FD FDX FedEx Corporation 로딩 중... : 애널리스트의 강세 및 약세 의견

Freight costs, which have risen 20-30% across various lanes, are actually a manageable cost headwind as they represent less than 2% of revenue and have been incorporated into the 2026 guidance. — This indicates freight price increases are being passed through or absorbed without a significant impact on margins, showing pricing power in the supply chain despite logistics cost inflation.