Analyst Consensus ?
ConsensusBuy47 ratings
Bullish2859.6%
Neutral1634.0%
Bearish36.4%
1 unmapped firm rating excluded from the percentages.
FedEx Corporation · FDX · FY2025 Q2 · Calendar Q4 2024
FedEx lowers FY25 EPS outlook as Freight separation advances
FedEx's efficiency programs and network initiatives support the operating trajectory, but the lower EPS outlook and planned Freight separation leave demand and execution as important offsets.
Reported After market closeNYSEIndustrials
$69.14B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $3.95
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $22.14B
Revenue surprise
—
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-0.1%
Event window
SPY move
+0.9%
Same window
Abnormal move
-0.9%
Stock minus SPY
Volume
4.7×
Versus trailing sessions
Subsequent drift
-2.1%
Up to 20 sessions
FDXSPY benchmark
Ask FN2 about FDX FY2025 Q2
Transcript, numbers and history already loaded
What drove FDX's -0.1% move after FY2025 Q2 earnings?What changed in FDX's guidance and outlook in FY2025 Q2?Give me the bull and bear case for FDX after FY2025 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current quarter added the planned full separation of FedEx Freight, showed $540 million of Q2 DRIVE savings, and reduced FY25 adjusted EPS guidance to $19-$20 from $20-$21.
Guidance delta
FY25 adjusted EPS guidance was reduced to $19-$20 from $20-$21; the $4 billion DRIVE savings target was reaffirmed.
Key takeaways
- FedEx reported a 1% year-over-year revenue decline in Q2 FY25 while adjusted operating profit increased.
- Management said DRIVE savings reached $540 million in Q2 and remain on track toward $4 billion for FY25.
- The company announced a full separation of FedEx Freight into a standalone public company.
- Network 2.0, Tricolor and digital-platform initiatives remain central to the efficiency plan.
Management priorities
- Execute the FedEx Freight separation within approximately 18 months
- Advance Network 2.0 and complete Canada integration
- Expand LTL sales capacity and European dimensional pricing
- Continue DRIVE cost optimization and develop the FDX digital platform
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$289.32Current
$140Low
$284.64Average
$479High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 13, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Truist Securities | Buy | Buy | Maintain | Oct 7, 2026 |
| Citigroup | Buy | Buy | Maintain | Oct 7, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Oct 5, 2026 |
| Evercore ISI Group | In Line | In Line | Maintain | Sep 28, 2026 |
| UBS | Buy | Buy | Maintain | Jun 24, 2026 |
| Stifel | Buy | Buy | Maintain | Jun 24, 2026 |
| B of A Securities | Buy | Buy | Maintain | Jun 24, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Jun 17, 2026 |
| Barclays | Overweight | Overweight | Maintain | Jun 12, 2026 |
| Morgan Stanley | Underweight | Underweight | Maintain | Jun 3, 2026 |
| BMO Capital | Market Perform | Market Perform | Maintain | Jun 2, 2026 |
| Stephens & Co. | Overweight | Overweight | Maintain | Apr 14, 2026 |
| Argus Research | Buy | Buy | Maintain | Apr 6, 2026 |
| Susquehanna | Positive | Positive | Maintain | Mar 20, 2026 |
| TD Cowen | Buy | Buy | Maintain | Feb 13, 2026 |
| Rothschild & Co | Neutral | Buy | Downgrade | Jan 21, 2026 |
| Bernstein | Market Perform | Market Perform | Maintain | Jan 9, 2026 |
| Jefferies | Buy | Buy | Maintain | Dec 19, 2025 |
| Raymond James | Outperform | Outperform | Maintain | Jun 25, 2025 |
| Loop Capital | Sell | Hold | Downgrade | Mar 21, 2025 |
| HSBC | Hold | Buy | Downgrade | Sep 20, 2024 |
| Baird | Outperform | Outperform | Maintain | Sep 20, 2024 |
| Oppenheimer | Perform | Perform | Maintain | Jun 26, 2024 |
| Goldman Sachs | Buy | Buy | Maintain | Jun 26, 2024 |
| Exane BNP Paribas | Underperform | Neutral | Downgrade | Mar 27, 2024 |
| Melius Research | Buy | Hold | Upgrade | Jan 8, 2024 |
| Deutsche Bank | Buy | Buy | Maintain | Sep 22, 2023 |
| Credit Suisse | Outperform | Outperform | Maintain | Jun 22, 2023 |
| Keybanc | Overweight | Downgrade | Sep 16, 2022 | |
| Cowen & Co. | Outperform | Outperform | Maintain | Sep 16, 2022 |
| Berenberg | Hold | Buy | Downgrade | Jul 1, 2022 |
| Wolfe Research | Outperform | Peer Perform | Upgrade | May 3, 2021 |
| Bank of America | Neutral | Neutral | Maintain | Mar 20, 2019 |
| Argus | Buy | Buy | Maintain | May 5, 2018 |
| Stifel Nicolaus | Buy | Hold | Upgrade | Mar 21, 2018 |
| Standpoint Research | Hold | Buy | Downgrade | Mar 17, 2016 |
| Nomura | Neutral | Neutral | Maintain | Mar 17, 2016 |
| Avondale Partners | Market Outperform | Market Outperform | Maintain | Mar 17, 2016 |
| Buckingham Research | Neutral | Neutral | Maintain | Sep 17, 2015 |
| Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintain | Sep 2, 2015 |
| Keefe Bruyette & Woods | Market Perform | Market Perform | Maintain | Sep 2, 2015 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Jun 11, 2015 |
| Macquarie | Outperform | Outperform | Maintain | Sep 18, 2014 |
| PiperJaffray | Buy | Buy | Maintain | Nov 27, 2013 |
| Piper Sandler | Buy | Buy | Maintain | Nov 27, 2013 |
| BB&T Capital | Hold | Buy | Downgrade | Feb 27, 2013 |
| Standpoint | Hold | Buy | Downgrade | Jan 23, 2013 |
| Dahlman Rose | Buy | Buy | Maintain | Sep 18, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $289.32. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Wells Fargo | Analyst unavailable | $140 | $289.65 | -51.6% | Sep 29, 2026 |
| Evercore ISI | Jonathan Chappell | $350 | $314.13 | +21.0% | Sep 9, 2026 |
| Raymond James | Patrick Tyler Brown | $330 | $331.41 | +14.1% | Aug 28, 2026 |
| Evercore ISI | Analyst unavailable | $165 | $329.44 | -43.0% | Jun 26, 2026 |
| Truist Financial | Analyst unavailable | $365 | $316.83 | +26.2% | Jun 25, 2026 |
| Bernstein | David Vernon | $397 | $315.12 | +37.2% | Jun 24, 2026 |
| UBS | Thomas Wadewitz | $350 | $317.24 | +21.0% | Jun 24, 2026 |
| Stifel Nicolaus | Bruce Chan | $326 | $317.24 | +12.7% | Jun 24, 2026 |
| Jefferies | Stephanie Moore | $200 | $328.78 | -30.9% | Jun 23, 2026 |
| Stifel Nicolaus | Bruce Chan | $442 | $330 | +52.8% | Jun 22, 2026 |
| Bernstein | Analyst unavailable | $424 | $326.2 | +46.6% | Jun 18, 2026 |
| Wells Fargo | Analyst unavailable | $425 | $335.74 | +46.9% | Jun 17, 2026 |
| Barclays | Analyst unavailable | $425 | $338 | +46.9% | Jun 12, 2026 |
| Morgan Stanley | Analyst unavailable | $160 | $329 | -44.7% | Jun 3, 2026 |
| Raymond James | Patrick Tyler | $180 | $329 | -37.8% | Jun 3, 2026 |
| Truist Financial | Lucas Servera | $155 | $338.49 | -46.4% | Jun 2, 2026 |
| BMO Capital | Fadi Chamoun | $340 | $334.68 | +17.5% | Jun 1, 2026 |
| UBS | Thomas Wadewitz | $445 | $388.91 | +53.8% | May 22, 2026 |
| Bernstein | David Vernon | $457 | $355.35 | +58.0% | Mar 6, 2026 |
| HSBC | Analyst unavailable | $335 | $384.59 | +15.8% | Feb 25, 2026 |
| Evercore ISI | Jonathan Chappell | $380 | $386.12 | +31.3% | Feb 24, 2026 |
| Stifel Nicolaus | Bruce Chan | $412 | $375.53 | +42.4% | Feb 13, 2026 |
| Evercore ISI | Analyst unavailable | $364 | $371.19 | +25.8% | Feb 13, 2026 |
| Deutsche Bank | Analyst unavailable | $479 | $366.74 | +65.6% | Feb 13, 2026 |
| Wells Fargo | Christian Wetherbee | $430 | $369.46 | +48.6% | Feb 13, 2026 |
| Goldman Sachs | Jordan Alliger | $364 | $369.46 | +25.8% | Feb 12, 2026 |
| Barclays | Analyst unavailable | $450 | $364.6 | +55.5% | Feb 10, 2026 |
| UBS | Thomas Wadewitz | $412 | $353.43 | +42.4% | Feb 4, 2026 |
| Bernstein | Analyst unavailable | $427 | $335.3 | +47.6% | Feb 3, 2026 |
| Wells Fargo | Analyst unavailable | $380 | $335.3 | +31.3% | Feb 3, 2026 |
| Redburn Partners | Analyst unavailable | $317 | $301.03 | +9.6% | Jan 21, 2026 |
| Redburn Partners | Analyst unavailable | $271 | $301.03 | -6.3% | Jan 21, 2026 |
| Wolfe Research | Analyst unavailable | $355 | $301.03 | +22.7% | Jan 21, 2026 |
| BNP Paribas | Hugo Watkins | $280 | $311.92 | -3.2% | Jan 13, 2026 |
| Bernstein | Analyst unavailable | $306 | $309.01 | +5.8% | Jan 9, 2026 |
| Stifel Nicolaus | Analyst unavailable | $328 | $284.02 | +13.4% | Dec 19, 2025 |
| BMO Capital | Fadi Chamoun | $290 | $287.12 | +0.2% | Dec 19, 2025 |
| Morgan Stanley | Ravi Shanker | $210 | $287.12 | -27.4% | Dec 19, 2025 |
| Truist Financial | Lucas Servera | $330 | $286.2 | +14.1% | Dec 19, 2025 |
| Jefferies | Stephanie Moore | $326 | $287.12 | +12.7% | Dec 19, 2025 |
| Wells Fargo | Analyst unavailable | $295 | $287.12 | +2.0% | Dec 19, 2025 |
| Deutsche Bank | Analyst unavailable | $322 | $284.81 | +11.3% | Dec 17, 2025 |
| Stifel Nicolaus | Analyst unavailable | $305 | $281.23 | +5.4% | Dec 16, 2025 |
| Wells Fargo | Analyst unavailable | $290 | $274.29 | +0.2% | Dec 8, 2025 |
| Stifel Nicolaus | Analyst unavailable | $297 | $267.76 | +2.7% | Nov 20, 2025 |
| Truist Financial | Lucas Servera | $285 | $230.66 | -1.5% | Oct 14, 2025 |
| Stephens | Analyst unavailable | $260 | $229.65 | -10.1% | Oct 14, 2025 |
| BMO Capital | Fadi Chamoun | $255 | $226.5 | -11.9% | Sep 19, 2025 |
| Raymond James | Patrick Tyler Brown | $255 | $225.27 | -11.9% | Sep 18, 2025 |
| Evercore ISI | Analyst unavailable | $243 | $227.7 | -16.0% | Sep 16, 2025 |
| Bernstein | David Vernon | $247 | $226.18 | -14.6% | Sep 16, 2025 |
| Stifel Nicolaus | Bruce Chan | $315 | $222 | +8.9% | Jun 25, 2025 |
| Stifel Nicolaus | Analyst unavailable | $354 | $230.33 | +22.4% | Mar 21, 2025 |
| Loop Capital Markets | Analyst unavailable | $221 | $230.33 | -23.6% | Mar 21, 2025 |
| Deutsche Bank | Analyst unavailable | $337 | $253.92 | +16.5% | Mar 7, 2025 |
| Bernstein | David Vernon | $320 | $274.97 | +10.6% | Dec 20, 2024 |
| Citigroup | Ariel Rosa | $301 | $261.4 | +4.0% | Oct 8, 2024 |
| Loop Capital Markets | Rick Paterson | $288 | $254.64 | -0.5% | Sep 23, 2024 |
| Stephens | Daniel Imbro | $350 | $260.5 | +21.0% | Sep 20, 2024 |
| Bank of America Securities | Ken Hoexter | $308 | $253.93 | +6.5% | Sep 20, 2024 |
| BMO Capital | Fadi Chamoun | $300 | $255.97 | +3.7% | Sep 20, 2024 |
| HSBC | Parash Jain | $300 | $300.39 | +3.7% | Sep 20, 2024 |
| Raymond James | Patrick Tyler Brown | $310 | $253.94 | +7.1% | Sep 20, 2024 |
| Jefferies | Stephanie Moore | $275 | $253.78 | -4.9% | Sep 20, 2024 |
| Susquehanna | Bascome Majors | $330 | $253.78 | +14.1% | Sep 20, 2024 |
| Stifel Nicolaus | Bruce Chan | $321 | $300.39 | +10.9% | Sep 20, 2024 |
| Robert W. Baird | Garrett Holland | $320 | $300.39 | +10.6% | Sep 20, 2024 |
| Goldman Sachs | Jordan Alliger | $332 | $298.86 | +14.8% | Sep 18, 2024 |
| Bank of America Securities | Ken Hoexter | $345 | $297.34 | +19.2% | Sep 18, 2024 |
| Loop Capital Markets | Rick Paterson | $317 | $311.49 | +9.6% | Jul 18, 2024 |
| BMO Capital | Fadi Chamoun | $325 | $291.65 | +12.3% | Jun 27, 2024 |
| Argus Research | John Eade | $335 | $296.19 | +15.8% | Jun 27, 2024 |
| Morgan Stanley | Ravi Shanker | $215 | $296.19 | -25.7% | Jun 26, 2024 |
| Goldman Sachs | Jordan Alliger | $333 | $256.38 | +15.1% | Jun 26, 2024 |
| Robert W. Baird | Garrett Holland | $340 | $256.38 | +17.5% | Jun 26, 2024 |
| Evercore ISI | Jonathan Chappell | $318 | $253.66 | +9.9% | Jun 24, 2024 |
| UBS | Thomas Wadewitz | $333 | $254.71 | +15.1% | May 21, 2024 |
| Barclays | Brandon Oglenski | $350 | $254.71 | +21.0% | May 20, 2024 |
| Stifel Nicolaus | Bruce Chan | $303 | $275.29 | +4.7% | Apr 3, 2024 |
| Goldman Sachs | Jordan Alliger | $324 | $283.63 | +12.0% | Mar 22, 2024 |
| Stifel Nicolaus | Bruce Chan | $306 | $284.32 | +5.8% | Mar 22, 2024 |
| UBS | Thomas Wadewitz | $340 | $284.32 | +17.5% | Mar 22, 2024 |
| BMO Capital | Fadi Chamoun | $310 | $284.32 | +7.1% | Mar 22, 2024 |
| Jefferies | Stephanie Moore | $300 | $284.32 | +3.7% | Mar 22, 2024 |
| Stifel Nicolaus | Bruce Chan | $290 | $259.99 | +0.2% | Mar 20, 2024 |
| Melius Research | Conor Cunningham | $310 | $248.59 | +7.1% | Jan 8, 2024 |
| Loop Capital Markets | Fadi Chamoun | $280 | $246.76 | -3.2% | Dec 20, 2023 |
| UBS | Thomas Wadewitz | $323 | $281.92 | +11.6% | Dec 19, 2023 |
| HSBC | Parash Jain | $330 | $264.95 | +14.1% | Oct 2, 2023 |
| Evercore ISI | Jonathan Chappell | $276 | $253.08 | -4.6% | Sep 20, 2023 |
| Morgan Stanley | Ravi Shanker | $200 | $255.44 | -30.9% | Sep 11, 2023 |
| Loop Capital Markets | Fadi Chamoun | $260 | $225.84 | -10.1% | Jun 21, 2023 |
| Morgan Stanley | Ravi Shanker | $186 | $230.56 | -35.7% | Jun 21, 2023 |
| Credit Suisse | Ariel Rosa | $273 | $235.12 | -5.6% | Jun 16, 2023 |
| Morgan Stanley | Ravi Shanker | $180 | $221.72 | -37.8% | Jun 2, 2023 |
| Citigroup | Christian Wetherbee | $285 | $232.26 | -1.5% | Apr 6, 2023 |
| Stephens | Jack Atkins | $290 | $229.93 | +0.2% | Apr 6, 2023 |
| Bernstein | David Vernon | $246 | $220.07 | -15.0% | Mar 17, 2023 |
| Evercore ISI | Jonathan Chappell | $234 | $195.3 | -19.1% | Mar 16, 2023 |
| Citigroup | Christian Wetherbee | $240 | $213.26 | -17.0% | Feb 2, 2023 |
| Morgan Stanley | Analyst unavailable | $145 | $190.92 | -49.9% | Jan 9, 2023 |
| Jefferies | Analyst unavailable | $175 | $177.2 | -39.5% | Dec 22, 2022 |
| Morgan Stanley | Ravi Shanker | $130 | $172.32 | -55.1% | Dec 21, 2022 |
| Evercore ISI | Analyst unavailable | $196 | $169.88 | -32.3% | Dec 21, 2022 |
| Susquehanna | Analyst unavailable | $170 | $171.57 | -41.2% | Dec 21, 2022 |
| Credit Suisse | Analyst unavailable | $211 | $172.2 | -27.1% | Dec 21, 2022 |
| UBS | Analyst unavailable | $225 | $164.35 | -22.2% | Dec 21, 2022 |
| J.P. Morgan | Analyst unavailable | $179 | $164.35 | -38.1% | Dec 21, 2022 |
| Evercore ISI | Analyst unavailable | $202 | $168.78 | -30.2% | Dec 19, 2022 |
| Wells Fargo | Analyst unavailable | $185 | $177.37 | -36.1% | Dec 13, 2022 |
| Deutsche Bank | Analyst unavailable | $217 | $173.21 | -25.0% | Nov 29, 2022 |
| Credit Suisse | Ariel Rosa | $178 | $154.54 | -38.5% | Sep 23, 2022 |
| Deutsche Bank | Amit Mehrotra | $190 | $154.54 | -34.3% | Sep 23, 2022 |
| Goldman Sachs | Jordan Alliger | $215 | $149.33 | -25.7% | Sep 23, 2022 |
| Stifel Nicolaus | J. Bruce Chan | $181 | $149.33 | -37.4% | Sep 23, 2022 |
| J.P. Morgan | Brian Ossenbeck | $195 | $159.6 | -32.6% | Sep 16, 2022 |
| Credit Suisse | Ariel Rosa | $246 | $161.02 | -15.0% | Sep 16, 2022 |
| Stifel Nicolaus | J. Bruce Chan | $195 | $161.02 | -32.6% | Sep 16, 2022 |
| Goldman Sachs | Jordan Alliger | $250 | $161.02 | -13.6% | Sep 16, 2022 |
| Morgan Stanley | Ravi Shanker | $255 | $222.98 | -11.9% | Jul 13, 2022 |
| Credit Suisse | Ariel Rosa | $314 | $230.49 | +8.5% | Jul 11, 2022 |
| Berenberg Bank | William Howard | $275 | $226.71 | -4.9% | Jul 1, 2022 |
| Wells Fargo | Allison Poliniak-Cusic | $282 | $234.2 | -2.5% | Jun 29, 2022 |
| Evercore ISI | Duane Pfennigwerth | $307 | $234.6 | +6.1% | Jun 29, 2022 |
| Stephens | Jack Atkins | $295 | $240.47 | +2.0% | Jun 28, 2022 |
| Loop Capital Markets | Rick Paterson | $339 | $240.47 | +17.2% | Jun 28, 2022 |
| UBS | Thomas Wadewitz | $312 | $240.47 | +7.8% | Jun 28, 2022 |
| Morgan Stanley | Ravi Shanker | $245 | $221.72 | -15.3% | Jun 2, 2022 |
| Truist Financial | Ki Bin Kim | $166 | $210.01 | -42.6% | May 11, 2022 |
| Morgan Stanley | Ravi Shanker | $250 | $217.99 | -13.6% | Apr 4, 2022 |
| Deutsche Bank | Amit Mehrotra | $298 | $230.05 | +3.0% | Mar 28, 2022 |
| Barclays | Brandon Oglenski | $320 | $218.91 | +10.6% | Mar 18, 2022 |
| J.P. Morgan | Brian Ossenbeck | $282 | $218.91 | -2.5% | Mar 18, 2022 |
| UBS | Thomas Wadewitz | $310 | $218.91 | +7.1% | Mar 18, 2022 |
| Stephens | Jack Atkins | $285 | $218.91 | -1.5% | Mar 18, 2022 |
| Wolfe Research | Scott Group | $268 | $218.91 | -7.4% | Mar 18, 2022 |
| Wells Fargo | Allison Poliniak | $277 | $218.91 | -4.3% | Mar 18, 2022 |
| Credit Suisse | Ariel Rosa | $294 | $218.91 | +1.6% | Mar 18, 2022 |
| KeyBanc | Todd Fowler | $300 | $211.13 | +3.7% | Mar 14, 2022 |
| Bernstein | Alex Irving | $333 | $213.18 | +15.1% | Mar 11, 2022 |
| Goldman Sachs | Jordan Alliger | $343 | $244.89 | +18.6% | Jan 24, 2022 |
| Stifel Nicolaus | J. Bruce Chan | $288 | $249.47 | -0.5% | Dec 17, 2021 |
| Loop Capital Markets | Rick Paterson | $324 | $227.45 | +12.0% | Sep 23, 2021 |
| Susquehanna | Bascome Majors | $280 | $227.6 | -3.2% | Sep 22, 2021 |
Track every rating change on FDX the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationFedEx Corporation is a prominent global entity that delivers an extensive array of services encompassing transportation, e-commerce solutions, and diverse business support, catering to clients both within the United States and across international borders. Its operational structure is divided into several key segments: The FedEx Express division specializes in expedited shipping, offering rapid package and freight delivery, crucial time-sensitive logistics, and comprehensive cross-border, technological, and e-commerce transportation services. FedEx Ground focuses on reliable, scheduled delivery services for both commercial clients and individual households.…
Historical context
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Latest beats and misses
Who reports nextBeat on EPS
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One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2024-12-05T00:03:44.862429+00:00
- Polygon adjusted daily market bars · 2026-10-13T13:40:41.775830+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-13T13:40:41.772824+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-13. For educational purposes only; not investment advice.