NYSEIndustrialsIntegrated Freight & LogisticsSnapshot 2026-07-23
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Create your account →The reason to own it still holds.
View ThesisRelatively steady.
View RiskNot enough reads yet
FDXF aims to achieve 4% to 6% revenue growth during its transition period. The company recently reported $2.4 billion in revenue, indicating strong performance. It trades at a premium compared to peers, which suggests it looks expensive. If FDXF cuts guidance on the next call, it could negatively impact the stock. Peer multiples imply a price about 13% below where it trades. Our read is provisional.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Cargo Ground Transportation is in contraction. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Trailing returns as of 2026-07-24. FDXF is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 12 analysts currently covering FDXF (as of Jul 2026).
Based on 8 Wall Street analysts offering 12-month price targets for FDXF in the last 4 months.
A consensus fair price across 2 valuation methods, at three horizons. As of 2026-07-24. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Cargo Ground Transportation — fair value, gap to price, and forward P/E.
Advances: Drive profitable growth with service differentiation
Details on LTL strategy support growth objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-24. EPS is implied from price ÷ P/E. Not investment advice.
Current $158.00
The last 12 months of price, then the range of analyst 12-month targets from today’s $158.00.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Advances: Achieve revenue growth of 4% to 6% in transition period
Stabilizing demand aligns with revenue growth goals.
Advances: Achieve revenue growth of 4% to 6% in transition period
Forecasts align with revenue growth objectives.
Advances: Improve operating margin and adjusted operating income
Yield-led growth supports margin improvement.
Advances: Achieve revenue growth of 4% to 6% in transition period
Forecasted growth aligns with management's revenue goals.
Advances: Achieve revenue growth of 4% to 6% in transition period
Revenue growth forecast supports management's targets.
Threatens: Improve operating margin and adjusted operating income
Falling earnings challenge margin improvement objective.
Advances: Drive profitable growth with service differentiation
Strong finish indicates potential for growth.
