FedEx
NYSE: FDX
Stock price
291.73 USD
(+62.14%) 5 years
Financial Performance
5Y price score: 80
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 127%
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180.8
52-week range
345.3
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
7.2 %
Dividend Yield TTM
1.6 %
Market cap $
$ 69,018
Price / Earnings TTM
15.9
Price / Book TTM
2.2
PEG TTM
1.5
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
53.3 %
71.4 %
127 %
Free cash flow per share growth
69.1 %
35 %
571 %
Earnings per share growth
(4.1) %
(4.8) %
184.9 %
Founded: 1,971
Employees: 306,000
Business Summary:
Q&A
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Latest Earnings Call Takeaways
2026 Q4 (Jun 23, 2026)
1) Strategic Overview and Leadership Insights - FedEx reported a strong finish to FY 2026, achieving significant value creation and exceeding financial commitments. - The company successfully completed the spin-off of FedEx Freight on June 1, positioning both entities for focused success. - CEO Rajesh Subramaniam emphasized the effectiveness of their transformation strategies, including Network 2.0 and Tricolor, which are enhancing operational efficiency and customer service. - FedEx is committed to a long-term vision targeting a 14% CAGR on the bottom line by CY 2029.
2) Financial Performance and Segment Results - For FY 2026, FedEx grew revenue and adjusted operating income by 8%, with FedEx Express Corporation (FEC) showing a 9% revenue increase and 17% adjusted operating income growth. - Q4 consolidated revenue increased by 13%, with adjusted operating income rising by 3%. FEC revenue grew 14%, driven by strong yield and volume. - Adjusted EPS for FY 2026 was $20.24, with Q4 adjusted EPS at $6.31, exceeding expectations. - The company achieved $4.7 billion in adjusted free cash flow, marking a nearly 100% conversion from adjusted net income.
3) Challenges and Headwinds - FedEx faced significant headwinds, including global trade policy changes, grounding of the MD-11 aircraft fleet, and variable compensation costs. - The decline in adjusted operating income at FedEx Freight negatively impacted overall results, with a $114 million drop in Q4. - Despite these challenges, the company maintained strong operational leverage and cost reduction efforts.
4) Operational Plans and Product Developments - FedEx is advancing its Network 2.0 initiative, with plans for 65% of eligible volume to flow through optimized stations before peak season. - The company launched FedEx Life Sciences to enhance its healthcare transportation capabilities, aiming for nearly $10 billion in healthcare revenue. - FedEx is also focusing on the AI and data center sectors, which are expected to drive double-digit revenue growth. - The company plans to repurchase up to $1 billion in shares and has increased its dividend by 5%.
5) Guidance and Outlook - FedEx initiated an outlook for calendar year 2026, projecting adjusted EPS between $16.90 and $18.10, indicating a 20% growth in the transition year. - The company expects consolidated revenue growth of approximately 11%, supported by strong demand in premium B2B and high-value B2C services. - The next earnings release will cover results from June to September 2026, aligning with the new calendar year reporting cycle.
Bottom line: FedEx's strong performance in FY 2026, driven by strategic initiatives and operational efficiencies, positions the company well for continued growth and shareholder value creation, despite facing notable headwinds. The transition to a calendar year reporting cycle and the focus on high-value segments are expected to enhance profitability moving forward.
Annual Reports, Presentations And IR Contacts
Go to the websiteFedEx — Financial Overview, Stock Price, Market Cap
FedEx is a company. Founded in 1971. As of October 9, 2026, the company's market capitalization is $69017829975 with a current stock price of $291.73.