FedEx Corporation

NYSE:FDX Rapport sur les actions

Capitalisation boursière : US$93.1b

FedEx Croissance future

Future contrôle des critères 1/6

FedEx devrait augmenter ses bénéfices et son chiffre d'affaires de 11% et de 4.5% par an respectivement. Le BPA devrait croître de de 12.7% par an. Le rendement des capitaux propres devrait être 16.4% dans 3 ans.

Informations clés

11.0%

Taux de croissance des bénéfices

12.69%

Taux de croissance du BPA

Logistics croissance des bénéfices10.6%
Taux de croissance des recettes4.5%
Rendement futur des capitaux propres16.42%
Couverture par les analystes

Good

Dernière mise à jour21 Apr 2026

Mises à jour récentes de la croissance future

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

Sep 22
Earnings Beat: FedEx Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Recent updates

FedEx Corporation: Valuation, Technical, And Macro Downsides Still Outweigh Fundamental Soundness

Apr 23

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.

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.

FedEx Corp (FDX): The "One FedEx" Integration and the Freight Spin-Off Catalyst

FedEx (FDX) is the standout performer in the industrial sector today, March 19, 2026, following a massive Q3 earnings beat that has fundamentally re-rated the stock. Closing the session at $356.10 USD , up 1.82% in late-day trading, FedEx successfully cleared a major hurdle by raising its full-year profit forecast.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Sep 22
Earnings Beat: FedEx Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

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.

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

Aug 05
FedEx Corporation (NYSE:FDX) Could Be Riskier Than It Looks

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

Jul 15
An Intrinsic Calculation For FedEx Corporation (NYSE:FDX) Suggests It's 20% Undervalued

FedEx's (NYSE:FDX) Dividend Will Be Increased To $1.45

Jun 13
FedEx's (NYSE:FDX) Dividend Will Be Increased To $1.45

Is FedEx (NYSE:FDX) Using Too Much Debt?

May 10
Is FedEx (NYSE:FDX) Using Too Much Debt?

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

Apr 23

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

Mar 22

FedEx Q3 Earnings Preview: Too Many Risks To Get Bullish

Mar 16

FedEx, A Bundle Of Promises Hard To Deliver

Feb 10

FedEx: I'm Buying The Dip

Feb 04

Sold FedEx: Owned The Brand For Years; Defense And Some Old Tech Names Offer Better Opportunity

Dec 26

FedEx Q2 Preview: AI To Power 2025

Dec 18

FedEx: Forget Weakness And Focus Instead On Price

Dec 10

Prévisions de croissance des bénéfices et des revenus

NYSE:FDX - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
5/31/2028102,5025,9566,03610,73814
5/31/202797,9665,1754,9999,66525
5/31/202693,4654,1254,1518,22424
2/28/202691,9334,4774,3718,179N/A
11/30/202590,0934,3314,3488,198N/A
8/31/202588,5914,1173,6547,565N/A
5/31/202587,9264,0872,9817,036N/A
2/28/202587,8153,9133,4317,215N/A
11/30/202487,3933,8832,6476,813N/A
8/31/202487,5914,0412,6167,269N/A
5/31/202487,6934,3253,1368,312N/A
2/29/202487,5144,3893,3339,061N/A
11/30/202387,9454,2814,1009,727N/A
8/31/202388,5944,1693,2919,471N/A
5/31/202390,1553,9662,6748,848N/A
2/28/202392,6192,9872,0998,903N/A
11/30/202294,0913,3272,1138,875N/A
8/31/202294,7513,5832,8789,355N/A
5/31/202293,5123,8193,0699,832N/A
2/28/202291,6835,1263,0129,073N/A
11/30/202189,5524,9062,7868,987N/A
8/31/202186,6415,0873,5389,568N/A
5/31/202183,9595,2204,25110,135N/A
2/28/202178,7523,0233,8469,211N/A
11/30/202074,7292,4472,8258,253N/A
8/31/202071,4901,7831,3097,183N/A
5/31/202069,2171,284-7715,097N/A
2/29/202069,666-350-8705,568N/A
11/30/201969,18974N/A5,508N/A
8/31/201969,689449N/A5,477N/A
5/31/201969,693539N/A5,613N/A
2/28/201969,2003,631N/A6,835N/A
11/30/201868,7164,965N/A5,355N/A
8/31/201867,2054,805N/A4,785N/A
5/31/201865,4504,566N/A4,674N/A
2/28/201863,8644,460N/A3,447N/A
11/30/201762,3352,948N/A3,793N/A
8/31/201760,9532,874N/A4,549N/A
5/31/201760,3192,993N/A4,930N/A
2/28/201757,5701,904N/A4,557N/A
11/30/201655,2271,850N/A5,889N/A
8/31/201652,7491,841N/A5,438N/A
5/31/201650,3651,818N/A5,708N/A
2/29/201649,500995N/A5,689N/A
11/30/201548,5621,115N/A5,669N/A
8/31/201548,0481,086N/A5,625N/A
5/31/201547,4531,048N/A5,366N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de FDX ( 11% par an) est supérieure au taux d'épargne ( 3.4% ).

Bénéfices vs marché: Les bénéfices de FDX ( 11% par an) devraient croître plus lentement que le marché US ( 16.1% par an).

Croissance élevée des bénéfices: Les bénéfices de FDX devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de FDX ( 4.5% par an) devrait croître plus lentement que le marché de US ( 11% par an).

Croissance élevée des revenus: Le chiffre d'affaires de FDX ( 4.5% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de FDX devrait être faible dans 3 ans ( 16.4 %).

Découvrir les entreprises en croissance

7D

1Y

7D

1Y

7D

1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/04/29 13:27
Cours de l'action en fin de journée2026/04/29 00:00
Les revenus2026/02/28
Revenus annuels2025/05/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

FedEx Corporation est couverte par 50 analystes. 25 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Will ChienAccountability Research Corporation
John EadeArgus Research Company
Benjamin HartfordBaird