FedEx continues to face risks from uncertain trade and tariff policies. The company is continuing to improve its top-line and margins, leading to even faster bottom-line improvements. The company has a tough to reproduce portfolio of assets showing its financial strength and returns.
FedEx Corp. delivered a Q1 beat and issued FY26 guidance, but I maintain a SELL rating with a $200 price target. Despite improvements in the Express segment and cost savings, FDX's long-term growth prospects remain challenged by weak international volumes and overreliance on cost cutting. Current valuation appears stretched, with weak momentum and ambitious management targets unlikely to be met given competitive and macro headwinds.
CNBC's Jim Cramer discusses FedEx's latest earnings report and what he thinks of its stock performance.
FedEx Corporation (NYSE:FDX ) Q1 2026 Earnings Call September 18, 2025 5:30 PM EDT Company Participants Jenifer Hollander - Vice President of Investor Relations Rajesh Subramaniam - President, CEO & Director Brie Carere - Executive VP & Chief Customer Officer John Dietrich - Executive VP & CFO Conference Call Participants Jordan Alliger - Goldman Sachs Group, Inc., Research Division Ken Hoexter - BofA Securities, Research Division Bascome Majors - Susquehanna Financial Group, LLLP, Research Division Scott Group - Wolfe Research, LLC Thomas Wadewitz - UBS Investment Bank, Research Division Jonathan Chappell - Evercore ISI Institutional Equities, Research Division Brandon Oglenski - Barclays Bank PLC, Research Division Christian Wetherbee - Wells Fargo Securities, LLC, Research Division Richa Harnain Ravi Shanker - Morgan Stanley, Research Division Brian Ossenbeck - JPMorgan Chase & Co, Research Division J. Bruce Chan - Stifel, Nicolaus & Company, Incorporated, Research Division David Vernon - Sanford C.
FedEx (FDX) came out with quarterly earnings of $3.83 per share, beating the Zacks Consensus Estimate of $3.65 per share. This compares to earnings of $3.6 per share a year ago.
FedEx shares jumped in extended trading Thursday after the shipping giant reinstated its full-year outlook.
FedEx's stock rallies in extended trading after logistics company reinstates outlook for the full year
Evercore ISI downgrades FedEx shares to Hold from Buy.
FedEx will report a quarterly profit hit from President Donald Trump's decision to end tariff-exempt treatment for popular direct-to-consumer shipments when the global delivery firm reports results on Thursday, analysts said.
FedEx (NYSE: FDX) is set to disclose its fiscal Q1 2026 earnings on Thursday, September 18, 2025 (the fiscal year concludes in May). Historically, FDX stock has typically responded adversely to earnings announcements.
Besides Wall Street's top-and-bottom-line estimates for FedEx (FDX), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended August 2025.
FedEx faces tariff headwinds, weak demand, and a mixed earnings history as investors eye Q1 results and management updates.