FedEx Corporation (FDX)

Outperform Recap: Q3 FY26

The Most Profitable Peak in FedEx History — and a Stock That Has Already Priced a Lot of It: FedEx Beats, Raises, and Re-Rates Into the Spin

Outperform Recap: Q2 FY26

The Leverage Reaches the Bottom Line: FedEx Beats by ~$0.70 and Raises the Guide — Then an MD-11 Grounding Crashes the Peak-Season Party

Outperform Recap: Q1 FY26

The Guide Is Back: FedEx Beats and Reinstates a Full-Year Outlook Far Above the Street — But a $1B Trade Headwind Caps the Flow-Through

Outperform Recap: Q4 FY25

Clean Beat, Missing Guide: The Street Sold the Outlook, Not the Quarter — Initiating FedEx at Outperform