionally, its P/E ratio of 22.03x is below its proprietary "Fair Ratio" of 25.42x, further indicating potential undervaluation.
J.B. Hunt Transport Services Presents at Barclays Conference
J.B. Hunt Transport Services executives, including CFO Brad Delco, presented at the Barclays 43rd Annual Industrial Select Conference. They discussed the company's financial performance, cost management, and growth outlook, offering insights into the broader freight and supply chain industry for investors and analysts. The presentation also addressed investor sentiment and competitive positioning within the sector.
FedEx Stock Just Flashed a Big Signal – Here’s What It Means for You
FedEx is undergoing a significant transformation, aiming to become an AI-powered logistics platform rather than just a package delivery service. This involves extensive cost-cutting, automation in hubs, and network redesign to improve efficiency and profitability, directly impacting shipping speeds, e-commerce, and investment portfolios. The company's strategic shift is attracting attention from analysts and investors who view it as a potential turnaround story, offering a blend of physical infrastructure and digital intelligence for the US economy.
Is FedEx (FDX) Stock Outpacing Its Transportation Peers This Year?
FedEx (FDX) is currently outperforming its Transportation sector peers and the broader market, returning 29.9% year-to-date compared to the sector's 13.8% gain. The company holds a Zacks Rank #1 (Strong Buy) due to a 3.1% upward revision in its full-year earnings estimate. Another strong performer in the sector is ZTO Express (Cayman) Inc. (ZTO), with a 20.5% return year-to-date and a Zacks Rank #2 (Buy).
Werner restructures one-way truckload business, takes $44M charge
Werner Enterprises is restructuring its one-way truckload business to focus on more specialized, higher-margin freight and expedited routes, including pharmaceuticals and technology. This initiative, which began in Q4, involved reducing its one-way fleet by 230 trucks and resulted in a $44.2 million charge. The company expects these changes to lead to increased profitability and efficiency, with benefits appearing in Q2 results.
XPO Schedules Fourth Quarter 2024 Earnings Conference Call for Thursday, February 6, 2025
XPO (NYSE: XPO) has scheduled its fourth quarter 2024 earnings conference call and webcast for Thursday, February 6, 2025, at 8:30 a.m. Eastern Time. The company's results will be released earlier that morning and will be available on www.xpo.com. Access information for the call and webcast replay is provided for investors and the media.
A Look At GXO Logistics (GXO) Valuation After Q4 Beat And Upgraded Growth Guidance
GXO Logistics (GXO) saw a strong Q4 2025 performance, leading to upgraded 2026 growth guidance and significant share price momentum. While a popular narrative suggests the company is about 1% undervalued at $66.00, Simply Wall St's DCF model indicates it might be slightly overvalued at $64.27, leaving investors to consider which valuation approach is more realistic given the company's focus on logistics technology and customer retention. The article highlights both the strong fundamentals and the execution risks associated with the Wincanton integration and leadership changes.
Werner Reports 10th Quarter of Higher Revenues, Earnings
Werner Enterprises Inc. reported its tenth consecutive quarter of year-over-year growth in operating revenues and earnings for the first quarter of 2004. Operating revenues increased by 11% to $386.3 million and net income rose by 31% to $15.6 million. The company attributed these positive results to stronger demand, effective management of new hours of service regulations, and operational improvements.
Algorhythm Holdings' AI system 'dynamically' solves for 'empty' trucking miles, CEO says
Algorhythm Holdings CEO Gary Atkinson discussed on 'Making Money' how his company transitioned from consumer karaoke products to an AI logistics platform. Their new AI system is designed to dynamically solve the problem of 'empty' trucking miles, optimizing logistics in the trucking industry. This strategic pivot focuses on leveraging artificial intelligence for efficiency in transportation.
TravelCenters of America Opens Nominations for Citizen Driver Award
TravelCenters of America (TA) is currently accepting nominations for its 2018 Citizen Driver award, which recognizes truck drivers for their good citizenship, safety practices, community involvement, health and wellness, and leadership. Nominations are open to anyone and will be accepted until September 20th. Winners will be honored at a ceremony on May 8, 2018, at the TA-branded Iowa 80 location.
Innovative Solutions and Support, Inc. (NASDAQ:ISSC) Q1 2026 Earnings Call Transcript
Innovative Solutions and Support, Inc. (ISSC) reported a strong Q1 fiscal 2026, exceeding earnings expectations with EPS of $0.25 against $0.1 expected. The company achieved 37% revenue growth, driven by increased commercial aftermarket demand and service activity, and a 141% rise in adjusted EBITDA. ISSC continues to focus on its IA NEXT strategy for profitable growth, operational excellence, and disciplined capital allocation, while also pursuing accretive acquisitions and advancing its defense business, including F-16 program support and autonomous flight technologies.
Earnings Watch: UPS, ODFL Rise; Knight, P.A.M., Hub, Echo Fall
This article reports on the third-quarter earnings of several trucking companies. While UPS (NYSE:UPS) and Old Dominion Freight Line (NASDAQ: ODFL) saw slight profit increases, most other companies like Knight Transportation (NYSE: KNX), P.A.M. Transportation (NASDAQ: PTSI), Hub Group (NASDAQ: HUBG), and Echo Global Logistics (NASDAQ: ECHO) experienced drops in their profits. The varying results highlight the challenging economic environment and fluctuating market conditions affecting the trucking industry.
Worksport to Open AI-Integrated Strategic Distribution Center to Boost National Sales Ramp Up
Worksport Ltd. announced the opening of a new AI-integrated strategic distribution facility in Shreveport, Louisiana. This center aims to significantly improve national shipping speed, reduce logistics costs by 10-15%, and expand the company's distribution reach, with an expected 1-2 day delivery for major markets. The facility is connected to Worksport’s AI-enabled environment for automated routing and inventory optimization and will serve as a pilot for future strategic U.S. sales and distribution expansion.
J.B. Hunt Announces Time-Sensitive Intermodal Service for Mexican Businesses
J.B. Hunt Transport Services, BNSF Railway, and GMXT have launched "Quantum de México," a new intermodal service designed for time-sensitive freight originating from Mexican businesses destined for the U.S. This service aims to convert over-the-road freight to rail, offering faster, more reliable transit times and significant carbon emission reductions. The collaboration also includes opening a new J.B. Hunt office in Queretaro, Mexico, to support the growing demand for efficient cross-border logistics.
The Truth About ZTO Express (Cayman) Inc: Is This Chinese Delivery Giant a Sleeper Stock Win or Tota
This article provides an in-depth analysis of ZTO Express (Cayman) Inc., a major Chinese delivery company, evaluating whether its stock is a worthwhile investment for US investors. It discusses the company's business model as an e-commerce backbone, the risks associated with investing in a China-based stock due to regulatory and geopolitical factors, and its performance compared to competitors like SF Holding and US giants like UPS and FedEx. The article concludes by advising potential investors to consider ZTO Express if they seek diversification and exposure to e-commerce growth, provided they understand the inherent China risk and volatility.
Armlogi Reports Q2 Fiscal 2026 Financial Results with Increased Revenue but Higher Losses
Armlogi reported a slight increase in total revenue by 0.8% to $51.5 million for Q2 Fiscal 2026, ending December 31, 2025. However, the company experienced a worsening gross loss of $0.8 million and a significant expansion of its net loss to $3.9 million, or $0.08 per share. Despite these challenges, Armlogi maintains a liquidity position of $9.4 million in cash and restricted cash, and raised $3.8 million through share issuance to support operations.
UPS Stock Price, Forecast & Analysis | UNITED PARCEL SERVICE-CL B (NYSE:UPS)
This article provides a detailed analysis of UPS (NYSE:UPS) stock, covering its current price, performance, technical and fundamental ratings from ChartMill, key financials, and analyst forecasts. It highlights UPS's strong profitability, decent technical performance, and dividend yield, alongside projected EPS and revenue growth.
UPS grounding 24 Boeing 767s for maintenance, company says
UPS is grounding 24 of its Boeing 767 cargo planes for maintenance after a routine review identified necessary work. The company assured that contingency plans are in place, and this removal of aircraft from service is not expected to disrupt deliveries. The maintenance is being completed proactively to ensure the planes are returned to operation safely.
Ex-Dividend Reminder: United Parcel Service, Ryder System and Atkore
This article serves as an ex-dividend reminder for shareholders of United Parcel Service Inc (UPS), Ryder System, Inc. (R), and Atkore Inc (ATKR). These companies are scheduled to trade ex-dividend on February 17, 2026, meaning investors must own shares before this date to be eligible for their upcoming quarterly dividend payments. The article details the dividend amounts, payment dates, and the anticipated percentage drop in stock price for each company on the ex-dividend date, along with historical dividend charts and estimated annual yields.
Worker dies from injuries in Valero refinery fire in Oklahoma
A worker has died from injuries sustained in a fire at Valero Energy's Ardmore oil refinery in Oklahoma. The incident, which occurred during maintenance, involved an employee of contractor UPS Industrial Services, who later succumbed to his injuries after being airlifted to a burn unit. An investigation into the cause of the fire is active.
Meet the Former Karaoke Company That Sank Trucking Stocks
A former karaoke company, now known as Algorhythm Holdings, caused a significant selloff in trucking stocks after announcing AI technology aimed at boosting trucking efficiencies. Despite having a small market value and no U.S. clients yet, the news release triggered investor panic, leading to substantial losses for trucking and transport companies like J.B. Hunt Transport Services.
Ryder Sees No 'Meaningful' Change in Freight Market in 2026
Ryder's incoming CEO John Diez stated that the U.S. freight market has yet to see meaningful improvement, prolonging a recession affecting used vehicle sales, rental trends, and lease miles. The company reported slightly lower Q4 2025 profit and revenue, failing to meet analyst expectations. Diez anticipates a gradual improvement in used vehicle sales later in 2026 as capacity exits the market, but expects Q1 2026 to mirror Q4 2025 trends.
Teamsters Lawsuit Puts UPS Driver Buyouts And Cost Cuts In Focus
The Teamsters Union has filed a lawsuit and emergency motions against UPS over its Driver Choice Program, alleging it violates the national labor contract and could eliminate up to 30,000 union jobs. This legal challenge impacts UPS's plans to cut costs and reshape its workforce, with potential implications for operational flexibility and investor sentiment. The outcome will determine if UPS can proceed with planned buyouts and cost savings, affecting its long-term strategy amidst competition from FedEx and Amazon.
What Does the Market Think About United Parcel Service Inc?
United Parcel Service Inc's short interest has increased by 3.47%, now representing 2.09% of its float. While this suggests growing bearish sentiment, the company's short interest percentage is still lower than the average of its peers, which stands at 3.81%. It would take traders an average of 2.13 days to cover their short positions.
FedEx targets 14% profit growth in 4-year strategy
FedEx has announced a four-year strategy targeting a 14% growth in adjusted operating profit by 2029, aiming for $98 billion in annual revenue. The logistics company plans to achieve this through prioritizing high-margin segments, scaling digital and AI capabilities, transforming its shipping network, and making efficiency gains permanent. FedEx also expects an 8% operating margin and will keep capital expenditures low, including capping aircraft spending at $1 billion through 2029.
JD.com Expands In Europe With JoyExpress To Support Joybuy Growth
JD.com has launched JoyExpress, a new last-mile delivery service in Europe, to support its e-commerce platform Joybuy. This move signifies JD.com's strategy to integrate its strong logistics capabilities directly into the European market, aiming for same-day and next-day delivery through a local network of warehouses in the UK, Germany, Netherlands, and France. The expansion positions JD.com to compete more directly with established European e-commerce players and manage future EU import regulations.
This Is What Whales Are Betting On United Parcel Service
Large investors are showing a bullish sentiment towards United Parcel Service (NYSE: UPS) through unusual options trades. Data analysis of 35 uncommon options trades reveals a split sentiment of 57% bullish and 28% bearish, with the majority of capital flowing into call options. Experts have an average target price of $116.4, with some analysts maintaining Buy ratings while others hold Neutral or Equal-Weight ratings.
How a combined UP-NS railroad would alter market dynamics
A proposed merger between Union Pacific (UP) and Norfolk Southern (NS) would create a massive transcontinental railroad network, raising concerns among some stakeholders about potential rate increases and the disruption of regional competitive balance. While critics fear it could stifle competition, UP and NS argue it would enhance competition against other railroads and trucks. The Surface Transportation Board rejected an initial application, prompting the railroads to fine-tune their proposal for resubmission.
Werner at Stifel Conference: Strategic Growth Amid Market Shifts
Werner Enterprises presented at the Stifel Financial Corp. Transportation & Logistics Conference 2026, discussing its strategic acquisition of FirstFleet, current market conditions, and leveraging technology for efficiency. The company aims for mid-single-digit rate increases, anticipating margin expansion in 2026, supported by tightening supply and investment in AI. CEO Derek Leathers highlighted the resilience of dedicated services, growth opportunities in Mexico, and significant cost savings achieved, while acknowledging ongoing industry challenges including inflation and supply constraints.
Saia Revenue Hits Quarterly Record As Q4 Earnings Slip
Saia Inc. reported record quarterly revenue of $790 million in Q4 2025, a slight increase from the previous year, despite a decline in net income to $47.5 million due to higher self-insurance costs from prior-year accidents and softer freight volumes. The LTL carrier saw its operating ratio rise to 91.9% but achieved a 21% reduction in preventable accidents and strong contractual renewals, including a 6.6% increase for January 2026. CEO Fritz Holzgrefe emphasized the benefits of the company's national network and investments in safety, totaling over $2 billion in the last three years.
JD.com announces JoyExpress, a new delivery service for Europe
JD.com has launched JoyExpress, a new dedicated express delivery service in Europe to support its online retail business, Joybuy. The service aims to offer same-day and next-day delivery in major cities across the UK, Germany, the Netherlands, and France, leveraging advanced logistics infrastructure and a network of over 60 warehouses. JoyExpress will initially serve Joybuy customers with high-quality, efficient, and reliable delivery, with future plans to support other business partners.
FedEx, private equity join together for $9.2B deal
FedEx and Advent have partnered to acquire InPost, a Polish logistics firm, in a $9.2 billion deal. The acquired company will maintain its current branding, main office, and management structure. This acquisition marks a significant move in the logistics sector.
Radiant Logistics Shares Slip After Q2 Revenue Miss, EPS Beats
Radiant Logistics (NYSE: RLGT) reported mixed second fiscal quarter results, with shares slipping in early trading. While headline revenue missed expectations and showed a 12.2% year-over-year decline to $232.1 million, this was largely due to a one-time hurricane relief project in the prior year. Excluding this factor, revenue, gross profit, and adjusted EBITDA all showed underlying growth, with adjusted EPS of $0.17 beating analyst estimates.
What Are Wall Street Analysts' Target Price for United Parcel Service Stock?
United Parcel Service (UPS) has underperformed the broader market, gaining 4.3% over the past 52 weeks while the S&P 500 rose 15.6%. However, its year-to-date performance is strong, up 18.9%. Analysts have a "Moderate Buy" consensus rating for UPS, with a mean price target of $114.04 and a Street-high target of $130, suggesting a potential upside of 10.2%.
A Look At GXO Logistics (GXO) Valuation After New BAE Systems And London Luton Airport Contracts
GXO Logistics (GXO) has experienced a surge in investor interest following contract renewals and expansions with BAE Systems and London Luton Airport. While the company's valuation is seen as undervalued by some estimates, trading near $58.91 against a fair value of $66.00, an alternate view suggests it's trading around fair value based on cash flow but appears expensive with a P/E of 75.8x compared to industry averages. Investors are weighing the potential future growth from these long-term contracts against current market pricing and execution risks related to integrating Wincanton.
United Parcel Service (NYSE:UPS) Has Affirmed Its Dividend Of $1.64
United Parcel Service (NYSE:UPS) has announced a dividend of $1.64 per share, payable on March 5th, resulting in a 5.6% dividend yield. While the company has a strong track record of dividend growth and earnings per share growth, its current payout ratio is 100% of earnings, raising concerns about the long-term sustainability of this dividend level without significant growth or changes.
RXO, Inc. SEC 10-K Report
RXO, Inc. has released its 2025 10-K report, detailing financial performance, business operations, and strategic initiatives. The report highlights a revenue increase to $5,742 million, primarily driven by the Coyote acquisition, despite an operating loss of $(79) million and a net loss of $(100) million. RXO aims to strengthen its competitive position through technology investments and strategic acquisitions, while navigating challenges like industry competition and economic volatility.
Saia faces earnings test as investors question volume recovery By Investing.com
Saia Inc. is set to release its fourth-quarter results, with analysts and investors keenly watching for signs of volume recovery in the less-than-truckload (LTL) market. The company's recent stock rally has outpaced Wall Street expectations, making strong commentary on future volumes and first-quarter margin guidance crucial. Management's 2026 outlook will also be under scrutiny as the LTL market faces ongoing pressures from higher costs and uneven regional volumes.
FedEx breaks silence after USPS confirms 24-hour delivery blackout at all 31,000 locations
FedEx has announced that its services will largely remain available on Presidents' Day (February 16, 2026), despite a 24-hour delivery blackout affecting all 31,000 USPS locations. While some FedEx services like Express and Ground shipping will have modified hours, FedEx Offices, Freight, and Custom Critical will operate normally. UPS also plans to maintain normal pickup and delivery services on Presidents' Day, though Ground Saver and Mail Innovations services may experience delays due to reliance on USPS.
3 Ultra-High-Yield Dividend Stocks I'm Still Buying
Amidst market volatility and concerns about AI stocks, this article highlights three ultra-high-yield dividend stocks that the author is continuing to buy. These include Realty Income (NYSE: O) for its stability and consistent dividend growth, United Parcel Service (NYSE: UPS) due to its reliable dividend and positive free cash flow outlook, and Verizon Communications (NYSE: VZ) for its attractive yield and improving financial strength. The article emphasizes the appeal of these companies for income investors looking for stability in uncertain times.
MetLife Slips 3% This Week: Here’s Why Analysts Still Sees $104.83 Fair Value
MetLife (MET) shares experienced a 3% decline this week, but analysts still project a fair value of $104.83, implying a 37.2% upside. The stock's recent performance reflects investor confidence in rising rates and disciplined underwriting, despite concerns about credit quality and investment spreads. A valuation model, considering 3.3% revenue growth and 11.5% operating margins, supports the optimistic outlook, contingent on sustained demand and effective management of investment spreads and expenses.
Cold Chain Market to Reach US$ 919.9 Bn by 2032 as Key Players
The global cold chain market is projected to reach US$919.9 billion by 2032, growing at a robust CAGR of 13.8% from US$372.2 billion in 2025, driven by increasing demand for perishable goods and temperature-sensitive pharmaceuticals. North America currently leads the market due to its advanced infrastructure and stringent regulations, while technological advancements in monitoring and automation are presenting significant growth opportunities. Despite these opportunities, the market faces challenges from high operational and infrastructure costs, and regional infrastructure gaps.
Assessing UPS (UPS) Valuation After Earnings Beat And Reaffirmed 2026 Outlook
United Parcel Service (UPS) exceeded Q4 and full-year 2025 earnings expectations, reaffirming its 2026 revenue guidance. While the stock has seen a recent rally, trading around $117, its valuation is debated; one narrative suggests it's 23.2% overvalued with a fair value of $95.21, due to sustainability issues and costs, while a DCF model indicates it's 28% undervalued at $162.37. The company's "Efficiency Reimagined" initiative aims to streamline operations amid union tensions and rising interest costs.
CSX Corp.: How a 19th-Century Railroad Became a 21st-Century Logistics Platform
CSX Corp. is transforming its traditional railroad network into a data-driven logistics platform by leveraging precision operations and intermodal services. This strategy helps the company compete in a supply chain increasingly focused on AI, decarbonization, and e-commerce, offering a reliable, cost-effective, and sustainable alternative to long-haul trucking. Its competitive edge stems from its Eastern U.S. network density, operational discipline, and advanced digital tools, which are expected to drive valuation and shareholder returns.
CSX Corp.: How a 19th-Century Railroad Became a 21st-Century Logistics Platform
CSX Corp. is transforming itself from a traditional railroad into a data-driven freight platform by leveraging precision operations and intermodal logistics. The company aims to compete in an AI-accelerated and decarbonizing supply chain by offering reliable, cost-effective, and sustainable solutions that blend physical infrastructure with a modern digital interface. These strategic shifts define its product stack and enhance its valuation as a long-term beneficiary of decarbonization policies and corporate ESG commitments.
