FedEx Corporation

Report azionario NYSE:FDX

Capitalizzazione di mercato: US$93.1b

FedEx Crescita futura

Criteri Future verificati 1/6

FedEx prevede che gli utili e i ricavi cresceranno rispettivamente di 11% e 4.5% all'anno. Si prevede che l'EPS crescerà di 12.7% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 16.4% in 3 anni.

Informazioni chiave

11.0%

Tasso di crescita degli utili

12.69%

Tasso di crescita dell'EPS

Logistics crescita degli utili10.6%
Tasso di crescita dei ricavi4.5%
Rendimento futuro del capitale proprio16.42%
Copertura analitica

Good

Ultimo aggiornamento21 Apr 2026

Aggiornamenti recenti sulla crescita futura

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

Previsioni di crescita degli utili e dei ricavi

NYSE:FDX - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di FDX ( 11% all'anno) è superiore al tasso di risparmio ( 3.4% ).

Guadagni vs Mercato: Si prevede che gli utili di FDX ( 11% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.1% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di FDX cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di FDX ( 4.5% all'anno) crescerà più lentamente rispetto al mercato US ( 11% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di FDX ( 4.5% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di FDX sarà basso tra 3 anni ( 16.4 %).

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/04/29 16:09
Prezzo dell'azione a fine giornata2026/04/29 00:00
Utili2026/02/28
Utili annuali2025/05/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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; abbiamo anche guide su come utilizzare i nostri report e 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 50 analisti. 25 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.

AnalistaIstituzione
Will ChienAccountability Research Corporation
John EadeArgus Research Company
Benjamin HartfordBaird