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FDX Security Research Hub

Finvaulta tracks 14 research reports on FDX, updated through October 6, 2026. Latest: Transports Weighed Down by Parcels and Trucking in September.

Institutional research on FDX covering equities and macro, from Goldman Sachs and Deutsche Bank. Finvaulta indexes each report with a summary, key figures and its original publication date.

Finvaulta is an independent research collection; views and forecasts belong to the named report issuers.

Latest research

Transports Weighed Down by Parcels and Trucking in September

Goldman Sachs·Oct 6, 2026

Transportation stocks broadly lagged the S&P 500 in September, with coverage names falling an average of 9% led lower by Parcels and LTL. Goldman Sachs reiterates its constructive stance and Buy ratings on early-cycle Truckload and LTL stocks, citing bottoming cycle dynamics.

United Parcel Service: EBIT Inflection Potential Post AMZN Drawdown Completion - Opportunity to Re-Rate

Goldman Sachs·Oct 1, 2026

Goldman Sachs reiterates a Buy rating on UPS (Conviction List) with a 12-month price target of $132, offering ~41% upside plus a ~7% dividend yield. The completion of shedding low-yielding Amazon package volume sets up favorable comparables, higher revenue per piece, and operating margin expansion.

US Tariff Impact Tracker: Indicated Imports into LA to Remain Positive Next Week and Decrease Seq Two Weeks Out

Goldman Sachs·Sep 28, 2026

Goldman Sachs' weekly US Tariff Impact Tracker shows laden container vessels from China to the US fell 10% WoW but rose 2% YoY, while Port of LA TEUs are projected to rise 6% WoW next week before declining 26% WoW two weeks out. Ocean container rates remain elevated at 4.5x YoY, and positive YoY freight and rail intermodal volumes suggest West Coast trucking conditions could stabilize.

Compare with the previous edition (Sep 21, 2026)

US Tariff Impact Tracker: Indicated Imports into LA to Sharply Increase Next Week and Decrease Seq Two Weeks Out

Goldman Sachs·Sep 21, 2026

Goldman Sachs' weekly US Tariff Impact Tracker shows that laden container vessels from China to the US declined -5% WoW (+5% YoY), while planned TEUs into the Port of Los Angeles are projected to surge +30% WoW next week before tapering. The analysts remain constructive on the broader transport cycle recovery into 2026, favoring Buy-rated parcel carriers UPS and FDX.

US Tariff Impact Tracker: Indicated Imports into LA to Decrease Next Week and Sharply Increase Two Weeks Out

Goldman Sachs·Sep 14, 2026

Goldman Sachs' weekly US Tariff Impact Tracker shows laden container vessels from China to the US fell 11% WoW, while Port of LA TEUs are expected to dip 13% WoW next week before surging 36% two weeks out. The analysts remain positive on cyclical transport recovery, highlighting Buy-rated parcel carriers UPS and FDX.

US Tariff Impact Tracker: Indicated Imports into LA to Increase Next Week Before Turning Negative Two Weeks Out

Goldman Sachs·Sep 8, 2026

Goldman Sachs' weekly US Tariff Impact Tracker shows laden container vessels from China to the US rose +23% YoY and Port of LA imports are projected to jump +35% WoW before slowing two weeks out. While tariff uncertainty and earlier demand pull-forward create near-term volatility, the analysts maintain a positive outlook on a 2026 transport volume recovery.

Selected research

Selected for relevance; publication dates show when each report was written.

US Tariff Impact Tracker: Indicated Imports into LA to Dip into Labor Day Before Bouncing Back Two Weeks Out

Goldman Sachs·Aug 31, 2026

Goldman Sachs' weekly US Tariff Impact Tracker shows US-bound laden container vessels and TEUs from China growing +10% and +8% YoY, respectively. Indicated imports into the Port of Los Angeles are expected to dip -15% WoW into Labor Day before rebounding +28% WoW two weeks out.

Freight For Thought: 10 Potential Tailwinds For FedEx Freight

Deutsche Bank·Jun 26, 2026

This report outlines ten potential tailwinds for the newly independent FedEx Freight (FDXF), focusing on operational improvements, pricing power, and potential for margin expansion. It also highlights management's plan for future capital allocation, including dividends and share buybacks.