FDX Earnings Prediction
The chart below shows how FDX performed 10 days before and after its earnings report, based on data from the past quarters. Typically, FDX sees a -1.74% change in stock price 10 days leading up to the earnings, and a +0.09% change 10 days following the report. On the earnings day itself, the stock moves by +0.74%. This data can give you a slight idea of what to expect for the next quarter's release.
FDX Key Earning Data
FDX Earnings Analysis
Positive
Positive Revenue Trend: Revenue increased by 2% year-over-year for the first time this fiscal year, indicating a positive trend in sales performance.
DRIVE Savings Impact: Achieved $600 million in DRIVE savings during the quarter, contributing to a 12% growth in adjusted operating income compared to last year.
Operating Income Increase: Federal Express Corporation reported a 17% increase in adjusted operating income, showcasing strong operational performance despite challenges.
Air Network Payload Growth: Payloads across the air network increased by 9% year-over-year, reflecting improved asset utilization and operational efficiency.
Cost Management Success: The company is on track to achieve a total of $4 billion in DRIVE savings from the FY '23 baseline, demonstrating effective cost management strategies.
Service Speed Advantage: FedEx Ground and FedEx Home Delivery services are faster to more locations than competitors, enhancing their value proposition in the market.
Route Optimization Enhancement: The acquisition of RouteSmart Technologies is expected to enhance route optimization and operational efficiency across the global network.
Peak Season Success: The company reported a successful peak season, handling nearly 24 million packages on Cyber Monday, which is a significant increase compared to average daily volumes.
Healthcare Revenue Growth: FedEx is onboarding nearly $400 million in new annualized healthcare revenue, indicating growth in a high-margin vertical.
Expanded Sunday Coverage: Expanded Sunday residential coverage to nearly two-thirds of the U.S. population, which is expected to be profit-accretive in the upcoming fiscal year.
Negative
Earnings Miss Report: FedEx Corporation missed earnings expectations with reported EPS of $4.51, falling short of the expected $4.56.
Contract Expiration Impact: The expiration of the U.S. Postal Service contract resulted in a $180 million headwind to adjusted operating income, impacting overall financial performance.
Weather-Related Operational Strain: Severe weather events contributed approximately $70 million in headwinds relative to last year, further straining operational results.
B2B Volume Decline: Weakness in the industrial economy continued to pressure higher-margin B2B volumes, particularly affecting freight operations with lower shipments and weights.
Shipment Decline Analysis: FedEx Freight experienced a 5% decline in average daily shipments and a 3% decline in weight per shipment due to the soft industrial economy.
Adjusted EPS Outlook Revision: The company lowered its FY '25 adjusted EPS outlook to a range of $18 to $18.60, down from the previous guidance of $19 to $20, reflecting ongoing challenges in the market.
Inflation Impact on Outlook: Inflationary pressures on the cost base are expected to be higher than planned, further reducing the full-year outlook.
Flat Revenue Projections: Revenue expectations for FY '25 are projected to be flat-to-down slightly compared to last year, indicating a challenging market environment.
FDX FAQs
How does FDX typically perform around its earnings report dates?
FDX's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a -1.74% change leading up to the report and a +0.09% change in the 10 days following the release.
Is FedEx Corp (FDX) Q3 2025 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
FDX Earning Call Sentiment
FedEx Corporation (NYSE:FDX) Q3 2025 Earnings Call Transcript
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