FedEx Corporation(FDX)Earnings, Financials & Key RatiosFedEx Corporation (FDX) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q4
while the company has achieved a robust 7.2% FCF margin and strong cash conversion, the ongoing execution risk of the 'One FedEx' consolidation and historical operating margin volatility below 6% warrant a cautious approach.
FedEx Corporation (FDX) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
FedEx Corporation (FDX) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q3 2026Latest | Jun 23, 2026 | $6.31vs $5.91+6.8% | $25.0Bvs $22.9B+9.1% |
| Q2 2026 | Mar 19, 2026 | $5.25vs $3.34+57.2% | $24.0Bvs $23.5B+2.2% |
| Q4 2025 | Dec 18, 2025 | $4.82vs $4.07+18.4% | $23.5Bvs $22.8B+3.1% |
| Q4 2025 | Sep 18, 2025 | $3.83vs $3.60+6.4% | $22.2Bvs $21.6B+2.6% |
Recent stock market news and headlines for FedEx Corporation (FDX)
FedEx Corporation reported a non-GAAP Q4 EPS beat, but GAAP margins compressed and shares declined, signaling deeper concerns. Adjusted EPS growth guidance for 2026 requires margin expansion not yet evident, raising skepticism about the achievability of targets. Valuation models suggest a fair value of $345–$355, implying limited upside and supporting a Hold rating until margin expansion is proven.
FedEx is leaning on DRIVE, Network 2.0 and other efficiency moves to offset soft shipping demand and top-line pressure.
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.
CMA CGM will offer ocean transport and carrier services under a nonexclusive agreement with FedEx and the companies will also work together on select air-cargo capacity solutions.
French shipping group CMA CGM has agreed to acquire FedEx's third-party logistics business for an enterprise value of $1.4 billion, it said on Wednesday, as it seeks to expand its presence in the logistics sector and in the United States.
Key metrics vs top competitors for FedEx Corporation (FDX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $312.88 | $74.66B | 16.87 | 7.73% | 4.68% | 14.85% | 1.84% | |
| $111.96 | $95.13B | 17.07 | -2.49% | 5.94% | 32.98% | — | |
| $202.79 | $23.81B | 76.81 | 1.05% | 4.19% | 19.04% | — | |
| $215.51 | $44.82B | 44.62 | -5.48% | 18.46% | 23.42% | — | |
| $416.00 | $11.09B | 43.70 | 0.79% | 7.84% | 10.04% | — | |
| $275.00 | $25.93B | 44.93 | -0.73% | 5.13% | 17.3% | — |
FedEx Corporation (FDX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
FedEx Corporation (FDX) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jun 25, 2026·SEC
Jun 23, 2026·SEC
Jun 8, 2026·SEC
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FedEx Corporation (FDX) stock FAQ — growth, dividends, profitability & financials explained
FedEx Corporation (FDX) reported $94.72B in revenue for fiscal year 2026. This represents a 722% increase from $11.52B in 1997.
FedEx Corporation (FDX) grew revenue by 7.7% over the past year. This is steady growth.
Yes, FedEx Corporation (FDX) is profitable, generating $4.43B in net income for fiscal year 2026 (4.7% net margin).
Yes, FedEx Corporation (FDX) pays a dividend with a yield of 1.84%. This makes it attractive for income-focused investors.
FedEx Corporation (FDX) has a return on equity (ROE) of 14.8%. This is reasonable for most industries.
FedEx Corporation (FDX) generated $5.12B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
