FedEx (FDX) Panoramica del titolo
FedEx Corporation, insieme alle sue controllate, fornisce servizi di trasporto, e-commerce e servizi alle imprese negli Stati Uniti e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 5/6 |
FDX Community Fair Values
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Analyst Price Targets
Concorrenti di FedEx Corporation
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$314.69 |
| Massimo di 52 settimane | US$413.87 |
| Minimo di 52 settimane | US$216.10 |
| Beta | 1.34 |
| Variazione di 1 mese | -1.43% |
| Variazione a 3 mesi | -15.88% |
| Variazione di 1 anno | 33.31% |
| Variazione a 3 anni | 22.23% |
| Variazione a 5 anni | 7.59% |
| Variazione dall'IPO | 19,840.75% |
Notizie e aggiornamenti recenti
Seeking Alpha • Jul 02
FedEx: The Bull Case Relies On A Margin Recovery That Isn't Visible Yet
Summary FedEx Corporation reported a non-GAAP Q4 EPS beat, but GAAP margins compressed and shares declined, signaling deeper concerns. Adjusted EPS growth guidance for 2026 requires margin expansion not yet evident, raising skepticism about the achievability of targets. Valuation models suggest a fair value of $345–$355, implying limited upside and supporting a Hold rating until margin expansion is proven. Balance sheet liquidity appears overstated due to one-time items; true usable cash is closer to $8.4 billion, impacting capital return capacity. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Jul 01
FDX: Freight Spin And Calendar Shift Will Pressure Network 2.0 Execution
FedEx's updated fair value estimate has moved from $173.62 to $221.61 as analysts recalibrate price targets. They cite the Freight spin-off, the shift to calendar-year reporting, and ongoing Network 2.0 and cost discipline efforts as key drivers of their revised models.Recent updates
Seeking Alpha • Jul 02
FedEx: The Bull Case Relies On A Margin Recovery That Isn't Visible Yet
Summary FedEx Corporation reported a non-GAAP Q4 EPS beat, but GAAP margins compressed and shares declined, signaling deeper concerns. Adjusted EPS growth guidance for 2026 requires margin expansion not yet evident, raising skepticism about the achievability of targets. Valuation models suggest a fair value of $345–$355, implying limited upside and supporting a Hold rating until margin expansion is proven. Balance sheet liquidity appears overstated due to one-time items; true usable cash is closer to $8.4 billion, impacting capital return capacity. Read the full article on Seeking AlphaAggiornamento della narrazione • Jul 01
FDX: Freight Spin And Calendar Shift Will Pressure Network 2.0 Execution
FedEx's updated fair value estimate has moved from $173.62 to $221.61 as analysts recalibrate price targets. They cite the Freight spin-off, the shift to calendar-year reporting, and ongoing Network 2.0 and cost discipline efforts as key drivers of their revised models.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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 AlphaSeeking 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 AlphaRendimenti per gli azionisti
| FDX | US Logistics | US Mercato | |
|---|---|---|---|
| 7D | 0.5% | 0.3% | 0.6% |
| 1Y | 33.3% | 22.5% | 19.5% |
Ritorno vs Industria: FDX ha superato il US Logistics che ha restituito 22.5 % nell'ultimo anno.
Rendimento vs Mercato: FDX ha superato il mercato US che ha restituito 19.5 % nell'ultimo anno.
Volatilità dei prezzi
| FDX volatility | |
|---|---|
| FDX Average Weekly Movement | 7.3% |
| Logistics Industry Average Movement | 8.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: FDX non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 7% ) di FDX è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1971 | 405,000 | Raj Subramaniam | www.fedex.com |
FedEx Corporation, insieme alle sue controllate, fornisce servizi di trasporto, e-commerce e servizi aziendali negli Stati Uniti e a livello internazionale. Fornisce soluzioni per l’e-commerce e il digitale; servizi di elaborazione dati; gestione della stampa e delle spedizioni, tra cui stampa digitale, finiture professionali, creazione di documenti, soluzioni di progettazione, direct mail, insegne e grafica, scatole personalizzate con marchio, servizi di fotocopiatura, noleggio di computer, Wi-Fi, soluzioni di stampa aziendali, distruzione di documenti, elaborazione e rinnovo dei passaporti statunitensi e autenticazione notarile digitale; servizi di imballaggio, oltre a materiali di imballaggio e scatole; servizi documentali e aziendali; e punti vendita al dettaglio per il trasporto dei pacchi. Inoltre, l’azienda offre servizi logistici, spedizioni aeree e marittime e trasporto merci, trasporti specializzati, intermediazione e sdoganamento, strumenti e dati per la gestione commerciale, e soluzioni porta a porta; e soluzioni di logistica per conto terzi e di gestione della catena di approvvigionamento, quali logistica in entrata, magazzinaggio e distribuzione, evasione degli ordini, confezionamento a contratto e configurazione dei prodotti, integrazione dei sistemi, gestione e smaltimento dei resi, collaudo, riparazione, ricondizionamento e liquidazione dei prodotti.
FedEx Corporation Riepilogo dei fondamenti
| FDX statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$74.17b |
| Utili (TTM) | US$4.43b |
| Ricavi(TTM) | US$94.72b |
16.9x
Rapporto P/E0.8x
Rapporto P/SFDX è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| FDX Conto economico (TTM) | |
|---|---|
| Ricavi | US$94.72b |
| Costo del fatturato | US$68.84b |
| Profitto lordo | US$25.88b |
| Altre spese | US$21.44b |
| Utili | US$4.43b |
Ultimi utili riportati
May 31, 2026
Prossima data di guadagno
Oct 28, 2026
| Utile per azione (EPS) | 18.58 |
| Margine lordo | 27.32% |
| Margine di profitto netto | 4.68% |
| Rapporto debito/patrimonio netto | 81.3% |
Come si è comportato FDX nel lungo periodo?
Vedi performance storica e confrontoDividendi
1.8%
Rendimento attuale del dividendo31%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/10 21:46 |
| Prezzo dell'azione a fine giornata | 2026/07/10 00:00 |
| Utili | 2026/05/31 |
| Utili annuali | 2026/05/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
FedEx Corporation è coperta da 42 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Will Chien | Accountability Research Corporation |
| John Eade | Argus Research Company |
| Benjamin Hartford | Baird |