Stephanie Link: FDX sees $13 billion in cash and accelerating U.S. volume growth

Stephanie Link: FDX sees $13 billion in cash and accelerating U.S. volume growth
FDX posts strong U.S. growth and cash

Stephanie Link, managing director / portfolio manager at Hightower Advisors, highlights FDX's solid financial report with U.S. volumes up 3% year-over-year and yields increasing by 10%.

The company projects 20% growth in the second half and has $13 billion in cash, providing opportunities for capital allocation. Link also points to the potential for $26 in earnings per share, which puts the projected valuation at 12 times for C2028.

Link has recently commented on Snowflake’s quarterly performance, noting product revenue growth of 34% and a new $6 billion agreement with Amazon. She has also outlined SLB’s digital strategy, citing targets of 10-15% compound annual growth rate for digital revenue through 2030. The analyst continues to track key financial milestones across multiple sectors.

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