Old Dominion Freight Line reaffirmed its status as the gold standard in LTL freight, with strong performance and a substantial lead over competitors.
A slump in international trade, geopolitical conflicts and economic uncertainty created a difficult business environment for the largest transportation and logistics providers in 2023.
Over the longer term, we think UPS can generate average top-line growth in the midsingle digits as it capitalizes on continued e-commerce growth. We bake in a midcycle operating margin of 10.5%-11.0%, ...
The less-than-truckload (LTL) market is faring better but still has freight volumes below pre-pandemic levels, according to ...
Analysts are particularly focused on the potential for strategic shifts among competitors, such as FedEx (NYSE:FDX) Freight, which could alter the competitive dynamics of the LTL market.
Scottie Scheffler took over the top spot in the 2024 FedEx Cup points standings in March after his win at the Arnold Palmer Invitational. Twenty-six weeks later, the 28-year-old Texan saw this ...
LTL weight guidelines can vary greatly. While NFMC says weights range from 100 to 10,000 pounds, some carriers — such as FedEx — only accept LTL freight of at least 150 pounds. Some carriers ...
FedEx's Q1 2025 results missed expectations ... weights dropped by 3% as a lot of heavier shipments moved over to the truckload market, where rates are lower. Investors should pay close attention ...
The market has consistently undervalued FedEx’s less-than-truckload operations. A spin-off or sale could unlock substantial value, as peers like Old Dominion and Saia trade at higher multiples ...
The market has consistently undervalued FedEx's less-than-truckload operations. A spin-off or sale could unlock substantial ...