FedEx(FDX) - 2025 Q3 - Earnings Call Presentation

Financial Performance - Revenue for Q3 FY25 reached $22.2 billion, a 2% year-over-year increase[9] - Adjusted operating income for Q3 FY25 was $1.51 billion, a 12% year-over-year increase[9] - Adjusted operating margin for Q3 FY25 was 6.8%, a 60 basis points increase[9] - Adjusted diluted EPS for Q3 FY25 was $4.51, a 17% year-over-year increase[9] Segment Performance - Federal Express revenue increased by 3% to $19.2 billion in Q3 FY25[15] - FedEx Freight revenue decreased by 5% to $2.1 billion in Q3 FY25[15] - DRIVE program delivered $600 million in structural cost savings in Q3[12, 26] Outlook and Capital Allocation - Revised FY25 adjusted diluted EPS outlook to a range of $18.00 - $18.60[12] - FY25 capital expenditure is anticipated to be $4.9 billion, down $300 million year-over-year[32] - Expect to return $3.8 billion to stockholders in FY25 through stock repurchases and dividends[32]