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Sentiment · FY2026 Q4
As of FY2026 Q3, the Tellvest earnings-call sentiment score for FedEx (FDX) is 9/10.
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.
Scored from FedEx’s FY2026 Q3 earnings call. The newest quarter is available with Tellvest Pro.
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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 Q3 | $24.00B | +8.3% | $4.35 | +15.7% | 5.6% | 4.4% | $1.04B |
| FY2026 Q4 | $25.01B | +12.5% | $6.60 | -4.1% | 5.8% | 6.4% | $1.79B |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2023 | $90.16B | -3.5% | $15.50 | +8.4% | 6.0% | 4.4% | $2.64B |
| FY2024 | $87.69B | -2.7% | $17.24 | +11.2% | 7.2% | 4.9% | $3.14B |
| FY2025 | $87.93B | +0.3% | $16.88 | -2.1% | 6.9% | 4.7% | $2.98B |
| FY2026 |
| $94.72B |
| +7.7% |
| $18.34 |
| +8.6% |
| 5.8% |
| 4.7% |
| $5.12B |