Cost TransformationThe company's cost transformation initiatives, such as Network 2.0 and the Tri-Color Initiative, are expected to significantly boost profits over the next two years.
Express Segment PerformanceFedEx posted solid results in its Express segment, achieving revenue growth and an improved operating margin.
ValuationThe SOTP valuation method suggests that FedEx's valuation is attractive, further supported by competitive multiples for its business segments.