Fedex Corp
FDX
Market Cap$57.72B
Close$
Earnings Call Q1 2026
September 18, 2025 - AI Summary
Q1 Fiscal 2026 Performance: FedEx reported a solid quarter with a 3% year-over-year revenue increase, reaching $3.83 in adjusted earnings per share (EPS), a 6% increase from the previous year. Adjusted operating income grew by 7%, showcasing resilience amid global trade volatility. Notably, Federal Express Corporation (FEC) revenue grew by 4%, with a 17% increase in adjusted operating income, highlighting the effectiveness of their operational strategies.
Revenue Growth Outlook: For the full fiscal year, FedEx expects adjusted EPS to be between $17.20 and $19. The revenue growth forecast is set at 4% to 6%, with the midpoint expecting a consolidated revenue growth of 5%. This includes the expectation of strong performance in U.S. domestic packages and a flat to modestly up performance in FedEx Freight, contingent on market conditions.
Global Trade Challenges: A significant challenge for FedEx is the anticipated $1 billion headwind due to global trade issues, primarily caused by the elimination of the de minimis exemption impacting international export revenues, especially from China. In Q1, FedEx faced a $150 million headwind, and this pressure is expected to increase in subsequent quarters as the demand and trade environment evolves.
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$176.65
27.8% downside
Current Fair Value
27.8% downsideOvervalued by 27.8% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $57.72 Billion |
|---|---|
| Enterprise Value | $69.17 Billion |
| Dividend Yield | $5.66 (2.31%) |
| Earnings per Share | $16.96 |
| Beta | 1.29 |
| Outstanding Shares | 243,000,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 14.42 |
|---|---|
| PEG | 381.66 |
| Price to Sales | 0.67 |
| Price to Book Ratio | 0.61 |
| Enterprise Value to Revenue | 0.78 |
| Enterprise Value to EBIT | 11.69 |
| Enterprise Value to Net Income | 16 |
| Total Debt to Enterprise | 0.25 |
| Debt to Equity | 0.18 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Fedex Corp
600,000 employees
CEO: Frederick Smith FedEx Corp. provides customers and businesses worldwide with a broad portfolio of transportation, e-commerce and business services. With annual revenue of $75 billion, the company offers integrated business solutions through operating co...