Inferra AIResearch Tools

Inferra AI / Company / FDX

FedEx

FDX · Industrials

Last earnings Oct 28, 2026

Key results

Revenuequarter

$90 billion

With annual revenue of $90 billion, the company offers integrated business solutions utilizing its flexible, efficient, and intelligent global network.

SEC original ↗FedEx — Earnings release (8-K exhibit)EX-99Oct 28, 2026

AI analysis

Q3 2026 · reported Oct 28, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q3 2026
$90B
EX-99 · Oct 28, 2026

Headline figures

MetricQ3 2026Prior qtrYear ago
Revenue$90 billion$86 billion—

EX-99 · Oct 28, 2026

Guidance · company-stated

Direction: Raised

Company outlook

“1 Document FedEx Reports Strong Third Quarter Results Completed $2 Billion of Share Repurchases in June-September Period Raises Full-year Calendar 2026 Earnings Outlook MEMPHIS, Tenn.”

Company outlook

“Pension Contributions $475 million Unchanged from the prior forecast.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Dividend$4.1B

htm EX-99.1 Document FedEx Reports Strong Third Quarter Results Completed $2 Billion of Share Repurchases in June-September Period Raises Full-year Calendar 2026 Earnings Outlook MEMPHIS, Tenn.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

FedEx Reports Strong Third Quarter Results Completed $2 Billion of Share Repurchases in June-September Period Raises Full-year Calendar 2026 Earnings Outlook

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

Company outlook: “1 Document FedEx Reports Strong Third Quarter Results Completed $2 Billion of Share Repurchases in June-September Period Raises Full-year Calendar 2026 Earnings Outlook MEMPHIS, Tenn.”

Company outlook: “Pension Contributions $475 million Unchanged from the prior forecast.”

Company outlook — Raised (“Raises”)
“1 Document FedEx Reports Strong Third Quarter Results Completed $2 Billion of Share Repurchases in June-September Period Raises Full-year Calendar 2026 Earnings Outlook MEMPHIS, Tenn.”

Company outlook — Raised (“increase”)
“As our strong operating results and adjusted free cash flow demonstrate, FedEx is winning across high-value market segments while we optimize our network, driving an increase to our full-year outlook, said Raj Subramaniam, FedEx Corp.”

Company outlook — Reiterated (“Unchanged”)
“Pension Contributions $475 million Unchanged from the prior forecast.”

Company outlook — Reiterated (“Unchanged”)
“9 billion Unchanged from the prior forecast.”

Classified from the release's primary full-year outlook statement.

Capital allocation

htm EX-99.1 Document FedEx Reports Strong Third Quarter Results Completed $2 Billion of Share Repurchases in June-September Period Raises Full-year Calendar 2026 Earnings Outlook MEMPHIS, Tenn.

SEC original ↗FedEx — Earnings release (8-K exhibit)EX-99Oct 28, 2026

FedEx utilized cash proceeds from the approximately $4.1 billion dividend received from FedEx Freight following the spin-off, as well as cash on hand, to fund cash tender offers for approximately $4.9 billion aggregate principal amount of outstanding debt securities, resulting in a non-GAAP, pre-tax gain of $627 million.

SEC original ↗FedEx — Earnings release (8-K exhibit)EX-99Oct 28, 2026

FedEx completed $2.0 billion in stock repurchases via open market and accelerated share repurchase transactions in June through September.

SEC original ↗FedEx — Earnings release (8-K exhibit)EX-99Oct 28, 2026

Approximately 6.3 million shares were repurchased, with the decrease in outstanding shares benefiting third quarter results by $0.02 per diluted share.

SEC original ↗FedEx — Earnings release (8-K exhibit)EX-99Oct 28, 2026

FedEx will continue to be opportunistic with stock repurchases.

SEC original ↗FedEx — Earnings release (8-K exhibit)EX-99Oct 28, 2026

As of September 30, 2026, $4.3 billion remained available for repurchases under the company s 2026 stock repurchase authorization.

SEC original ↗FedEx — Earnings release (8-K exhibit)EX-99Oct 28, 2026

Strategy & priorities

As we advance our transformation, we 1 remain committed to disciplined operational execution to reduce our cost-to-serve while focusing on profitable growth.

SEC original ↗FedEx — Earnings release (8-K exhibit)EX-99Oct 28, 2026

We have the right strategy in place to continue to be the world s premier B2B parcel and air freight provider, leverage our digital insights to unlock new markets, and use disciplined capital allocation to create additional stockholder value.

SEC original ↗FedEx — Earnings release (8-K exhibit)EX-99Oct 28, 2026

Domestic segment operating income increased during the quarter, driven by higher package yields, increased package volume, improved service mix, and continued cost savings from transformation initiatives.

SEC original ↗FedEx — Earnings release (8-K exhibit)EX-99Oct 28, 2026

The transaction represents another important step in the ongoing transformation of FedEx, advancing its strategy to simplify its portfolio, sharpen its focus, and concentrate resources on the areas where the company is best positioned to create long-term value.

SEC original ↗FedEx — Earnings release (8-K exhibit)EX-99Oct 28, 2026

Our solid third quarter results and higher 2026 financial outlook reflect the focused execution of our strategy, demonstrating momentum toward our 2029 financial targets, said Claude Russ, FedEx Corp.

SEC original ↗FedEx — Earnings release (8-K exhibit)EX-99Oct 28, 2026

Risks & headwinds

Cash and Capital Returns Cash on-hand as of September 30, 2026 was $8 billion, which included approximately $2.7 billion in IEEPA tariff refunds held for refund to customers.

SEC original ↗FedEx — Earnings release (8-K exhibit)EX-99Oct 28, 2026

employees at Federal Express Corporation under the Railway Labor Act of 1926, as amended our ability to quickly and effectively restore operations following adverse weather or a localized disaster or disturbance in a key geography the effects of a widespread outbreak of an illness or any other communicable disease or public health crises any liability resulting from and the costs of defending against litigation, including refunds of tariffs our ability to achieve or demonstrate progress on our goal of carbon-neutral operations by 2040 successful completion 6 of future stock repurchases and other factors which can be found in FedEx Corp.

SEC original ↗FedEx — Earnings release (8-K exhibit)EX-99Oct 28, 2026

Such forward-looking statements are subject to risks, uncertainties and other factors which could cause actual results to differ materially from historical experience or from future results expressed or implied by such forward-looking statements.

SEC original ↗FedEx — Earnings release (8-K exhibit)EX-99Oct 28, 2026

Legal Proceedings 49 ITEM 1A.

SEC original ↗FedEx — 10-Q Quarterly report10-QOct 28, 2026

IEEPA TARIFF REFUND PROGRAM .

SEC original ↗FedEx — 10-Q Quarterly report10-QOct 28, 2026

Supreme Court issued a decision invalidating tariffs imposed under the International Emergency Economic Powers Act ( IEEPA ).

SEC original ↗FedEx — 10-Q Quarterly report10-QOct 28, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

RELX (RELX) IndustrialsThomson Reuters (TRI) IndustrialsVertiv (VRT) IndustrialsCanadian National Railway (CNI) IndustrialsAerCap Holdings (AER) IndustrialsCanadian Pacific Kansas City (CP) IndustrialsGeneral Dynamics (GD) IndustrialsA. O. Smith (AOS) Industrials
Documents

Filings

122 documents

Earnings releases

65 documents

Presentations

0 documents

No presentations for FedEx are held in this edition of the library.

Transcripts

0 documents

No transcripts for FedEx are held in this edition of the library.

Mentioned by

13 companies

Other tracked companies whose held documents mention FedEx by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.