{"schema_version":"secwatch.filing_event.v1","accession":"0001048911-26-000010","form_type":"8-K","ticker":"FDX","cik":"0001048911","company_name":"FEDEX CORP","filed_at":"2026-03-19T23:59:59+00:00","discovered_at":"2026-05-14T18:02:34.463729+00:00","generated_at":"2026-05-15T09:34:22.480076+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"FedEx Q3 adjusted EPS $5.25 beats, raises full-year outlook, Freight spin-off on track for June 1","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001048911-26-000010","json":"https://secwatch.observer/filing/0001048911-26-000010.json","markdown":"https://secwatch.observer/filing/0001048911-26-000010.md","text":"https://secwatch.observer/filing/0001048911-26-000010.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1048911/000104891126000010/0001048911-26-000010-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1048911/000104891126000010/fdx-20260319.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T09:34:22.480076+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"7da299941fd7996ea8bc8e998986eaba0696b8b9","claim":"FEDEX CORP reported fiscal quarter ended February 28, 2026 results: revenue $24.0 billion, net income $1.06 billion, EPS $4.41.","evidence_excerpt":"February 28 (adjusted measures exclude the items listed below): Fiscal 2026 Fiscal 2025 As Reported (GAAP) Adjusted (non-GAAP) As Reported (GAAP) Adjusted (non-GAAP) Revenue $24.0 billion $24.0 billion $22.2 billion $22.2 billion Operating income $1.35 billion $1.62 billion $1.29 billion $1.51 billion Operating margin 5.6% 6.7% 5.8% 6.8% Net income $1.06 billion","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1048911/000104891126000010/0001048911-26-000010-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal quarter ended February 28, 2026"},{"label":"Revenue","value":"$24.0 billion"},{"label":"Net income","value":"$1.06 billion"},{"label":"EPS","value":"$4.41"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"818d4ee7fd9eda9fbbf025721e030a352fde24b4","claim":"FEDEX CORP reported fiscal year 2026 results: EPS $19.30 to $20.10. Guidance raised.","evidence_excerpt":"FedEx is revising its fiscal 2026 outlook, and now expects: • A 6.0% to 6.5% revenue growth rate year over year, compared to the prior forecast of 5% to 6% growth; • Diluted earnings per share of $16.05 to $16.85 before the MTM retirement plans accounting adjustments compared to the prior forecast of $14.80 to $16.00","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1048911/000104891126000010/0001048911-26-000010-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal year 2026"},{"label":"EPS","value":"$19.30 to $20.10"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"818d4ee7fd9eda9fbbf025721e030a352fde24b4","claim":"FEDEX CORP reported fiscal year 2026 results: EPS $19.30 to $20.10. Guidance raised.","evidence_excerpt":"and $19.30 to $20.10 after also excluding costs related to the planned spin-off of FedEx Freight, business optimization initiatives, the planned change in the company's fiscal year end, and an international regulatory matter, compared to the prior forecast of $17.80 to $19.00","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1048911/000104891126000010/0001048911-26-000010-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal year 2026"},{"label":"EPS","value":"$19.30 to $20.10"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"8b3da2c9a806d129fe798f03cfc032d2b55d6e85","claim":"FEDEX CORP reported fiscal quarter ended February 28, 2026 results: revenue $24.0 billion, net income $1.26 billion, EPS $5.25.","evidence_excerpt":"adjusted (non-GAAP) Revenue $24.0 billion $24.0 billion $22.2 billion $22.2 billion Operating income $1.35 billion $1.62 billion $1.29 billion $1.51 billion Operating margin 5.6% 6.7% 5.8% 6.8% Net income $1.06 billion $1.26 billion $0.91 billion $1.09 billion Diluted EPS $4.41 $5.25 $3.76 $4.51","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1048911/000104891126000010/0001048911-26-000010-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal quarter ended February 28, 2026"},{"label":"Revenue","value":"$24.0 billion"},{"label":"Net income","value":"$1.26 billion"},{"label":"EPS","value":"$5.25"},{"label":"Result","value":"preliminary results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}