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FedEx Corporation (FDX)

NYSE - Nasdaq Real-time price. Currency in USD
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285.32-2.25 (-0.78%)
At close: 4:00PM EDT
285.01 -0.31 (-0.11%)
After hours: 05:52PM EDT
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  • m
    man
    FDX repeating 17/12 ER report path.
    The same path now dropping 5 % from the peak before 10 days of ER.
    They have 6.4%+ very good earning.
    But after ER report, it dropped 20% from the peak.
    Same story. Same path.
    Caution.
  • J
    J.C.
    FDX's consensus EPS for the fiscal year that just started June 1, 2021 has just been increased yet again. It's now up to $20.20. Given UPS has said they are going to stick their head in the sand and not invest much Capex in increasing capacity, and USPS is losing ~$4 billion a year and won't be investing much CapEx is increasing capacity.....FDX has a clear runway ahead for the foreseeable future. They generated roughly $4 billion of free cash flow in past 12 months, have beaten consensus EPS by more than 25% in past 4 quarters combined, having higher EPS growth projected for next year versus UPS, and yet their PE multiple is only 15X versus over ~18X for UPS. Either UPS is significantly over valued, or FDX significantly under valued. I would argue the multiples should be reversed for these two companies.
  • J
    John
    Oversold now. Opened new position in two accounts. Added to position to another account. We won’t stay in 280’s long.
  • W
    Wisdom of Crowds
    Global semiconductor/chip shortage will lead to more FDX/air cargo as supply chains look to just in time deliveries to keep factories working......
  • J
    J.C.
    FedEx Freight notifying ~1,400 customer this week that they will no longer be able to pick up their shipments due to unprecedented freight demand and capacity constraints. Very bullish indeed!
  • M
    Marco
    a bargain if I ever saw one
  • T
    Thomas
    What is going on lately with this stock. It makes no sense
  • J
    J.C.
    FDX's consensus EPS for the 2022 fiscal year, which just started June 1st, has been increased again. It's now $20.09. ~15x PE multiple very attractive in relation to UPS and the overall S&P index multiple. High barriers to enter, only 2 primary competitors that have much higher cost structures and minimum appetite to expand brick & mortar capacity, extremely low interest rates, end of pandemic, TNT acquisition costs and integration nearly complete, massive U.S government stimulus and deficit spending, strong free cash flows of approximately $4 billion over past 4 quarters, double digit revenue and op income growth, beat consensus EPS over the past 4 quarters by more than 25% in aggregate, only carrier that can bundle both parcel and LTL for the most profitable middle market customer, non-union with lower cost structure and flexible work rules, faster transit times versus competition, and no direct exposure to Amazon as they fired Amazon as a customer several months ago. UPS said they want to be smaller and better, and USPS is losing $4 to $5 billion every year. UPS has to renegotiate their Teamster contract in about 2 years, which always represents a potential enormous windfall to FDX if the Teamster leadership decides to be greedier than normal and fight to restrict UPS from fully leveraging new technologies, such as driverless trucks. FDX is perfectly positioned for significant profitable revenue growth for the foreseeable future. Is Yahoo going to censor this posting too? I excluded any reference to the risks that face FDX so the Yahoo wouldn't feel compelled to remove my posting in order to protect JB and their friends in DC.
  • D
    Das Reich
    Always get your receipt!
    I used their computer station on day. The bill was $6.70. I did not print the receipt.
    I was billed $670.00 on my credit card and after two months, FDX hasn’t done anything for me.
  • J
    Justin
    Added 10 more shares…what a buying chance!
  • p
    perfect_market
    Overall customer ratings for fdx at BBB rating is 1.07 out of 5. Fdx pumpers take notice!

    “Terribly unreliable. I have never had packages sit in waiting quite like they do with FedEx. The latest mishap is the delay of my work laptop that was sent with two-day priority shipping that they grossly failed to meet. Every time I called I was told they were "very sorry" and "it will definitely arrive tomorrow," which it did not. The lack of care and just lies that were being told to me was completely unacceptable. I cannot believe that any company operates this way. Do yourself a favor and use any other shipping service!”
  • s
    stocktargetadvisor
  • J
    John
    UPS is taking this stock lower due to robot trading. Buy here now at a discount. Easy money.
  • p
    perfect_market
    Complaints filed on BBB

    6/9/21

    "I have had issues with multiple packages to be delivered over the last year to my house. Some sat in the truck for days till delivery (an order of chocolate was eventually delivered melted, and the company shipping it freeze-packed it...for it was not to last more than 2-3 days, but was in the truck for almost 10 days!). And another shipment that was to take about 5 days, took about two weeks till it showed up (yes, I call customer service many times for the above two issues, and they just give you the run-around). Again today, a delivery is to be made (package is about 20/30minutes from me) and now they say it is delayed and possibly tomorrow (my guess is it will be another 2-7 days till I get it). If I ran a business like what they do, I would be run out of business! I have told almost all shippers of packages to NOT USE FEDEX! They NEVER deliver on time in my area! Frustrated to the core...again!!!"
  • m
    man
    Buy more for the dip.
    The ER report will rise 10%+ and the dividend is coming on Jun 28.
    double earning to hold till the end of Jun.
  • C
    Charly
    Can not wait for the earnings day ! $$$$$$$
  • s
    stock
    Jeez. $298.69.
    Fed-Ex is on Sale! This will pop right before earnings in a few weeks. Great time to get in. Yuge Upside. I might wait a day to see if it goes any lower.
  • J
    J.C.
    During UPS's strategy call today they confirmed that Capex as % of revenue will remain relatively low between now and 2023, and that they're still focused on being smaller but better, and improving their mix of middle market vs enterprise customer base. This leaves the door wide open for FedEx to grow significantly faster than UPS if they have the guts to continue investing in additional brick and mortar capacity. If UPS, FedEx, and USPS all decide not to invest in additional capacity, and just adopt a strategy to price gouge the Enterprise customer base, then they will leave the door wide open for other competitors like DHL to enter the market as well as for large customers like Walmart to invest significantly more money into building out their own transportation networks. Walmart is already piloting driverless trucks and robots to deliver packages at two separate locations. When UPS, FedEx, and USPS were unable to handle all of the Amazon volumes efficiently and provide them with quality on time service, Amazon had no other choice but to spend billions to build out their own network. With tons of cash sloshing around in the marketplace at historically low interest rates, let's hope that FedEx has the balls to take the lead on investing capital to expand their network to handle all of the incremental volumes that UPS and USPS apparently don't want to handle. Old Dominion was very successful at doing this in the LTL industry over the past 20 years.
  • A
    Amazonia
    Seems to run in the same direction for a few weeks. However, I have to say I see Fedex trucks of all shapes and sizes in my city and neighborhood. My son and I have even started a new game of "spot Fedex" while out driving.
  • D
    Detra
    They are getting hit hard right now share wise, still a good company, bought some.