Key TakeawaysSpending Below Wear: FedEx spent $3. 8 billion on capital projects in fiscal 2026 against roughly $4.
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Standard U.S. shipping rates will jump starting Jan. 4, but the package-level impact will vary depending on service used, weight and shipping distance.

CEO BRIEF NEWSLETTER FedEx CEO Raj Subramaniam is my guest on this week’s episode of WSJ Leadership Institute Presents: Leaders. And while Subramaniam may not be as well-known as his iconic predecessor Fred Smith, he has a remarkably clear, tech-driven vision of what the next era of FedEx needs to look like.
Among the major deals in focus are Paramount Skydance and Warner Bros. Discovery’s merger, Fertitta Entertainment’s acquisition of Caesars Entertainment, Norfolk Southern’s merger with Union Pacific, and FedEx’s acquisition of InPost.
FedEx has more industrial CMBS lease rollover exposure than Amazon as station closures increase scrutiny of single-tenant properties.

Rafal Brzoska built InPost into a parcel company in nine countries. But it wasn’t always a smooth ride.
The demand surcharges, which also include higher fees for China-to-U.S. volume, will take effect as parcel shippers gear up for peak season.
Gordon Brothers Inc. — which operates Christmas Central, Christmas.com and more — filed for Ch. 11 bankruptcy protection just ahead of peak season.

UPS and FedEx both pay dividends, but the case for owning each one points in completely opposite directions depending on what a retiree actually needs from a portfolio.

At the WSJ Leadership Institute's Technology Council Summit, technology executives from McKinsey, FedEx and CVS Health discuss how they are navigating the rising costs of generative AI and finding real business value.

From Amazon to Walmart, companies are handling tariff refunds differently. Here's what it could mean for your wallet.
The global shipping giant is expanding its procurement of sustainable aviation fuel across its U.S. air network to cut emissions.

Find insight on global auto sales, Volkswagen and more in the latest Market Talks covering Auto and Transport.

In recent days, the heads of leading AI developers have called for new limits and controls on advanced AI research, following a series of cybersecurity breaches and high-profile resignations designed to raise alarm bells. According to CEO Raj Subramaniam, he is.

FedEx Chief Executive Raj Subramaniam explains at the WSJ Leadership Institute's Tech Council Summit why a company's artificial-intelligence strategy must be driven by the top.

Less-than-truckload carrier FedEx Freight named Mike Rodgers as chief commercial and technology officer, following the recent termination of an executive. The post FedEx Freight expands CTO’s role to cover commercial strategy following CCO ouster appeared first on FreightWaves.

For e-commerce merchants, the Global Trade Navigator is designed to provide greater certainty around the final cost of an international order before it reaches the customer.
FedEx Corp (NYSE:FDX) recently announced a total dividend of $1.22 per share, with the ex-dividend date set for 2026-09-14. As investors look forward to this upcoming payment, the spotlight also shines on the company's dividend history, yield, and growth rates. Using data from GuruFocus, let's look into FedEx Corp's dividend performance and assess its sustainability.
FedEx Duty and Tax, part of the carrier's new suite of global shipping tools, provides a cost guarantee at checkout and covers any overages to that amount.

FedEx has outperformed other supply chain logistics stocks over the past year. Analysts are also moderately bullish on the stock’s prospects.

FedEx (NYSE:FDX) executives outlined how the company is using data, artificial intelligence and network integration to reduce costs, improve delivery precision and expand into supply-chain technology services during Citi’s TMT conference. President and CEO Raj Subramaniam said the company remains f
Investing.com -- In a note to clients on Tuesday, JPMorgan initiated coverage of FedEx Freight with an Overweight rating and a December 2027 price target of $160, arguing the recent spin-off gives North America's largest less-than-truckload carrier room to improve profitability and service as a stand-alone company.

FedEx (NYSE:FDX) is facing a new lawsuit after a major collision in which a company truck driver allegedly fell asleep at the wheel, causing catastrophic injuries to the plaintiff. The complaint claims serious operational failures in FedEx's driver oversight and safety practices that, according to the filing, contributed to the crash. The case raises questions around FedEx's risk management, potential legal liabilities and insurance exposure. For investors tracking how transport and...

FedEx Freight announced that it has terminated Chief Specialized Services and Commercial Officer Mike Lyons, who was appointed to the role ahead of the company’s spinoff from FedEx Corp. The post FedEx Freight fires chief commercial officer following internal probe appeared first on FreightWaves.
Inpost SA (INPOY) navigates EU customs headwinds and heavy international investment, posting 16% volume growth while lowering full-year adjusted EBITDA guidance.

Each stock represents a different type of opportunity.

FedEx plans to invest $400 million at two airports in India to upgrade its air cargo facilities. The post FedEx to invest $150M for air cargo terminal in Delhi appeared first on FreightWaves.

Several closely watched corporations far surpassed their earnings forecasts this summer, and some have billions of dollars in Trump tariff refunds to thank for padding their results. Where's your refund? Studies show consumers indirectly ate much of the cost through rising prices, but these refunds instead flow to the companies that directly paid the Trump administration's import taxes, regardless of...

Though FedEx Freight has underperformed relative to the broader market over the past month, Wall Street analysts remain moderately optimistic about the stock’s prospects.
