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Stock impact report

How FedEx CFO John Dietrich plans to save $2 billion by the end of 2027 [Fortune]

FedEx Corporation (FDX) 
Last fedex corporation earnings: 3/17 04:03 pm Check Earnings Report
US:NYSE Investor Relations: fedex.com/us/investorrelations
Company Research Source: Fortune
Recommended Video At its 2026 investor day last week, FedEx ( No. 49 on the Fortune 500) projected 4% annual revenue growth to $98 billion (excluding FedEx Freight) between FY26 and 2029, $8 billion in operating income, and $6 billion in adjusted free cash flow by 2029. The backdrop is a slower parcel market, normalized e-commerce demand, uneven global trade, and more delivery choices for large customers. For FedEx, the focus now is returns, not just revenue growth. Rather than expanding its network—which already moves 17 million packages a day and about $2 trillion in goods annually—FedEx plans to monetize it more effectively, Dietrich told me. Priorities are margin expansion, operating income growth, lower capital intensity, and a targeted 11% ROIC. Free cash flow remains key, with capital expenditures near 4% of revenue and aircraft capex capped at $1 billion annually. Removing $4 billion in structural costs A big piece of the refocus is operational integration. FedEx is Show less Read more
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