Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.Considering buying FDX stock? Here’s what analysts think: Read This Next: Photo via ShutterstockLoading...Loading... ...

Core Viewpoint - Evercore ISI has downgraded FedEx shares from Buy to Hold, indicating a shift in investment sentiment towards the company [1] Company Summary - The downgrade reflects concerns regarding FedEx's future performance and market conditions that may impact its profitability [1]

FedEx Corporation FDX will release earnings for the first quarter, after the closing bell on Thursday, Sept. 18.Analysts expect the Memphis, Tennessee-based company to report quarterly earnings at $3.64 per share. That's up from $3.60 per share in the year-ago period. FedEx projects quarterly revenue of $21.67 billion, compared to $21.58 billion a year earlier, according to data from Benzinga Pro.On June 24, FedEx reported fourth-quarter revenue of $22.2 billion, beating analyst estimates of $21.84 billion, ...

Core Viewpoint - FedEx Corporation is expected to report earnings on September 18, 2025, with analysts predicting an EPS of $3.65 and revenue of approximately $21.67 billion, reflecting slight growth compared to previous periods [1][3][6] Earnings Expectations - Analysts forecast an EPS of $3.64 and sales of $21.7 billion for Q1 2026, which is a slight increase from the previous earnings of $3.60 per share and sales of $21.6 billion [3] - The projected EPS of $3.65 indicates a 1.4% increase year-over-year, while revenues are expected to rise by 0.9% to $21.78 billion [3] Historical Stock Performance - Historically, FedEx's stock has declined post-earnings announcements, with a drop occurring in 58% of cases over the past five years, and a median decline of 4% [2][6] - The largest one-day drop recorded was 21.4%, suggesting traders may adjust their strategies based on this historical trend [2] Earnings Estimate Revisions - In the past 30 days, there has been a minor downward revision of 0.3% in the consensus EPS estimate, which is significant as it often influences investor actions [4] Financial Metrics - FedEx has a price-to-earnings (P/E) ratio of 13.24 and a price-to-sales ratio of 0.61, indicating a relatively low market valuation compared to its revenue [5][6] - The company’s debt-to-equity ratio stands at 1.33, reflecting its financial leverage, while a current ratio of 1.19 suggests its ability to meet short-term liabilities [5][6]

周二，三大指数涨势暂歇，零售销售额表现稳健对交易影响不大，美国股市在历史高点附近欲振乏力。 随着市场等待预期中的美联储降息，美元汇率下跌，黄金价格盘中首次突破每盎司3700美元。 【美股】截至收盘，标普500指数下跌0.13%，报6606.76点；道琼斯工业平均指数下跌0.27%，报 45757.9点；纳斯达克综合指数下跌0.07%，报22333.96点。甲骨文(ORCL.US)高开低走，收涨1.4%，特 斯拉(TSLA.US)涨2.8%，英伟达(NVDA.US)跌1.6%。纳斯达克中国金龙指数收涨1.7%，阿里巴巴 (BABA.US)涨2.6%，蔚来汽车(NIO.US)涨8%。 【欧股】德国DAX30指数跌397.68点，跌幅1.68%，报23336.07点；英国富时100指数跌86.48点，跌幅 0.93%，报9190.55点；法国CAC40指数跌78.71点，跌幅1.00%，报7818.22点；欧洲斯托克50指数跌 67.15点，跌幅1.23%，报5373.25点；西班牙IBEX35指数跌230.31点，跌幅1.50%，报15158.19点；意大 利富时MIB指数跌540.72点，跌幅1.26%，报42 ...

Businesses small and large — including companies like Lululemon — have said the end of de minimis has created confusion and higher costs ...

Core Insights - FedEx is set to report its fiscal first quarter results on September 18, providing updated insights into the delivery services market, which has faced increased pressure from tariffs affecting shipping operations and demand [1][4] - The termination of the de minimis trade exemption at the end of August has led to pronounced weakness in cross-border shipping, and Wall Street is looking for FedEx's perspective on the impact of this change [2][4] Financial Performance - FedEx's Q1 sales are estimated to increase by 1% to $21.78 billion compared to $21.58 billion in the same quarter last year, while Q1 EPS is expected to rise by 1% to $3.65 per share from $3.60 [5] - However, the most accurate estimate suggests FedEx could miss earnings expectations, with the Q1 EPS pegged at $3.47, which is 5% below the Zacks Consensus [5][6] Market Outlook - FedEx's total sales are projected to increase by 1% in fiscal year 2026 and by another 4% in fiscal year 2027, reaching $92.91 billion, with annual earnings expected to rise by 1% in FY26 and spike by 13% in FY27 to $20.73 per share [9] - EPS estimates for FY26 and FY27 have trended lower over the last 30 days, indicating potential challenges ahead [9] Stock Performance - FedEx shares have underperformed, down 7% over the last five years, compared to broader indexes that have returned over 100% [3] - Both FedEx and UPS trade at around 12X forward earnings, which is a steep discount compared to the S&P 500's 25.5X [11] - FedEx's stock has rebounded from a one-year low of $194, but short-term risks may still exist [14]

Core Insights - FedEx is scheduled to announce its fiscal Q1 2026 earnings on September 18, 2025, with historical stock performance showing a tendency to decline post-announcement [2][3] - Analysts project earnings of $3.64 per share and sales of $21.7 billion for Q1 2026, compared to $3.60 per share and $21.6 billion in the same quarter last year [3] - FedEx has a current market capitalization of $55 billion, with $88 billion in revenue, $6.0 billion in operating profits, and a net income of $4.1 billion over the past twelve months [4] Earnings Reaction History - Over the past five years, FedEx has recorded 19 earnings data points, with 8 positive and 11 negative one-day returns, resulting in a 42% occurrence of positive returns [7] - The median of positive returns is 6.6%, while the median of negative returns is -4.0% [7] - The percentage of positive returns increases to 45% when considering the last three years [7] Post-Earnings Returns - Historical data indicates correlations between 1-day, 5-day, and 21-day returns post-earnings, which can inform trading strategies [8][9] - A strategy based on the correlation between short-term and medium-term returns may help traders make informed decisions following earnings announcements [8]

Core Viewpoint - FedEx is expected to report quarterly earnings of $3.65 per share, a 1.4% increase year-over-year, with revenues projected at $21.78 billion, reflecting a 0.9% increase compared to the previous year [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised downward by 0.3%, indicating a collective reassessment by analysts [2]. - Revisions to earnings estimates are crucial indicators for predicting investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock price performance [3]. Revenue Projections - Analysts predict that the 'Revenue- FedEx Freight segment' will reach $2.29 billion, representing a year-over-year decline of 1.8% [5]. - The 'Revenue- Other and eliminations' is expected to be $942.88 million, indicating a slight decrease of 0.2% year-over-year [5]. Key Metrics - The 'FedEx Freight - Weight per shipment - Composite weight per shipment' is projected to be 917.12 thousand, down from 928.00 thousand a year ago [5]. - The average prediction for 'FedEx Freight - Revenue per hundredweight - Composite revenue per hundredweight' is $40.31, compared to $40.73 from the previous year [6]. - The consensus estimate for 'Operating income (loss)- FedEx Freight segment' is $374.80 million, down from $439.00 million a year ago [6]. Stock Performance - FedEx shares have changed by +1% in the past month, compared to a +2.3% move of the Zacks S&P 500 composite [6]. - With a Zacks Rank 3 (Hold), FedEx is expected to perform in line with the overall market in the near future [6].

If you want full access to all our reports, data, and investing ideas, join The Aerospace Forum , the #1 aerospace, defense, and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Dhierin runs the investing group The Aerospace Forum , whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with ...