earnings
confidence high
sentiment negative
materiality 0.80
FedEx Q3 adj EPS $4.51 vs $3.86 YoY; cuts FY25 adj EPS guidance to $18.00-$18.60 from $19.00-$20.00
FEDEX CORP
2025-Q3 EPS
reported $9.99
vs consensus $3.63
▲ beat
(+175.2%)
- GAAP diluted EPS $3.76, adjusted diluted EPS $4.51; revenue $22.2B (+2.3% YoY).
- FY25 adjusted EPS outlook lowered to $18.00-$18.60 (prior $19.00-$20.00); revenue now expected flat to slightly down.
- Completed $500M in share repurchases during Q3; $2.6B remains under the 2024 stock repurchase authorization.
- FedEx Freight spin-off preparation progressing; DRIVE permanent cost reductions of $2.2B reaffirmed.
- Q3 operating income improved on DRIVE savings and higher yields, but U.S. industrial economy weakness cited as headwind.