MEMPHIS, Tenn.--(BUSINESS WIRE)--FedEx Corp. (NYSE: FDX) ("FedEx†) announced today that FedEx Freight Holding Company, Inc., a wholly owned subsidiary of FedEx (the "Issuer†), has commenced a private offering of senior notes (the "Notes†). The Notes are being offered as part of the financing for the proposed separation of the Issuer from FedEx (the "Spin-Off†) which will result in the Issuer owning and operating, through its subsidiaries, FedEx's less-than-truckload (LTL) freight transportation. ...

公司战略调整 - 公司计划对其在该国的国内业务进行重大改革 [1] - 作为改革的一部分，公司计划投资高达7800万欧元（合9158万美元） [1] 运营优化措施 - 作为改革的一部分，公司计划削减多达500个工作岗位 [1]

The Zacks Transportation-Air Freight and Cargo industry is grappling with persistent supply-chain disruptions. A challenging macroeconomic environment is characterized by inflation-induced high interest rates and the resultant weakness in package volumes. Despite the abovementioned challenges, we believe that the space still has fuel left in the tank, especially for operators that target growth opportunities and operating efficiency initiatives. Even though economies are reopening, consumers’ thirst for onl ...

We recently published 15 Stocks on Jim Cramer’s Radar.  FedEx Corporation (NYSE:FDX) is one of the stocks on Jim Cramer's radar. Logistics giant FedEx Corporation (NYSE:FDX) is one of Jim Cramer’s favorite stocks. Over the past couple of months, he has repeatedly cited faith in the firm’s CEO, Raj Subramaniam, despite the weak share price performance. Over the year, FedEx Corporation (NYSE:FDX)’s shares are up by 10%. January has been a busy month for the firm as far as analysts are concerned. For instanc ...

FedEx Corporation (NYSE:FDX) is one of the stocks Jim Cramer recently looked at. Cramer highlighted the company’s planned spin-off, as he commented: … Just this morning, FedEx filed its Form-10 registration statement for its previously announced freight spinoff. Now, that starts trading independently at the beginning of June. This deserves a lot of attention, people… Let me just say that FedEx Freight could be a very compelling piece of paper if it gets spun off at a reasonable price. And by the way, they ...

FedEx shares have rallied into a planned 2026 spin-off of its freight business, prompting at least one analyst to turn cautious. ...

This story was originally published on Supply Chain Dive. To receive daily news and insights, subscribe to our free daily Supply Chain Dive newsletter. FedEx and UPS surcharge changes taking effect this month could increase expenses for shippers with larger packages, parcel pricing experts say. On Jan. 12, FedEx expanded its assessment for determining which shipments will incur a dimensional additional handling surcharge or an oversize charge. The carrier has added a cubic volume criterion to the dimen ...

《中国民航报》、中国民航网 记者钱擘报道：联邦快递近日宣布，任命苏查理（Salil Chari）为联邦快 递亚太区新任总裁。 苏查理此前担任联邦快递亚太区市场营销和客户体验高级副总裁，其所接替的裴佳华，则已转任联邦快 递全球计划工程与转型执行副总裁。此次履新后，作为区域总裁，苏查理负责制定亚太地区的业务战略 方向。 联邦快递国际业务首席运营官兼航空业务首席执行官施瑞达表示："我很高兴苏查理出任亚太区新一任 总裁，这为我们的亚太业务开启了激动人心的新篇章。苏查理拥有出色的跨区域领导经验，积极为客户 创造价值。他深刻了解亚太地区市场，我相信他将带领我们亚太区业务迈向新高度，进一步巩固这一区 域在联邦快递全球业务增长中的关键地位。同时，我也感谢裴佳华女士的卓越领导，她将继续推进集团 的全球转型进程。" 联邦快递新任亚太区总裁苏查理（ Salil Chari ） 苏查理表示："亚太区拥有全球最具活力、快速发展的贸易通道，为不同规模的企业创造了大量机遇， 使其能够在全球范围内成长并竞争。我的首要任务是增强韧性、加速增长，以及进一步深化联邦快递作 为客户和社区重要合作伙伴的角色。" （编辑：陈虹莹 校对：李佳洹 审核：韩 ...

This story was originally published on Supply Chain Dive. To receive daily news and insights, subscribe to our free daily Supply Chain Dive newsletter. Dive Brief: Parcel delivery discounts for FedEx and UPS shippers picked back up again in Q4 after cooling off the previous two quarters, according to the TD Cowen/AFS Freight Index. Better discounting benefited customers using both ground and express shipping services. For ground deliveries, the uptick tended to benefit small and medium-sized shippers, ...

核心观点 - 多家知名价值型和量化投资机构在本季度增持联邦快递(FDX)股份 反映出对公司利润率改善、网络优化、现金流恢复以及全球物流业稳定的信心增强 表明市场可能仍低估其盈利正常化潜力和运营杠杆 [1][8] 机构持仓变动详情 - **AQR资本管理公司(Cliff Asness)** 增持1,718,278股 总持股达2,733,905股 价值约6.4亿美元 为本季度增持幅度最大的机构 显示联邦快递在估值、运营杠杆和资本回报改善等量化因子方面具有吸引力 [1] - **Gotham资产管理公司(Joel Greenblatt)** 增持45,557股 总持股达81,382股 价值约0.02亿美元 符合其注重收益率和资本效率的价值投资框架 认为公司改善的利润率相对于正常化的中期盈利能力仍被低估 [2] - **GMO公司(Jeremy Grantham)** 增持19,520股 总持股达72,946股 价值约0.02亿美元 投资论点基于公司将作为具有规模优势和高端时效物流定价权的关键全球周期性运输资产 [3] - **Maverick资本公司(Lee Ainslie)** 增持5,570股 总持股达14,898股 反映出对公司重组计划及运力优化与自动化举措带来的运营利润率提升潜力的情绪改善 [4] - **Fisher资产管理公司(Ken Fisher)** 增持502股 总持股达1,863股 表明其持续将公司视为能长期受益于跨境贸易和电商物流量的全球运输风向标 [5] - **GAMCO投资者公司(Mario Gabelli)** 小幅增持13股 总持股达2,063股 符合其注重具有资产替代壁垒和多周期现金流持续性的传统工业特许经营权的价值投资视角 [6] - **桥水基金(Ray Dalio)** 新建仓位43,132股 价值约0.01亿美元 显示出从宏观角度对公司的关注 将其视为受益于货运周期改善和经济活动复苏的全球贸易与供应链参与者 [7] 看好的公司运营前景 - 公司正进入更有利的运营阶段 主要特征包括成本重组与效率提升、全球货运与包裹量复苏、更强的资本回报与资产负债表状况 以及与贸易和电商需求相关的周期性上行空间 [9]