FDX Reports Q4 Earnings

On Tuesday, FedEx (NYSE: FDX ) discussed fourth-quarter financial results during its earnings call.

The full transcript is provided below.

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Access the full call at Watch the full earnings call below: Summary FedEx Corporation reported strong financial performance for Q4 FY26, with revenue growth of 13% and adjusted operating income growth of 3%, driven mainly by yield and volume strength at Federal Express Corporation (FEC).

The company achieved significant savings through its Network 2.0 transformation and structural cost reductions, exceeding its $1 billion savings target.

FedEx provided an optimistic outlook for CY26, projecting adjusted earnings per share between $16.90 and $18.10, reflecting 20% growth in the transition year.

Strategically, FedEx completed the spin-off of FedEx Freight, allowing both entities to focus on their core operations.

The company continues to expand its presence in high-value B2B and B2C markets, particularly in healthcare and technology.

Operational highlights include the continued integration of AI and data into their processes, achieving double-digit revenue growth in these areas, and a new pilot contract agreement.

Management expressed confidence in sustaining momentum, with a focus on premium segments and ongoing cost management efforts.

Full Transcript OPERATOR Good day and welcome to the FedEx fourth quarter and fiscal 2026 earnings call.

All participants are in listen-only mode.

Should you need assistance, please signal a conference specialist by pressing the Star key followed by zero.

After today's presentation, there will be an opportunity to ask questions.

To ask a question, you may press Star then one on your touchtone phone.

To withdraw your question, please press Star then two.

Please note this event is being recorded.

I would now like to turn the conference over to FedEx Vice President of Investor Relations, Jenny Hollander.

Jenny Hollander (Vice President of Investor Relations) Good afternoon and welcome to FedEx Corporation's fourth quarter earnings conference call.

The fourth quarter earnings release and statbook are on our website at investors.fedex.com.

This call and the accompanying slides are being streamed from our website.

Today's earnings release includes segment results for FedEx Freight given the separation occurred on June 1st after Q4 FY26 ended.

Additionally, as a result of the spinoff, we will not cover FedEx Freight results in detail in our prepared remarks or Q&A session.

FedEx Freight will host a separate earnings call on June 25th.

During our Q&A session, callers will be limited to one question to allow us to accommodate all those who would like to participate.

Certain statements in this conference call may be considered forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995.

Such forward-looking statements are subject to risks, uncertainties, and other factors that could cause actual results to differ materially from those expressed or implied by such forward-looking statements.

For additional information on these factors, please refer to our press releases and filings with the SEC.

Today's presentation also includes certain non-GAAP financial measures.

Please refer to investors.fedex.com for a reconciliation of the non-GAAP financial measures discussed on this call to the most directly comparable GAAP measures.

Joining us for prepared remarks on the call today are Raj Subramaniam, President and CEO, Bri Kureri, Executive Vice President and Chief Customer Officer, and Claude Russ, Enterprise Vice President and Interim CFO.

Now I will turn the call over to Raj.

Raj Subramaniam, President and CEO Thank you, Jenny, and a heartfelt thank you to Team FedEx for a very strong finish to FY26, a year of tremendous value creation.

Each quarter of this fiscal year, we delivered on our financial commitments while supporting our customers with excellence.

Our results demonstrate that we are growing revenue in the most premium segments of the global economy.