这家快递企业周四表示，其2029财年的收入目标为980亿美元，剔除货运业务后，较本财年预期中值的 复合年增长率为4%。 联邦快递2026财年收入指引约为935亿美元，剔除货运业务后为850亿美元。该公司在截至去年5月的 2025财年实现收入879亿美元。 展望未来，联邦快递将优先发展高利润率业务，计划聚焦高端企业客户与细分特色消费群体。公司表 示，目标行业包括医疗健康、汽车、航空航天、数据中心以及高端电商领域。 该公司还计划扩大数字化、人工智能与自动化能力建设。 "当下的独特之处在于数字智能所扮演的角色，它是真正的效能倍增器。"该公司首席执行官表示，并指 出数字智能将支撑盈利性增长与更高利润率。 联邦快递还称，目前预计其第三财季调整后每股收益将超出截至2月11日的市场平均预期。FactSet调查 的分析师预计该季度调整后每股收益为4.01美元。 查看最新行情 联邦快递公司将高利润率业务列为优先发展方向，并给出了2029财年更高的年度收入指引。 联邦快递公司将高利润率业务列为优先发展方向，并给出了2029财年更高的年度收入指引。 这家快递企业周四表示，其2029财年的收入目标为980亿美元，剔除货运业务后，较本 ...

FedEx aims for a revenue target of $98 billion by 2029, focusing on high-margin B2B and specialized B2C markets.The company plans to increase its operating income by $3 billion through premium sector targeting and digital enhancements.Strategic priorities include achieving a 10% operating margin in the U.S. Domestic segment and an 8% margin internationally by 2029.FedEx Corporation (NYSE: FDX) is a global leader in transportation, e-commerce, and business services. The company is known for its extensive log ...

FedEx’s decision to invest in InPost, a European e-commerce focused parcel carrier specializing in out-of-home last-mile delivery, will enable the U.S. integrated logistics giant to improve network utilization by outsourcing lower density B2C volumes to InPost, freeing capacity within FedEx’s system to prioritize higher margin B2B volumes that are core to the company’s growth strategy, executives said Thursday. FedEx on Monday said it would acquire a 37% stake in InPost for about $2.6 billion and establis ...

Core Insights - FedEx aims to achieve $98 billion in revenue by 2029 by focusing on high-margin clients and premium markets [1][2] Group 1: Strategic Focus - The company is targeting premium business-to-business (B2B) and specialized business-to-consumer (B2C) markets, emphasizing speed, precision, visibility, and reliability [2] - Key sectors for this strategy include healthcare, automotive, aerospace, data centers, and premium eCommerce companies [2] Group 2: Digital Transformation - FedEx is entering a new era with a vision to create the most flexible, efficient, and intelligent network in history, aiming to make supply chains smarter [6] - The company plans to leverage its two petabytes of data processed daily and its extensive physical network to enhance digital operations, artificial intelligence (AI), and automation [7] - New AI-powered tools will be introduced to improve post-purchase experiences for enterprise shippers, enhancing customer engagement and operational efficiency [9] Group 3: Operational Modernization - FedEx is modernizing and optimizing its integrated air and surface networks as part of its strategic overhaul [8] - The company is undergoing a significant transformation of its operating model to create a unified, data-driven network capable of thriving amid ongoing volatility [9]

Core Insights - FedEx is hosting its 2026 Investor Day, focusing on enhancing its leadership in the global industrial network through premium growth sectors, digital and AI capabilities, and operational transformation to boost profitability and shareholder value [1] Strategic Priorities Driving Future - FedEx has set four strategic priorities to achieve financial goals by 2029, targeting revenue of approximately $98 billion with a compound annual growth rate (CAGR) of about 4%, operating income of around $8 billion with a non-GAAP CAGR of approximately 14%, and adjusted free cash flow of about $6 billion [2] - The company plans to keep aircraft-related capital spending below $1 billion and aims for a $3 billion increase in operating income through strategic initiatives across its realigned segments [2] Operational Goals - FedEx aims for a 10% operating margin in its U.S. Domestic segment and an 8% margin in its International segment by 2029 [3] - The integration of digital intelligence is emphasized as crucial for enhancing FedEx's industrial network, which is expected to significantly improve profitability and shareholder returns [3] Acquisition Strategy - FedEx has reached a conditional agreement to acquire European parcel locker leader InPost for 15.60 euros per share, which is part of its strategy to enhance earnings potential and capitalize on new growth opportunities [4] - The minority investment in InPost is expected to positively contribute to earnings in the first year, with increasing benefits in subsequent periods, and the deal is anticipated to close in the second half of 2026, pending regulatory approvals [5] Spin-off Plans - FedEx is on track for the planned spin-off of FedEx Freight, scheduled for June 1, 2026, aimed at streamlining operations and focusing on core business areas to unlock further shareholder value [5] Market Performance - Despite broader market declines, FedEx shares have shown positive momentum, trading 11.4% above its 20-day simple moving average and 32.8% above its 100-day simple moving average, with a 40.74% increase over the past 12 months [6][7] - The stock's relative strength index (RSI) is at 80.45, indicating overbought conditions, while the MACD suggests bullish momentum [8] Upcoming Financial Updates - FedEx is expected to provide its next financial update on March 19, 2026, with adjusted earnings per share anticipated to exceed consensus estimates due to strong execution during the Peak season [10][11] Analyst Consensus - The stock carries a Buy rating with an average price target of $323.83, reflecting strong growth prospects despite a fair P/E multiple [12] - Recent analyst upgrades include Barclays raising its target to $450, Citigroup to $401, and UBS to $412 [16] Performance Rankings - FedEx scores high on Benzinga Edge rankings, indicating strong momentum and robust performance, although it may be trading at a premium compared to peers [13][17]

Core Viewpoint - FedEx projects significant revenue growth over the next three fiscal years, driven by digital innovation and new business lines in Europe, with adjusted earnings for Q3 expected to exceed Wall Street estimates due to a strong holiday season [1][2]. Revenue Projections - For fiscal 2026, FedEx anticipates approximately $93.5 billion in revenue, which includes its freight business that is set to be spun off into a separate publicly traded company in June [2]. - The company targets around $98 billion in consolidated revenue for fiscal 2029, excluding the freight business, representing a 4% compound annual growth rate [3]. Financial Performance - FedEx expects operating income of $8 billion and an operating margin of 8% by 2029, which is an increase of roughly 2 percentage points from projected fiscal year 2026 levels [4]. - The company is projected to generate $6 billion in free cash flow by 2029 [3]. Strategic Initiatives - FedEx is investing in digital intelligence and automation, which is expected to differentiate it from competitors and contribute to revenue growth [4]. - The company aims for an 8% operating margin internationally, with a focus on improvements in Europe, including the acquisition of European company InPost for €15.60 per share (approximately $18.51 per share) [5].

Core Insights - FedEx Corp. announced fiscal year 2029 financial targets of 4% annual revenue growth and $8 billion in adjusted operating income, focusing on premium growth in high-margin sectors, scaling digital and AI capabilities, transforming its shipping network, and ensuring efficiency gains are permanent [1][2][6] Financial Projections - FedEx expects to achieve $98 billion in annual revenue by 2029, with a 14% growth in adjusted operating profit compared to the midpoint outlook for the current fiscal year [2] - For fiscal year 2026, FedEx is guiding to an adjusted income of $5 billion, with an operating margin target of 8%, an increase of 200 basis points, and a return on invested capital of 11% [2] - The company anticipates adjusted free cash flow of $6 billion [2] Strategic Investments - FedEx is investing approximately $2.6 billion to acquire a 37% stake in European parcel delivery specialist InPost [3] - The company aims for a 10% operating margin for its U.S. operations, up 1.1% from the baseline, and an 8% international margin, up 4.4% [3] Capital Expenditures - FedEx plans to keep capital expenditures near all-time lows, with aircraft spending not exceeding $1 billion through 2029 [4] Growth Strategy - The growth strategy focuses on premium B2C and specialized B2C segments, including healthcare, automotive, aerospace, data centers, and premium e-commerce, with nearly half of revenue growth coming from higher weight, higher margin B2B business [5] Technology and Efficiency - Management plans to leverage FedEx's two petabytes of data and advanced AI capabilities to enhance customer support and drive new revenue lines [6] - The company is modernizing and consolidating its air and surface networks to improve efficiency, profits, and service levels [6] Recent Performance - FedEx recorded $23.5 billion in fiscal second quarter revenue, a 7% year-over-year increase, with adjusted operating income growing 17% to $1.6 billion and adjusted earnings per share of $4.82, up 19% year over year [7]

Core Insights - FedEx is undergoing a significant transformation with a focus on making supply chains smarter, which includes network, digital, and organizational changes [2][3][5] - The company projects a modest revenue growth of 4% over the next three years, which is expected to drive a 13-14% increase in operating income and $6 billion in free cash flow [3][4][6] Financial Projections - FedEx anticipates a 4% revenue compound annual growth rate (CAGR) over the next three years, leading to a 13-14% increase in operating income and a 200 basis point improvement in return on invested capital (ROIC) [3][6] - The company expects to improve its international operating margin by 440 basis points in the next three and a half years [29] Transformation Strategy - The transformation strategy consists of three interlocking parts: network transformation, digital transformation, and organizational transformation, aimed at enhancing resilience and operational efficiency [2][3][5] - The network transformation, referred to as Network 2.0, is projected to be 65% complete by the end of 2026, with full completion expected by fall 2027 [7][8] Digital Initiatives - FedEx is leveraging artificial intelligence (AI) and machine learning to optimize operations, enhance route efficiency, and provide predictive capabilities for high-value customers [12][13] - The company has established FedEx Data Works to externalize its data capabilities, including predictive maintenance and customs clearance, which can be monetized [13][14] Market Position and Opportunities - FedEx is focusing on high-value industry verticals such as healthcare, automotive, and data centers, which are critical to the industrial economy [5][22] - The company has taken a minority stake in InPost in Europe to enhance its B2B capabilities while complementing its B2C operations [19][20] Economic Outlook - FedEx has observed a dynamic global trade environment, with U.S. exports increasing and imports decreasing, positioning the company favorably given that 70% of its business is in the U.S. [25][26] - The company is optimistic about the industrial economy and anticipates growth opportunities in sectors like healthcare and data centers [22][23]

Core Viewpoint - FedEx (FDX.US) shares rose over 3%, reaching a record high of $378.75, driven by strong earnings expectations and ambitious financial targets for fiscal year 2029 [1] Financial Performance - FedEx anticipates adjusted earnings of $3.99 for the third fiscal quarter ending in February, surpassing market expectations [1] Future Financial Goals - The company has set financial targets for fiscal year 2029, including consolidated revenue of $98 billion, operating income of $8 billion, and an operating margin of 8% [1]

FedEx 2026 Investor Day Summary Company Overview - **Company**: FedEx Corporation (NYSE: FDX) - **Event**: 2026 Investor Day held on February 12, 2026 - **Key Speakers**: Raj Subramaniam (CEO), Jeni Hollander (VP of Investor Relations), and other business leaders Core Industry Insights - **Industry**: Logistics and Supply Chain Management - **Market Position**: FedEx operates one of the world's most valuable industrial networks, connecting over 99% of global GDP and transporting approximately $2 trillion of goods annually, delivering over 17 million packages each business day [6][21] Key Strategic Points 1. **Vision and Mission**: FedEx aims to make supply chains smarter for everyone, focusing on enhancing customer experience, modern technology, and lower costs [4][25] 2. **Transformation Strategy**: The company is undergoing a transformation to create an integrated, intelligent industrial network that combines physical and digital capabilities [24][34] 3. **Financial Performance Goals**: FedEx expects revenue to grow at a compound annual growth rate (CAGR) of 4% from fiscal 2026 to 2029, with adjusted operating income growth of approximately 14% during the same period [33][56] Operational Highlights - **Workforce**: FedEx employs over 500,000 people globally, emphasizing a culture of safety, service, and innovation [7][10] - **Data Utilization**: The company generates and processes 2 petabytes of data daily, leveraging AI and data analytics for network planning, forecasting, and customer visibility [22][68] - **Cost Savings**: Structural changes have led to $4 billion in savings from FY 2023 through FY 2025, with an additional $2 billion expected by the end of 2027 [25][26] Market Segmentation and Growth Areas 1. **Revenue Breakdown**: Approximately 70% of revenue comes from U.S. Domestic operations, while 30% is from International markets [21][38] 2. **Target Verticals**: Focus on high-margin sectors such as healthcare, automotive, aerospace, and data centers, with a combined market opportunity of $130 billion [40][42] 3. **B2B and B2C Strategies**: Targeting $6.5 billion in incremental B2B growth, with a focus on high-value goods and specialized B2C segments [41][54] Technological Advancements - **Digital Transformation**: FedEx is modernizing its technology stack, embedding AI into operations, and simplifying processes to enhance efficiency and customer experience [62][75] - **AI Integration**: Plans to integrate AI into over 50% of core operational workflows by 2028, improving service and reducing costs [75][76] Strategic Partnerships - **InPost Investment**: FedEx is participating in a consortium to acquire InPost, a European out-of-home delivery enabler, which is expected to enhance B2C last-mile operations and improve financial performance [30][31] Conclusion - **Future Outlook**: FedEx is positioned to leverage its extensive network and technological advancements to drive growth, improve profitability, and enhance customer service, with a clear focus on high-margin verticals and operational efficiency [34][57]