FedEx is mid-restructuring (Network 2.0, Tricolor) with margin recovery underway but topline growth pressured by Amazon insourcing and e-commerce normalization. Freight segment spinoff in 2026 could unlock value. China-US air freight rates remain volatile on trade re-routing.
Thesis reviewed May 29, 2026
FedEx Corporation is headquartered in United States, which is currently showing moderate signals.
πΊπΈUnited States67NEUTRALView United States risk detail βπIndustrials27WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| HON | Honeywell International Inc. | 32 | +8% | β6% | EARLY |
| CARR | Carrier Global Corporation | 32 | +10% | β6% | EARLY |
| NSC | Norfolk Southern Corporation | 32 | +3% | β6% | NEUTRAL |
| EMR | Emerson Electric Co. | 32 | +6% | β6% | EARLY |
| PH | Parker Hannifin Corporation | 32 | +9% | β6% | EARLY |
| UPS | United Parcel Service, Inc. | 32 | -10% | β6% | AVOID |
| ERJ | Embraer SA | 32 | +13% | β6% | EARLY |
Investors who hold FDX may also have indirect exposure through these country funds.
FedEx Freight spin announced for Q4 FY26; targets sum-of-parts re-rating
Air cargo rates on TPEB rebound on Red Sea diversions
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1kβ$15k | Mar 27, 26 | ||
| Alan Armstrong | Sell | $50kβ$100k | Mar 24, 26 | ||
| Maria Elvira SalazarFL | R | Buy | Unknown amount | Mar 19, 26 | |
| Maria Elvira SalazarFL | R | Buy | $1kβ$15k | Mar 25, 26 | |
| Gilbert CisnerosCA | D | Buy | $1kβ$15k | Jan 9, 26 | +10.3% |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1kβ$15k | Nov 7, 24 | +48.6% |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1kβ$15k | Oct 4, 24 | +62.7% |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1kβ$15k | Aug 21, 24 | +45.2% |