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Sentiment · FY2026 Q4
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We have a primary relationship with FedEx as a partial carrier.”
Best Buy names FedEx as a primary partial carrier within its supply-chain efficiency efforts.
“we have evolved our carrier strategy and FedEx is now our primary national parcel carrier.”
FedEx became Best Buy's primary national parcel carrier with deeper integration planned, a volume read-through for FedEx's parcel business.
“FedEx has seen a double digit increase in the percentage of customers who signed the contract and proceeded to start shipping”
FedEx unified its data on Salesforce Data Cloud and saw a double-digit increase in customers who signed contracts and began shipping, a customer value proof point.
“Companies like Morgan Stanley and FedEx are leveraging our technology solutions and infusing our Gen AI products into core workflows, and Mastercard is leveraging our technology solutions, including data management platforms, software platforms, and GenAI products and solutions.”
FedEx is named as an IBM client embedding IBM's GenAI products into core workflows, indicating FedEx's investment in AI-enabled operations.
“We're combining ServiceNow's orchestration with FedEx's unique data DNA to provide procurement leaders with trusted insights and our source-to-pay solution.”
ServiceNow is partnering with FedEx DataWorks to combine FedEx's logistics data with ServiceNow orchestration for a source-to-pay solution, with FedEx expanding the relationship beyond procurement.
“obviously, FedEx is planning the separation of its freight business.”
An analyst notes FedEx's planned spinoff of its freight (LTL) business, a structural change among ODFL's largest competitors.
“Notable projects include GI Tech's first U.S. manufacturing facility in Merrillville, Slate Automotive 1.4 million square foot electric truck plant in Warsaw and FedEx' $60 million investment in new distribution center in Gary, collectively projected to generate over 2,600 jobs.”
FedEx is investing $60 million in a new distribution center in Gary, Indiana, part of the economic development growth NiSource is supporting in its Northern Indiana service territory.
“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.
“UPS potentially gets some competitive advantages back with the relationship with the postal service.”
An analyst raises whether UPS regaining a USPS relationship threatens FedEx's share; FedEx downplays the competitive risk. A competitive read-through for UPS.
“Wayfair is a great example of how we're using these tools to help our customers improve their shipment-related communication, and support their customer service teams.”
FedEx cites Wayfair using its visibility tools to cut where-is-my-order calls, a customer read-through for Wayfair.
“this quarter, we won incremental B2B business from BMW.”
FedEx won incremental B2B automotive shipping business from BMW, a customer win read-through for BMW's aftermarket/production logistics.
“The onboarding of our new Amazon business, which is focused on large and heavyweight shipments, is also going well.”
FedEx is onboarding new Amazon volume in large/heavyweight shipments, a customer read-through for Amazon's parcel logistics.
“Our recently announced strategic collaboration with ServiceNow marks an important milestone designed to make life easier for those who manage complex sourcing and procurement operations.”
FedEx announces a strategic collaboration embedding its logistics intelligence into ServiceNow's procurement and supply-chain solutions, a partnership read-through for ServiceNow.
“We are working closely with Boeing, and FAA to ensure the safety of our own MD-11 fleet which we will discuss later on the call.”
FedEx is working with Boeing and the FAA on MD-11 fleet safety after the grounding, a supplier/manufacturer read-through for Boeing.
“In Q1, we prepared for the ramping of our new Amazon business, which was minimal in the first quarter as we expected. We believe the onboarding will be complete by the third quarter, which will support continued U.S. domestic revenue growth in the quarters ahead.”
FedEx is onboarding new Amazon parcel volume ramping through Q3, indicating Amazon is diversifying its carrier mix back toward FedEx.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Scott Group | Wolfe Research | 7 (14%) |
| Jon Chappell | Evercore ISI | 7 (29%) |
| Brian Ossenbeck | JPMorgan | 7 (0%) |
| Chris Wetherbee | Wells Fargo | 7 (0%) |
| Jordan Alliger | Goldman Sachs | 7 (0%) |
| Tom Wadewitz | UBS | 7 (0%) |
| Ariel Rosa | Citigroup | 6 (17%) |
| Ken Hoexter | Bank of America | 6 (33%) |
| Dave Vernon | Bernstein | 6 (33%) |
| Brandon Oglenski | Barclays | 6 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wells Fargo | 1 | 7 (0%) |
| Wolfe Research | 1 | 7 (14%) |
| JPMorgan | 1 | 7 (0%) |
| UBS | 1 |
| 7 (0%) |
| Evercore ISI | 1 | 7 (29%) |
| Goldman Sachs | 1 | 7 (0%) |
| Barclays | 2 | 7 (0%) |
| Bernstein | 1 | 6 (33%) |
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 | Demand | Revenue Growth | Margin | Guidance Reliability | Trade Tariffs | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 5 | 3 | 3 | 1 | 3 | 1 | 3 | |
| 2025Q3 | 4 | 4 | 4 | 2 | 2 | 3 | 3 | 2 |
| 2025Q4 | 5 | 1 | 1 | 2 | 1 | 3 | 4 | 2 |
| 2026Q1 | 1 | 4 | 2 | 4 | 3 | 4 | 5 | 2 |
| 2026Q2 | 6 | 2 | 2 | 5 | 3 | 2 | 1 | 3 |
| 2026Q3 | 5 | 4 | 4 | 3 | 3 | 2 | ||
| 2026Q4 | 2 | 2 | 5 | 6 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | |
|---|---|---|---|---|---|---|---|
| Cost Pressure | 4 | 5 | 1 | 6 | 5 | 2 | |
| Competitive Dynamics | 5 | 4 | 1 | 4 | 2 | 4 | 2 |
| Demand | 3 | 4 | 1 | 2 | 2 | 4 | 5 |
| Revenue Growth | 3 | 2 | 2 | 4 | 5 | 3 | |
| Margin | 1 | 2 | 1 | 3 | 3 | 3 | 6 |
| Guidance Reliability | 3 | 3 | 3 | 4 | 2 | 2 | |
| Trade Tariffs | 1 | 3 | 4 | 5 | 1 | ||
| Innovation & R&D | 3 | 2 | 2 | 2 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
FDX FedEx | 7 | +12.5% | |
| 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% |