Professional
Added to YB: 2026-09-22
Pitch date: 2026-07-09
FDX [bullish]
FedEx Corporation
-5.38%
current return
Author Info
No bio for this author
Company Info
FedEx Corporation, together with its subsidiaries, provides transportation, e-commerce, and business services in the United States and internationally.
Market Cap
$71.9B
Pitch Price
$312.59
Price Target
N/A
Dividend
1.83%
EV/EBITDA
5.69
P/E
16.37
EV/Sales
1.07
Sector
Air Freight and Logistics
Category
special_situation
Longleaf Partners Fund Portfolio Holding: FedEx Corporation
FDX (hold): FedEx’s fiscal fourth quarter supported the view that it is becoming a more focused, higher-return business, with prior network investments, cost reductions and mix improvement strengthening earnings and cash generation. Federal Express revenue rose 14% and adjusted operating income 13%, while record-low capital spending at 4% of revenue improved FCF conversion. The shares still underappreciate the core parcel network’s FCF potential, ongoing transformation benefits and retained Freight stake.
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