FedEx reported revenue of $25.01 billion, up 13% and ahead of the $22.35 billion consensus, with adjusted operating income rising 3%. Ground economy volume fell 5% as management prioritized higher-yield shipments, driving most of the profit gain, while Express margins expanded 60 basis points to 7.7%. The company completed the Freight spin, exceeded its $1 billion transformation savings target, and raised the goal to $2 billion by end-2027 through Network 2.0, with 45% of eligible volume already in optimized stations. CEO Rajesh expressed strong confidence in the path ahead amid international share gains, though analysts question the durability of yield discipline and margin expansion if macro conditions soften.

Company: FedEx Corporation (FDX) — Q4 FY2026

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