earnings
confidence high
sentiment positive
materiality 0.85
FedEx Q3 adjusted EPS $5.25 beats, raises full-year outlook, Freight spin-off on track for June 1
FEDEX CORP
2026-Q3 EPS reported
$11.91
revenue$69,713,000,000
- Revenue $24.0B vs $22.2B YoY; GAAP diluted EPS $4.41, adjusted $5.25 (up from $4.51).
- Raises FY2026 adjusted EPS forecast to $19.30-$20.10 (prior $17.80-$19.00); revenue growth outlook raised to 6-6.5%.
- FedEx Freight spin-off on track for June 1, 2026; completed $3.7B senior notes, Investor Day April 8.
- Conditional all-cash offer for InPost at €15.60/share with partners; expected close H2 2026, accretive first year.
- Federal Express segment ops improved; Freight segment down on spin-off costs, lower shipments.
item 2.02item 9.01