FedEx Corporation (FDX)

FedEx's stock price has experienced fluctuations in the past six months. As of June 27, 2025, the share price was $228.91, representing a decline of 23.66% from June 28, 2024. Shares were down 6% after the company reported its Q3 2025 earnings and lowered its outlook for the full year. FedEx reported a 2% year-over-year increase in consolidated revenue to $22.2 billion in Q3 2025. FedEx reported better-than-expected results for Q4 FY2025, with adjusted earnings per share of $6.07. Management declined to issue guidance for the full FY2026, citing ongoing macroeconomic uncertainty. During fiscal 2025, FedEx returned approximately $4.3 billion to stockholders through stock repurchases and dividend payments. FedEx announced plans to spin off FedEx Freight into a separate publicly traded company within the next 18 months.

Demand for FedEx's products and services exhibits seasonality, with elevated volumes and high demand for capacity typically occurring during the holiday shipping season. FedEx implements Demand Surcharges during these periods of elevated volumes and increased operating costs. The company experienced a compressed peak season in Q3 2025, where demand during peak surpassed expectations, but post-peak trends remained in line with market weakness. FedEx adjusts its network capacity to match seasonality and overall customer demand levels.

FedEx Corporation is a global leader in transportation, e-commerce, and business services, headquartered in Memphis, Tennessee. Founded in 1971 by Frederick W. Smith, the company pioneered the overnight delivery concept. FedEx operates within the global logistics and transportation industry. The company's business is structured into several key segments: FedEx Express, FedEx Ground, FedEx Freight, FedEx Services, FedEx Logistics, FedEx Office, and FedEx Dataworks.

FedEx operates an extensive global network, serving more than 220 countries and territories worldwide. This network includes a fleet of 676-698 aircraft and over 181,000-200,000 ground vehicles. The company has over 5,000 operational facilities and serves more than 650 airports. Regional headquarters for Federal Express are located in Hoofddorp, The Netherlands; Hong Kong, China; Toronto, Ontario; and Miami, Florida.

FedEx has a strong brand reputation, consistently ranked among the world's most admired and trusted employers, symbolizing high-quality service, reliability, and speed. The company has been recognized for its service culture and commitment to social and environmental responsibility. FedEx effectively mitigated the impact of a winter storm in January 2024, demonstrating operational flexibility and efficiency. FedEx is committed to achieving carbon-neutral operations by 2040, investing in electric vehicles, alternative fuels, and renewable energy. The company's focus on cost-cutting and efficiency through its DRIVE program has been highlighted in recent earnings reports. FedEx continues to integrate its Customer-driven Technology system and is launching the fdx platform to improve visibility and connected capabilities across the customer journey.

FedEx Corp. is owned by 75.23% institutional shareholders, 9.35% FedEx insiders, and 15.42% retail investors. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and Dodge & Cox. The largest individual shareholder is Frederick W. Smith, the founder, who owns 19.95 million shares, representing 8.33% of the company.