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Stock impact report

FedEx raises FY26 EPS outlook to $17.80–$19 amid network transformation and B2B momentum [Seeking Alpha]

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: Seeking Alpha
CEO Rajesh Subramaniam highlighted, "In Q2, we provided excellent service to our customers, won new business in high-value verticals and delivered strong results, high single-digit revenue growth, margin expansion and high teens adjusted EPS growth. Quite Newsletters for Every Investor Get daily, sector-specific newsletters packed with expert insights, fresh ideas, and new opportunities. Subscribe to Newsletters Sign Up Quick Insights FedEx delivered strong results despite the MD-11 fleet grounding causing $25 million in Q2 income pressure, alongside ongoing global trade challenges and industrial sector weakness. Management maintained confidence due to ongoing cost reductions and B2B momentum, but analysts remained cautious, questioning sustainability given cost headwinds, incentive compensation, and operational disruptions. FedEx plans to spin off FedEx Freight as a separate listed company, expecting slightly lower revenue and margin for Freight; analysts probed asso Show less Read more
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