Q4 FY2026 EarningsFedEx (FDX) Q4 FY26 results presented a significant miss on top-line and GAAP profitability relative to consensus estimates. Revenue reached $23.26B, falling short of the $24.53B mean expectation, while GAAP EPS of $5.85 missed the $6.15 consensus. Performance was weighed down by the structural spin-off of the FedEx Freight segment and a reclassification of business units. While U.S. Domestic margins showed resilience at 11.3%, the consolidated operating income of $1.93B lagged behind expectations as the company transitions to a new calendar-year reporting structure.
Financial report interval: 2026.03.03 - 2026.05.31
Overview: FedEx(FDX) the Revenue is 25.01 B (+12.54%), Miss estimate;the EBIT is 2.089 B (+3.42%), Miss estimate;the EPS is 6.6 (-4.07%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
25.01B12.54%
25.17B13.26%
-0.16B0.72%
EBITMiss expectations
2.09B3.42%
2.10B3.85%
-0.01B0.43%
EPSExceed expectations
6.64.07%
6.159410.47%
+0.44066.40%
Upcoming earnings report - Q1 FY2027
Available dateOct 28, 2026
Estimate Revenue$22.48 B
Estimate EBIT$1.321 B
Estimate EPS$4.3314
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