FDX
FY2026 Q4 · Calendar Q2 2026
FedEx Corporation
FedEx closed fiscal year 2026 with a decisive top- and bottom-line beat — EPS of $6.31 against $5.91 consensus and revenue of $25.0 billion versus $22.79 billion estimated — capping a transformative year. The company completed the FedEx Freight spin-off on June 1, launched FedEx Life Sciences with a temperature-controlled Ireland-to-U.S. corridor, and announced the InPost acquisition. Management introduced calendar-year guidance of CY2026 adjusted EPS of $16.90 to $18.10 (roughly 20% growth) with revenue growth of approximately 11%. Network 2.0 now routes about 45% of eligible volume through optimized stations, targeting 65% before peak season. Premium B2B verticals — healthcare, automotive, aerospace, and AI/data-center logistics — are the primary growth engine. Adjusted free cash flow reached $4.7 billion; the dividend was raised 5% and up to $1 billion in share repurchases were…
EPS surprise+6.8%
Market move-0.1%
