United Parcel Service vs. FedEx: What Their Revenue Trends Tell Investors

FedEx currently looks stronger on revenue, showing consistent top-line expansion compared to the more volatile performance seen from United Parcel Service. Over the last eight quarters, United Parcel Service experienced distinct quarter-over-quarter swings, while FedEx maintained a much steadier upward trajectory during the same timeframe.

The Motley Fool • 8 hours ago

FedEx: The Bull Case Relies On A Margin Recovery That Isn't Visible Yet

FedEx Corporation reported a non-GAAP Q4 EPS beat, but GAAP margins compressed and shares declined, signaling deeper concerns. Adjusted EPS growth guidance for 2026 requires margin expansion not yet evident, raising skepticism about the achievability of targets. Valuation models suggest a fair value of $345–$355, implying limited upside and supporting a Hold rating until margin expansion is proven.

Seeking Alpha • Jul 2, 2026

CMA CGM to buy FedEx third-party logistics arm in $1.4 billion deal

French shipping group CMA CGM has agreed to acquire FedEx's third-party logistics business ​for an enterprise value of $1.4 billion, it ‌said on Wednesday, as it seeks to expand its presence in the logistics sector and in the United ​States.

Reuters • Jul 1, 2026

FedEx Moves to Sell Supply Chain Unit to Continue Corporate Streamlining

FedEx plans to sell FedEx Supply Chain to CMA CGM Group, a Marseille-based global provider of sea, land, air and logistics solutions, at an enterprise value of $1.4 billion.

PYMNTS • Jul 1, 2026

FDX Banking on Cost Cuts Amid Top-Line Woes: What Lies Ahead?

FedEx is leaning on DRIVE, Network 2.0 and other efficiency moves to offset soft shipping demand and top-line pressure.

Zacks Investment Research • Jul 1, 2026

French Shipping Company CMA CGM to Buy FedEx Supply Chain for $1.4 Billion

CMA CGM will offer ocean transport and carrier services under a nonexclusive agreement with FedEx and the companies will also work together on select air-cargo capacity solutions.

WSJ • Jul 1, 2026

EEOC hits FedEx with federal lawsuit over alleged discrimination against blind workers

The EEOC has sued FedEx, alleging the company discriminated against blind package handlers at its North Carolina facility by failing to provide reasonable workplace accommodations.

Fox Business • Jun 30, 2026

Financial Institutions Boost Dividends In June As 16 Companies Ready To Increase Payouts In July

This is my latest article, where I provide predictions of upcoming dividend increases from companies with long-term dividend growth histories. With the release of the Federal Reserve stress test results, eight financial institutions announced dividend increases in June. Bank of America is poised to announce its 13th consecutive year of dividend growth in July along with 15 other companies.

Seeking Alpha • Jun 28, 2026

FedEx Shares Lower Following Weak Spinoff Earnings

FedEx Corp (NYSE:FDX) slipped 1.8% to $323.57 after FedEx Freight (FDXF) reported mixed quarterly results.

Schaeffers Research • Jun 26, 2026

FedEx's Earnings Drop May Be Missing the Bigger Freight Story

FedEx TodayFDXFedEx$316.89 -0.35 (-0.11%) As of 06/24/2026 03:59 PM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$172.88▼$345.36Dividend Yield1.54%P/E Ratio17.12Price Target$351.60Add to WatchlistFedEx NYSE: FDX shares fell more than 5% following its Q4 fiscal year 2026 (FY2026) earnings release, raising the question of whether it's time to get out of this recovery story or lean harder into the trade.

MarketBeat • Jun 25, 2026