FedEx Corporation

Informe acción NYSE:FDX

Capitalización de mercado: US$75.6b

FedEx Resultados de beneficios anteriores

Pasado controles de criterios 4/6

Los beneficios de FedEx han disminuido a una tasa media anual de -1.9%, mientras que en la industria Logistics los beneficios disminuyeron en un 2.1% anualmente. Los ingresos han ido creciendo a una tasa media de 0.1% al año. La rentabilidad financiera de FedEx es de 14%, y sus márgenes netos son de 4.7%.

Información clave

-1.90%

Tasa de crecimiento de los beneficios

0.81%

Tasa de crecimiento del BPA

Crecimiento de la industria Logistics 19.04%
Tasa de crecimiento de los ingresos0.13%
Rentabilidad financiera14.01%
Margen neto4.68%
Próxima actualización de resultados28 Oct 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Seeking Alpha Jun 24

FedEx Q4: The Pivot You Can't See On The Income Statement

Summary FedEx Corporation is now a more focused express and ground parcel business post-Freight spinoff, simplifying analysis and investment decisions. FY26 results showed strong pricing power, with revenue up 9.3% and adjusted operating margin at 7.7%, driven by yield increases across premium segments. Despite positive volume and mix trends, limited segment disclosure and transitional costs create valuation uncertainty; FDX trades at a premium to UPS on P/E but appears undervalued on a sum-of-the-parts basis. I maintain a Hold rating on FDX, awaiting clearer EBITDA breakdowns and margin recovery before considering a more bullish stance. Read the full article on Seeking Alpha
Artículo de análisis Jun 19

FedEx (FDX) Stock Could Be 18.8% Undervalued If DRIVE Savings Hold

FedEx (FDX) is back in focus after recent trading left the stock roughly flat over the past day but down over the past week and month, prompting fresh questions about valuation and expectations. See our latest analysis for FedEx. At a share price of $326.20, FedEx has seen recent share price momentum cool, with the 30-day share price return down 13.01% and the 90-day return down 9.10%, even as the year-to-date share price return is 11.28% and the 1-year total shareholder return sits at...
Actualización de narrativa Jun 17

FDX: Freight Spin And Calendar Shift Will Keep Margins Under Pressure

The analyst price target for FedEx has been revised lower by about $67 to reflect updated views on valuation multiples after the FedEx Freight spin, ongoing margin pressures, and the need for clearer post spin financial visibility, even as several firms highlight supportive cost savings and operational changes in their recent research. Analyst Commentary Recent research on FedEx stock shows a wide range of views as analysts recalibrate models after the FedEx Freight spin, updated financial reporting, and ongoing cost programs.
Actualización de narrativa Jun 03

FDX: Freight Spin Separation And Calendar Shift Will Pressure Future Returns

FedEx's fair value estimate has shifted modestly higher to about $240.63 from $233.77 as analysts recalibrate price targets around the Freight spin, updated calendar year reporting, and expectations for ongoing cost savings and execution at the core express and ground operations. Analyst Commentary Recent Street research around FedEx and the FedEx Freight spin highlights a mix of optimism on execution and cost savings, alongside some clear pockets of caution.
Actualización de narrativa Apr 30

FDX: Network 2.0 And Freight Spin Will Shape Balanced Future Trajectory

FedEx's updated analyst price target edges slightly lower to about $402 from $402, with analysts pointing to higher assumed discount rates and a modestly richer future P/E multiple, partly offset by refined expectations for margins and revenue growth. Analyst Commentary Recent research on FedEx reflects an active debate around how much of the company’s execution progress and portfolio moves are already reflected in the share price.
Actualización de narrativa Apr 16

FDX: Freight Spin Off And Cost Actions Will Support Long Term Earnings

FedEx's analyst fair value estimate has been revised to $479 from $365. Analysts point to updated assumptions for revenue growth, profit margins, and future P/E as key drivers behind the higher price target range seen across recent research.
Actualización de narrativa Apr 01

FDX: Network 2.0 And Freight Spin Will Drive Future Earnings Power

FedEx's analyst price target has been revised higher, with the fair value estimate moving from about $385 to about $402, as analysts factor in slightly stronger revenue growth, a modestly higher profit margin outlook, and an updated future P/E assumption. Analyst Commentary Street research around FedEx has been active, with a cluster of recent price target changes and several rating moves.
Actualización de narrativa Mar 18

FDX: Network 2.0 And Freight Spin Will Shape Fairly Balanced Outlook

FedEx's analyst price target has moved higher to reflect a fair value estimate of about $385 per share. Analysts point to updated models that incorporate incremental revenue growth assumptions, ongoing cost efficiencies, and support from recent target hikes that range from $220 to $457, while also noting some caution on valuation from more conservative research houses.
Actualización de narrativa Mar 04

FDX: 2029 Network Plan And Freight Spin Will Shape Future Earnings Path

The analyst price target for FedEx in our model has moved higher by about $6 to reflect slightly firmer assumptions on revenue growth, profit margins, and a marginally lower discount rate, broadly in line with recent Street research that highlights both improved earnings visibility and, from some, concern about valuation. Analyst Commentary Recent Street research on FedEx reflects a mix of optimism about the company’s execution and assets, alongside growing debate about how much of that progress is already reflected in the share price.
Actualización de narrativa Feb 17

FDX: 2029 Network Plan And Freight Constraints Will Shape Future Earnings Potential

FedEx's analyst price target has moved higher, with our fair value estimate shifting from $306.54 to $370.46 as analysts react to the company's 2029 roadmap, updated revenue and margin ambitions, and higher assumed future P/E multiples following a broad wave of target hikes across the Street. Analyst Commentary Street research around FedEx has shifted meaningfully following the Investor Day, with a cluster of price target increases and a few downgrades offering a balanced view on how achievable the 2029 roadmap might be.
Actualización de narrativa Feb 03

FDX: Cost Actions And Network Modernization Will Support Balanced Long Term Earnings Potential

Analysts have raised their FedEx fair value estimate to $365 from $360, reflecting updated views on revenue growth potential, a slightly lower discount rate, and a modestly higher future P/E assumption, while profit margin expectations remain broadly unchanged. Analyst Commentary Recent Street research on FedEx is mixed, but there is a clear pocket of optimism from bullish analysts who have raised price targets and issued upgrades.
Actualización de narrativa Jan 20

FDX: Cost Actions And Freight Capacity Constraints Will Shape Future Earnings Potential

Analysts have lifted their FedEx price target from about US$275 to roughly US$307. This reflects updated views on slightly higher long term revenue growth, modestly stronger profit margins, a lower discount rate, and a higher future P/E multiple supported by recent research that highlights cost cutting momentum and mixed but improving transport indicators.
Actualización de narrativa Jan 06

FDX: Freight Recovery And Cost Risks Will Pressure Future Returns

Analysts have lifted their fair value estimate for FedEx to US$233.77 from US$206.04, citing higher long term P/E assumptions and ongoing cost cutting efforts, partly offset by more cautious views on revenue growth, margins, and freight segment risks. Analyst Commentary Recent research on FedEx reflects a mixed backdrop, with some firms lifting price targets while others flagging risks tied to freight, execution, and earnings visibility.
Actualización de narrativa Dec 23

FDX: Cost Cuts And Network Optimization Will Drive Multiyear Earnings Upside

Analysts have lifted their FedEx price target by about $20 to roughly $360, reflecting growing conviction that accelerating revenue growth and improving cost efficiency can more than offset near term margin pressure and mixed views on the freight segment. Analyst Commentary Bullish analysts point to a stronger execution backdrop at FedEx, arguing that ongoing cost reductions and network optimization are beginning to translate into structurally higher margins over the medium term.
Actualización de narrativa Dec 09

FDX: Cost Discipline And Network Efficiency Will Support Earnings Amid Freight And Tariff Risks

Analysts have nudged their blended price target for FedEx modestly higher, with implied fair value rising by about $3 to roughly $275 per share. They cite building cost cutting momentum, improving network efficiency, and potential upside from a gradually firmer macro backdrop despite lingering freight and tariff uncertainties.
Actualización de narrativa Nov 24

FDX: Cost Discipline And Network Efficiency Will Offset Freight And Operational Risks

FedEx's analyst price target increased by approximately $4 to $271.93. Analysts cite improving cost discipline, incremental revenue growth, and continued focus on network efficiency as key drivers behind the upward revision.
Actualización de narrativa Nov 05

FDX: Fiscal Guidance And Efficiency Efforts Will Shape Prospects Amid Freight Uncertainty

FedEx's analyst price target has edged up slightly to $267.71 from $266.17, as analysts point to stabilizing freight markets and improved efficiency efforts. They also note ongoing cautious management messaging and mixed results in the freight segment.
Actualización de narrativa Oct 22

Analyst Commentary Highlights Mixed Outlook for FedEx as Valuation Edges Down Amid Market Challenges

FedEx's analyst-derived fair value saw a slight decrease of $0.22 to $266.17 per share. Analysts cite ongoing freight market uncertainty, cautious management guidance, and mixed sentiment on operating leverage as key factors influencing their more conservative outlook.
Actualización de narrativa Oct 08

DRIVE, Network 20 And Tricolor Efforts Will Improve Global Efficiency

FedEx's analyst fair value price target has been modestly increased from $263.04 to $266.39. Analysts cite stronger revenue growth expectations and signs of ongoing operational improvement, despite continued industry challenges.
Artículo de análisis Sep 22

Earnings Beat: FedEx Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

A week ago, FedEx Corporation ( NYSE:FDX ) came out with a strong set of quarterly numbers that could potentially lead...
Actualización de narrativa Sep 13

DRIVE, Network 20 And Tricolor Efforts Will Improve Global Efficiency

FedEx's consensus price target was slightly reduced to $263.04 due to weaker package volume growth, macroeconomic uncertainties, and a lack of full-year EPS guidance, though analysts remain optimistic about long-term margin expansion from cost-cutting initiatives. Analyst Commentary Softer package volume growth, especially in business-to-consumer and less-than-truckload segments, along with weaker industrial demand, are pressuring near-term results and leading to lowered earnings estimates.
Artículo de análisis Aug 05

FedEx Corporation (NYSE:FDX) Could Be Riskier Than It Looks

NYSE:FDX 1 Year Share Price vs Fair Value Explore FedEx's Fair Values from the Community and select yours FedEx...
Artículo de análisis Jul 15

An Intrinsic Calculation For FedEx Corporation (NYSE:FDX) Suggests It's 20% Undervalued

Key Insights The projected fair value for FedEx is US$293 based on 2 Stage Free Cash Flow to Equity Current share price...
Seeking Alpha Apr 23

FedEx Corporation: Downgrading To Hold On Visible Near-Term Earnings Risk

Summary I am downgrading FedEx to a hold due to significant macro risks, despite the company's strong cost control and operational improvements. Freight struggles and global tariffs are impacting demand, with industrial recovery not expected until 2FH26, affecting high-margin B2B shipments. Positive cost management is evident, with Express segment margins improving and significant savings from DRIVE and Network 2.0 initiatives. Read the full article on Seeking Alpha
Seeking Alpha Mar 22

FedEx Corp.: Management's Optimism Has Gone Too Far (Rating Downgrade)

Summary FedEx's Q3 report showed mixed results with a top-line beat but a bottom-line miss, leading to another lowered FY25 guidance due to macroeconomic challenges. Management's bullish tone contrasts with continuous guidance cuts, raising concerns about their credibility and the effectiveness of initiatives like DRIVE and Network 2.0. The Freight spinoff remains on track, offering a potential long-term investment opportunity, but the current stock is overvalued and faces significant headwinds. Downgrading FDX from HOLD to SELL due to overvaluation, poor momentum, and management's overconfidence amidst ongoing macroeconomic uncertainties and inflationary pressures. Read the full article on Seeking Alpha
Seeking Alpha Mar 16

FedEx Q3 Earnings Preview: Too Many Risks To Get Bullish

Summary FedEx Corporation is scheduled to report its Q3 results on March 20 after the market closes. FedEx faces economic uncertainty, tariff risks, and weak consumer sentiment going into earnings, meaning more downward revisions could be on the way. Downward revisions for EPS, revenue, and free cash flow have been common recently. The Freight spinoff could unlock value, but with a mid-2026 timeline, it's not an immediate catalyst for the stock. While FedEx's valuation isn't expensive, bearish momentum, weak earnings trends, and cyclical risks lead me to reiterate a Hold rating. Read the full article on Seeking Alpha

Desglose de ingresos y gastos

Cómo gana y gasta dinero FedEx. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:FDX Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 May 2694,7204,43300
28 Feb 2691,9334,4774250
30 Nov 2590,0934,3314250
31 Aug 2588,5914,1174250
31 May 2587,9264,0874250
28 Feb 2587,8153,9134210
30 Nov 2487,3933,8834210
31 Aug 2487,5914,0414210
31 May 2487,6934,3254210
29 Feb 2487,5144,3894350
30 Nov 2387,9454,2814350
31 Aug 2388,5944,1694350
31 May 2390,1553,9664350
28 Feb 2392,6192,9874700
30 Nov 2294,0913,3274700
31 Aug 2294,7513,5834700
31 May 2293,5123,8194700
28 Feb 2291,6835,1264280
30 Nov 2189,5524,9064280
31 Aug 2186,6415,0874280
31 May 2183,9595,2204280
28 Feb 2178,7523,0234270
30 Nov 2074,7292,4474270
31 Aug 2071,4901,7834270
31 May 2069,2171,2844270
29 Feb 2069,666-3504680
30 Nov 1969,189744680
31 Aug 1969,6894494680
31 May 1969,6935394680
28 Feb 1969,2003,6314420
30 Nov 1868,7164,9654420
31 Aug 1867,2054,8054420
31 May 1865,4504,5664420
28 Feb 1863,8644,4604580
30 Nov 1762,3352,9484580
31 Aug 1760,9532,8744580
31 May 1760,3192,9934580
28 Feb 1757,5701,9044170
30 Nov 1655,2271,8504170
31 Aug 1652,7491,8414170
31 May 1650,3651,8184170
29 Feb 1649,5009954030
30 Nov 1548,5621,1154030
31 Aug 1548,0481,0864030

Ingresos de calidad: FDX tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio (4.7%) de FDX son superiores a los del año pasado (4.6%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de FDX han disminuido en un 1.9% al año en los últimos 5 años.

Acelerando crecimiento: El crecimiento de los beneficios de FDX en el último año (8.5%) supera su media de 5 años (-1.9% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de FDX en el último año (8.5%) superó al de la industria Logistics -1%.


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de FDX (14%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/25 04:20
Precio de las acciones al final del día2026/06/25 00:00
Beneficios2026/05/31
Ingresos anuales2026/05/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

FedEx Corporation está cubierta por 43 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Will ChienAccountability Research Corporation
John EadeArgus Research Company
Benjamin HartfordBaird