FedEx Corporation (FDX)
Recap: Q4 FY26
The Catalyst Has Played Out: FedEx Clears Its Raised FY26 Guide and Completes a Clean Freight Spin, but an 18x Parcel Pure-Play Has Made the Easy Money — Downgrade to Hold
Recap: Q3 FY26
The Most Profitable Peak in FedEx History — and a Stock That Has Already Priced a Lot of It: FedEx Beats, Raises, and Re-Rates Into the Spin
Recap: Q2 FY26
The Leverage Reaches the Bottom Line: FedEx Beats by ~$0.70 and Raises the Guide — Then an MD-11 Grounding Crashes the Peak-Season Party
Recap: Q1 FY26
The Guide Is Back: FedEx Beats and Reinstates a Full-Year Outlook Far Above the Street — But a $1B Trade Headwind Caps the Flow-Through
Recap: Q4 FY25
Clean Beat, Missing Guide: The Street Sold the Outlook, Not the Quarter — Initiating FedEx at Outperform