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Australia
Fabrinet Fiscal Q3 Adjusted Earnings, Revenue Rise; Q4 Guidance Set
Fabrinet (FN) reported fiscal Q3 adjusted earnings late Monday of $3.72 per diluted share, up from $2.52 a year earlier.Analysts polled by FactSet expected $3.56.Revenue for the three months ended March 27 was $1.21 billion, up from $871.8 million a year earlier.Analysts surveyed by FactSet expected $1.19 billion.For fiscal Q4, the company expects adjusted EPS of $3.72 to $3.87 on revenue of $1.25 billion to $1.29 billion. Analysts expect EPS of $3.78 on revenue of $1.26 billion.
$FN
Insider Trading
S&P Global Insider Bought Shares Worth $500,001, According to a Recent SEC Filing
Robert Edward Moritz Jr., Director, on April 30, 2026, executed a purchase for 1,152 shares in S&P Global (SPGI) for $500,001. Following the Form 4 filing with the SEC, Moritz has control over a total of 1,152 common shares of the company, with 1,152 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/64040/000203383426000014/xslF345X05/wk-form4_1777925959.xml
$SPGI
Research
Research Alert: Ups And Fedex Face New Amazon Threat In Key B2b Logistics Segment
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Amazon launched Amazon Supply Chain Services on May 4, opening its logistics network to all businesses with comprehensive freight, distribution, fulfillment, and parcel shipping capabilities. Major clients including Procter & Gamble and 3M have signed up, marking Amazon's entry into direct competition with UPS and FedEx as a full-service logistics provider. We believe this threatens the B2B segment where both carriers concentrated growth strategies as refuge from Amazon's residential market share gains. UPS faces compounding volume pressures from deliberately scaling back its Amazon partnership 50% by mid-2026. With costs spread across shrinking volume, UPS needs B2B growth that Amazon now threatens. UPS has historically traded at a 14.9% premium to FDX on average over the past three years, but this relationship inverted in November 2025 to a current 23.5% discount as of May 1, 2026. FDX's premium reflects investor confidence in its B2B positioning, but Amazon's entry challenges this competitive advantage.
$UPS