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17:00
Jun 23 ◎
Jun 23 ◎
FDX
BA
▾
HIGH
Management expressed strong optimism, highlighted record free cash flow, and initiated CY26 guidance implying 20% EPS growth, driven by profitable growth in premium verticals and network transformation.
"I have never been more confident on our path ahead."
FDX WATCH
FedEx's MD-11 grounding and return to service involves close coordination with Boeing, indicating ongoing support and potential repair work for Boeing.
"We began safely returning the MD-11s to service last month, working in lockstep with Boeing, the FAA and the NTSB."
BA WATCH
HIGH
17:30
Mar 19 ◎
Mar 19 ◎
FDX
INPST
BGRY
DNB
AMZN
▾
HIGH
Management raised full-year EPS guidance by ~$1.40 at midpoint, citing strong FEC margin expansion, cost discipline, and sustained demand, despite headwinds from LTL softness and MD-11 grounding.
"we're increasing our FY26 adjusted diluted earnings per share forecast to $19.30 to $20.10. This compares to our prior range of $17.80 to $19."
FDX WATCH
FedEx is part of a consortium bidding for InPost, indicating a strategic push into European out-of-home delivery, but will remain competitors; deal expected accretive in year one.
"Last month, we also announced our participation in a consortium, making an offer for all shares of InPost."
INPST WATCH
FedEx is piloting Berkshire Gray's robotic unloader, signaling adoption of physical AI; if successful, could scale and benefit BGRY's revenue.
"Last month, we announced the implementation of a new autonomous robotic system from Berkshire Gray, the Scoop robotic package unloader."
BGRY WATCH
Joint index combines shipping and business data to detect retail inflection points; new data product could enhance D&B's analytics offering.
"Together, we will be launching the Dun & Bradstreet and FedEx DataWorks Retail Momentum Index..."
DNB WATCH
Amazon volume through FedEx Ground Home Delivery is growing but deliberately kept immaterial; FedEx controls the relationship to avoid over-dependence.
"from a home delivery, yes, that is where you will see the majority of the Amazon volume. It is still ramping and it is not material in this quarter, and we don't anticipate it will be material."
AMZN WATCH
FedEx reduced trans-Pacific outbound purple and white tail capacity by ~15% and ~25% respectively, reallocating to Asia-Europe and intra-Asia lanes which drove strong revenue growth. — Shift reflects trade route rebalancing due to tariffs; capacity away from Trans-Pacific may tighten air freight rates into Europe and benefit competing integrators on that lane.
"We reduced trans-Pacific outbound purple and white tail capacity by approximately 15% and 25%, respectively, during the quarter."
UPS WATCH
DHL WATCH
HIGH
17:30
Dec 18 ◎
Dec 18 ◎
AMZN
BMWYY
FDX
NOW
BA
▾
HIGH
FedEx grounded 25 of 34 MD-11 aircraft during peak, losing ~4% of global cargo capacity. Costs of $175M are concentrated in Q3, impacting peak season capacity and forcing expensive outsourced lift. — Temporary air cargo capacity loss of 4% in peak season could shift some demand to competitors like UPS and increase costs for shippers, while Boeing's involvement in inspection protocols may affect fleet return timing.
"The onboarding of our new Amazon business, which is focused on large and heavyweight shipments, is also going well."
AMZN WATCH
FedEx gained additional B2B business from BMW, highlighting its strength in automotive supply chains.
"For example, this quarter, we won incremental B2B business from BMW."
BMWYY WATCH
FedEx raised full-year EPS guidance despite MD-11 grounding and trade headwinds, demonstrating operational resilience and cost discipline.
"we are raising our adjusted EPS outlook to $17.80 to $19."
FDX WATCH
FedEx's partnership with ServiceNow aims to monetize logistics data by integrating into procurement workflows, opening a new revenue stream.
"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."
NOW WATCH
FedEx grounded 25 of 34 MD-11 aircraft during peak, losing ~4% of global cargo capacity. Costs of $175M are concentrated in Q3, impacting peak season capacity and forcing expensive outsourced lift. — Temporary air cargo capacity loss of 4% in peak season could shift some demand to competitors like UPS and increase costs for shippers, while Boeing's involvement in inspection protocols may affect fleet return timing.
"We are working closely with Boeing and FAA to ensure the safety of our own MD-11 fleet."
BA WATCH
Wayfair uses FedEx's visibility tool to improve customer service, signaling FedEx's digital tools provide value for large e-commerce shippers.
"By using our premium integrated visibility tool, Wayfair is increasing their net promoter score, reducing where is my order calls."
W WATCH
FedEx grounded 25 of 34 MD-11 aircraft during peak, losing ~4% of global cargo capacity. Costs of $175M are concentrated in Q3, impacting peak season capacity and forcing expensive outsourced lift. — Temporary air cargo capacity loss of 4% in peak season could shift some demand to competitors like UPS and increase costs for shippers, while Boeing's involvement in inspection protocols may affect fleet return timing.
"We lost about 4% of our global cargo capacity before mitigating actions during our busiest season."
UPS WATCH
HIGH
17:30
Sep 18 ◎
Sep 18 ◎
FDX
FY2026 Q1
Watch
11mo
FDX
BBY
AMZN
UPS
▾
HIGH
FedEx met expectations in Q1 but faces a $1 billion full-year headwind from trade policy changes, leading to a wide EPS guidance range of $17.20-$19.00.
"We delivered a solid quarter in line with the Q1 outlook we shared in June, despite significant volatility and uncertainty around the global trade environment."
FDX WATCH
FedEx wins a high-profile retail customer, which may reduce Best Buy's support costs and improve customer satisfaction through better tracking visibility.
"Best Buy named FedEx as their primary national parcel carrier. Leveraging our advanced visibility tools, Best Buy will provide real-time tracking data and customer order communication, improving their customers' experiences."
BBY WATCH
FedEx is onboarding Amazon as a new customer, which will add profitable, heavier-weight parcel volume through the balance of the fiscal year.
"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 US domestic revenue growth"
AMZN WATCH
FedEx cut trans-Pacific Asia outbound air capacity by 25% YoY and nearly 10% QoQ, signaling a sharp drop in demand on the key China-to-US lane, which may pressure airfreight rates and reduce capacity available to competitors. — A large-scale capacity pullback by the largest airfreight player on a critical trade lane implies weaker underlying demand and could force other carriers to match cuts, potentially compressing industry revenue.
"We reduced our purple tail trans-Pacific Asia outbound capacity by 25% year over year and nearly 10% versus the prior quarter. We also decreased our third party or white tail capacity by similar percentages."
UPS WATCH
HIGH
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