FedEx: The Stock Delivered, But The Best Package May Be Next
FedEx Corporation earns a Buy rating, but not because FDX stock is cheap. The real story is a structural shift in margins, cash flow, and capital efficiency. The Freight spinoff is simplifying the business, while FedEx is pushing deeper into higher-value B2B and service-critical shipments instead of chasing low-quality volume. Network 2.0 could be the biggest earnings lever: FedEx is targeting roughly $2 billion in annual savings by 2027, with about 65% of eligible volume expected through optimized stations before that.