FedEx Reports Strong Quarter but Shares Slide Post Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 24 2026
0mins
Source: CNBC
- Strong Earnings Report: FedEx reported $25 billion in revenue for Q4 FY2026, surpassing the $24.04 billion consensus forecast, with EPS rising 4% to $6.31, exceeding expectations of $5.96, indicating robust performance in both revenue and profitability.
- Margin Compression: Despite the strong revenue and earnings, the operating margin was reported at 8.35%, below the expected 8.44%, raising investor concerns about future earnings guidance, which contributed to the stock's decline in after-hours trading.
- Fuel Surcharge Dynamics: FedEx's strategy of passing fuel costs to customers through surcharges resulted in a 5% revenue increase, but since these surcharges carry a 0% profit margin, overall margins were compressed, highlighting the challenges the company faces in managing rising costs.
- Conservative Future Guidance: Management forecasts earnings between $16.90 and $18.10 per share, which some analysts may view as conservative; however, the projected 11% revenue growth remains solid, reflecting the company's ongoing potential for growth in premium markets.
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Analyst Views on LIN
Wall Street analysts forecast LIN stock price to fall
17 Analyst Rating
15 Buy
2 Hold
0 Sell
Strong Buy
Current: 540.520
Low
455.00
Averages
499.07
High
540.00
Current: 540.520
Low
455.00
Averages
499.07
High
540.00
About LIN
Linde plc is a United Kingdom-based global industrial gases and engineering company. The Company's segments include Americas, EMEA, APAC and Engineering. Its primary products in its industrial gases business consists of atmospheric gases, such as oxygen, nitrogen, argon, and rare gases and process gases, including hydrogen, helium, carbon dioxide, carbon monoxide, electronic gases, and acetylene, among others. The Company also designs and builds equipment that produces industrial gases and offers customers a range of gas production and processing services, such as olefin plants, natural gas plants, air separation plants, hydrogen and synthesis gas plants and other types of plants. It serves a diverse group of industries including healthcare, chemicals and energy, manufacturing, metals and mining, food and beverage, and electronics. Its Engineering business designs and manufactures equipment for air separation and other industrial gas applications specifically for end customers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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