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FDFDX

FedEx Corporation

$FDX·$73B·Integrated Freight & Logistics·Industrials
$330.88-0.2%YTD+8.4%1Y+77.7%
Mentions · last 7 days
2026-08-18: 5 posts2026-08-19: 16 posts2026-08-20: 20 posts2026-08-21: 19 posts2026-08-22: 5 posts87+6%
Price updated 2h ago·X counts updated 6d ago
FDFDX
$FDXFedEx Corporation
$330.88-0.16%87 posts+6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $FDX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-25

The move is getting stronger, with heavier trading behind it.

Up 78% in twelve months after spinning off Freight and resetting the fiscal year — the pure-play parcel FedEx is a genuinely different company than it was.

FedEx completed the spin-off of its less-than-truckload trucking business (FedEx Freight, now separately public) on June 1 and simultaneously changed its fiscal year from May-end to December-end. What remains is a more focused Express, Ground, and Services parcel network — and the market has re-rated it hard, with the stock up 78% over the trailing twelve months.

  • The last four EPS surprises have been dramatic: +6%, +18%, +57%, +6% — that Q2 26 surprise of 57% ($5.25 versus $3.34 expected in March) was the tell that the cost program was working faster than analysts modeled
  • Trailing operating margin is 6.5% and gross margin 24.4% — nothing spectacular for a network business, but the trajectory (from margin-compressed 2022-23) is what's driving the rerate
  • Analyst 2026 revenue estimate is $93.7B on $19.86 EPS — the stock at $334 is 16.8x forward, in line with historical average despite the cleaner-story post-spin
  • A July 21 automatic-shelf registration (S-3ASR) was filed alongside the fiscal-year change and spin — this is procedural refresh, not signal of imminent dilution

One caveat: analyst FY27 revenue estimate ($92.1B) is below FY26, reflecting the Freight spin removal from the run-rate — so the trailing 78% move has to be read against a shrinking-topline reset.

Agrees with X sentimentX is uniformly bullish — FDX called out on IBD alongside ASML/APMD as leaders. Reasonable given the operational turn, but the crowd is now late — the big move has already happened.

What to watch: The September 17 earnings print is the first quarter of the transition period as a Freight-less business — margin trend and any Q3 26 guidance are what set direction.

On the calendar: 2026-09-17 — Q1 (transition period) earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-08-20

FedEx posters see new all-time highs loading. FDX is called out on IBD's Stock Market Today alongside ASML and APMD as the Nasdaq broke out and S&P hit a new high. Options-market breakdowns highlight notable FDX trades (with HON and NVDA). One trader's least-watched video call flagged FDX before a $13 run, with Target 1 hit and the second target still ahead. Uniformly bullish.

Read the AI verdict + X sentiment for $FDX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates FedEx Express, Ground, and Freight networks for global parcel and freight delivery; restructuring to merge Express and Ground into unified network.

Industry overviewAI analysisGenerated by AI from underlying data

Where Integrated Freight & Logistics sits in its cycle right now — and what that implies for $FDX.

Integrated Freight & Logistics · Industrials

No material change from last week — the FedEx Freight spin-off starts trading this week, creating a pure-play LTL company while allowing FedEx to concentrate capital on parcel and express network..

What this means for $FDX

Direct beneficiary — Operates FedEx Express, Ground, and Freight networks for global parcel and freight delivery; restructuring to merge Express and Ground into unified network; core revenue tied directly to the primary demand driver in integrated freight & logistics.

Top industry ETF

$IYTiShares U.S. Transportation ETF
+17.4%YTD
+20.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
17.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
15.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
24.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 23, 2026$6.31$5.96+5.9%
Q4 2025Mar 19, 2026$5.25$3.34+57.2%
Q3 2025Dec 18, 2025$4.82$4.07+18.4%
Q2 2025Sep 18, 2025$3.83$3.60+6.4%
Next earningsThu, Sep 17·consensus EPS $4.21

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$24.0B+8.3%26.0%5.6%$4.35$1.0B
Q2 FY26$23.5B+6.8%26.4%5.9%$3.93$1.2B
Q1 FY26$22.2B+3.1%21.1%5.8%$3.48$1.1B
Q4 FY25$22.2B+0.5%23.9%8.9%$6.92$1.0B

Forward consensus

6-year forecast · up to 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$93.7B$92.7B – $95.6B$19.86$19.44 – $20.4319
FY27$92.1B$83.8B – $97.9B$17.78$14.84 – $20.007
FY28$94.9B$88.3B – $99.5B$21.38$19.43 – $23.805
FY29$97.3B$96.9B – $97.8B$24.18$22.68 – $25.373
FY30$100.2B$95.4B – $104.0B$26.04$24.44 – $27.332
FY31$104.3B$99.3B – $108.2B$29.67$27.84 – $31.141

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.60%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-0.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 218.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.365-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 30Paul S WalshDirector5.0K sh$1.6MSellApr 15Tracy B BrightmanEVP - Chief People Officer14.2K sh$5.2MSellApr 15Susan C SchwabDirector5.8K sh$2.1M
+ 35 other (21 awards · 8 exempts · 5 inkinds · 1 other) in window

See when $FDX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 248-K — Item 5.02: Officer or director change
AI summary

FDX filed an 8-K under Item 5.02 disclosing a personnel change: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers . The filing also covers Item(s) 9.01. Personnel changes at the executive or board level are typically administrative but can signal strategic shifts depending on context.

S-3ASRAuto-shelf registrationJul 21S-3ASR
AI summary

FedEx Corporation and its subsidiary Federal Express Corporation filed an automatic shelf registration statement (Form S-3ASR) with the SEC on July 21, 2026, effective immediately upon filing as a large accelerated filer, covering the future issuance of various classes of securities. No specific dollar amount or offering size is stated; the shelf enables FedEx to raise capital from time to time on an as-needed basis. This is a routine shelf renewal that does not indicate an imminent dilutive offering; it simply maintains FedEx's ability to access capital markets quickly post its fiscal year transition and FedEx Freight spin-off.

3New insider — initial holdingsJun 83
AI summary

Edmunds Mark A filed a Form 3 with the SEC, disclosing initial beneficial ownership of FDX securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at FDX.

8-KOfficer or director changeJun 88-K — Item 5.02: Officer or director change
AI summary

FedEx Corporation (FDX) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in CTO. Individuals named in the filing include Ex Corporation, Employer Identification. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

3New insider — initial holdingsJun 53
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of FDX securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at FDX.

3New insider — initial holdingsJun 53
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of FDX securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at FDX.

8-KMaterial agreementJun 18-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed · Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

FedEx completed the spin-off of FedEx Freight on June 1, 2026, creating FedEx Freight Holding Company as a new independent publicly traded company; entered a Separation and Distribution Agreement (May 28) and related transition agreements governing the ongoing relationship. Transformative corporate event: FedEx Freight is now fully independent; FedEx shareholders received shares in both companies.

8-KOfficer or director changeMay 188-K — Item 5.02: Officer or director change
AI summary

FedEx Corporation (FDX) disclosed that Guy M. Erwin II, Corporate VP and Chief Accounting Officer, resigned effective May 31, 2026 to join FedEx Freight Holding Company, Inc. as Senior VP – Chief Accounting Officer. The departure is not due to any disagreement over financial controls, statements, operations, or practices. The Board appointed Claude F. Russ, currently Enterprise VP Finance, as replacement Chief Accounting Officer effective June 1, 2026. This personnel transition is administratively linked to the FedEx Freight spinoff and represents a planned leadership change.

+ 21 other (4 13Gs · 4 routine 8-Ks · 3 earnings 8-Ks · 3 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Is It Worth Investing in FedEx (FDX) Based on Wall Street's Bullish Views?zacks.com·2d agoFedEx: The Stock Delivered, But The Best Package May Be Nextseekingalpha.com·3d agoEmerald Investment Advisers LLC Takes Position in FedEx Corporation $FDXdefenseworld.net·6d agoBank of New York Mellon Corp Buys New Stake in FedEx Corporation $FDXdefenseworld.net·7d agoB. Metzler seel. Sohn & Co. AG Takes $5.66 Million Position in FedEx Corporation $FDXdefenseworld.net·7d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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