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FLX.O NASDAQ Courier, Postal, Air Freight & Land-based Logistics

BingEx Ltd

$2,21
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Mcap
161,6M USD
P/E
1,7x
EV / Rev
-0,1x
Div yield
Op margin
3,5 %
ROE
17,6 %
Net margin
5,8 %
Debt / equity
0,00
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
2026-10-28
Ex-dividend
TR 1Y
About

BingEx Ltd operates in the courier, postal, air freight, and land-based logistics industry, providing transportation services to clients, primarily generating revenue through freight and logistics operations.

Business. BingEx Ltd (FLX.O) is a transportation company operating within the courier, postal, air freight, and land-based logistics industry. The firm generates service revenue through its logistics activities, with key performance indicators including parcel volumes, yield per package, and fleet load factors. Specific details regarding the company's operating segments, headquarters location, and primary listing exchange are not provided in the available data.

Classification99 %
SectorIndustrials
Industry groupCourier, Postal, Air Freight & Land-based Logistics
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
  • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
See all catalysts →

At a glance

Score
not yet scored
Valuation
1,7x
P/E
Analysts
not yet wired
Ownership
Goldman Sachs Asset Management, L.P.
largest disclosed fund holder
Profitability
17,6 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning FLX.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials · THIS SECTOR−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to FLX.O. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Company
    • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    BingEx Ltd (FLX.O) is a transportation company operating within the courier, postal, air freight, and land-based logistics industry. The firm generates service revenue through its logistics activities, with key performance indicators including parcel volumes, yield per package, and fleet load factors. Specific details regarding the company's operating segments, headquarters location, and primary listing exchange are not provided in the available data.

    Classification99 %
    SectorIndustrials
    Industry groupCourier, Postal, Air Freight & Land-based Logistics
    AI synthesis
    GENERATED

    BingEx Ltd maintains a strong liquidity position, with cash and equivalents amounting to CNY 653.14 million, representing 67.8% of total assets. The company's liquidity FPT (free cash flow to total liabilities) is robust, with a current ratio of 1.51 and no long-term debt, indicating a low liquidity risk. However, the operating cash flow is negative at CNY -35.93 million, suggesting potential short-term cash flow challenges.

    Profitability metrics show a return on equity (ROE) of 17.6% and a return on assets (ROA) of 6.7%, both above the industry median for courier and logistics firms. The net income of CNY 64.57 million and operating income of CNY 38.43 million indicate a healthy margin profile, although gross profit of CNY 130.33 million is relatively low compared to revenue of CNY 1.11 billion.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification may expose BingEx Ltd to regional economic or regulatory risks. No specific geographic revenue breakdown is available in the provided data.

    Looking ahead, BingEx Ltd is projected to maintain a stable revenue trajectory, with no significant growth or decline expected in the next fiscal year. The company's capital expenditure is currently zero, and no capex plans are disclosed, suggesting a focus on operational efficiency rather than expansion.

    Risk factors for BingEx Ltd are minimal, with low liquidity and dilution risk scores. The company has no immediate filing-based liquidity or dilution flags, and the debt-to-equity ratio is zero, indicating a conservative capital structure. No dilution sources were identified in the risk assessment.

    Recent filings and transcripts do not indicate any material events or strategic shifts for BingEx Ltd. The company's financial performance and risk profile remain stable, with no significant changes in the near term.

    Key takeaways
    • BingEx Ltd has a strong liquidity position with no long-term debt and a current ratio of 1.51.
    • The company's ROE of 17.6% and ROA of 6.7% are above industry medians, indicating strong profitability.
    • Revenue is concentrated in a single business segment, with no geographic diversification disclosed.
    • No immediate liquidity or dilution risks are identified, and the company has a conservative capital structure.
    • BingEx Ltd is projected to maintain a stable revenue trajectory with no significant growth or decline expected.

    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 3

    The company maintains a zero long-term debt balance, resulting in a debt-to-equity ratio of zero.

    Free cash flow turned positive to 111 million CNY, reversing a negative trend from the prior year.

    Operating income surged 279.6% year-over-year to 46.3 million CNY, demonstrating significant operational leverage.

    BEAR CASE · 3

    Operating margin of 3.5% falls below the 4.8% cohort median, suggesting lower operational efficiency than peers.

    Gross profit decreased to 469 million CNY, down from 491 million CNY in the previous fiscal year.

    The company reported net losses in three of the last five fiscal years, showing earnings volatility.

    In focus — financials by report

    Valuation FY

    Market price
    $2,21
    Market cap
    $185.0M
    Enterprise value
    -$468.1M
    P/E
    1.7x
    Non-GAAP P/E
    EV / Revenue
    -0.1x
    EV / Op income
    -10.1x
    EV / OCF
    P / B
    0.5x
    P / Tangible book
    0.5x
    Tangible book
    $366.9M
    Net cash
    $653.1M
    Current ratio
    1.5
    Debt / equity
    0.0
    ROA
    6.7%
    ROE
    17.6%
    Cash conversion
    -56.0%
    CapEx / revenue
    0.0%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    INDUSTRYSEGMENTCOMPANYIndustrialsIndustryCourier, Postal, Air Freight & Land-based Logistics199,6B node revenueUPS 44,4%FDX 44,0%GXO 6,6%ZTO 3,6%RLGT 0,5%FLX 0,3%SFWL 0,3%AIRT 0,1%Other 0,1%
    Source: company disclosures · own-taxonomy revenue-covered set · attribution: collision-suspect (indicative)FLX 0,3% · rank #6 of 15

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    Peer comparison7 peers · vs FLX · multiples and returns
    UP
    UPS
    United Parcel Service
    $106,96
    90,9B USD
    P/E
    17,2x
    +14,3 vs self
    Div yield
    5,8 %
    vs self
    ROE
    35,4 %
    +17,8 vs self
    FD
    FDX
    Fedex Corp
    $309,24
    73,9B USD
    P/E
    17,0x
    +14,1 vs self
    Div yield
    1,7 %
    vs self
    ROE
    14,0 %
    -3,6 vs self
    GX
    GXO
    Gxo Logistics Inc
    P/E
    vs self
    Div yield
    vs self
    ROE
    vs self
    ZT
    ZTO
    Zto Express Cayman Inc
    P/E
    vs self
    Div yield
    vs self
    ROE
    vs self
    RL
    RLGT
    Radiant Logistics Inc
    $8,29
    388,2M USD
    P/E
    22,2x
    +19,4 vs self
    Div yield
    vs self
    ROE
    7,6 %
    -9,9 vs self
    SF
    SFWL
    Shengfeng Development Ltd
    $0,96
    79,6M USD
    P/E
    vs self
    Div yield
    vs self
    ROE
    vs self
    AI
    AIRT
    Air T Inc
    $30,99
    83,8M USD
    P/E
    vs self
    Div yield
    vs self
    ROE
    190,9 %
    +173,3 vs self

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin3,5 %Below median
    Net Margin5,8 %Above median
    ROE17,6 %Above P75
    Capex / Rev0,0 %Above P75
    D/E0,00Above P75
    Cash Conv-0,56Bottom quartile

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    Derivative transactions

    Net disposed 375 000 sh4 exercises2 insiders
    • Tang LeChief Financial Officer · Restricted Share Units → Class A ordinary sharesDisposed 62 500exercise · 2026-05-22
    • Yu HongjianDirector, Executive President · Restricted Share Units → Class A ordinary sharesDisposed 125 000exercise · 2026-05-22
    • Yu HongjianDirector, Executive President · Restricted Share Units → Class A ordinary sharesDisposed 125 000exercise · 2026-03-19
    • Tang LeChief Financial Officer · Restricted Share Units → Class A ordinary sharesDisposed 62 500exercise · 2026-03-19

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Market Cap
      market_price * shares_outstanding_diluted
    Source documents
    • BingEx Ltd Market data — financials · 2026-05-27

    Ownership & reference

    Top holders

    • Goldman Sachs Asset Management, L.P.Investment Managers · as of 2026-03-310,00 %$0M
    • Dimensional Fund Advisors, L.P.Investment Managers · as of 2026-03-310,00 %$0M
    • Invesco QQQ TrustFunds · as of 2026-03-310,00 %$0M
    • Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,00 %$0M
    • UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,00 %$0M

    Insider activity

    Mixed / flat0 buys · 0 sellsnet $02 insiders · last 365d
    • Yu HongjianDirector, Executive President · Class A ordinary sharesOther 20 @ $0,75$15 · 2026-05-22
    • Tang LeChief Financial Officer · Class A ordinary sharesOther 62 500 · 2026-05-22
    • Tang LeChief Financial Officer · Class A ordinary sharesOther 16 @ $0,75$12 · 2026-05-22
    • Yu HongjianDirector, Executive President · Class A ordinary sharesOther 125 000 · 2026-05-22
    • Tang LeChief Financial Officer · Class A ordinary sharesOther 62 500 · 2026-03-19
    • Yu HongjianDirector, Executive President · Class A ordinary sharesOther 125 000 · 2026-03-19
    • Yu HongjianDirector, Executive President · Class A ordinary sharesOther 17 @ $0,86$15 · 2026-03-19
    • Tang LeChief Financial Officer · Class A ordinary sharesOther 13 @ $0,86$11 · 2026-03-19

    Short positioning

    223.4Kshares short+25.4% vs prior
    1.44days to cover
    46.4%short of daily vol
    1.1Kfails-to-deliver
    as of 2026-07-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    FLX.OCanonical
    NASDAQ · USD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    • Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 16.7%Derived (calculated)
    • Revenue (YoY) (2025-12-31 vs 2024-12-31): -6.7%Derived (calculated)
    • R&D expense (YoY) (2025-12-31 vs 2024-12-31): -38.7%Derived (calculated)
    • Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 4,620.3%Derived (calculated)
    • Debt-to-equity (FY 2025-12-31): 0.54xDerived (calculated)
    • Total liabilities (YoY) (2025-12-31 vs 2024-12-31): -3.2%Derived (calculated)
    • Gross profit (YoY) (2025-12-31 vs 2024-12-31): -0.2%Derived (calculated)
    • Capex (YoY) (2025-12-31 vs 2024-12-31): -87.8%Derived (calculated)
    • Cost of revenue (YoY) (2025-12-31 vs 2024-12-31): -7.6%Derived (calculated)
    • Net margin (FY 2025-12-31): 2.7%Derived (calculated)
    • Gross margin (FY 2025-12-31): 11.8%Derived (calculated)
    • Return on equity (FY 2025-12-31): 13.1%Derived (calculated)
    • Return on assets (FY 2025-12-31): 8.5%Derived (calculated)
    • Current ratio (FY 2025-12-31): 2.35xDerived (calculated)
    • Net income (YoY) (2025-12-31 vs 2024-12-31): 178.0%Derived (calculated)
    • Total assets (YoY) (2025-12-31 vs 2024-12-31): 8.9%Derived (calculated)
    • Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): -1.1%Derived (calculated)
    • Operating income (YoY) (2025-12-31 vs 2024-12-31): 287.5%Derived (calculated)
    • Total liabilities (annual): USD 64.78MSEC XBRL filing
    • Capex (annual): USD 19KSEC XBRL filing
    • Cash & equivalents (annual): USD 80.24MSEC XBRL filing
    • Cost of revenue (annual): USD 503.78MSEC XBRL filing
    • EPS (diluted) (annual): USD-PER-SHARES 0SEC XBRL filing
    • Revenue (annual): USD 570.86MSEC XBRL filing
    Showing 24 of 58 surfaced claims.
    Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

    The Thread

    Everything we know, in order
    2026-10-28EVENTUpcomingQ3 2026 earnings (expected) estimated date
    2026-05-22 00:00 UTCINSIDER6 insider transactions — 2026-05 2 derivative
    2026-05-22INSIDERTang Le transacted 16 sh Class A ordinary shares — Chief Financial Officer ~$0k
    2026-05-22INSIDERYu Hongjian transacted 125.0k sh Class A ordinary shares — Director, Executive President
    2026-05-22INSIDERTang Le transacted 62.5k sh Class A ordinary shares — Chief Financial Officer
    2026-05-22INSIDERYu Hongjian transacted 20 sh Class A ordinary shares — Director, Executive President ~$0k
    2026-05-22INSIDERYu Hongjian disposed of 125.0k sh Restricted Share Units — Director, Executive President
    2026-05-22INSIDERTang Le disposed of 62.5k sh Restricted Share Units — Chief Financial Officer
    2026-05-21FILING6-K filing →
    2026-05-19FILING6-K filing →
    2026-04-24FILING20-F filing →
    2026-03-19 00:00 UTCINSIDER6 insider transactions — 2026-03 2 derivative
    2026-03-19INSIDERTang Le transacted 13 sh Class A ordinary shares — Chief Financial Officer ~$0k
    2026-03-19INSIDERTang Le transacted 62.5k sh Class A ordinary shares — Chief Financial Officer
    2026-03-19INSIDERYu Hongjian transacted 125.0k sh Class A ordinary shares — Director, Executive President
    2026-03-19INSIDERYu Hongjian transacted 17 sh Class A ordinary shares — Director, Executive President ~$0k
    2026-03-19INSIDERYu Hongjian disposed of 125.0k sh Restricted Share Units — Director, Executive President
    2026-03-19INSIDERTang Le disposed of 62.5k sh Restricted Share Units — Chief Financial Officer
    2026-03-17FILING6-K filing →
    2025-11-19FILING6-K filing →
    2025-08-19FILING6-K filing →
    2025-05-22FILING6-K filing →
    2024-11-27FILING6-K filing →
    2024-10-04FILING424B4 filing →
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage