Fedex Corp NYSE:FDX Price, Chart, News & Insight

FedEx Falls 7% Premarket Despite Strong Earnings as Outlook Disappoints Investors

FedEx (NYSE: FDX) fell 7% in premarket trading after reporting strong fourth-quarter and full-year fiscal 2026 results, as investors focused on the company's forward guidance and the impact of its recent FedEx Freight spin-off.

The logistics giant reported fourth-quarter revenue of $25.0 billion, up from $22.2 billion a year earlier, while adjusted earnings per share rose to $6.31. Full-year revenue increased to $94.7 billion, and adjusted EPS climbed to $20.24 as the company benefited from higher package yields, growing export volumes, and more than $1 billion in transformation-related cost savings.

Despite the solid results, investors appeared underwhelmed by FedEx's outlook for calendar 2026. The company forecast adjusted EPS of $16.90 to $18.10 from continuing operations, reflecting the post-spin-off structure and a transition period following the separation of FedEx Freight.

While management highlighted expectations for continued revenue and earnings growth, the guidance failed to meet the market's more optimistic expectations after the stock's strong performance in recent months.

FedEx also completed the spin-off of FedEx Freight on June 1, creating a more focused transportation and logistics business. Management emphasized that the move should improve long-term profitability, cash flow generation, and shareholder value.

The stock's decline suggests investors are looking beyond strong historical results and focusing instead on the pace of earnings growth and execution during the company's transition to its new post-spin-off structure.

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WS Investor 06-24-26

InPost and a consortium led by Advent International and FedEx Corporation have reached a conditional agreement on a recommended all-cash public offer for all issued and outstanding InPost shares at €15.60 per share (cum dividend).

The offer values InPost’s equity at approximately €7.8 billion and represents a 50% premium to the undisturbed closing share price of €10.4 on 2 January 2026, and a 53% premium to the three-month volume-weighted average price prior to that date. The transaction is supported by shareholders representing approximately 48% of InPost’s outstanding shares through irrevocable undertakings.

The consortium also includes A&R Investments, founded by CEO Rafał Brzoska, and PPF Group. Upon settlement, ownership of the offer vehicle is expected to be split as follows: Advent 37%, FedEx 37%, A&R 16%, and PPF 10%. PPF will sell its current stake and reinvest part of the proceeds to retain a 10% indirect interest in the consortium.

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Global Finance News 02-11-26

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WS Investor 01-11-26

FedEx Corp. reported first-quarter fiscal 2026 earnings growth, with revenue rising to $22.2 billion from $21.6 billion a year earlier and adjusted diluted EPS up to $3.83 from $3.60. Net income reached $820 million, supported by higher U.S. domestic package revenue and ongoing cost reductions, though results were pressured by international trade softness and the expiration of its U.S. Postal Service contract. The company repurchased $500 million of stock during the quarter and confirmed plans to spin off FedEx Freight into a separate NYSE-listed entity by June 2026. Looking ahead, FedEx projects 4%–6% revenue growth and adjusted EPS of $17.20–$19.00 for fiscal 2026, while maintaining capital spending plans of $4.5 billion and $1 billion in permanent cost reductions.

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Global Finance News 09-21-25

FedEx Issues €850 Million in Eurobonds

On July 23, 2025, FedEx announced the issuance of €850 million in euro-denominated notes:
• €500M of 3.500% notes due 2032
• €350M of 4.125% notes due 2037

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The Investor 07-30-25

FedEx Issues €850 Million in New Notes Under European Debt Offering

FedEx Corporation (NYSE: FDX) announced it has entered into an underwriting agreement for the issuance of €850 million in senior notes, comprised of:
• €500 million of 3.500% Notes due 2032
• €350 million of 4.125% Notes due 2037

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WS Investor 07-25-25

FedEx Delivers Strong Q4, Achieves Cost-Cutting Goals, and Honors Founder Frederick W. Smith

MEMPHIS, Tenn. – June 24, 2025 – FedEx Corp. (NYSE: FDX) closed out its fiscal year with a robust fourth-quarter performance, reporting GAAP diluted EPS of $6.88 and adjusted EPS of $6.07, buoyed by the successful completion of its $2.2 billion DRIVE structural cost reduction target. Revenue for the quarter came in at $22.2 billion, while full-year revenue reached $87.9 billion.

Key Financial Highlights – Q4 FY2025 vs. Q4 FY2024 (GAAP)
Revenue: $22.2B (+1%)

Operating Income: $1.79B (+15%)

Net Income: $1.65B (+12%)

Diluted EPS: $6.88 (+16%)

Adjusted figures strip out pension MTM adjustments, legal charges, and restructuring costs related to the planned FedEx Freight spin-off and other optimization initiatives.

Transformation Milestones and FY2025 Overview
DRIVE Program: FedEx hit its full $2.2B structural cost savings goal for FY2025 and has achieved $4.0B in savings since FY2023.

Adjusted FY2025 EPS: $18.19 vs. $17.80 (FY2024)

Capital Expenditures: $4.1B (down 22% YoY, lowest capex-to-revenue ratio in company history at 4.6%)

Stockholder Returns: $4.3B returned via $3.0B in repurchases and $1.3B in dividends

Aircraft Retirements: 12 aircraft permanently retired in line with fleet modernization strategy

Outlook for FY2026
FedEx projects:

Q1 FY2026 EPS (GAAP): $2.90–$3.50

Q1 EPS (Adjusted): $3.40–$4.00

$1B in permanent cost reductions through DRIVE and Network 2.0

Capex: $4.5B targeted for further fleet, facility, and automation investments

Dividend Increase: 5% raise to $5.80/share annually

Segment Performance
FedEx Express: Operating income up 22% YoY (Q4), driven by volume recovery and higher yield

FedEx Freight: Operating margin contracted to 20.8%, weighed by fuel surcharge reductions and wage inflation

Freight Spin-Off: Planning continues for a tax-free spin-off of FedEx Freight, targeting more focused operational execution

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ME NEWS 06-25-25

FedEx Corporation reported the resignation of David P. Steiner from its Board of Directors. Steiner stepped down following his appointment as United States Postmaster General. His resignation was effective immediately upon notification.

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ME NEWS 05-13-25

FedEx Reports Q3 FY2025 Results; Adjusts Full-Year Outlook Amid Freight Spin-Off Plans

MEMPHIS, Tenn. – March 20, 2025 – FedEx Corporation (NYSE: FDX) posted third-quarter FY2025 diluted EPS of $3.76 (GAAP) and $4.51 (adjusted), with $22.2 billion in revenue, up 2% year-over-year. Operating income grew to $1.29 billion, supported by the DRIVE cost-reduction initiative and increased volumes at FedEx Express. The company repurchased $500 million in shares during the quarter.

FedEx now expects FY2025 adjusted EPS between $18.00 and $18.60, down from a prior range of $19.00–$20.00, citing continued industrial sector weakness. Capital spending guidance was revised down to $4.9 billion.

FedEx also progressed on plans to spin off FedEx Freight into an independent, publicly traded company.

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ME NEWS 03-21-25

FedEx has announced the final results of its Exchange Offers and Consent Solicitations for senior notes, which expired on February 21, 2025. The offers were initiated in connection with the company's planned separation of its FedEx Freight business into a new publicly traded entity.

As of the expiration date, FedEx received valid tenders for $10.72 billion in U.S. dollar-denominated notes and €939.7 million in euro-denominated notes. The company also secured the necessary consents to amend the indentures governing the majority of these notes. The amendments will release FedEx Freight’s guarantee on the applicable notes once it is no longer a subsidiary of FedEx.

Settlement of the exchange is expected to occur on February 26, 2025. The new notes issued will have the same terms as the existing notes, except for modifications to the make-whole redemption calculation and conditional redemption notices.

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The Investor 03-20-25

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