Key Takeaways FedEx Freight debuted as a standalone S&P 500 LTL carrier with a large North American network. Management targets 4%-6% revenue growth, 10%-12% adjusted operating income growth and $1B free cash flow. Standalone systems, freight cyclicality and elevated debt could pressure costs and demand. FedEx Freight (FDXF - Free Report) has entered the public market as a standalone freight company. Its S&P 500 debut gives investors a clearer way to evaluate a business that was previously housed inside FedEx.
The case now rests on a focused less-than-truckload, or LTL, network, post-spin targets and the company’s ability to execute without the operating support of its former parent.
FDXF Starts Life as a Pure LTL CarrierFedEx Freight is now a focused North American LTL carrier serving manufacturers, retailers, distributors and business customers. The model moves smaller freight shipments from many customers through a shared terminal and linehaul network rather than dedicating an entire truck to one shipper.
Scale is central to that model. FDXF handles roughly 90,000 daily shipments across more than 365 locations, supported by 30,000 vehicles and 40,000 team members. That footprint matters because LTL customers value coverage, reliable pickup and delivery, shipment visibility and claims performance.
The company now sits in a peer set that includes Old Dominion Freight Line (ODFL - Free Report) , a major national LTL carrier, and XPO (XPO - Free Report) , which also competes in North American LTL. Those peers give investors a useful comparison group for pricing discipline, service quality and margin performance.
FedEx Freight Gains Strategic FreedomThe spin-off changes the management agenda. FedEx Freight no longer competes internally with parcel and express operations for capital, systems investment or executive attention. The company can direct resources toward freight customers and freight-specific network decisions.
That independence could sharpen execution. A dedicated sales force can focus on industrial, retail and distribution accounts, while technology spending can be targeted toward shipment visibility, pricing, dock productivity and route planning.
Strategic freedom does not guarantee faster growth, but it creates a cleaner investment story. Investors can now judge FDXF on freight fundamentals rather than on its contribution to a broader transportation portfolio.
FDXF Growth Plan Centers on MarginsManagement’s medium-term targets frame the stock’s growth case. FedEx Freight is aiming for revenue growth of 4% to 6% and adjusted operating income growth of 10% to 12% over the medium term.
The plan also calls for free cash flow above $1 billion, free cash flow conversion above 90% and a capital expenditure-to-revenue ratio near 5%. Those targets suggest that the company is not simply chasing shipment volume.
That distinction is important in LTL. Volume growth can help network density, but poorly priced freight can dilute margins. For FDXF, the cleaner upside would come from better yields, improved network balance, disciplined capacity spending and productivity gains.
FedEx Freight Faces a Tough Reality CheckExecution risk is the first test. FedEx Freight must build and operate standalone corporate systems after the spin-off, including public-company functions. Any disruption could absorb management time and raise costs early in independence.
The business is also exposed to the freight cycle. Industrial production, manufacturing activity, retail replenishment and broader business spending influence LTL volumes. Softer demand could pressure shipment counts, pricing and operating leverage.
Leverage adds another constraint. Elevated debt created before separation may reduce flexibility if the freight market weakens or if standalone costs run higher than planned. Debt service needs can compete with technology spending and network investment.
FDXF Signals a Mixed Setup for InvestorsThe bottom line is that FedEx Freight offers a cleaner way to own a large North American LTL network, but the stock still needs operating proof as a standalone company. The spin-off improves strategic focus, yet investors have to weigh that against systems execution, cyclicality and balance-sheet pressure.
FDXF currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. We believe the stock remains worth holding for investors with a long-term horizon.
The consensus price target for FDXF stock is $175, implying an upside of more than 17% from current levels.
Image Source: Zacks Investment Research
The stock also has a Value Score of C, Growth Score of C, Momentum Score of F and VGM Score of D. That mix points to a neutral near-term setup rather than a clear buying signal.
The Style Scores reinforce that stance. C grades in value and growth suggest middle-of-the-road characteristics, while the F in momentum indicates weak timing on that measure. With a VGM Score of F, FDXF looks better suited for monitoring than for an aggressive entry until investors see cleaner execution and evidence that margin targets are becoming durable results.
FedEx ve 4. čtvrtletí fiskálního roku 2026 překonal odhady zisku i tržeb díky poptávce B2B. Pro kalendářní rok 2026 čeká růst tržeb asi o 11 % a upravený EPS v rozmezí 16,90 až 18,10 USD.
Key Takeaways FedEx beat fiscal 2026 fourth-quarter earnings and revenue estimates, aided by B2B demand.FDX expects about 11% revenue growth and adjusted EPS of $16.90-$18.10 in calendar 2026. Higher fuel costs and the end of the de minimis exemption may pressure FedEx's near-term margins. FedEx Corporation (FDX - Free Report) , a leading parcel delivery company with a market capitalization of around $75 billion, has seen its shares jump more than 10% so far this year. Improved operational efficiency driven by prudent cost-cutting measures has buoyed the company’s shares. Strong cash flows, a disciplined approach to capital expenditure and resilience in demand in the U.S. domestic package network, despite global uncertainties, have been boosting the company's prospects.
Despite the double-digit gain (% wise) year to date, the stock has marginally underperformed the Zacks Transportation—Air Freight and Cargo industry and rival United Parcel Service (UPS - Free Report) . FDX has, however, outperformed fellow industry player GXO Logistics (GXO - Free Report) .
YTD Price Comparison<Image Source: Zacks Investment Research
Given the stock’s double-digit price gain on the back of the company’s ongoing cost-cutting initiatives aimed at boosting bottom-line growth, investors may be questioning whether it is a buy at present. Let’s take a closer look to address this question.
FDX Performs Well in Q4 FY26 & Gives Bullish OutlookIn the fourth quarter of fiscal 2026, results of which were released last month, FedEx’s earnings (excluding 29 cents from non-recurring items) of $6.31 per share beat the Zacks Consensus Estimate of $5.91 as well as improved 3.9% year over year. The company’s bottom line benefited from share repurchase activity.
Revenues of $25 billion came ahead of the Zacks Consensus Estimate of $24.1 billion and improved 12.5% from the year-ago quarter. In the quarter, the majority of the revenue growth was driven by business-to-business (“B2B”) services and the three-month period was the brightest quarter within fiscal year 2026 from a B2B perspective. This is in line with the company’s continuous efforts to move away from low-margin parcel traffic.
To bolster margins, FedEx is shifting its focus toward high-margin B2B segments — specifically healthcare, aerospace, automotive and data centers. In Europe, the company achieved its 12th consecutive quarter of international revenue share gains, driven by the strong value proposition and improving service levels.
Apart from focusing on AI tools to improve efficiency and customer experience, the transportation giant is keeping CapEx low to boost profitability. As part of its cost discipline, the company aims to achieve a CapEx of $3.9 billion in calendar year 2026. We note that the company has changed its fiscal year-end from May 31 to Dec. 31. The fiscal year change became effective for the period beginning June 1, 2026.
For the calendar year 2026, FedEx anticipates revenue growth of approximately 11%, including about 3 percentage points of assumed fuel price-driven surcharge benefit. The outlook is likely to be supported by continued momentum within base pricing and increased demand for premium B2B and high-value B2C services. This translates to an adjusted EPS range of $16.90 to $18.10. Robust free cash flow is expected to be generated in the period, with the company intending to repurchase up to $1 billion worth of shares. The company expects to generate cost savings worth $2 billion by the end of calendar 2027.
Driven by the cost-cutting initiatives and the impressive outlook, the consensus price target for FDX stock is $357.58, implying an upside of more than 14% from current levels.
Image Source: Zacks Investment Research
Near-Term Headwinds PersistNo doubt, FedEx is seeing consistent improvement, largely supported by efficiencies driven by artificial intelligence, but its near-term outlook remains somewhat uneven. Rising fuel prices, regulatory shifts and wider macroeconomic challenges continue to act as significant obstacles.
With the United States and Iran once again exchanging fire, the already fragile ceasefire is under renewed strain. The uptick in oil prices, following the renewed hostilities, is putting pressure on transportation companies like FedEx.
Since fuel is a major cost component for such businesses, higher prices directly impact profitability. The disruption of the Strait of Hormuz — an essential oil transit route under Iran’s control — has further intensified the situation. Nearly 20% of the world’s traded oil moves through this passage and the disturbance has pushed diesel and jet fuel costs higher, raising expenses across FedEx’s global delivery operations. Moreover, the increase in hostilities in the Ukraine-Russia conflict has accentuated the uncertain global scenario.
In addition, evolving global trade policies are weighing on FedEx’s short-term outlook. The United States has eliminated the “de minimis” exemption for low-value shipments, leading to higher international shipping costs. FedEx now encounters increased brokerage expenses and operational challenges as it must handle formal customs procedures for shipments that were previously exempt from duties. These factors are likely to weigh on margins in the near term, even as FDX works to offset some of the impact through pricing and cost controls.
Valuation CheckFDX stock is trading at 0.78X forward sales, lower than the industry. Its closest peer, United Parcel Service, has a P/S ratio of 1.08. Meanwhile, GXO Logistics is trading at a forward sales multiple of 0.43. FedEx has a Value Score of B, like United Parcel Service and GXO Logistics
FDX Shares Don’t Appear to be PriceyImage Source: Zacks Investment Research
Our Take: Hold for NowFDX’s long-term outlook is becoming increasingly favorable, supported by its emphasis on higher-margin B2B segments, which enhances earnings visibility and margin expansion potential. The company’s commitment to strengthening its bottom line through cost-reduction initiatives is particularly encouraging and could become an increasingly important driver of the long-term investment thesis.
That said, the near-term outlook remains somewhat mixed. Elevated fuel costs, challenges stemming from the removal of the de minimis exemption and broader external uncertainties may continue to weigh on earnings momentum over the next few quarters. Currently, the risk-reward profile does not appear attractive enough to justify a new investment. We believe the stock remains worth holding for investors with a long-term horizon. Potential investors may prefer to wait for a more attractive entry point.
FedEx currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
FedEx prodá FedEx Supply Chain skupině CMA CGM za podnikovou hodnotu 1,4 miliardy USD. Firma tím dál zúží své portfolio a zaměří se na zdravotnictví, automobilový, letecký a datacentrový segment.
FedEx plans to sell FedEx Supply Chain to CMA CGM Group, a Marseille-based global provider of sea, land, air and logistics solutions, at an enterprise value of $1.4 billion.
The acquisition is expected to close by the end of the year, subject to customary regulatory approvals, the companies said in a Wednesday (July 1) press release.
FedEx Supply Chain provides warehousing, distribution, fulfillment, returns, recycling and transportation management services, according to a company structure page on FedEx’s website.
Upon the closing of the acquisition, CMA CGM subsidiary CEVA Logistics would see its North American contract logistics operations nearly triple in size. After integrating FedEx Supply Chain’s assets and nearly 10,000 team members, CEVA Logistics would operate about 150 warehouses and have 20,000 employees in North America, according to the release.
In addition, following the execution of the transaction, CMA CGM and FedEx expect to enter into multiyear commercial agreements in which CMA CGM will become a preferred ocean carrier for FedEx and the companies will work together on air cargo capacity solutions. These agreements are expected to begin between now and 2028, per the release.
CMA CGM Group Chairman and CEO Rodolphe Saadé said in the release that the acquisition and partnership will expand CEVA Logistics’ activities in North America and strengthen the company’s ability to provide integrated supply chain solutions.
“These deals also reinforce our long-term commitment to investing in the United States and supporting the resilience and efficiency of its supply chain,” Saadé said.
FedEx President and CEO Raj Subramaniam said in the release that the sale of FedEx Supply Chain enables FedEx to continue sharpening its focus on high-value verticals such as healthcare, automotive, aerospace and data centers.
“By streamlining our portfolio, FedEx is better positioned to execute our long-term vision and continue to serve as the heartbeat of the industrial economy, delivering unmatched connectivity, reliability and value to our customers globally,” Subramaniam said.
When reporting its quarterly earnings on June 23, FedEx said that it finalized the spinoff of its less-than-truckload (LTL) business, FedEx Freight, into a new publicly traded company on June 1. The company said in an earnings presentation that the move positions both companies for success as “focused industry leaders.”
FedEx snižuje četnost letů, odstavuje letadla a snižuje počet zaměstnanců, aby kompenzoval slabou poptávku. Program DRIVE přinesl ve fiskálním roce 2024 1,8 mld. USD a ve fiskálním roce 2025 dalších 2,2 mld. USD opakovaných úspor, celkem 4 mld. USD.
Key Takeaways FedEx is cutting flight frequencies, parking aircraft and reducing its workforce to counter weak demand. FedEx has reported better-than-expected results in Q4 driven by cost-cut initiatives.FedEx is reshaping costs through DRIVE, which delivered $4B in recurring savings across fiscal 2024-2025. FedEx (FDX - Free Report) is reshaping its cost structure through the company-wide DRIVE initiative to better align operations with post-pandemic market conditions. The program delivered $1.8 billion in recurring savings in fiscal 2024 and another $2.2 billion in fiscal 2025.
In addition, FedEx is improving efficiency through network transformation initiatives such as Network 2.0, Tricolor and its European optimization efforts. These initiatives have enabled the company to surpass its fiscal 2026 transformation-related savings target of $1 billion. At the same time, investments in data and technology are helping FedEx enhance customer experience, secure new business and unlock additional value.
However, geopolitical tensions and persistent inflation continue to pressure consumer sentiment and economic growth, resulting in softer shipping demand. To counter these headwinds, FedEx has stepped up cost-reduction efforts by cutting flight frequencies, parking aircraft and reducing its workforce. These initiatives contributed to better-than-expected earnings and revenues in the fourth quarter of fiscal 2026.
Rival United Parcel Service (UPS - Free Report) is also pursuing aggressive cost-cutting measures to navigate the weak demand environment. The company has eliminated multiple operational positions and closed several facilities as it restructures the network and focuses on higher-margin business opportunities.
A key part of UPS' strategy is reducing its dependence on Amazon (AMZN - Free Report) . In 2025, UPS reached an agreement in principle with Amazon to reduce shipment volumes by more than 50% by June 2026. CEO Carol Tomé noted that Amazon was not UPS' most profitable customer and the planned volume reduction is allowing it to right-size the network while prioritizing more profitable business.
FDX’s Price Performance, Valuation & Earnings Surprise HistoryShares of FDX have gained in single digits (% wise) in the past six months, outperforming its industry.
6-Month Price PerformanceImage Source: Zacks Investment Research
From a valuation standpoint, FDX trades at a 12-month forward price-to-sales ratio of 0.77X, making it cheap compared with industrial levels.
Image Source: Zacks Investment Research
The company has an impressive earnings surprise history, as shown below.
Image Source: Zacks Investment Research
FDX’s Zacks RankFDX currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
EEOC podala na FedEx federální žalobu kvůli údajnému diskriminačnímu zacházení se čtyřmi balíkovými manipulanty a širší skupinou slepých zaměstnanců v Kernersville v Severní Karolíně. Úřad tvrdí, že firma neposkytla potřebná přiměřená opatření.
Federal agency says blind employees were denied reasonable accommodations needed to perform essential job duties The U.S. Equal Employment Opportunity Commission (EEOC) has launched a federal lawsuit against Federal Express Corporation, alleging the delivery giant violated federal law by discriminating against blind employees at a North Carolina facility.
The federal agency claims that FedEx, formerly known as FedEx Ground Package Systems, Inc., failed to provide reasonable accommodations to four package handlers and a larger class of blind workers at its Kernersville location.
According to the lawsuit, denying the accommodations prevented the employees from performing their essential job functions and enjoying the same employment privileges as workers without disabilities.
FILE - FedEx trucks are parked at a distribution center on May 3, 2025 in San Diego, California. (Kevin Carter / Getty Images)
FEDEX SUES TRUMP ADMINISTRATION FOR FULL TARIFF REFUNDS AFTER SUPREME COURT RULING ON IEEPA
In addition to the discrimination charges, the EEOC suit alleges FedEx failed to maintain required administrative records in compliance with federal law.
Melinda Dugas, the regional attorney for the EEOC’s Charlotte district, said the alleged conduct is a clear violation of the Americans with Disabilities Act, which mandates workplace accommodations for disabilities unless they cause an undue hardship for the employer.
FILE - Side view of Fedex Ground shipping truck in San Ramon, California, March 3, 2022. (Smith Collection/Gado/Getty Images / Getty Images)
FEDEX CEO SAYS SHIPPING REGULATIONS CREATING 'IMPOSSIBLE BURDEN' FOR COMPANY: 'WE ARE EXPECTED TO BE THE POLICEMAN'
"Federal law is clear that failure to provide a needed reasonable accommodation for a disability where one is available and can be provided without causing undue hardship is unlawful discrimination," Dugas said.
Ticker Security Last Change Change % FDX FEDEX CORP. 313.11 -12.15 -3.74% The agency noted that it pursued litigation only after prior attempts to reach a pre-litigation settlement through an administrative conciliation process were unsuccessful.
FILE - FedEx is a delivery service with operations around the world.
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FedEx Freight oznámil čtvrtletní upravený provozní zisk 363 milionů USD, o 27 milionů USD více, než se čekalo, díky silnějším cenám a vyšším výnosům na zásilku. Tržby vzrostly o 5 % na 2,41 miliardy USD.
Analyst Ken Hoexter said the less-than-truckload carrier delivered fiscal fourth-quarter adjusted operating income above expectations, driven by stronger pricing, higher revenue per shipment and increased weight per shipment.
Revenue rose 5% year over year to $2.41 billion, while adjusted operating income reached $363 million, topping the firm’s forecast by $27 million.
Transition Outlook ImprovesFedEx Freight also introduced financial targets for its June-to-December 2026 transition period, projecting revenue growth of 4% to 6%, adjusted operating income of $605 million to $645 million, adjusted operating margins of 11.5% to 12.0%, and adjusted earnings of $2.40 to $2.60 per share. Hoexter raised his estimates to reflect the stronger outlook.
The analyst expects earnings growth during the transition period to be driven primarily by pricing, with higher yields expected to add roughly 200 basis points to margins.
Efficiency initiatives are also expected to support profitability, although variable compensation costs, transition service agreement expenses and softer shipment volumes are likely to partially offset those gains.
Margin Expansion Remains Key ThesisBofA increased its 2027 earnings estimate by about 2% to $5.41 per share and said FedEx Freight’s focus on profitable revenue growth and long-term margin improvement supports a higher valuation.
Hoexter said management believes the ongoing unwinding of bundled customer contracts poses limited pricing risk because only about 10% of revenue is tied to those agreements and discounts have averaged just 1% to 3%.
Management also identified retail, healthcare, grocery, data centers and small- to medium-sized businesses as key growth markets.
FDXF Stock Price Activity: FedEx Freight shares were down 4.79% at $150.93 at the time of publication on Thursday, according to Benzinga Pro data.
Photo via Shutterstock
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FedEx klesl o 1,8 % poté, co FedEx Freight ve svém prvním výsledku jako samostatná firma oznámil provozní zisk 158 milionů USD, meziročně o 66,9 % méně. Na výsledky dolehla také 205milionová položka související s vyčleněním.
FedEx Corp (NYSE:FDX) slipped 1.8% to $323.57 after FedEx Freight (FDXF) reported mixed quarterly results. In its first earnings release as an independent company, FedEx Freight posted a drop in operating income to $158 million, down 66.9% from a year prior. Results were weighed down by $205 million in costs related to its separation from FedEx Corporation, highlighting the financial impact of the recent spinoff.
On the charts, FDX have recovered to back above the supportive $320 level after a brief pullback on June 24. The stock has shed just 6% since its June 15 all-time high of $345.36 and still boasts an 85% 12-month lead.
Plus, FDX puts have been popular in recent days. This is per the shipping name's 10-day put/call volume ratio of 1.73 at the International Securities Exchange (ISE), Chicago Board Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX), which sits in the 85th percentile of its annual range. Echoing this is FDX's Schaeffer's put/call open interest ratio (SOIR) of 1.02, which indicates a heavy preference for puts among short-term traders.
FedEx vykázal upravený zisk na akcii 6,31 USD za fiskální 4. čtvrtletí 2026, nad odhady analytiků kolem 5,95 USD a 5,97 USD, ale akcie klesly o 1,5 % kvůli nejasnostem kolem přechodu na kalendářní účetní období.
Bank of America přesto vidí silný základní růst ziskovosti.
FedEx Corp (NYSE:FDX, XETRA:FDX) shares fell on Wednesday following its latest earnings report, even as Bank of America said the company continues to show strong underlying earnings momentum, with the post-earnings decline driven more by reporting-transition complexity than by operational weakness.
FedEx reported adjusted earnings per share of $6.31 for fiscal fourth-quarter 2026, up 4% year over year and ahead of Bank of America and consensus estimates of roughly $5.95 and $5.97, respectively.
The beat was driven primarily by strength in the Freight segment, which delivered higher-than-expected operating income, while the Express business also contributed positively on improved international export volumes, pricing discipline, and favorable mix trends.
According to Bank of America, the quality of the quarter was broadly stronger than expected, with momentum in pricing, mix, and cost execution continuing to support profitability across the network.
Freight was the standout contributor, with operating income of $363 million coming in $71 million above the firm’s forecast, supported by revenue per shipment growth of 11% year over year versus expectations for low-single-digit gains.
Express also outperformed, with revenue up 14% year over year, well above the bank’s 8% estimate, driven by stronger yields and international volume growth of 5% versus expectations of 2%.
Despite the solid results, Bank of America noted that investor reaction was dampened by FedEx’s introduction of a transition-period outlook tied to its shift toward calendar-year reporting.
The company forecast earnings growth of about 20% year over year for the second half of calendar 2026 and provided a full-year calendar 2026 EPS range of $16.90 to $18.10. Management also outlined June–December 2026 EPS of about $11.30, which it said bridges into the broader calendar-year outlook and reflects normal seasonality alongside one-time impacts from incentive compensation costs and stranded Freight expenses.
The bank’s analysts believe that this new framework created “near-term noise” in earnings comparability, as fiscal and calendar-year figures overlap and make near-term trends harder for investors to interpret.
They noted that FedEx expects a larger portion of transition-period earnings to be concentrated in fiscal fourth-quarter 2026, reflecting peak-season strength.
Bank of America reiterated that, despite the reporting complexity, the underlying transformation story remains on track. The firm highlighted ongoing benefits from network integration, pricing discipline, and cost actions across both Domestic and International segments, with management continuing to target margin improvement through the transition period.
The firm maintained a ‘Buy’ rating on FedEx and raised its price objective to $378 from $376, valuing the shares at 17.5 times its revised calendar 2027 EPS estimate, slightly down from 18.5 times previously.
Bank of America also raised its 2027 EPS forecast by 6% to $21.60 from $20.28, citing stronger-than-expected operating income trends and improved visibility into margin expansion.
Bank of America said it continues to see mid-teens operating income compound annual growth potential through 2029, supported by sustained pricing discipline, efficiency gains, and continued execution of FedEx’s long-term network optimization strategy.
FedEx shares were down 1.5% at about $313 on Wednesday afternoon.
FedEx oznámil za 4. fiskální čtvrtletí tržby 25 mld. USD a upravený zisk 6,31 USD na akcii, obojí nad odhady. Provozní marže segmentu Federal Express ale klesla na 7,7 % z 8,4 %.
FedEx Corp. (NYSE:FDX) reported better-than-expected earnings for the fourth quarter of fiscal 2026 after the market closed on Tuesday.
FedEx delivered fourth-quarter revenue of $25 billion, beating analyst estimates of $24.04 billion, according to Benzinga Pro. The company posted adjusted earnings of $6.31 per share, beating estimates of $5.96 per share.
"Our profitable growth strategy is working. We are building momentum across our global industrial network, driving structural improvements and winning in high-value growth markets," said Raj Subramaniam, president and CEO of FedEx.
However, the company said operating margin in the Federal Express segment shrank to 7.7% from 8.4% a year ago.
FedEx expects revenue growth of 11% year-over-year for calendar year 2026. The company also guided for calendar year 2026 adjusted earnings in the range of $16.90 to $18.10 per share.
FedEx shares fell 0.7% to trade at $314.57 on Wednesday.
These analysts made changes to their price targets on FedEx following earnings announcement.
UBS analyst Thomas Wadewitz maintained the stock with a Buy and lowered the price target from $445 to $350. Stifel analyst J. Bruce Chan maintained the stock with a Buy and lowered the price target from $442 to $326. Considering buying FDX stock? Here’s what analysts think:
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FedEx klesl téměř o 5 % po zklamání z výhledu na zisk na fiskální rok 2027, když EPS 16,90–18,10 USD zaostal za odhadem 19,86 USD. Čtvrtletní výsledky přitom překonaly očekávání: EPS 6,31 USD při tržbách 25 miliard USD.
FedEx Corp (NYSE:FDX, XETRA:FDX) shares fell nearly 5% in after-hours trading on Tuesday after the package delivery company issued fiscal 2027 earnings guidance that came in below Wall Street expectations, overshadowing stronger-than-expected fourth quarter results.
FedEx projected fiscal 2027 adjusted diluted earnings per share of $16.90 to $18.10, below the consensus analyst estimate of $19.86.
The company also expects revenue growth of 11% year-over-year.
For the fourth quarter of fiscal 2026, FedEx reported adjusted earnings per share of $6.31 on revenue of $25 billion, exceeding analysts' estimates of $5.92 per share and $24.01 billion in revenue.
Revenue increased 12.6% from a year earlier, while adjusted EPS rose from $6.07 in the prior-year quarter.
“Team FedEx delivered an impressive finish to a strong fiscal year, providing excellent service to our customers and successfully executing on our transformation initiatives,” FedEX CEO Raj Subramaniam said.
“With the successful spin-off of FedEx Freight, we are entering this next chapter positioned to grow while further optimizing our network, lowering our cost to serve, creating meaningful long-term value, and driving robust free cash flow.”
