DailyIQ
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Sector:IndustrialsAll sectors
Last updated 2 minutes ago

FDX·FedEx Corporation

$.
+. (+.%)
After Hours
High
$317.00
Open
$312.00
Market Cap
73.76B
52W High
$404.03
Low
$308.00
P. Close
$315.11
P/E
16.45
52W Low
$216.10
Fwd P/E
15.38
DailyIQ Est.
$373.67
Technical Score (1D)
41
SELL
News Sentiment
63
BULLISH
FedEx announced that its MD‑11 fleet will be fully operational by the end of the year, a shift from the earlier partial return schedule. The accelerated timeline is driven by completed maintenance work and the clearance of regulatory approvals that had previously slowed the aircraft’s return. With the MD‑11s back in service, FedEx will regain significant long‑haul capacity, enabling it to handle larger volumes of e‑commerce shipments across the United States. This capacity boost is expected to improve route efficiency, reducing fuel consumption and transit times for high‑volume corridors. The enhanced long‑haul capability also supports FedEx’s broader service‑expansion strategy, potentially allowing the company to offer new express options or increase frequency on key routes. Over the next 1–10 trading days, investors should monitor any updates on the final regulatory approvals, as delays could temper the expected capacity gains. Additionally, watch for any operational reports that confirm the MD‑11s are indeed returning to service, as this will validate the company’s maintenance progress. Any signs of a smooth return could reinforce confidence in FedEx’s ability to meet rising e‑commerce demand, while setbacks might raise concerns about operational reliability. Finally, keep an eye on FedEx’s quarterly guidance for long‑haul revenue, as the restored fleet could materially affect projected earnings.
Earnings Summary
FedEx Corporation, a global leader in transportation and business services, operates through its Federal Express and FedEx Freight segments, delivering express delivery, freight transportation, and small‑package ground services while also offering e‑commerce and digital solutions such as printing and shipping management; the company’s integrated freight and logistics operations place it firmly within the industrials sector. In the most recent two quarters, FedEx reported Q3 2026 revenue of $24.0 B and EPS of $5.25, up from $22.244 B and $3.83 in Q3 2025, while Q4 2026 revenue rose to $25.007 B and EPS to $6.31 versus $23.469 B and $4.82 in Q4 2025, indicating a steady acceleration in both top‑line and earnings growth; the company has beaten analyst estimates in six of the last seven quarters, with Q2 2025, Q3 2025, Q4 2025, Q2 2026, Q3 2026, and Q4 2026 all exceeding EPS expectations, and only Q1 2025 falling short. Historically, FedEx has maintained a consistent upward trajectory in revenue, with YoY increases from $23.469 B in Q4 2025 to $25.007 B in Q4 2026, and EPS growth from $4.82 to $6.31 over the same period, underscoring a pattern of robust earnings expansion even as the company navigates cost pressures; the company’s earnings beats have largely outpaced revenue growth, reflecting effective margin management. Recent news highlights a 5 % dividend hike to $4.88 per share and the spin‑off of FedEx Freight, which are expected to influence investor sentiment and provide a clearer valuation for each business; the earnings call will also address cost‑management initiatives, freight volume trends, and guidance on margin improvement, all of which are material to the company’s financial outlook. Investors should watch for guidance on freight volume performance, the impact of the freight spin‑off on standalone profitability, and any updates on cost discipline and margin expansion, as these factors will be key to assessing FedEx’s ability to sustain its recent earnings momentum and shareholder returns.

EPS

EstBeatMiss
$3.21$4.08$4.96$5.84$6.71Q3'25Q4'25Q2'26Q3'26Q4'26
QtrEstActual+/−
Q4'26$5.95$6.31+6.0%
Q3'26$4.16$5.25+26.1%
Q2'26$4.02$4.82+19.9%
Q4'25$4.11$4.82+17.2%
Q3'25$3.61$3.83+6.0%

Revenue

EstBeatMiss
$21.8B$22.7B$23.6B$24.5B$25.4BQ3'25Q4'25Q2'26Q3'26Q4'26
QtrEstActual+/−
Q4'26$24.3B$25.0B+3.0%
Q3'26$23.7B$24.0B+1.5%
Q2'26$23.4B$23.5B+0.3%
Q4'25 - $23.5B -
Q3'25 - $22.2B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

FDX Stock Snapshot

FDX is currently trading at $315.00, giving FedEx Corporation a market cap of 73.76B and a P/E ratio of 16.4. Today's range spans $308.00–$317.00, with shares opening at $312.00 and moving down $0.11 (0.0%) from the prior close. DailyIQ's technical score sits at 41/100 (HOLD) with a news sentiment reading of 63/100.

Over the past year FDX has traded between $216.10 and $404.03 - the current price is +45.8% off the 52-week low and -22.0% from the high. 34 analysts cover the stock with a Buy consensus and a mean 12-month target of $352.43 (range $160.00–$479.00), implying upside of +11.9%.

The technical picture for FDX is mixed - score 41/100, HOLD, with the stock at $315.00 (in the middle of its 52-week range) and sentiment bullish at 63/100. For a large-cap in Industrials with 73.76B in capitalization The current P/E ratio stands at 16.4., this is a fairly common pre-earnings or pre-macro-event posture. Annual range: $216.10–$404.03. Neutral signals at this size often resolve sharply once a catalyst provides directional conviction.

In neutral phases, large-cap Industrials names like FDX are often where sector rotation debates play out quietly — at 73.76B in capitalization, the stock receives incremental allocation from funds reducing mega-cap exposure without the volatility of a small-cap entry. The 41/100 (HOLD) and bullish sentiment (63/100) at $315.00 (in the middle of its 52-week range) describe a stock that is being considered rather than avoided.