FedEx shares pop on Q2 results
December 18, 2025 • 2m 52s
Dom Chu (Anchor)
00:00.070
now
let's
get
back
to
fedex
those
shares
are
moving
higher
up
about
a
percent
after
reporting
second
quarter
results
joining
me
now
is
brandon
oglenski
from
barclays
what's
most
eye
catching
about
this
report
there's
some
cost
things
we
know
about
that
they've
been
working
on
Dom Chu (Anchor)
00:14.670
but
priority
seemed
to
be
working
Brandon Oglenski (Senior Equity Analyst)
00:18.350
yeah
john
thanks
for
having
us
on
here
i
mean
i
think
a
few
things
going
on
here
for
fedex
and
we'll
get
to
the
company
specific
in
one
minute
but
all
investors
kind
of
link
to
this
one
especially
with
how
they're
off
calendar
and
what
we
saw
today
with
the
report
is
you
know
Brandon Oglenski (Senior Equity Analyst)
00:30.590
increased
domestic
package
volumes
which
i
think
speak
well
to
the
idea
that
maybe
the
domestic
economy
is
on
pretty
solid
footing
here
and
then
obviously
specific
to
the
company
you
spoke
to
it
i
mean
they're
getting
a
lot
of
price
traction
importantly
they're
merging
their
Brandon Oglenski (Senior Equity Analyst)
00:44.470
express
and
ground
networks
so
margins
came
in
higher
on
the
package
side
than
i
think
most
people
are
looking
for
and
the
company
did
raise
the
annual
guide
for
revenue
growth
of
five
to
six
percent
i
think
they've
been
looking
previously
for
like
four
to
six
and
they
tightened
Brandon Oglenski (Senior Equity Analyst)
00:57.790
up
other
EPS
range
at
the
high
end
as
well
so
lots
of
things
to
like
here
especially
as
you
look
into
next
year
they're
spinning
off
their
freight
LTL
business
which
i
think
a
lot
of
investors
had
been
skeptical
that
could
drive
value
but
as
we
get
closer
at
date
i
think
people
Brandon Oglenski (Senior Equity Analyst)
01:12.110
are
realizing
there's
a
lot
to
be
had
from
fedex
here
well
Dom Chu (Anchor)
01:15.390
i
was
talking
about
that
one
year
chart
on
fedex
are
we
out
of
the
hole
because
it
looks
like
if
we
zoom
out
to
a
year
there
was
indeed
a
hole
to
climb
out
of
and
maybe
the
stock
just
in
the
last
few
trading
sessions
popped
out
of
it
yeah
Brandon Oglenski (Senior Equity Analyst)
01:30.150
i
mean
i
agree
here
look
if
you're
putting
the
bottom
on
that
chart
that's
liberation
day
when
i
think
all
of
us
in
the
US
felt
very
liberated
but
nonetheless
what
we're
seeing
here
is
a
company
that's
really
on
a
transformative
journey
again
they
used
to
run
a
separate
express
Brandon Oglenski (Senior Equity Analyst)
01:44.950
and
ground
delivery
operations
that's
twenty
percent
integrated
as
we
sit
here
today
they
want
to
be
forty
percent
integrated
in
the
US
i
think
by
next
may
and
then
close
to
a
hundred
percent
about
a
year
to
eighteen
months
from
now
so
there's
more
cost
efficiencies
more
margin
Brandon Oglenski (Senior Equity Analyst)
01:58.950
upside
come
here
and
maybe
unlike
the
nike
story
that
we're
hearing
right
now
like
we're
in
the
later
innings
of
this
where
we're
seeing
pricing
upside
and
margin
upside
from
the
company
so
as
we
look
into
twenty
twenty
six
this
is
one
of
our
our
best
stocks
we
recommended
six
Brandon Oglenski (Senior Equity Analyst)
02:11.670
to
seven
stocks
just
yesterday
and
fedex
being
one
of
them
just
because
they're
spinning
off
that
freight
business
and
going
to
benefit
from
these
network
integrations
that
they're
pursuing
Dom Chu (Anchor)
02:21.150
any
particular
pothole
you're
looking
out
for
in
the
first
part
of
the
year
for
fedex
Brandon Oglenski (Senior Equity Analyst)
02:26.870
you
know
what
they
have
a
lot
of
leverage
to
international
trade
and
that
definitely
hit
their
earnings
you
know
a
couple
quarters
ago
when
we
did
away
with
the
de
minimis
rule
and
obviously
the
tariffs
have
hit
them
pretty
hard
i
think
their
asia
to
US
business
is
down
like
Brandon Oglenski (Senior Equity Analyst)
02:39.430
twenty
percent
so
there's
a
lot
of
incremental
margin
there
but
i
think
they've
done
pretty
good
job
addressing
that
on
the
cost
side
now
so
you
know
anything
can
happen
in
transports
especially
fedex
but
i
think
we're
shaping
up
for
a
pretty
Dom Chu (Anchor)
02:51.110
good
twenty
twenty
six
yeah
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