Better Results Lifted FedEx Corporation's (FDX) Performance in Q4

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FedEx Corporation (FDX) was a top performer in Q4 2025, according to The London Company Large Cap Strategy investor letter. The company’s strong results were attributed to improved revenue quality, disciplined pricing, and continued cost savings, even amidst a freight recession. Despite this, FedEx is not among the 30 Most Popular Stocks Among Hedge Funds, and some investors believe certain AI stocks offer greater upside and less risk.

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