A Fedex truck is seen during heavy traffic on Sept. 16, 2025 in New York City.FedEx beat on the top and bottom lines in its fiscal first-quarter earnings report on Thursday.The stock rose 5% in after-hours trading on Thursday."Our earnings growth underscores the success of our strategic initiatives, as we are flexing our network and reducing our cost-to-serve, while further enhancing our value proposition and customer experience," CEO Raj Subramaniam said in a statement.Here's how the company performed in t ...

By Abhinav Parmar and Lisa Baertlein (Reuters) - FedEx (FDX) reported quarterly profit and revenue above Wall Street estimates, as cost-cutting and strength in domestic deliveries helped offset weaker international volumes after the U.S. ended tariff exemptions on low-value, direct-to-consumer shipments. Shares of Memphis-based FedEx climbed 5% in premarket trading on Friday after surprising Wall Street. Analysts had expected profit per share to fall due to the end of "de minimis" exemptions, which allow ...

Core Viewpoint - FedEx Corp. reported consolidated results for the first quarter of fiscal 2026, showing revenue growth compared to the previous year, with adjusted operating income also increasing [1]. Financial Performance - Revenue for the first quarter of fiscal 2026 was $22.2 billion, up from $21.6 billion in fiscal 2025, indicating a year-over-year increase of approximately 2.8% [1]. - Operating income for the first quarter of fiscal 2026 was reported at $1.19 billion, compared to $1.08 billion in the same quarter of fiscal 2025, reflecting a growth of about 10.2% [1]. - The operating margin improved to 5.3% in fiscal 2026 from 5.0% in fiscal 2025, indicating enhanced operational efficiency [1].

Core Viewpoint - FedEx is expected to report mediocre performance with earnings around $3.65, and the focus will be on consumer traffic and guidance for future performance [1][2][3]. Earnings Expectations - The earnings report is anticipated to show a mixed performance, as FedEx previously beat expectations but faced stock punishment due to lack of guidance for 2026 [3][4]. - Companies that provide clear guidance, especially regarding tariffs, have been rewarded, while those that are reluctant to give guidance have faced negative market reactions [4][5]. Operational Efficiency - FedEx is concluding its Drive program aimed at consolidating divisions and enhancing operational efficiencies, which may improve cost management [6]. - The company is also transitioning to a "Network 2.0" strategy to further enhance operational efficiency, although uncertainty around tariffs has impacted overall guidance [6][7]. Tariff Impact - The expiration of the de minimis exemption, which affects packages valued at $800 or less, could have significant implications for FedEx, although the immediate effects may not be visible in the current quarter [8][9]. Trading Strategies - Two trading strategies are being discussed: a bullish call diagonal and a bearish put calendar, both leveraging the dispersion in implied volatility levels [10][15]. - The bullish strategy involves buying a call option with a strike price of $227.12 and selling a higher strike call at $245, with a risk of approximately $740 [12][13]. - The bearish strategy involves buying a put option at $210 and selling the same put in a near-term option, with a risk of about $130 [16][17].

Core Insights - FedEx Corporation is experiencing a conservative outlook with analysts revising the average price target to $247 from $281, reflecting a decline in optimism over the past year [1][3] - The company is considered undervalued with a price-to-earnings ratio of 13x, indicating potential for stock price appreciation despite recent challenges [2][5] - FedEx's stock has a tendency to decline post-earnings announcements, even when revenue and earnings per share expectations are surpassed [4][5] Analyst Expectations - The average price target for FedEx has decreased significantly from $308.26 a year ago, indicating a shift in analyst sentiment [3] - Analyst Ki Bin Kim from Truist Financial has set a notably lower price target of $166, reflecting a cautious stance on the stock's future performance [4] - The upcoming first-quarter earnings report is anticipated to provide critical insights into FedEx's financial performance and future outlook [5] Market Dynamics - FedEx operates in a competitive transportation and logistics sector, facing challenges from economic conditions, fuel prices, and global trade dynamics [4][5] - The company competes with logistics giants such as UPS and DHL, which influences its market positioning and strategic initiatives [2]

[Music] We're back on Morning Movers with a look at FedEx company due to report earnings after the closing bell today. FedEx stock down 24% over the last 52 weeks. Company expected to report adjusted EPS of 365 on revenue of more than 21 billion.Those would be increases of just 1% year-over-year. FedEx has struggled to grow as it deals with a postcoid9 shipping slowdown and increased costs because of tariffs. Time now for options corner.Joining us for a deeper dive into the chart, we've got Rick Dukat, lead ...

So you cut your price target down to 240. The stock trades at about 226 right now. So you're not seeing a lot of upside movement.You also cut to neutral on your rating. What happened. Uh the stock hasn't moved a lot in the last 3 months, but why now.>> Well, it Good morning, Frank. Uh thanks for having me. And you're right.Uh this change of dimminimus, which went into effect in May for China and Hong Kong, went to the rest of the world at the end of August. And that's going to be a big issue for FedEx. We'r ...

So you cut your price target down to 240. The stock trades at about 226 right now. So you're not seeing a lot of upside movement.You also cut to neutral on your rating. What happened. Uh the stock hasn't moved a lot in the last 3 months, but why now.Well, it Good morning, Frank. Uh thanks for having me. And you're right.Uh this change of dimminimus, which went into effect in May for China and Hong Kong, went to the rest of the world at the end of August. And that's going to be a big issue for FedEx. We're g ...

The Fed has lowered its benchmark interest rate and two more rate cuts may follow before year-end. gettyStock prices had mixed results in trading Wednesday as investors digested the Fed’s decision to lower interest rates by 0.25 percentage points. It was the first rate reduction of 2025. The large-cap S&P 500 index fell less than 0.1% while the technology-focused Nasdaq Composite fell 0.6%. The Dow Jones Industrial Average, focused on blue-chip stocks, rose 0.5%. The market had anticipated the quarter-point ...

在"道氏理论"这一股市分析框架看来，联邦快递(FDX.US)周四发布的财报，或许能为当前屡创新高的 股市提供线索，揭示这轮涨势还能延续多久。 道氏理论由20世纪初的查尔斯.道提出，他同时发明了道琼斯工业平均指数与道琼斯运输业平均指数。 该理论核心观点认为，唯有工业指数与运输业指数的走势相互印证(即一方上涨/下跌时，另一方同步跟 进)，才能确认市场形成真正的趋势。然而今年以来，这一"印证"始终缺席：道琼斯工业平均指数不断 刷新纪录，运输业指数却持续低迷。 从道氏理论视角看，当前股市态势已显现不祥信号。2005年以来，道指与运输业指数的差距仅在四个时 期达到过当前水平：2008-2009年全球金融危机期间、2020年新冠疫情引发的市场崩盘，以及今年4月的 关税恐慌。 分析师预计，联邦快递将在其2025财年第一季度财报中披露营收与调整后每股收益的小幅增长。但市场 对该股的反应，很可能取决于公司是否认为其全年最繁忙的"假日旺季"(年末购物季)会出现业务反弹。 目前，联邦快递仅发布了本季度业绩预告，未给出更长期指引;而联合包裹已干脆放弃了全年业绩预 期。 "这次财报电话会议将至关重要。"SLC管理公司董事总经理德克.马 ...