FedEx Corporation (FDX.US) Fiscal 2026 Q2 Earnings Conference Call
Live time: Mar 19, 2026 01:30 UTC
FedEx Corporation (FDX.US) Fiscal 2026 Q2 Earnings Conference Call
Live time: 03/19/2026 01:30:00 UTC
联邦快递集团 (FDX.US) 2026 财年第二季度业绩电话会
Summary
00:00
Opening Remarks by Jenny Holland
Jenny Holland, Vice President of Investor Relations, opens the FedEx Q2 2026 earnings call, providing information on the earnings release, websites, and legal disclaimers regarding forward-looking statements.
02:09
CEO Raj Subramaniam Business Overview
CEO Raj Subramaniam thanks FedEx employees for their hard work during the peak season, acknowledges challenges faced including MD-11 fleet grounding, and highlights resilience and results such as revenue and EPS growth despite external pressures.
05:02
CEO Raj on FedEx Freight Spin-off
Raj discusses the planned spin-off of FedEx Freight by June 2026, highlighting the appointment of CFO Marshall Witt, new leadership team, and the potential value this move will unlock.
15:10
CCO Brie Carreri Q2 Performance Insights
CCO Brie Carreri discusses FedEx's Q2 performance, including 7% revenue growth driven by domestic parcel services. She highlights strong B2B performance and discusses the impact of new business wins including with Amazon.
21:50
CFO John Dietrich Financial Results
CFO John Dietrich reports a second-quarter adjusted EPS of $4.82, a 19% increase YOY, and outlines future financial expectations and cost-saving initiatives including a revised EPS outlook of $17.8 to $19 for fiscal year 2026.
32:43
Q&A Session Start — Analyst: Brandon Oglenski (Barclays)
Brandon inquires about long-term dynamics for FedEx's US domestic business and market share. The discussion highlights FedEx's strong position in B2B and pricing power.
41:43
Analyst Question — Analyst: Scott Group (Wolfe Research)
Scott asks about FedEx's cost pressures and earnings outlook for the third quarter, seeking clarification on guidance and specific impacts on post-MD-11 grounding responses.
49:38
Analyst Question — Analyst: Ken Hoexter (Bank of America)
Ken investigates FedEx Freight's market environment and associated costs with its weak demand, the discussion outlines the split preparation costs as one-time expenditures.
1:00:04
Analyst Question — Analyst: Connor Cunningham (Melius Research)
Connor asks about opportunities in health care and SMB markets, and FedEx's AI integration plans. Brie highlights FedEx's strategic advantages in these sectors due to its precision and innovative solutions.
1:03:23
Raj Subramaniam Closing Remarks
Raj Subramaniam closes by expressing pride over the Memphis Airport being renamed after founder Frederick W. Smith, commending FedEx team efforts and wishing everyone a happy holiday.
Related Notices
FedEx | (10-Q) Basic quarterly filing
Mar 19, 2026 16:15
FedEx | (8-K) Current Report
Mar 19, 2026 16:10Revenue: As of FY2026 Q3, the actual value is USD 24 B, beating the estimate of USD 23.48 B. EPS: As of FY2026 Q3, the actual value is USD 4.41, beating the estimate of USD 3.6785.
Recent Live Streams
FedEx Corporation (FDX.US) Fiscal Year 2026 Q3 Earnings Conference Call
Live Assistant
FedEx Corporation Group (FDX.US) Fiscal Year 2026 Fourth Quarter Earnings Conference Call
Live Assistant
FedEx Corporation Group (FDX.US) Fiscal Year 2026 Second Quarter Earnings Conference Call
Live Assistant
Risk Disclaimer: The content on this page represents the author's personal opinions for general information purposes only and should not be used as a basis for any specific investment, business or commercial decision. It does not represent the position of Longbridge, and the platform makes no guarantees or commitments regarding the authenticity, accuracy or originality of the above content.