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LivestreamMenuWe are buying 40 shares of FedEx at roughly $311. Following the trade, Jim Cramer’s Charitable Trust will own 300 shares of FDX, increasing its weight in the portfolio to roughly 2.4% from 2.1%. We’re picking up more FedEx shares as they slip in reaction to United Parcel Service’s quarterly results, released before the opening bell. The fellow logistics and package delivery company reported a better-than-expected second quarter, with revenue and earnings per share beating analyst estimates, and raised its full-year 2026 guidance. UPS initially traded higher, but gave back its gains and fell after the company said it expects third-quarter revenue to be flat versus expectations of about 2% growth and average daily volume to fall in the mid-single digits due to seasonality and the winding down of its operations with Amazon . FDX YTD mountain FedEx 1-year stock performance The market seemed to take this update as a sign of a slowdown in the parcel delivery industry. But UPS said volumes actually grew in the second quarter once you exclude the impact of its planned reduction of Amazon delivery volume. More broadly, we think FedEx is taking share from UPS, especially in higher-margin business-to-business opportunities like healthcare . Correction: An earlier version of this story misstated the price at which FDX shares were trading when the alert was published. (Jim Cramer’s Charitable Trust is long FDX. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.Read More
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