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FDFDX

FedEx Corporation

$FDX·$69B·Integrated Freight & Logistics·Industrials
$293.55-0.7%YTD+0.8%1Y+53.9%
Price updated 6h ago·X counts updated 5d ago
FDFDX
$FDXFedEx Corporation
$293.55-0.67%119 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $FDX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

119X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $FDX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-01

FedEx sentiment is bullish and framed as the winner in the FDX-versus-UPS pair trade. Bulls point to revenue up 12.5% versus UPS's 7.6%, profit down just 3.1% while UPS profit is down 53%, and a forward P/E of 17.7x that's 35% below the 10-year average. FedEx's owned aircraft fleet keeps P/TBV at just 3.2x. The one-year total return spread of +81.3% versus UPS at +28.4% anchors the fundamental gap thesis. Chart-focused traders see FDX grinding back toward prior all-time highs.

Read what X is saying about $FDX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $FDX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

FedEx winning the FDX vs UPS pair trade — 8% revenue growth, 17.9x P/E, Freight spin-off pending Oct 29.

FedEx is the global integrated logistics leader with Express, Ground, Freight, and Services segments — now preparing to spin off FedEx Freight on Oct 29. The stock is flat YTD, consolidating below the 50-day MA ahead of the Oct 28 Q1 FY27 earnings print.

  • The P&L is accelerating: revenue grew 8.3% YoY to $24B last quarter at a 6.5% operating margin and EPS $4.35 — specifically outpacing UPS (revenue +12.5% vs UPS +7.6%, profit down 3.1% vs UPS -53%).
  • The forward P/E of 17.7x is 35% below the 10-year average, and FedEx's owned-aircraft fleet keeps P/TBV at just 3.2x — bulls argue a specific valuation disconnect versus historical patterns and versus UPS's spread.
  • Director Ramo's $1.4M M-Exempt plus $695K F-InKind at $285.41 is routine; the one-year total-return spread of +81.3% vs UPS +28.4% anchors the fundamental winning-pair-trade framing.

Stalled holds until Oct 28 earnings confirm Express segment operating-margin expansion and the Oct 29 FedEx Freight spin-off closes smoothly. A soft Express margin print, or any specific commentary on Amazon-volume replacement timing softening, is what tips this toward breaking-down; a strong Express margin plus a Freight spin-off valuation above $35B is what breaks the stalled tape higher.

Agrees with X sentimentX bulls on the FDX-vs-UPS pair trade (revenue +12.5% vs +7.6%, profit -3.1% vs -53%, forward P/E 35% below 10-year average, +81.3% vs UPS +28.4% one-year total return) have the mechanics right — this is a legitimate pair-trade winner.

What to watch: Oct 28 earnings and Oct 29 FedEx Freight spin-off — Express operating margin expansion, Ground segment growth, Freight spin-off valuation. A soft Express margin or Freight valuation below $30B is what breaks the stalled tape lower.

On the calendar: 2026-10-28 — Q1 FY27 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — UPS's deliberate Amazon-volume reduction is proving margin-accretive, validating selective-volume discipline over tonnage chasing.

What this means for $FDX

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

Top industry ETF

$IYTiShares U.S. Transportation ETF
+6.7%YTD
+13.0%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 earningsWed, Oct 28·consensus EPS $3.31

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$83.9B – $98.0B$17.72$14.79 – $19.937
FY28$95.7B$89.1B – $100.3B$21.45$19.49 – $23.885
FY29$98.1B$97.3B – $99.0B$24.27$22.78 – $25.473
FY30$100.2B$95.4B – $104.0B$26.42$24.79 – $27.731
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.0.8×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.36%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.-5.1%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.-12.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 218.6M 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.β1.335-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$1.6M
+ 33 other (21 awards · 6 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-KShareholder voteSep 298-K — Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

FedEx Corporation (FDX) filed an 8-K disclosing a material event (Item 8.01) on 2026-09-29. Also covers: submission of matters to a vote of security holders. The excerpt contains only the filing cover page with no narrative detail available. Item 8.01 covers events not categorized elsewhere — potentially significant operational, strategic, or business developments depending on the attached exhibits.

424B5Prospectus supplement (offering)Sep 11424B5
AI summary

FedEx Corporation priced a $1.1 billion offering of 5.75% Senior Notes due 2036 in USD. Proceeds are for general corporate purposes, which may include debt refinancing or capital expenditures supporting FedEx's Network 2.0 transformation. The 5.75% coupon reflects prevailing investment-grade credit spreads.

424B5Prospectus supplement (offering)Sep 11424B5
AI summary

FedEx Corporation priced a concurrent €2 billion euro-denominated notes offering in two tranches: €1.1 billion at 4.0% due 2030 and €900 million at 4.625% due 2034. This dual-currency capital raise alongside the concurrent USD offering diversifies FedEx's funding and may hedge euro-denominated operating costs across its European network. Proceeds will be used for general corporate purposes.

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.

+ 22 other (5 routine 8-Ks · 3 13Gs · 3 8-Ks · 2 proxys) in window

Recent news

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

A 29.4% Yield and a History of Cuts: 3 Dividend Stocks Worth a Closer Look247wallst.com·15h agoFedEx Corporation $FDX Stake Raised by Farther Finance Advisors LLCdefenseworld.net·4d agoFedEx Dataworks and Stripe to Join Forces to Reduce Friction in Global Commerce for SMBsbusinesswire.com·11d agoReviewing Lakeside (NASDAQ:LSH) and FedEx (NYSE:FDX)defenseworld.net·12d agoFedEx Freight to Report Earnings on October 29, 2026businesswire.com·15d 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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