Core Viewpoint - Long-term investors prioritize underlying fundamentals over short-term quarterly results, and FedEx (FDX) demonstrates strong fundamentals supported by its operating model [1] Financial Performance - FDX's Q2 earnings showed mixed results, with adjusted earnings per share of $4.05 beating estimates but revenues of $21.9 billion falling short of the $22 billion consensus [14][16] - The freight unit experienced a significant revenue decline of 11% year-over-year, totaling $2.2 billion, due to fewer shipments and lower fuel surcharges [5] - FDX revised its fiscal 2025 earnings and revenue forecasts, now expecting flat revenues year-over-year and adjusted earnings per share between $19 and $20 [6] Strategic Initiatives - The board announced plans to spin off the FedEx Freight unit, creating two publicly traded companies, which is expected to allow FDX to focus on its core business [7][15] - The spin-off process is anticipated to take 18 months and aims to preserve operational synergies between the two entities [19] - FDX's DRIVE program is projected to yield $4 billion in savings by fiscal 2025 through cost-reduction initiatives [24] Shareholder Value - FDX has been active in rewarding shareholders, raising its quarterly dividend by 10% to $1.38 per share and repurchasing $1 billion in shares during the fiscal second quarter [21][17] - The stock has gained significantly post-announcement of the spin-off, reflecting investor confidence [9] Market Position - FDX's shares have outperformed its industry and rival UPS over the past year, driven by cost-cutting measures [25] - The company's current valuation is attractive, trading at lower levels than its industry average, with a Value Score of A [26]

BofA Securities analyst Ken Hoexter reiterated a Buy rating on FedEx Corporation FDX, raising the price forecast to $348 from $325.Yesterday, the company reported adjusted earnings of $4.05 per share, beating the $3.91 consensus estimate. Quarterly revenue came in at $22 billion, missing the $22.11 billion analyst consensus estimate.FedEx now expects approximately flat revenue year-over-year, versus its prior forecast of a low single-digit percentage increase.The analyst mentions that CEO Raj Subramaniam hi ...

FedEx Corporation (FDX) reported mixed second-quarter fiscal 2025 results, wherein earnings surpassed the Zacks Consensus Estimate, but revenues lagged the same.Quarterly earnings (excluding $1.02 from non-recurring items) of $4.05 per share beat the Zacks Consensus Estimate of $3.90 and improved 1.5% year over year. Revenues of $21.9 billion fell short of the Zacks Consensus Estimate of $22 billion and fell 0.8% from the year-ago fiscal quarter’s reported figure.Quarterly results were unfavorably affected ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.FedEx (NYSE: FDX ) reported Q2 2025 results on the 19 th of December and investors seem to have liked what they saw as the stock is trading up 8% pre-market at $297. I covered FedEx in June thisDhierin runs the investing group The Aerospace Forum , ...

FedEx is taking steps to streamline its operations by prioritizing its DRIVE program and separating FedEx Freight into a standalone, publicly traded company.These decisions were announced by FedEx President and CEO Raj Subramaniam Thursday (Dec. 19) during the company’s second-quarter earnings call, which saw the company’s total sales of $22 billion slip 1%.Amid these challenges, Subramaniam highlighted the ongoing success of FedEx’s DRIVE program, which he said is critical to the company’s operational impr ...

A FedEx cargo flight arrives at Qingdao Jiaodong International Airport in Qingdao, east China's ... [+] Shandong Province, Nov. 11, 2024. TO GO WITH "Interview: FedEx Asia Pacific president upbeat about China's thriving logistics sector" (Photo by Li Ziheng/Xinhua via Getty Images)Xinhua News Agency via Getty ImagesFedEx stock (NYSE: FDX) is expected to see higher levels after it announced the spin-off of its freight business. While this move was awaited, it bodes well for the stock, unlocking shareholder v ...

Shares of FedEx Corp (NYSE:FDX) opened the session at $294, but have pulled back from its highs slightly, last seen 4.6% higher at $288.64, fueled by a wave of significant developments during the bustling holiday shipping season. The shipping giant added $5 billion to its market cap after it announced the spinoff of its freight trucking business into a standalone company. This is a highly-anticipated move that analysts believe could create up to $20 billion in shareholder value. The news is helping FedEx st ...

Key TakeawaysFedEx shares moved sharply higher in extended trading on Thursday after the shipping giant announced plans to spin off its freight business as a separate public company, overshadowing a lowered full year outlook. The stock has oscillated in an orderly ascending channel since July last year, with the price recently finding buying interest around key moving averages.Investors should watch key overhead areas on FedEx's chart around $305 and $370, while also monitoring important support levels near ...

FedEx Corporation (NYSE:FDX) Q2 2025 Results Conference Call December 19, 2024 5:30 PM ET Company Participants Jeni Hollander - VP of IR Raj Subramaniam - President and CEO Brie Carere - EVP and Chief Customer Officer John Dietrich - EVP and CFO Conference Call Participants Chris Wetherbee - Wells Fargo Ken Hoexter - Bank of America Ari Rosa - Citigroup Jordan Alliger - Goldman Sachs Daniel Imbro - Stephens Inc Jason Seidl - TD Cowen Conor Cunningham - Melius Research Brian Ossenbeck - JPMorgan Brandon Ogle ...

For the quarter ended November 2024, FedEx (FDX) reported revenue of $21.97 billion, down 0.9% over the same period last year. EPS came in at $4.05, compared to $3.99 in the year-ago quarter.The reported revenue represents a surprise of -0.34% over the Zacks Consensus Estimate of $22.04 billion. With the consensus EPS estimate being $3.90, the EPS surprise was +3.85%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expect ...