Analyst Consensus ?
ConsensusBuy47 ratings
Bullish2859.6%
Neutral1634.0%
Bearish36.4%
1 unmapped firm rating excluded from the percentages.
FedEx Corporation · FDX · FY2026 Q3 · Calendar Q1 2026
FedEx raises FY2026 EPS guidance on 8% revenue growth, record peak
FedEx is in the middle of a two-part transformation: Network 2.0 automation is driving structural cost savings and a mix shift toward high-margin B2B verticals (healthcare, automotive, data centers), while the planned June 1 spin-off of FedEx Freight is intended to unlock value and fund a dividend to FedEx Corp. Management's decision to raise full-year EPS guidance for a second straight quarter on the back of record peak-season profitability signals confidence in margin expansion and volume resilience. The offset is the set of disclosed headwinds - the $120 million MD-11 grounding impact, soft LTL pricing and volumes, Middle East geopolitical risk, and fuel sensitivity - that keep the realized upside dependent on continued execution and a stable macro backdrop.
Reported After market closeNYSEIndustrials
$66.13B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$5.25
Consensus $3.34
EPS surprise
+57.2%
Reported versus consensus
Reported revenue
$24.00B
Consensus $23.49B
Revenue surprise
+2.2%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+0.8%
Event window
SPY move
-1.7%
Same window
Abnormal move
+2.5%
Stock minus SPY
Volume
3.8×
Versus trailing sessions
Subsequent drift
+9.7%
Up to 20 sessions
FDXSPY benchmark
Ask FN2 about FDX FY2026 Q3
Transcript, numbers and history already loaded
Why did FDX rise 0.8% after beating EPS estimates in FY2026 Q3?What changed in FDX's guidance and outlook in FY2026 Q3?Give me the bull and bear case for FDX after FY2026 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
FedEx raised its FY2026 adjusted EPS guidance again, to $19.30-$20.10 from the $17.80-$19.00 range after Q2, and revenue growth accelerated to 8% year over year from 7% in the prior quarter. Network 2.0 automation coverage advanced to roughly 35% of eligible volume from 24% at Q2. New items include the agreed InPost acquisition (targeted H2 2026 close) and the launch of FedEx Returns+, while the MD-11 operating-income headwind grew to $120 million from $25 million. The reported EPS of $5.25 beat the $3.34 estimate by about 57%, and shares rose 2.5% against a 1.7% benchmark decline on the reaction.
Guidance delta
Raised. Management lifted full-year FY2026 adjusted EPS guidance to $19.30-$20.10, up from the $17.80-$19.00 range set after Q2. CapEx outlook was trimmed to at most $4.1 billion (down $400 million from the prior view), with Network 2.0 savings targeted at $2 billion cumulative by 2027.
Key takeaways
- Revenue grew 8% year over year with record-high peak-season profitability, and adjusted EPS of $5.25 beat the $3.34 consensus by roughly 57%.
- Full-year FY2026 adjusted EPS guidance was raised to $19.30-$20.10.
- Network 2.0 facilities now handle about 35% of eligible volume, on track for 65% by the next peak, while capex stays at or below $4.1 billion.
- The FedEx Freight spin-off is on track for June 1, 2026, with $3.7 billion in debt financing in place.
- Key headwinds remain the MD-11 grounding ($120 million operating-income impact), LTL market softness, Middle East tensions, and fuel volatility.
Management priorities
- Scale Network 2.0 automation to cover 65% of eligible volume by the next peak season and capture cost savings.
- Complete the FedEx Freight spin-off (June 1, 2026) and use the debt proceeds for a dividend to FedEx Corp.
- Close the InPost acquisition, targeted for the second half of 2026, and integrate commercial agreements.
- Grow high-margin B2B verticals including healthcare, automotive, and data-center logistics.
- Deploy robotic automation (Berkshire Grey and Dexterity) and digital/AI products such as FedEx Returns+ and the Retail Momentum Index.
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Analyst 52W Price Targets
$285.85Current
$155Low
$289.73Average
$479High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 26, 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 |
|---|---|---|---|---|
| Evercore ISI Group | In Line | In Line | Maintain | Sep 9, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Sep 8, 2026 |
| Truist Securities | Buy | Buy | Maintain | Jun 25, 2026 |
| UBS | Buy | Buy | Maintain | Jun 24, 2026 |
| Stifel | Buy | Buy | Maintain | Jun 24, 2026 |
| Citigroup | 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 $285.85. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Evercore ISI | Jonathan Chappell | $350 | $314.13 | +22.4% | Sep 9, 2026 |
| Raymond James | Patrick Tyler Brown | $330 | $331.41 | +15.4% | Aug 28, 2026 |
| Evercore ISI | Analyst unavailable | $165 | $329.44 | -42.3% | Jun 26, 2026 |
| Truist Financial | Analyst unavailable | $365 | $316.83 | +27.7% | Jun 25, 2026 |
| Bernstein | David Vernon | $397 | $315.12 | +38.9% | Jun 24, 2026 |
| UBS | Thomas Wadewitz | $350 | $317.24 | +22.4% | Jun 24, 2026 |
| Stifel Nicolaus | Bruce Chan | $326 | $317.24 | +14.0% | Jun 24, 2026 |
| Jefferies | Stephanie Moore | $200 | $328.78 | -30.0% | Jun 23, 2026 |
| Stifel Nicolaus | Bruce Chan | $442 | $330 | +54.6% | Jun 22, 2026 |
| Bernstein | Analyst unavailable | $424 | $326.2 | +48.3% | Jun 18, 2026 |
| Wells Fargo | Analyst unavailable | $425 | $335.74 | +48.7% | Jun 17, 2026 |
| Barclays | Analyst unavailable | $425 | $338 | +48.7% | Jun 12, 2026 |
| Morgan Stanley | Analyst unavailable | $160 | $329 | -44.0% | Jun 3, 2026 |
| Raymond James | Patrick Tyler | $180 | $329 | -37.0% | Jun 3, 2026 |
| Truist Financial | Lucas Servera | $155 | $338.49 | -45.8% | Jun 2, 2026 |
| BMO Capital | Fadi Chamoun | $340 | $334.68 | +18.9% | Jun 1, 2026 |
| UBS | Thomas Wadewitz | $445 | $388.91 | +55.7% | May 22, 2026 |
| Bernstein | David Vernon | $457 | $355.35 | +59.9% | Mar 6, 2026 |
| HSBC | Analyst unavailable | $335 | $384.59 | +17.2% | Feb 25, 2026 |
| Evercore ISI | Jonathan Chappell | $380 | $386.12 | +32.9% | Feb 24, 2026 |
| Stifel Nicolaus | Bruce Chan | $412 | $375.53 | +44.1% | Feb 13, 2026 |
| Evercore ISI | Analyst unavailable | $364 | $371.19 | +27.3% | Feb 13, 2026 |
| Deutsche Bank | Analyst unavailable | $479 | $366.74 | +67.6% | Feb 13, 2026 |
| Wells Fargo | Christian Wetherbee | $430 | $369.46 | +50.4% | Feb 13, 2026 |
| Goldman Sachs | Jordan Alliger | $364 | $369.46 | +27.3% | Feb 12, 2026 |
| Barclays | Analyst unavailable | $450 | $364.6 | +57.4% | Feb 10, 2026 |
| UBS | Thomas Wadewitz | $412 | $353.43 | +44.1% | Feb 4, 2026 |
| Bernstein | Analyst unavailable | $427 | $335.3 | +49.4% | Feb 3, 2026 |
| Wells Fargo | Analyst unavailable | $380 | $335.3 | +32.9% | Feb 3, 2026 |
| Redburn Partners | Analyst unavailable | $317 | $301.03 | +10.9% | Jan 21, 2026 |
| Redburn Partners | Analyst unavailable | $271 | $301.03 | -5.2% | Jan 21, 2026 |
| Wolfe Research | Analyst unavailable | $355 | $301.03 | +24.2% | Jan 21, 2026 |
| BNP Paribas | Hugo Watkins | $280 | $311.92 | -2.0% | Jan 13, 2026 |
| Bernstein | Analyst unavailable | $306 | $309.01 | +7.0% | Jan 9, 2026 |
| Stifel Nicolaus | Analyst unavailable | $328 | $284.02 | +14.7% | Dec 19, 2025 |
| BMO Capital | Fadi Chamoun | $290 | $287.12 | +1.5% | Dec 19, 2025 |
| Morgan Stanley | Ravi Shanker | $210 | $287.12 | -26.5% | Dec 19, 2025 |
| Truist Financial | Lucas Servera | $330 | $286.2 | +15.4% | Dec 19, 2025 |
| Jefferies | Stephanie Moore | $326 | $287.12 | +14.0% | Dec 19, 2025 |
| Wells Fargo | Analyst unavailable | $295 | $287.12 | +3.2% | Dec 19, 2025 |
| Deutsche Bank | Analyst unavailable | $322 | $284.81 | +12.6% | Dec 17, 2025 |
| Stifel Nicolaus | Analyst unavailable | $305 | $281.23 | +6.7% | Dec 16, 2025 |
| Wells Fargo | Analyst unavailable | $290 | $274.29 | +1.5% | Dec 8, 2025 |
| Stifel Nicolaus | Analyst unavailable | $297 | $267.76 | +3.9% | Nov 20, 2025 |
| Truist Financial | Lucas Servera | $285 | $230.66 | -0.3% | Oct 14, 2025 |
| Stephens | Analyst unavailable | $260 | $229.65 | -9.0% | Oct 14, 2025 |
| BMO Capital | Fadi Chamoun | $255 | $226.5 | -10.8% | Sep 19, 2025 |
| Raymond James | Patrick Tyler Brown | $255 | $225.27 | -10.8% | Sep 18, 2025 |
| Evercore ISI | Analyst unavailable | $243 | $227.7 | -15.0% | Sep 16, 2025 |
| Bernstein | David Vernon | $247 | $226.18 | -13.6% | Sep 16, 2025 |
| Stifel Nicolaus | Bruce Chan | $315 | $222 | +10.2% | Jun 25, 2025 |
| Stifel Nicolaus | Analyst unavailable | $354 | $230.33 | +23.8% | Mar 21, 2025 |
| Loop Capital Markets | Analyst unavailable | $221 | $230.33 | -22.7% | Mar 21, 2025 |
| Deutsche Bank | Analyst unavailable | $337 | $253.92 | +17.9% | Mar 7, 2025 |
| Bernstein | David Vernon | $320 | $274.97 | +11.9% | Dec 20, 2024 |
| Citigroup | Ariel Rosa | $301 | $261.4 | +5.3% | Oct 8, 2024 |
| Loop Capital Markets | Rick Paterson | $288 | $254.64 | +0.8% | Sep 23, 2024 |
| Stephens | Daniel Imbro | $350 | $260.5 | +22.4% | Sep 20, 2024 |
| Bank of America Securities | Ken Hoexter | $308 | $253.93 | +7.7% | Sep 20, 2024 |
| BMO Capital | Fadi Chamoun | $300 | $255.97 | +5.0% | Sep 20, 2024 |
| HSBC | Parash Jain | $300 | $300.39 | +5.0% | Sep 20, 2024 |
| Raymond James | Patrick Tyler Brown | $310 | $253.94 | +8.4% | Sep 20, 2024 |
| Jefferies | Stephanie Moore | $275 | $253.78 | -3.8% | Sep 20, 2024 |
| Susquehanna | Bascome Majors | $330 | $253.78 | +15.4% | Sep 20, 2024 |
| Stifel Nicolaus | Bruce Chan | $321 | $300.39 | +12.3% | Sep 20, 2024 |
| Robert W. Baird | Garrett Holland | $320 | $300.39 | +11.9% | Sep 20, 2024 |
| Goldman Sachs | Jordan Alliger | $332 | $298.86 | +16.1% | Sep 18, 2024 |
| Bank of America Securities | Ken Hoexter | $345 | $297.34 | +20.7% | Sep 18, 2024 |
| Loop Capital Markets | Rick Paterson | $317 | $311.49 | +10.9% | Jul 18, 2024 |
| BMO Capital | Fadi Chamoun | $325 | $291.65 | +13.7% | Jun 27, 2024 |
| Argus Research | John Eade | $335 | $296.19 | +17.2% | Jun 27, 2024 |
| Morgan Stanley | Ravi Shanker | $215 | $296.19 | -24.8% | Jun 26, 2024 |
| Goldman Sachs | Jordan Alliger | $333 | $256.38 | +16.5% | Jun 26, 2024 |
| Robert W. Baird | Garrett Holland | $340 | $256.38 | +18.9% | Jun 26, 2024 |
| Evercore ISI | Jonathan Chappell | $318 | $253.66 | +11.2% | Jun 24, 2024 |
| UBS | Thomas Wadewitz | $333 | $254.71 | +16.5% | May 21, 2024 |
| Barclays | Brandon Oglenski | $350 | $254.71 | +22.4% | May 20, 2024 |
| Stifel Nicolaus | Bruce Chan | $303 | $275.29 | +6.0% | Apr 3, 2024 |
| Goldman Sachs | Jordan Alliger | $324 | $283.63 | +13.3% | Mar 22, 2024 |
| Stifel Nicolaus | Bruce Chan | $306 | $284.32 | +7.0% | Mar 22, 2024 |
| UBS | Thomas Wadewitz | $340 | $284.32 | +18.9% | Mar 22, 2024 |
| BMO Capital | Fadi Chamoun | $310 | $284.32 | +8.4% | Mar 22, 2024 |
| Jefferies | Stephanie Moore | $300 | $284.32 | +5.0% | Mar 22, 2024 |
| Stifel Nicolaus | Bruce Chan | $290 | $259.99 | +1.5% | Mar 20, 2024 |
| Melius Research | Conor Cunningham | $310 | $248.59 | +8.4% | Jan 8, 2024 |
| Loop Capital Markets | Fadi Chamoun | $280 | $246.76 | -2.0% | Dec 20, 2023 |
| UBS | Thomas Wadewitz | $323 | $281.92 | +13.0% | Dec 19, 2023 |
| HSBC | Parash Jain | $330 | $264.95 | +15.4% | Oct 2, 2023 |
| Evercore ISI | Jonathan Chappell | $276 | $253.08 | -3.4% | Sep 20, 2023 |
| Morgan Stanley | Ravi Shanker | $200 | $255.44 | -30.0% | Sep 11, 2023 |
| Loop Capital Markets | Fadi Chamoun | $260 | $225.84 | -9.0% | Jun 21, 2023 |
| Morgan Stanley | Ravi Shanker | $186 | $230.56 | -34.9% | Jun 21, 2023 |
| Credit Suisse | Ariel Rosa | $273 | $235.12 | -4.5% | Jun 16, 2023 |
| Morgan Stanley | Ravi Shanker | $180 | $221.72 | -37.0% | Jun 2, 2023 |
| Citigroup | Christian Wetherbee | $285 | $232.26 | -0.3% | Apr 6, 2023 |
| Stephens | Jack Atkins | $290 | $229.93 | +1.5% | Apr 6, 2023 |
| Bernstein | David Vernon | $246 | $220.07 | -13.9% | Mar 17, 2023 |
| Evercore ISI | Jonathan Chappell | $234 | $195.3 | -18.1% | Mar 16, 2023 |
| Citigroup | Christian Wetherbee | $240 | $213.26 | -16.0% | Feb 2, 2023 |
| Morgan Stanley | Analyst unavailable | $145 | $190.92 | -49.3% | Jan 9, 2023 |
| Jefferies | Analyst unavailable | $175 | $177.2 | -38.8% | Dec 22, 2022 |
| Morgan Stanley | Ravi Shanker | $130 | $172.32 | -54.5% | Dec 21, 2022 |
| Evercore ISI | Analyst unavailable | $196 | $169.88 | -31.4% | Dec 21, 2022 |
| Susquehanna | Analyst unavailable | $170 | $171.57 | -40.5% | Dec 21, 2022 |
| Credit Suisse | Analyst unavailable | $211 | $172.2 | -26.2% | Dec 21, 2022 |
| UBS | Analyst unavailable | $225 | $164.35 | -21.3% | Dec 21, 2022 |
| J.P. Morgan | Analyst unavailable | $179 | $164.35 | -37.4% | Dec 21, 2022 |
| Evercore ISI | Analyst unavailable | $202 | $168.78 | -29.3% | Dec 19, 2022 |
| Wells Fargo | Analyst unavailable | $185 | $177.37 | -35.3% | Dec 13, 2022 |
| Deutsche Bank | Analyst unavailable | $217 | $173.21 | -24.1% | Nov 29, 2022 |
| Credit Suisse | Ariel Rosa | $178 | $154.54 | -37.7% | Sep 23, 2022 |
| Deutsche Bank | Amit Mehrotra | $190 | $154.54 | -33.5% | Sep 23, 2022 |
| Goldman Sachs | Jordan Alliger | $215 | $149.33 | -24.8% | Sep 23, 2022 |
| Stifel Nicolaus | J. Bruce Chan | $181 | $149.33 | -36.7% | Sep 23, 2022 |
| J.P. Morgan | Brian Ossenbeck | $195 | $159.6 | -31.8% | Sep 16, 2022 |
| Credit Suisse | Ariel Rosa | $246 | $161.02 | -13.9% | Sep 16, 2022 |
| Stifel Nicolaus | J. Bruce Chan | $195 | $161.02 | -31.8% | Sep 16, 2022 |
| Goldman Sachs | Jordan Alliger | $250 | $161.02 | -12.5% | Sep 16, 2022 |
| Morgan Stanley | Ravi Shanker | $255 | $222.98 | -10.8% | Jul 13, 2022 |
| Credit Suisse | Ariel Rosa | $314 | $230.49 | +9.8% | Jul 11, 2022 |
| Berenberg Bank | William Howard | $275 | $226.71 | -3.8% | Jul 1, 2022 |
| Wells Fargo | Allison Poliniak-Cusic | $282 | $234.2 | -1.3% | Jun 29, 2022 |
| Evercore ISI | Duane Pfennigwerth | $307 | $234.6 | +7.4% | Jun 29, 2022 |
| Stephens | Jack Atkins | $295 | $240.47 | +3.2% | Jun 28, 2022 |
| Loop Capital Markets | Rick Paterson | $339 | $240.47 | +18.6% | Jun 28, 2022 |
| UBS | Thomas Wadewitz | $312 | $240.47 | +9.1% | Jun 28, 2022 |
| Morgan Stanley | Ravi Shanker | $245 | $221.72 | -14.3% | Jun 2, 2022 |
| Truist Financial | Ki Bin Kim | $166 | $210.01 | -41.9% | May 11, 2022 |
| Morgan Stanley | Ravi Shanker | $250 | $217.99 | -12.5% | Apr 4, 2022 |
| Deutsche Bank | Amit Mehrotra | $298 | $230.05 | +4.3% | Mar 28, 2022 |
| Barclays | Brandon Oglenski | $320 | $218.91 | +11.9% | Mar 18, 2022 |
| J.P. Morgan | Brian Ossenbeck | $282 | $218.91 | -1.3% | Mar 18, 2022 |
| UBS | Thomas Wadewitz | $310 | $218.91 | +8.4% | Mar 18, 2022 |
| Stephens | Jack Atkins | $285 | $218.91 | -0.3% | Mar 18, 2022 |
| Wolfe Research | Scott Group | $268 | $218.91 | -6.2% | Mar 18, 2022 |
| Wells Fargo | Allison Poliniak | $277 | $218.91 | -3.1% | Mar 18, 2022 |
| Credit Suisse | Ariel Rosa | $294 | $218.91 | +2.9% | Mar 18, 2022 |
| KeyBanc | Todd Fowler | $300 | $211.13 | +5.0% | Mar 14, 2022 |
| Bernstein | Alex Irving | $333 | $213.18 | +16.5% | Mar 11, 2022 |
| Goldman Sachs | Jordan Alliger | $343 | $244.89 | +20.0% | Jan 24, 2022 |
| Stifel Nicolaus | J. Bruce Chan | $288 | $249.47 | +0.8% | Dec 17, 2021 |
| Loop Capital Markets | Rick Paterson | $324 | $227.45 | +13.3% | Sep 23, 2021 |
| Susquehanna | Bascome Majors | $280 | $227.6 | -2.0% | 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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Get the FDX recap when the next report posts
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 · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-09-25T22:31:11.527251+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-25T22:31:11.524160+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 2026-09-25. For educational purposes only; not investment advice.