Fast Lane: CMA CGM to Acquire FDX‘s Supply Chain segment for $1.4Bn, US Declines USCMARenewal, VAS and Waabi Reach Major AV Milestone, CHRW Dismissed from Florida Lawsuit

Research evidence excerpt

Fast Lane: CMA CGM to Acquire FDX‘s Supply Chain segment for $1.4Bn, US Declines USCMARenewal, VAS and Waabi Reach Major AV Milestone, CHRW Dismissed from Florida Lawsuit

Update

July 6, 2026 04:45 AM GMT

Morgan Stanley & Co. LLCMFreight Transportation | North America Ravi Shanker

Equity Analyst

Fast Lane: CMA CGM to Acquire Ravi.Shanker@morganstanley.comNancy Hipp +1 212 761-6350

Research Associate

Nancy.Hipp@morganstanley.com +1 212 761-1311

FDX's Supply Chain segment for Madison J Pasterchick

Madison.Pasterchick@morganstanley.com +1 212 761-3787

$1.4Bn, US Declines USCMA

Freight Transportation

North America

Industry View AttractiveRenewal, VAS and Waabi Reach

Major AV Milestone, CHRW Pleasepublishedsee lastlinksweek:below to other research we

Truck Stop/TLFI: Everything in Moderation (1

July 2026)Dismissed from Florida Lawsuit

TechTrack: AUR, Waabi, and AVI-SPL Partner

Last week, CMA CGM acquired FDX's supply chain segment, the with VAS for Driverless Operations, AUR

Approaches Commercial Deployment, Pepsi and

US opted for annual reviews of USMCA, VAS and Waabi

Gatik Launch Driverless Fleet, AMZN Grows LTL

successfully transferred Waabi's software into VAS' driverless

Offering & More… (1 July 2026)

platform without retraining, and CHRW was dismissed from a FedEx Corporation: FDXF Files the Nest but Still

Florida lawsuit. a Work in Progress (25 June 2026)

Truck Stop/TLSS: Half-Time Break (24 June

FDX recently agreed to sell its FedEx Supply Chain segment to CMA CGM for $1.4

2026)

billion. The acquisition of FDX's contract logistics business will significantly expand

FedEx Corporation: A Noisy Transition Ahead

CEVA Logistics' North American warehousing and logistics footprint while

(24 June 2026)