FedEx Corporation (FDX)

FedEx's stock price has fluctuated, with a decline of 26.29% from July 22, 2024, to July 18, 2025. Key events include a Q4 FY25 earnings report with better-than-expected EPS but no FY26 guidance due to macroeconomic uncertainty, leading to a stock fall. The company achieved $2.2 billion in savings in FY25 under its DRIVE program and expects a further $1.0 billion in FY26. FedEx announced plans to spin off FedEx Freight. The expiration of the USPS contract poses a challenge. The Q3 FY25 report fell short of expectations, leading to a downward adjustment of the fiscal year 2025 outlook. The company posted disappointing results for Q2 fiscal year 2025. FedEx mitigated the impact of a January 2024 winter storm by shifting volume.

Demand for FedEx's products and services exhibits seasonality, with the holiday shipping season being a period of high demand. FedEx implements "Demand Surcharges" during times of elevated volumes, high demand for capacity, and increased operating costs. The company adjusts its network capacity to match seasonality and overall customer demand levels.

FedEx Corp. is a global leader in transportation, e-commerce, and logistics, headquartered in Memphis, Tennessee, operating within the industrials sector. It offers expedited and time-definite delivery services through FedEx Express, cost-effective ground delivery via FedEx Ground, and LTL freight transportation with FedEx Freight, which is planned to be spun off into a separate publicly traded company. FedEx Services supports these segments with IT, sales, and marketing, while FedEx Logistics provides global freight forwarding solutions. FedEx Office offers retail and business services, and FedEx Dataworks focuses on data-driven logistics products and services. The company's business model emphasizes operational efficiency and advanced technology.

FedEx Corp. operates in more than 220 countries and territories, categorized into U.S. and International regions. Its global network includes over 200,000 motorized vehicles, 698 aircraft, and 5,000 facilities, serving over 650 airports. Regional headquarters are located in Hoofddorp, The Netherlands; Hong Kong, China; Toronto, Ontario; and Miami, Florida.

FedEx maintains a strong brand reputation for reliability, quality service, and innovation. It was ranked among Fortune's World's Most Admired Companies for the 25th consecutive year, securing the No. 20 position overall. The company has built a reputation for environmental stewardship through technologies like hybrid and electric trucks and solar panels and is committed to achieving carbon-neutral operations by 2040.

FedEx Corp. ownership is primarily composed of institutional shareholders, individual investors, and company insiders. Institutional investors hold a significant majority, ranging from approximately 47.97% to 80% of the company's stock. Retail investors hold approximately 12% to 43.71% of the stock. FedEx insiders own about 8.32% to 9.35% of the company, with Frederick W. Smith being the largest individual shareholder.