earnings
confidence high
sentiment negative
materiality 0.80
FedEx Q1 adjusted EPS $3.60 vs $4.55 YoY; FY2025 EPS guidance cut to $17.90-$18.90
FEDEX CORP
2025-Q1 EPS reported
$3.21
revenue$21,579,000,000
- GAAP diluted EPS $3.21, adjusted $3.60; revenue $21.6B (from $21.7B YoY).
- Operating income $1.08B GAAP ($1.21B adjusted) vs $1.49B prior year; margin 5.0% GAAP.
- Completed $1B accelerated share repurchase; plans $1.5B additional in FY2025.
- FY2025 EPS guidance (ex-MTM): $17.90-$18.90 (prev $18.25-$20.25); adjusted EPS $20.00-$21.00.
- DRIVE cost reductions reaffirmed at $2.2B; capex $5.2B; ETR ~24.5%.