From Zacks Investment Research: 2025-04-03 14:58:00

UPS and FedEx dominate the Transportation—Air Freight and Cargo industry with market capitalizations of $93.3 billion and $58 billion, respectively. UPS is facing revenue weakness due to geopolitical uncertainty and high inflation. The company expects a decrease in average daily volumes and revenue for 2025. FedEx is realigning costs under the DRIVE initiative to save $2.2 billion in fiscal 2025. Both companies are facing revenue pressure and are cutting costs to drive growth. FDX appears more attractive than UPS in terms of valuation, price performance, and earnings growth projections. UPS is currently ranked #4 (Sell), while FDX is ranked #3 (Hold).



Read more at Zacks Investment Research: UPS vs. FDX: Which Parcel Delivery Company is a Stronger Play Now? – April 3, 2025