Logistics & Supply Chain Briefing: Feb 8 - Australia (5 stories)

Here is your Weekly summary for Logistics & Supply Chain across Australia for Mon 2nd February - Sun 8th February 2026

European travel to the US shows signs of recovery, which could signal a rebound in cross-continental logistics and tourism-related supply chains. This uptick is significant as it may enhance demand for freight services and related sectors.

In the tech-driven logistics space, Symbotic reported a substantial $22.3 billion backlog, indicating strong future growth potential despite a recent earnings miss. This backlog highlights the increasing reliance on automation in supply chain operations.

FedEx received an upgrade to "Outperform" from Bernstein, driven by expectations of improved margins. This positive outlook reflects confidence in FedEx's ability to navigate current market challenges and optimize its operations.

Rambus also reported record revenue and cash flow in Q4 2025, overcoming supply chain obstacles. Their performance underscores the resilience of companies that adapt effectively to ongoing supply chain disruptions.