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Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Tom Wadewitz | UBS | 6 | 0% |
| Brian Ossenbeck | JPMorgan | 6 | 0% |
| Jordan Alliger | Goldman Sachs | 6 | 0% |
| Jon Chappell | Evercore ISI | 6 | 33% |
| Chris Wetherbee | Wells Fargo | 6 | 0% |
| Scott Group | Wolfe Research | 6 | 17% |
| Ken Hoexter | Bank of America | 5 | 40% |
| Richa Harnain | Deutsche Bank | 5 | 0% |
| Dave Vernon | Bernstein | 5 | 40% |
| Conor Cunningham | Melius Research | 5 | 40% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wells Fargo | 1 | 6 | 0% |
| Wolfe Research | 1 | 6 | 17% |
| JPMorgan | 1 | 6 | 0% |
| UBS | 1 |
| 6 |
| 0% |
| Evercore ISI | 1 | 6 | 33% |
| Goldman Sachs | 1 | 6 | 0% |
| Barclays | 2 | 6 | 0% |
| Bernstein | 1 | 5 | 40% |
Record peak season profitability powered 8% revenue growth with EPS up 16% to $5.01 as FedEx delivered its strongest quarter in the recovery. Network 2.0 reached 35% of volume with savings targets exceeded, while FEC expanded adjusted operating margin for the sixth consecutive quarter. Management raised FY2026 EPS guidance significantly to $19.30-$20.10, a 7% increase at the midpoint, earning a +2 guidance adjustment for a final score of 9.
Cost Pressure | Competitive Dynamics | Revenue Growth | Guidance Reliability | Demand | Trade Tariffs | Margin | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 5 | 3 | 3 | 3 | 1 | 1 | 3 | |
| 2025Q3 | 4 | 4 | 2 | 3 | 4 | 3 | 2 | 2 |
| 2025Q4 | 5 | 1 | 2 | 3 | 1 | 4 | 1 | 2 |
| 2026Q1 | 1 | 4 | 4 | 4 | 2 | 5 | 3 | 2 |
| 2026Q2 | 6 | 2 | 5 | 2 | 2 | 1 | 3 | 3 |
| 2026Q3 | 5 | 4 | 3 | 2 | 4 | 3 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|
| Cost Pressure | 4 | 5 | 1 | 6 | 5 | |
| Competitive Dynamics | 5 | 4 | 1 | 4 | 2 | 4 |
| Revenue Growth | 3 | 2 | 2 | 4 | 5 | 3 |
| Guidance Reliability | 3 | 3 | 3 | 4 | 2 | 2 |
| Demand | 3 | 4 | 1 | 2 | 2 | 4 |
| Trade Tariffs | 1 | 3 | 4 | 5 | 1 | |
| Margin | 1 | 2 | 1 | 3 | 3 | 3 |
| Innovation & R&D | 3 | 2 | 2 | 2 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
FDX FedEx | 9 | +8.3% | |
| CHRW C.H. Robinson | 4 | -0.8% | |
| EXPD Expeditors International | 7 | +4.4% | |
| JBHT J.B. Hunt | 7 | +4.6% | |
| UPS United Parcel Service | 3 | -1.6% |