Earnings summaries and quarterly performance for FEDEX.
Executive leadership at FEDEX.
Rajesh Subramaniam
Detailed
President and Chief Executive Officer
CEO
BA
Brie A. Carere
Detailed
Executive Vice President – Chief Customer Officer
GF
Gina F. Adams
Detailed
Executive Vice President, General Counsel and Secretary
JA
John A. Smith
Detailed
Chief Operating Officer – United States and Canada, Federal Express
JW
John W. Dietrich
Detailed
Executive Vice President and Chief Financial Officer
Board of directors at FEDEX.
AB
Amy B. Lane
Detailed
Director
FP
Frederick P. Perpall
Detailed
Director
JC
Joshua Cooper Ramo
Detailed
Director
MR
Marvin R. Ellison
Detailed
Director
NA
Nancy A. Norton
Detailed
Director
PS
Paul S. Walsh
Detailed
Director
RB
R. Brad Martin
Detailed
Chairman of the Board
RW
Richard W. Smith
Detailed
Director
SD
Silvia Davila
Detailed
Director
SE
Stephen E. Gorman
Detailed
Director
SC
Susan C. Schwab
Detailed
Director
SP
Susan Patricia Griffith
Detailed
Lead Independent Director
Research analysts who have asked questions during FEDEX earnings calls.
BO
Brian Ossenbeck
JPMorgan Chase & Co.
8 questions for FDX
Also covers: ARCB, CHRW, CNI +18 more
JC
Jonathan Chappell
Evercore ISI
8 questions for FDX
Also covers: ASC, CHRW, CNI +20 more
JA
Jordan Alliger
Goldman Sachs
8 questions for FDX
Also covers: ARCB, CSX, JBHT +13 more
SG
Scott Group
Wolfe Research
8 questions for FDX
Also covers: AAL, ALGT, ALK +35 more
BO
Brandon Oglenski
Barclays
7 questions for FDX
Also covers: AAL, ALGT, ALK +21 more
Christian Wetherbee
Wells Fargo
7 questions for FDX
Also covers: ARCB, CHRW, CNI +14 more
Bascome Majors
Susquehanna Financial Group
6 questions for FDX
Also covers: CHRW, CNI, CSX +20 more
Conor Cunningham
Melius Research
6 questions for FDX
Also covers: AAL, ABNB, ALGT +16 more
DV
David Vernon
Sanford C. Bernstein & Co., LLC
6 questions for FDX
Also covers: AAL, AUR, CNI +8 more
Ken Hoexter
BofA Securities
6 questions for FDX
Also covers: ARCB, CHRW, CNI +21 more
DI
Daniel Imbro
Stephens Inc.
5 questions for FDX
Also covers: ARCB, CHRW, CNI +23 more
JS
Jason Seidl
TD Cowen
5 questions for FDX
Also covers: ARCB, CHRW, CSX +17 more
RH
Richa Harnain
Deutsche Bank
5 questions for FDX
Also covers: CHRW, CSX, KNX +7 more
TW
Tom Wadewitz
UBS Group
5 questions for FDX
Also covers: ARCB, CHRW, CNI +19 more
JB
J. Bruce Chan
Stifel
4 questions for FDX
Also covers: ARCB, CENN, CHRW +14 more
AR
Ariel Rosa
Citigroup
3 questions for FDX
Also covers: ARCB, CHRW, CNI +16 more
Stephanie Moore
Jefferies
3 questions for FDX
Also covers: APG, ARCB, ARMK +30 more
Thomas Wadewitz
UBS
3 questions for FDX
Also covers: ALK, ARCB, CHRW +20 more
AR
Ari Rosa
Citigroup Inc.
2 questions for FDX
Also covers: ARCB, CP, CSX +4 more
Jeffrey Kauffman
Vertical Research Partners
2 questions for FDX
Also covers: ARCB, CHRW, CMI +14 more
RS
Ravi Shanker
Morgan Stanley
2 questions for FDX
Also covers: AAL, ALGT, ALK +27 more
Reed Seay
Stephens Inc.
2 questions for FDX
Also covers: ARCB, CHRW, KEX +5 more
BO
Brandon Oglendski
Barclays PLC
1 question for FDX
Also covers: JBLU
BC
Bruce Chan
Stifel Financial Corp.
1 question for FDX
Also covers: ARCB, ODFL, UPS +1 more
CW
Chris Wetherbee
Wells Fargo & Company
1 question for FDX
Also covers: ARCB, CNI, CP +10 more
EA
Elliot Alper
TD Cowen
1 question for FDX
Also covers: ARCB, CVLG, HUBG +5 more
RH
Richa Harned
Deutsche Bank
1 question for FDX
Also covers: NSC
Recent press releases and 8-K filings for FDX.
FedEx launches Retail Momentum Index with Dun & Bradstreet
FDX
Product Launch
- FedEx Dataworks and Dun & Bradstreet have launched the Retail Momentum Index, combining shipping data and business signals as a near–real–time leading indicator of U.S. retail activity.
- The Index integrates FedEx’s surface and air shipping data with Dun & Bradstreet’s maritime volumes, container delays, and business entity insights to detect inflection points ahead of government reports.
- Q4 2025 data show year-over-year retail momentum contraction improved to -10.3%, compared to -21.0% in Q4 2024.
- Returns volumes declined 38.4% from 2023–24 and 54.5% from 2024–25, indicating stronger demand quality.
- Retail activity is projected to remain broadly stable through H1 2026, with credit health improving after three Federal Reserve rate cuts in 2025.
1 day ago
FedEx shares rise after multiple analyst upgrades
FDX
- Wells Fargo upgraded FedEx to Overweight and raised its price target to $380, a 28.8% increase over its prior target.
- Baird raised its FedEx target to $427 and projects an Express margin expansion of ~200 bps, implying potential earnings power of $21–$27 per share.
- FedEx’s market cap is $82.41 billion, fiscal 2025 revenue was $90.09 billion, operating margin 10.77%, and net margin 4.81%; the Federal Express segment represents 86% of total revenue.
- Other recent analyst actions include Rothschild & Co’s downgrade to Neutral with a $317 target, Bernstein’s Market Perform at $306, and BofA’s Neutral at $315.
3 days ago
FedEx offers AI-powered post-purchase tracking and returns
FDX
Product Launch
- FedEx launches FedEx Tracking+ and FedEx Returns+, AI-powered, white-labeled tools embedded in shippers’ own digital channels to streamline post-purchase experiences.
- Key capabilities include automated responses to delivery and return inquiries, performance insights, pattern and anomaly detection, and automated policy adjustments based on merchant-defined rules.
- parcelLab reports 42% fewer “Where is My Order” inquiries, 85% higher customer retention, and 42% more repeat purchases for tracking users; returns users see 3× repeat purchases, 60% higher average order value, and 17% fewer “Where is My Return” inquiries.
4 days ago
FedEx announces operational transformation plan in France
FDX
New Projects/Investments
Layoffs
- FedEx in France proposed a transformation programme including a confirmed investment of up to €78 million in new infrastructure and technology to modernise and simplify domestic operations.
- The ground network redesign will scale down the station footprint from 103 to 86, and may reduce up to 500 operational positions, affecting schedules or locations for up to 800 team members.
- The plan could create over 770 new full-time and part-time operations roles as a result of network redesign and technological enhancements, prioritising affected employees for these positions.
- FedEx will roll out an innovative digital platform, proven in the U.S., to digitise and unify systems, modernise scanning processes, and enhance route optimisation for improved service levels.
Jan 29, 2026, 9:15 PM
FedEx prices $3.7B senior notes for Freight spin-off
FDX
Debt Issuance
- FedEx Freight Holding Company priced $3.7 billion of senior unsecured notes in four tranches (4.300% due 2029, 4.650% due 2031, 4.950% due 2033, 5.250% due 2036) to finance the planned spin-off of its LTL freight business.
- The Spin-Off, expected on June 1, 2026, will separate FedEx’s less-than-truckload services into a new public company; net proceeds will be held in a segregated account until closing.
- The notes are initially guaranteed by FedEx and Freight Inc.; upon consummation, FedEx’s guarantee will be released and FedEx Custom Critical, Inc. will also guarantee the debt.
- If the Spin-Off is not completed by February 5, 2027, the notes will be redeemed at 101% of principal plus accrued interest.
Jan 27, 2026, 9:59 PM
FedEx launches senior notes offering for FedEx Freight spin-off
FDX
Debt Issuance
- FedEx Freight Holding Company commenced a private offering of senior notes to finance its planned spin-off from FedEx Corp.
- The spin-off will result in the Issuer operating FedEx’s less-than-truckload (LTL) freight business as a standalone entity.
- Proceeds from the offering are earmarked to fund the financing structure of the separation transaction.
Jan 23, 2026, 3:31 PM
FedEx launches senior notes offering for planned Freight spin-off
FDX
Debt Issuance
- FedEx Freight Holding Company, Inc. commenced a private offering of senior notes to finance the planned spin-off of its less-than-truckload freight services business, expected to complete on June 1, 2026.
- The Issuer will distribute the net proceeds from the notes offering to FedEx as consideration for the contribution of assets in connection with the spin-off.
- The senior notes are unregistered in the US and are being offered to qualified institutional buyers under Rule 144A and, outside the US, to non-US persons under Regulation S.
- The spin-off will separate FedEx’s LTL segment—which includes FedEx Freight Direct, LTL Select, and FedEx Custom Critical—into a standalone public company.
Jan 23, 2026, 3:31 PM
FedEx plans Freight spin-off
FDX
- FedEx has filed a Form 10 with the SEC to spin off FedEx Freight into an independent, publicly traded company expected to list on the NYSE under ticker FDXF around June 1, 2026.
- FedEx Freight reported $8.9 billion in fiscal 2025 revenue and a 15.8% operating margin.
- The unit is portrayed as North America’s largest LTL carrier by revenue with approximately 26,000 doors, 355 service terminals and 39,000 employees.
- A 10-member board will oversee the standalone company, chaired by R. Brad Martin with John Smith as incoming president and CEO; FedEx may retain up to 19.9% of shares to preserve tax benefits.
- Network rightsizing has included closing 37 terminals and concentrating capacity—by door count—in high-density markets, covering about 65% of industry volume.
Jan 16, 2026, 1:22 PM
FedEx announces spin-off of FedEx Freight and board appointments
FDX
Board Change
- FedEx filed a Form 10 registration statement with the SEC for the planned spin-off of FedEx Freight, reflecting progress toward launching the business as an independent, industry-leading company on June 1, 2026.
- FedEx named a ten-member board of directors for the future independent FedEx Freight, chaired by R. Brad Martin and including incoming CEO John Smith as a director.
Jan 16, 2026, 1:01 PM
FedEx announces board for FedEx Freight spin-off
FDX
Board Change
- FedEx Corp has named a ten-member board for its planned FedEx Freight spin-off on June 1, 2026.
- R. Brad Martin will serve as board chair and John A. Smith as president and CEO of the independent FedEx Freight.
- The board comprises industry veterans in transportation, logistics, finance and technology, including executives from Dollar Tree, UPS and IBM.
- FedEx Freight is North America’s largest LTL carrier, operating nearly 30,000 vehicles, 39,000 team members and 355 service centers, offering Priority, Economy, Direct and Custom Critical services.
Jan 16, 2026, 1:01 PM
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