FedEx Shares Slip After Fiscal Q4 Earnings: ETFs in Focus
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 25 2025
0mins
Source: NASDAQ.COM
FedEx Earnings Report: FedEx reported strong fourth-quarter fiscal 2025 results, exceeding earnings and revenue estimates, but provided a cautious outlook that led to a more than 5% drop in shares after market close. The company achieved its $4 billion cost-cutting goal and plans to cut an additional $1 billion in the upcoming fiscal year.
Impact on ETFs: The disappointing outlook from FedEx is expected to affect several ETFs with significant allocations to the company, including ProShares Supply Chain Logistics ETF, iShares U.S. Transportation ETF, First Trust Nasdaq Transportation ETF, and Pacer Industrials and Logistics ETF, which all have varying degrees of exposure to FedEx's performance.
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Analyst Views on FDX
Wall Street analysts forecast FDX stock price to fall
20 Analyst Rating
13 Buy
6 Hold
1 Sell
Moderate Buy
Current: 356.180
Low
210.00
Averages
315.05
High
365.00
Current: 356.180
Low
210.00
Averages
315.05
High
365.00
About FDX
FedEx Corporation provides customers and businesses with a portfolio of transportation, e-commerce, and business services. The Company offers integrated business solutions utilizing its flexible and efficient global network. Its segments include Federal Express, FedEx Freight, and Corporate, other, and eliminations. Federal Express segment includes express transportation, small-package ground delivery, and freight transportation, and it also operates combined sales, marketing, administrative, and information-technology functions in shared service operations for United States customers. FedEx Freight segment includes FedEx Freight (LTL freight transportation) and FedEx Custom Critical (time-critical transportation). Corporate, other, and elimination segments include FedEx Dataworks, Inc. (FedEx Dataworks), FedEx Office and Print Services, Inc. (FedEx Office), and FedEx Logistics, Inc. (FedEx Logistics). FedEx Logistics offers customs brokerage, specialty transportation, and others.
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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- Postal Service Adjustments: The U.S. Postal Service plans to implement an 8% temporary fuel surcharge on packages and express mail starting in late April, lasting until 2027, to cover rising operational costs, although this measure requires regulatory approval.
- Airline Response: United Airlines intends to cut back on some lower-profit flights and anticipates oil prices reaching $175 per barrel, which could increase its fuel costs by $11 billion, more than double its previous highest profits, resulting in higher ticket prices for travelers.
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