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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Scott Group | Wolfe Research | 7 questions · 43% challenging |
| Jon Chappell | Evercore ISI | 7 questions · 43% challenging |
| Brian Ossenbeck | JPMorgan | 7 questions · 0% challenging |
| Chris Wetherbee | Wells Fargo | 7 questions · 0% challenging |
| Jordan Alliger | Goldman Sachs | 7 questions · 0% challenging |
| Tom Wadewitz | UBS | 7 questions · 14% challenging |
| Ariel Rosa | Citigroup | 6 questions · 17% challenging |
| Ken Hoexter | Bank of America | 6 questions · 33% challenging |
| David Vernon | Bernstein | 6 questions · 33% challenging |
| Brandon Oglenski | Barclays | 6 questions · 17% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| UBS | 1 analyst | 7 questions · 14% challenging |
| Wells Fargo | 1 analyst | 7 questions · 0% challenging |
| JPMorgan | 1 analyst | 7 questions · 0% challenging |
| Stephens | 2 analysts | 7 questions · 0% challenging |
| Evercore ISI | 1 analyst | 7 questions · 43% challenging |
| Goldman Sachs | 1 analyst | 7 questions · 0% challenging |
| Barclays | 2 analysts | 7 questions · 14% challenging |
| Wolfe Research | 1 analyst | 7 questions · 43% challenging |
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.
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 |
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $21.58B | -0.5% | $3.21 | -24.3% | 5.6% | 3.7% | $420M |
| FY2025 Q2 | $21.97B | -0.9% | $3.03 | -14.6% | 6.3% | 3.4% | $500M |
| FY2025 Q3 | $22.16B | +1.9% | $3.76 | +7.1% | 6.6% | 4.1% | $1.01B |
| FY2025 Q4 | $22.22B | +0.5% | $6.88 | +15.8% | 8.9% | 7.4% | $1.05B |
| FY2026 Q1 | $22.24B | +3.1% | $3.46 | +7.8% | 5.8% | 3.7% | $1.09B |
| FY2026 Q2 | $23.47B | +6.8% | $3.93 | +29.7% | 5.9% | 4.1% | $1.19B |
| FY2026 Q3Selected | $24.00B | +8.3% | $4.35 | +15.7% | 5.6% | 4.4% | $1.04B |
| FY2026 Q4 | $25.01B | +12.5% | $6.60 | -4.1% | 8.4% | 6.4% | $1.79B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Calendar quarter Q1 2026Earnings call Mar 19, 2026
FY2026 Q3 in brief
Record peak season profitability powered 8% revenue growth with EPS up 16% to $5.01 as FedEx delivered its strongest quarter in the recovery.
Newest quarter FY2026 Q4 is part of Pro · see what Pro adds →
GAAP revenue YoY +8.30% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for FedEx (FDX), FY2026 Q3: 9/10. Scores: FedEx’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: FDX daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
What FDX and other companies said about each other on FY2026 Q3 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“And with respect to FedEx, we've been competing against them for years. And the priority and the economy is not a new service offering.”
Old Dominion downplays the competitive threat from a soon-to-be-independent FedEx Freight, noting its priority/economy dual-service offering is not new.
“This collaboration nicely complements our partnership with Dexterity, which provides robots for trailer loading.”
FedEx partners with Dexterity for trailer-loading robots, part of its warehouse automation pilots expected to deploy later in the calendar year.
“we announced the implementation of a new autonomous robotic system from Berkshire Grey, the Scoop robotic package unloader.”
FedEx is piloting Berkshire Grey's Scoop robotic package unloader for trailer unloading, signaling a physical-AI automation vendor relationship.
“we also announced our participation in a consortium, making an offer for all shares of InPost.”
FedEx joined a consortium bidding for InPost, praising its profitable out-of-home delivery presence in Europe, while stating the two will remain competitors and not integrate operations.
“our strategic collaboration with Dun & Bradstreet. Together, we will be launching the Dun & Bradstreet and FedEx Dataworks' Retail Momentum Index”
FedEx and Dun & Bradstreet are jointly launching a Retail Momentum Index, combining shipping and business data into a read on US retail supply and demand.
“that is where you will see the majority of the Amazon volume. It is still ramping, and it is not material in this quarter”
FedEx is onboarding Amazon home-delivery (big-and-heavy) volume through its ground/home-delivery network; it is still ramping, expected to be accretive but not a top customer.
| 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% |