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FDFDX

FedEx Corporation

$FDX·$75B·Integrated Freight & Logistics·Industrials
$312.98-1.6%YTD+10.1%1Y+70.2%
Mentions · last 7 days
2026-07-11: 118 posts2026-07-12: 208 posts2026-07-13: 251 posts2026-07-14: 94 posts2026-07-15: 128 posts2026-07-16: 99 posts2026-07-17: 61 posts982+11%
Price updated 6h ago·X counts updated 4h ago
FDFDX
$FDXFedEx Corporation
$312.98-1.64%982 posts+11%
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 numbersWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

68% t12m gainer digesting Amazon Shipping FUD — Cramer calls the pullback a buying opportunity.

FedEx Corporation is the global express + ground logistics giant whose 2026 tape has ridden a 68% t12m rally into the Amazon Shipping competitive-threat FUD. The stock is coiled 9% off highs with the earnings-print catalyst still two months out.

  • The core business is executing cleanly: Q1 2026 revenue grew 8.3% YoY to $24B, gross margin 24%, operating margin 5.6% — the Ground segment continues to gain share, and the DRIVE cost-savings initiative is delivering the operating-leverage bulls have been underwriting.
  • Valuation is defensible for a compounder: 18x TTM P/E and 0.86x sales is at the low end of the transport-multiple range, and the 5.5% FCF yield gives real cushion — the setup is a mid-cycle compounder, not a peak-cycle overshoot.
  • The insider action is heavy but signal-neutral: 15 insider events in the quarter (mostly grants and small F-InKind tax-withholds), no scale open-market distribution — the setup is the Amazon-Shipping FUD versus the mechanical strength, with Cramer's 'selling has created a buying opportunity' framing capturing the middle-innings setup.

The September 17 Q1 FY27 earnings are the next real event. Continued Ground segment share gains, DRIVE cost-savings trajectory, and any FY27 guide movement extend the setup toward $340. Amazon-Shipping displacement showing up in Ground volumes or a Q1 margin miss stalls the tape near $300.

What to watch: The September 17 Q1 FY27 earnings. Watch Ground segment volume trajectory (Amazon-Shipping displacement risk), DRIVE cost-savings, and FY27 guide movement. Amazon-Shipping displacement in Ground volumes or Q1 margin miss stalls the tape near $300; steady execution extends toward $340.

On the calendar: 2026-09-17 — Q1 FY27 earnings

X sentiment

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

Mixed sentiment6 posts analyzed · as of 2026-07-17

FedEx is being framed as a transformation story with two-sided flow. Constructive: Citizens initiated FedEx at Outperform; FedEx Freight spin looked expensive initially but the price has fallen with expectations reset, making risk/reward interesting; the stock is back above all moving averages on the daily with a break above all-time-highs trendline resistance and an inside-bar close; $322 is the golden fib retest target. A FedEx deep-dive framing FDX as 'not the flashiest but the transformation story is interesting' provides balanced narrative. On the bearish side, Amazon Shipping is aggressively pricing to poach UPS and FDX customers - a direct competitive threat. CTAS earnings are being used as a broader read on economic health with parallel implications for FDX. Sentiment is genuinely two-sided but leans constructive.

Read the AI verdict + X sentiment for $FDX

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  • 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; primary revenue lines track directly to the FedEx Freight spin-off and e-commerce parcel volume cycle.

Top industry ETF

$IYTiShares U.S. Transportation ETF
+19.2%YTD
+26.5%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$5.91+6.8%
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$92.2B$83.8B – $98.0B$19.05$15.91 – $21.447
FY28$94.6B$88.1B – $99.2B$21.37$19.42 – $23.805
FY29$96.7B$96.5B – $96.8B$24.03$22.55 – $25.223
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.0.6×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.54%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.-6.6%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.-0.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 222.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% 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.β1.345-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.

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
+ 33 other (20 awards · 8 exempts · 5 inkinds) 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

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.

3New insider — initial holdingsMay 113
AI summary

FedEx Corporation filed an initial Form 3 for FedEx Freight Holding Company, Inc. (FDXF) as a 10%+ beneficial owner, with a triggering event of May 11, 2026. This discloses FedEx Corp's pre-spinoff controlling ownership of FedEx Freight common stock, required as a precursor to the spin-off distribution. The specific share count is not visible in the excerpt due to truncation. This is a required Section 16(a) filing in connection with the FedEx Freight spinoff registration.

8-K/AOfficer or director change (amended)May 88-K/A — Item 5.02: Officer or director change
AI summary

FedEx Corporation (FDX) and departing CFO John W. Dietrich entered into a separation and release agreement dated May 7, 2026. Under the agreement, Dietrich will receive a cash payment of $2,209,276 (equal to 1x base salary plus target bonus) on or before August 31, 2026 following his July 31, 2026 separation date; the agreement includes a non-compete provision with an additional equivalent cash payment if FedEx elects to terminate the non-compete. This amends the original April 13, 2026 8-K that announced Dietrich's June 1, 2026 step-down as CFO. The compensation terms are material and standard for an executive CFO transition.

+ 16 other (5 routine 8-Ks · 4 8-Ks · 3 13Gs · 2 earnings 8-Ks) in window

Recent news

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

FedEx Lags Industry YTD: How Should Investors Play the Stock?zacks.com·14h agoFedEx Freight: Spare Capacity Makes An Early Recovery Attractiveseekingalpha.com·19h agoHere Are Wednesday’s Top Wall Street Analyst Research Calls: Allstate, AMC Entertainment, Boeing, CAVA Group, Check Point Software, Digital Realty Trust, FedEx, IBM, UPS, and More247wallst.com·3d agoAcurx Pharmaceuticals Announces Scientific Poster Presentation of Ibezapolstat's Microbiome Preservation Data in Multiply-recurrent C. difficile Infectionprnewswire.com·4d agoFedEx Announces Pricing for Cash Tender Offersbusinesswire.com·8d ago

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