FedEx Corporation reported a non-GAAP Q4 EPS beat, but GAAP margins compressed and shares declined, signaling deeper concerns. Adjusted EPS growth guidance for 2026 requires margin expansion not yet evident, raising skepticism about the achievability of targets. Valuation models suggest a fair value of $345–$355, implying limited upside and supporting a Hold rating until margin expansion is proven.

FedEx is leaning on DRIVE, Network 2.0 and other efficiency moves to offset soft shipping demand and top-line pressure.

FedEx plans to sell FedEx Supply Chain to CMA CGM Group, a Marseille-based global provider of sea, land, air and logistics solutions, at an enterprise value of $1.4 billion.

CMA CGM will offer ocean transport and carrier services under a nonexclusive agreement with FedEx and the companies will also work together on select air-cargo capacity solutions.

French shipping group CMA CGM has agreed to acquire FedEx's third-party logistics business ​for an enterprise value of $1.4 billion, it ‌said on Wednesday, as it seeks to expand its presence in the logistics sector and in the United ​States.

The EEOC has sued FedEx, alleging the company discriminated against blind package handlers at its North Carolina facility by failing to provide reasonable workplace accommodations.

FedEx Freight Holding Company Inc. (NYSE:FDXF) received renewed support from Bank of America (BofA) following its first earnings report as a standalone company, with the brokerage reiterating its Buy rating and raising its price forecast to $187 from $185.

FedEx Corp (NYSE:FDX) slipped 1.8% to $323.57 after FedEx Freight (FDXF) reported mixed quarterly results.

FedEx Freight Holding Company, Inc. (FDXF) Q4 2026 Earnings Call Transcript

The company expects revenue to grow 4% to 6% for June 1 to Dec. 31, and said the outlook reflects its confidence in the underlying strength of the business.