FedEx

FDX

Market cap $73.7B

Expeditors edges past FedEx with stronger price performance, better earnings surprises and solid dividend growth in 2025.

Kevin Simpson, founder and chief investment officer at Capital Wealth Planning , joins CNBC's "Halftime Report" to detail his latest portfolio moves.

FedEx (FDX) earns a Buy rating, driven by a strategic shift toward premium B2B verticals and robust cost reduction programs. FDX's revenue and margin outlook is supported by healthy pricing, secular B2B tailwinds, and operational leverage from DRIVE and Network 2.0 initiatives. Temporary headwinds from MD-11 aircraft grounding and incentive compensation are expected to fade, with medium-term prospects improving from FY27 onward.

FDX rises 2.7% in 2025 on cost cuts and earnings beats, but headwinds and a freight spinoff raise caution for 2026.

Jay Woods thinks we're due for another 10% correction next year, noting that the market tends to see such a pullback every 18 months. He discusses macro catalysts for next year, including a new Fed chair, election turnover, and more.

U.S. stock futures are trading in negative territory to start the last trading day of 2025. Wall Street ended in the negative zone in the last three trading days.

U.S. stock futures are trading in negative territory to start the last trading day of 2025.

After a rough start at the beginning of 2025, FedEx stock is ending the year slightly up. The company's FedEx Freight spinoff is expected to go public on June 1.

The Investment Committee debate the latest Calls of the Day.

Josh Brown, CEO of Ritholtz Wealth Management, joins CNBC's 'Halftime Report' to spotlight the Transports Sector in his 'best stocks in the market.'