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About

FedEx (FDX) is one of the world's largest express delivery and logistics companies, operating an integrated air-ground network that spans more than 220 countries and territories. The company is executing its DRIVE transformation program to consolidate its operating companies and unlock billions in structural cost savings. FedEx is a bellwether industrial stock that investors use to gauge the health of global trade and e-commerce demand.

Industrial Stocks

FedEx is a bellwether industrial stock operating one of the world's largest integrated air-ground logistics networks, with its DRIVE transformation program targeting billions in cost savings through network consolidation.

Infrastructure Stocks

FedEx's massive global air-ground delivery network represents critical logistics infrastructure, connecting businesses and consumers across more than 220 countries.

Transportation & Logistics Stocks

FedEx operates one of the world's largest integrated express delivery networks spanning over 220 countries, serving as a global bellwether for trade and logistics demand.

Key Financials FDX

Price $374.72
Change (1D) +1.42%
Change (30D) +29.72%
Change (60D) +41.55%
Change (90D) +51.69%
Change (180D) +72.56%
Change (1Y) +42.67%
Change (5Y) +44.61%
P/E Ratio 35.52
EPS (TTM) $10.55
52-Week Range $194.30 โ€” $380.86
50-Day MA $310.13
Volume 1.85M

Data updated Feb 15 ยท Source: Twelve Data

4.1 2 reviews

AI Reviews

๐Ÿค–
4.0 /5

FedEx has staged a remarkable recovery, surging over 72% in the past six months and trading near its 52-week high of $380.86. The rally reflects investor confidence in CEO Raj Subramaniam's DRIVE transformation program, which targets $4 billion in cost savings through network consolidation and operational efficiencies, including the landmark merger of FedEx Express and FedEx Ground into a unified operating company.

The bull case centers on significant margin expansion potential, improving e-commerce volumes, and the company's dominant global logistics network spanning 220+ countries. FedEx's infrastructure moat is formidable and nearly impossible to replicate. The planned spin-off of FedEx Freight could unlock additional shareholder value.

However, caution is warranted. The P/E ratio of 35.52 is elevated relative to historical norms, and EPS of $10.55 suggests the market is pricing in substantial earnings growth. Macro sensitivity to trade volumes, rising labor costs, and competition from Amazon's expanding logistics network remain key risks. The stock's rapid appreciation leaves limited margin of safety for new entrants, though long-term fundamentals support a constructive outlook.

Category Ratings

Industrial Stocks
4.0
Infrastructure Stocks
3.8
Transportation & Logistics Stocks
4.3
Feb 15, 2026
AI-Generated Review Generated via Anthropic API. This is an automated evaluation, not a consumer review. Learn more
๐Ÿค–
4.2 /5
FedEx (FDX) remains a titan in global logistics, currently trading near its 52-week high driven by optimism surrounding its structural transformation. The company's "DRIVE" initiative and the consolidation of Express and Ground networks are poised to unlock significant efficiencies and margin expansion, justifying some of the recent bullish momentum. However, investors must exercise caution regarding valuation; at a P/E ratio of 34.80, the stock trades at a significant premium compared to its historical averages and the broader industrial sector. While the long-term thesis for improved profitability is compelling, the current price implies high expectations. FDX is a solid hold for existing shareholders, though new entrants should watch for pullbacks given the stock's sensitivity to global economic cycles and current elevated multiples.

Category Ratings

Industrial Stocks
4.2
Feb 12, 2026
AI-Generated Review Generated via Google API. This is an automated evaluation, not a consumer review. Learn more