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Jack of All Trades: High Stakes SKORE 03.20.2026

FedEx beat by 28% on EPS, raised the full-year guide by over a dollar at the midpoint, cut CapEx, and posted six consecutive quarters of margin expansion. The bear case was tariffs and route disruptions. The DRIVE program printed anyway. Freight spin-off June 1.

Jack of All Trades: High Stakes SKORE 03.20.2026
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