Key Takeaways NTR shares climbed 40.5% YTD, outperforming industry declines as fertilizer demand and pricing strengthened. Nutrien lifted its 2025 potash sales outlook to 14-14.5M tons on strong demand in key global markets. NTR posted strong Q3 2025 EBITDA and free cash flow growth, enabling dividends, buybacks and cost cuts. Nutrien Ltd.’s (NTR) shares have popped 40.5% so far this year, outperforming the industry’s 14.8% gain and the S&P 500’s 18.3% rise.Price Performance of NTR vs. Industry and S&P 500I ...

Core Viewpoint - Simon Trott plans to reduce capital expenditures to less than $10 billion starting in 2028, down from the expected $11 billion for 2025 [1] Summary by Category - **Capital Expenditures** - Expected capital expenditures will decrease to less than $10 billion from 2028 [1] - The current expectation for capital expenditures in 2025 is $11 billion [1]

Rio Tinto has announced a string of cost cuts and improvements as it streamlines the group https://t.co/PDG8yqRgoM ...

Exclusive: Daniel Schulman, the new CEO of Verizon, plans major cost cuts after the board soured on the network-first focus of his predecessor, Hans Vestberg https://t.co/lebqrZr7Lw ...

Group 1 - The article does not provide any specific content related to a company or industry [1]

DSV, the world’s largest freight forwarder, lowered the top end of its profit forecast range and said it may have to make deeper cost cuts https://t.co/1OrTv0DvDN ...

Corporate Strategy - Mercedes is replacing its chief technology officer [1] - The company is preparing for additional cost cuts [1]

Core Insights - FedEx Corporation reported strong quarterly performance, exceeding revenue and profit expectations with adjusted earnings per share of $3.83 and sales of $22.20 billion [1] - Bank of America analyst Ken Hoexter maintained a Neutral rating on FedEx, raising the price forecast from $240 to $244 [1] Financial Performance - Adjusted earnings per share of $3.83 surpassed the consensus estimate of $3.62 [1] - Sales of $22.20 billion exceeded the consensus estimate of $21.66 billion [1] Analyst Commentary - Hoexter noted that FedEx has historically traded at 12.5x–18.5x earnings, but current multiples are pressured by macro sensitivity and ongoing volume declines [2] - Cost reductions are expected to support margins as earnings improve, with management focused on integrating Ground and Express services [2] Future Guidance - FedEx's fiscal 2026 adjusted EPS target is set at $17.20–$19.00, indicating a slight year-over-year decline despite projected revenue growth of 4%–6% [3] - Guidance includes a $1 billion operating-income drag from global trade shifts and a $160 million impact from the USPS contract ending [4] Earnings Estimates - Fiscal 2026 earnings estimates were raised from $17.75 to $18.00, while fiscal 2027 estimates increased from $20.45 to $21.05 [5] - FDX shares were trading higher by 2.95% to $233.26 [5]

Core Viewpoint - FedEx Corporation reported strong quarterly performance, surpassing revenue and profit expectations, leading to a surge in its stock price [1] Financial Performance - Adjusted earnings per share were $3.83, exceeding the consensus estimate of $3.62 [1] - Sales reached $22.20 billion, surpassing the consensus estimate of $21.66 billion [1] Analyst Insights - Bank of America analyst Ken Hoexter maintained a Neutral rating on FedEx, raising the price forecast from $240 to $244 [1] - Historically, FedEx has traded at 12.5x–18.5x earnings, but current multiples are pressured by macro sensitivity and ongoing volume declines [2] - Cost reductions are expected to support margins as earnings improve, with management focused on integrating Ground and Express services [2] Future Guidance - FedEx's fiscal 2026 adjusted EPS target is projected at $17.20–$19.00, indicating a slight year-over-year decline despite 4%–6% revenue growth [3] - Guidance includes a $1 billion operating-income drag from global trade shifts and $300 million in customs-clearance costs, partially offset by $1 billion in transformation savings [4] - The analyst raised fiscal 2026 earnings estimates from $17.75 to $18.00 and fiscal 2027 estimates from $20.45 to $21.05 [5] Market Reaction - Following the earnings report, FedEx shares increased by 2.95% to $233.26 [5]

Funding & Economic Impact - Princeton University is implementing cost cuts due to pressure from the Trump administration's funding reductions in higher education and economic concerns [1]