Core Insights - FedEx Corp (FDX) is undergoing a significant transformation by planning to spin off its Freight business, which was highlighted in the recent Q2 report [1] Group 1: Company Overview - The company is focusing on restructuring its operations to enhance efficiency and shareholder value through the spin-off of its Freight segment [1] Group 2: Management Strategy - The management's decision to separate the Freight business is aimed at allowing both entities to pursue distinct growth strategies and operational focuses [1]

Group 1 - FedEx shares fell approximately 7% following the release of third-quarter financial results for the 2025 fiscal year [1] - The decline in share price indicates a negative market reaction to the company's financial performance [1] Group 2 - The article does not provide additional information related to the oil and gas sector or investment services [2][3]

Group 1 - FedEx reported quarterly results that missed expectations, leading to a 9% decline in stock price, which reflects a recurring trend observed post-earnings for the company [1] - The Aerospace Forum aims to identify investment opportunities within the aerospace, defense, and airline sectors, leveraging data analytics for informed analysis [2] - The investing group provides direct access to data analytics monitors, enhancing the ability to track industry developments and their potential impact on investment strategies [2] Group 2 - The aerospace, defense, and airline industry is characterized by significant growth prospects, which are analyzed in the context of ongoing developments [2] - Analysts within the group express their own opinions and provide insights based on data-driven analysis, without any current positions in the mentioned companies [2] - Seeking Alpha emphasizes that past performance does not guarantee future results, and no specific investment recommendations are made [3]

FedEx Corporation (FDX) reported mixed third-quarter fiscal 2025 results wherein earnings missed the Zacks Consensus Estimate, but revenues surpassed the same. Quarterly earnings (excluding 75 cents from non-recurring items) of $4.51 per share missed the Zacks Consensus Estimate of $4.65. However, the bottom line improved 16.8% year over year.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Revenues of $22.2 billion came ahead of the Zacks Consensus Estimate of $21.8 billion and improv ...

Postal stock FedEx Corp (NYSE:FDX) is plummeting today, last seen down 11.2% at $218.29 and trading at its lowest levels since June 2023. The company reported a fiscal third-quarter earnings miss, but more importantly, cut its profit outlook for the third time in a row, citing “continued weakness and uncertainty in the U.S. industrial economy," and leaving many on Wall Street concerned. A flood of analysts slashed their price targets after the event, including J.P. Morgan Securities to $323 from $372. Loop ...

FedEx TodayFDXFedEx$223.71 -22.50 (-9.14%) 52-Week Range$217.22▼$313.84Dividend Yield2.47%P/E Ratio14.28Price Target$304.68Add to WatchlistFedEx NYSE: FDX reported growth and signs of sustainable improvement in its FQ3 earnings report, but H1 2025 is an unlikely time to buy the stock. The company’s results are mixed in a bad way, with weak margins offset by strong revenue, and guidance was reduced. The takeaway is that headwinds continue to impact the market sentiment and will likely lead to lower stock pr ...

FedEx Corp. FDX posted weaker-than-expected earnings for its third-quarter results after Thursday’s closing bell.FedEx reported quarterly earnings of $4.51 per share, which missed the analyst consensus estimate of $4.54. Quarterly revenue came in at $22.2 billion, which beat the analyst consensus estimate of $21.89 billion and is up from revenue of $21.7 billion from the same period last year."The FedEx team delivered improved profitability, while navigating a very challenging operating environment, includi ...

U.S. stock futures were lower this morning, with the Dow futures falling around 100 points on Friday.Shares of Micron Technology, Inc. MU fell sharply in today's pre-market trading following second-quarter results.Micron reported second-quarter revenue of $8.05 billion, beating the consensus estimate of $7.89 billion. Total revenue was up from $5.82 billion on a year-over-year basis. The company reported second-quarter adjusted earnings of $1.56 per share, beating analyst estimates of $1.42 per share, accor ...

Financial Data and Key Metrics Changes - Revenue increased by 2% year-over-year for the first time this fiscal year, reaching a total of $XX billion [7] - Adjusted operating income grew by 12% compared to last year, with $600 million in DRIVE savings achieved in the quarter [8][22] - Adjusted EPS growth was reported at 17% [41] Business Line Data and Key Metrics Changes - Federal Express saw a revenue increase of 3%, driven by higher volume in deferred services [27] - FedEx Freight experienced a 5% revenue decline due to lower volumes and fuel surcharges [27] - Overall volume trends improved, with a 5% growth in Federal Express package volume [28] Market Data and Key Metrics Changes - Nearly 75% of revenue comes from U.S. domestic services, with 10% from non-U.S. intra-country or intra-regional services [12] - International export package volumes increased by 8% due to growth in the international economy [29] - Average daily pounds for international priority freight increased by 3% [30] Company Strategy and Development Direction - The company is focused on creating a more flexible, efficient, and intelligent network, with plans to optimize 45 more U.S. stations in Q4 [14] - The DRIVE initiative aims for a total of $2.2 billion in savings for FY '25, with a total of $4 billion from the FY '23 baseline [13] - The acquisition of RouteSmart Technologies is expected to enhance route optimization and operational efficiency [20] Management's Comments on Operating Environment and Future Outlook - The current environment adds uncertainty to demand, particularly in the industrial economy, which continues to pressure higher-margin B2B volumes [9] - The company is lowering its FY '25 adjusted EPS outlook to $18 to $18.60 due to inflationary pressures and uncertain demand [18][48] - Management remains confident in the long-term value creation from transformation initiatives like DRIVE and Network 2.0% [23] Other Important Information - The company completed approximately $500 million in share repurchases in Q3, with a target of returning $3.8 billion to shareholders in FY '25 [55] - Capital expenditures for FY '25 are now projected at $4.9 billion, down from $5.2 billion last year [55] - The company is on track to fully separate FedEx Freight, with a separation management office established [58] Q&A Session Summary Question: Impact of inflation on guidance change - Management indicated that inflation has been a consistent factor affecting guidance, particularly regarding wages and operational costs [65] Question: FedEx's exposure to de minimis shipments - Management stated they are operationally prepared for changes related to de minimis shipments and are working closely with customers to adapt [70][72] Question: Outlook for fiscal '26 - Management refrained from providing specific guidance but emphasized a focus on profitable growth and the annualization of DRIVE benefits [76][78] Question: Update on dedicated sales force - The dedicated sales team is being built to enhance expertise in LTL and improve coverage for small and medium customers [90] Question: Network 2.0% productivity benefits - Management reported solid service levels and a goal of a 10% reduction in B&D costs with the rollout of Network 2.0% [96] Question: LTL margins outlook - Management expressed confidence in LTL margins rebounding once the B2B business improves, focusing on quality growth [100] Question: Pricing environment and customer feedback - Management noted that the pricing environment remains rational, with customers anticipating price increases due to inflation [115]

FedEx (FDX) reported $22.16 billion in revenue for the quarter ended February 2025, representing a year-over-year increase of 2.1%. EPS of $4.51 for the same period compares to $3.86 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $21.89 billion, representing a surprise of +1.25%. The company delivered an EPS surprise of -3.01%, with the consensus EPS estimate being $4.65.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...