FedEx (FDX)
NYSEIndustrialsIntegrated Freight & LogisticsSnapshot 2026-11-05
$316.80-3.83%
Close 2026-11-05 · 1-day change
NYSEIndustrialsIntegrated Freight & LogisticsSnapshot 2026-11-05
QuarterlyIQ Insights · FDX
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 1 guided quarters · 15.6% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Upon the Spin-Off, a portion of these costs transferred to FedEx Freight, while the remaining costs were retained by FedEx as stranded costs.
Stated in 7 of 8 supplied quarters. Management reported: “On February 5, 2026, FedEx Freight completed the issuance of $3.7 billion of senior notes.” “Looking ahead, I’m confident that our transformation initiatives, which are focused on integrating our networks and further reducing our cost-to-serve, will create meaningful long-term value.””
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 61% for the rest of the cohort, n=9285).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Upon the Spin-Off, a portion of these costs transferred to FedEx Freight, while the remaining costs were retained by FedEx as stranded costs.”
“On February 5, 2026, FedEx Freight completed the issuance of $3.7 billion of senior notes.”
“Subject to market conditions, liquidity needs, and other factors, the company will continue to evaluate repurchasing additional shares of our common stock during the remainder of fiscal 2026.”
“Subject to market conditions, liquidity needs, and other factors, the company expects to continue repurchasing additional shares of our common stock during the remainder of fiscal 2026.”
“Looking ahead, I’m confident that our transformation initiatives, which are focused on integrating our networks and further reducing our cost-to-serve, will create meaningful long-term value.””
“Approximately 1.8 million shares were repurchased, with the decrease in outstanding shares benefiting third quarter results by $0.12 per diluted share.”
“Share Repurchase Program FedEx completed $1 billion in share repurchases via open market and accelerated share repurchase transactions during the quarter.”
Upon the Spin-Off, a portion of these costs transferred to FedEx Freight, while the remaining costs were retained by FedEx as stranded costs.
Stated in 7 of 8 supplied quarters. Management reported: “On February 5, 2026, FedEx Freight completed the issuance of $3.7 billion of senior notes.” “Looking ahead, I’m confident that our transformation initiatives, which are focused on integrating our networks and further reducing our cost-to-serve, will create meaningful long-term value.””
“Upon the Spin-Off, a portion of these costs transferred to FedEx Freight, while the remaining costs were retained by FedEx as stranded costs.”
“On February 5, 2026, FedEx Freight completed the issuance of $3.7 billion of senior notes.”
“Subject to market conditions, liquidity needs, and other factors, the company will continue to evaluate repurchasing additional shares of our common stock during the remainder of fiscal 2026.”
“Subject to market conditions, liquidity needs, and other factors, the company expects to continue repurchasing additional shares of our common stock during the remainder of fiscal 2026.”
“Looking ahead, I’m confident that our transformation initiatives, which are focused on integrating our networks and further reducing our cost-to-serve, will create meaningful long-term value.””
“Approximately 1.8 million shares were repurchased, with the decrease in outstanding shares benefiting third quarter results by $0.12 per diluted share.”
“Share Repurchase Program FedEx completed $1 billion in share repurchases via open market and accelerated share repurchase transactions during the quarter.”
Upon the Spin-Off, a portion of these costs transferred to FedEx Freight, while the remaining costs were retained by FedEx as stranded costs.
Stated in 7 of 8 supplied quarters. Management reported: “On February 5, 2026, FedEx Freight completed the issuance of $3.7 billion of senior notes.” “Looking ahead, I’m confident that our transformation initiatives, which are focused on integrating our networks and further reducing our cost-to-serve, will create meaningful long-term value.””
“Upon the Spin-Off, a portion of these costs transferred to FedEx Freight, while the remaining costs were retained by FedEx as stranded costs.”
“On February 5, 2026, FedEx Freight completed the issuance of $3.7 billion of senior notes.”
“Subject to market conditions, liquidity needs, and other factors, the company will continue to evaluate repurchasing additional shares of our common stock during the remainder of fiscal 2026.”
“Subject to market conditions, liquidity needs, and other factors, the company expects to continue repurchasing additional shares of our common stock during the remainder of fiscal 2026.”
“Looking ahead, I’m confident that our transformation initiatives, which are focused on integrating our networks and further reducing our cost-to-serve, will create meaningful long-term value.””
“Approximately 1.8 million shares were repurchased, with the decrease in outstanding shares benefiting third quarter results by $0.12 per diluted share.”
“Share Repurchase Program FedEx completed $1 billion in share repurchases via open market and accelerated share repurchase transactions during the quarter.”
Upon the Spin-Off, a portion of these costs transferred to FedEx Freight, while the remaining costs were retained by FedEx as stranded costs.
Stated in 7 of 8 supplied quarters. Management reported: “On February 5, 2026, FedEx Freight completed the issuance of $3.7 billion of senior notes.” “Looking ahead, I’m confident that our transformation initiatives, which are focused on integrating our networks and further reducing our cost-to-serve, will create meaningful long-term value.””
“Upon the Spin-Off, a portion of these costs transferred to FedEx Freight, while the remaining costs were retained by FedEx as stranded costs.”
“On February 5, 2026, FedEx Freight completed the issuance of $3.7 billion of senior notes.”
“Subject to market conditions, liquidity needs, and other factors, the company will continue to evaluate repurchasing additional shares of our common stock during the remainder of fiscal 2026.”
“Subject to market conditions, liquidity needs, and other factors, the company expects to continue repurchasing additional shares of our common stock during the remainder of fiscal 2026.”
“Looking ahead, I’m confident that our transformation initiatives, which are focused on integrating our networks and further reducing our cost-to-serve, will create meaningful long-term value.””
“Approximately 1.8 million shares were repurchased, with the decrease in outstanding shares benefiting third quarter results by $0.12 per diluted share.”
“Share Repurchase Program FedEx completed $1 billion in share repurchases via open market and accelerated share repurchase transactions during the quarter.”
Upon the Spin-Off, a portion of these costs transferred to FedEx Freight, while the remaining costs were retained by FedEx as stranded costs.
Stated in 7 of 8 supplied quarters. Management reported: “On February 5, 2026, FedEx Freight completed the issuance of $3.7 billion of senior notes.” “Looking ahead, I’m confident that our transformation initiatives, which are focused on integrating our networks and further reducing our cost-to-serve, will create meaningful long-term value.””
“Upon the Spin-Off, a portion of these costs transferred to FedEx Freight, while the remaining costs were retained by FedEx as stranded costs.”
“On February 5, 2026, FedEx Freight completed the issuance of $3.7 billion of senior notes.”
“Subject to market conditions, liquidity needs, and other factors, the company will continue to evaluate repurchasing additional shares of our common stock during the remainder of fiscal 2026.”
“Subject to market conditions, liquidity needs, and other factors, the company expects to continue repurchasing additional shares of our common stock during the remainder of fiscal 2026.”
“Looking ahead, I’m confident that our transformation initiatives, which are focused on integrating our networks and further reducing our cost-to-serve, will create meaningful long-term value.””
“Approximately 1.8 million shares were repurchased, with the decrease in outstanding shares benefiting third quarter results by $0.12 per diluted share.”
“Share Repurchase Program FedEx completed $1 billion in share repurchases via open market and accelerated share repurchase transactions during the quarter.”
Over the trailing year it converted 0.95x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 54% for the rest of the cohort, n=6652).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, Fed net liquidity, real (inflation-adjusted) rates (low R² over the window).
27 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated volatile grew net income 52% of the time over the next year (vs 59% for the rest of the cohort, n=6547).
Not investment advice. As of 2026-11-05.