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FedEx plans to spin off FedEx Freight, aiming to unlock shareholder value by focusing on distinct strategies. FedEx Freight contributes nearly 25% of FedEx's operating income, and the move is expected to boost its valuation. Analysts are cautiously optimistic, projecting modest revenue growth and a potential valuation boost through sector consolidation. FedEx shares have risen 8.4% in early 2026, with a consensus Buy rating from Wall Street.

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