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Trade & Logistics

18 September 2026

Smaller, simpler FedEx closes UPS gap – it gets harder now

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Source reporting: The Loadstar

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Smaller, simpler FedEx closes UPS gap – it gets harder now

The divide: FedEx has reshaped itself through a freight spin-off, a unified delivery network and a hard pivot towards yield over lower-quality volume. The latest targets from JP Morgan and HSBC are $60 apart, but their analyses still differ on how much of the transformation has become durable earnings power and how much remains to be proven. Look at FedEx shares, how they have performed against UPS, DHL, the S&P 500 ... The post Smaller, simpler FedEx closes UPS gap – it gets harder now appeared first on The Loadstar .

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