FedEx Beats Q4 Estimates But Stock Drops on Weak FY2027 Outlook
Despite beating Q4 expectations with 13% revenue growth to $25B and $6.31 EPS, FedEx shares declined on weaker-than-expected calendar 2026 outlook and post-spin-off uncertainty.
Despite beating Q4 expectations with 13% revenue growth to $25B and $6.31 EPS, FedEx shares declined on weaker-than-expected calendar 2026 outlook and post-spin-off uncertainty.
Amazon launched a service that lets companies use its delivery network for shipping, storage, and faster logistics with AI support. FedEx and UPS shares fell amid fears of new competition.
Amazon will keep using USPS for most deliveries, sending over 1B packages yearly and supporting its finances and jobs.
FedEx (FDX) raised its full-year fiscal 2026 adjusted EPS guidance to $19.30–$20.10 and revenue growth forecast to 6.0%-6.5% after strong Q3 results. Adjusted earnings hit $5.25 per share, beating estimates.
FedEx surprises with stronger-than-expected Q3 earnings and unveils bold 2029 targets including $98B revenue and 8% margins. Focus on AI, high-profit areas, and efficiency drives optimism for investors.
Bernstein and Wells Fargo upgraded FedEx stock, citing better fundamentals, a freight spinoff, and strong earnings potential through 2029.