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.

The EEOC has sued FedEx, alleging the company discriminated against blind package handlers at its North Carolina facility by failing to provide reasonable workplace accommodations.

FedEx Corp (NYSE:FDX) slipped 1.8% to $323.57 after FedEx Freight (FDXF) reported mixed quarterly results.

FedEx Corporation stock delivered over 70% total returns since last fall, but I now downgrade to Hold due to shifting risk/reward. The Freight spinoff clarifies strategic focus and enables a $4.15B debt buyback, reducing leverage and financial risk. FDX's fiscal Q4 showed resilient volumes, strong yield growth, and robust top-line/EPS beats.

MEMPHIS, Tenn.--(BUSINESS WIRE)--FedEx Corp. (NYSE: FDX) (“FedEx”) today announced that it has commenced cash tender offers (each, an “Offer” and, collectively, the “Offers”) for the maximum principal amount of validly tendered (and not validly withdrawn) notes set forth below (collectively, the “Notes”), such that the aggregate purchase price, not including accrued and unpaid interest, payable in respect of such Notes will not exceed $4.15 billion (the “Offer Cap”). The Offers are being made p.

FedEx TodayFDXFedEx$316.89 -0.35 (-0.11%) As of 06/24/2026 03:59 PM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$172.88▼$345.36Dividend Yield1.54%P/E Ratio17.12Price Target$351.60Add to WatchlistFedEx NYSE: FDX shares fell more than 5% following its Q4 fiscal year 2026 (FY2026) earnings release, raising the question of whether it's time to get out of this recovery story or lean harder into the trade.

FedEx Corporation is now a more focused express and ground parcel business post-Freight spinoff, simplifying analysis and investment decisions. FY26 results showed strong pricing power, with revenue up 9.3% and adjusted operating margin at 7.7%, driven by yield increases across premium segments. Despite positive volume and mix trends, limited segment disclosure and transitional costs create valuation uncertainty; FDX trades at a premium to UPS on P/E but appears undervalued on a sum-of-the-parts basis.