FedEx Corp. (FDX) beat expectations in Q4 FY2026 on revenue of $25.0B versus the $24.0B estimate (+12.5% YoY) and EPS of $6.31. The next FedEx Corp. (FDX) earnings date is Sep 17, 2026. Below is the full FedEx Corp. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
FedEx Corp. (FDX) Earnings Analysis — key stats
Next earnings date
Sep 17, 2026
Latest reported quarter
Q4 FY2026
Earnings verdict
Beat
EPS beat rate
6 of last 8 (quarters above estimate)
Avg next-day move
±4.6% (over the last 8 reports)
Post-earnings direction
Up 4 / Down 4 (of the last 8 reports)
Implied move (next report)
±6.0% (options-derived · into Sep 17, 2026)
Institutional ownership
121.8% (13F as of 2026-06-30)
Top 10 holders
36.4% (of shares outstanding)
Insider activity
9 buys / 3 sells (recent Form 4 filings)
Revenue
$25.0B (vs $24.0B est · +4.0% surprise · +12.5% YoY)
EPS
$6.31 (vs $5.96 est · +5.9% surprise · -4.6% YoY)
Share price
$334.05 (+2.8%)
Market cap
$79.0B
FedEx Corp. (FDX) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q1 FY2027
$25.0B vs $24.0B est
$6.31 vs $5.96 est
+5.9%
-3.6%
Beat
Q4 FY2026
$24.0B vs $23.5B est
$5.25 vs $3.34 est
+57.2%
+2.6%
Beat
Q3 FY2026
$23.5B vs $22.8B est
$4.82 vs $4.07 est
+18.4%
+2.3%
Beat
Q2 FY2026
$22.2B vs $21.6B est
$3.83 vs $3.60 est
+6.4%
+2.6%
Beat
Q1 FY2026
$22.2B vs $21.7B est
$6.07 vs $5.82 est
+4.3%
-3.2%
Beat
Q4 FY2025
$22.2B vs $21.9B est
$4.51 vs $4.56 est
-1.1%
-6.8%
In line
Q3 FY2025
$22.0B vs $22.1B est
$4.05 vs $3.95 est
+2.5%
+0.9%
Mixed
Q2 FY2025
$21.6B vs $21.8B est
$3.60 vs $4.76 est
-24.4%
-14.6%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
8.7%
20.8M
$6.5B
+10.5%
Vanguard Capital Management LLC
5.9%
14.2M
$4.4B
+2.0%
State Street Corp
4.2%
10.1M
$3.2B
+3.2%
Primecap Management CO/Ca/
3.4%
8.2M
$2.6B
-1.8%
Vanguard Portfolio Management LLC
3.1%
7.3M
$2.3B
+2.8%
Dodge & Cox
3.0%
7.2M
$2.3B
-27.5%
Franklin Resources INC
2.2%
5.4M
$1.7B
-9.0%
Geode Capital Management, LLC
2.2%
5.2M
$1.6B
+0.9%
Fmr LLC
2.1%
5.0M
$1.6B
-19.7%
Norges Bank
1.6%
3.7M
$1.2B
+100.0%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Talwar Vishal
officer: EVP CDIO & PRESIDENT FDW
2026-08-17
Buy
1K
—
Smith Richard W
director, officer: COO INTL - CEO Airline FEC
2026-08-07
Sell
254K
—
WALSH PAUL S
director
2026-06-30
Buy
5K
$695040
WALSH PAUL S
director
2026-06-30
Sell
5K
$1.6M
WALSH PAUL S
director
2026-06-30
Sell
5K
$695040
Talwar Vishal
officer: EVP CDIO & PRESIDENT FDW
2026-06-25
Buy
3K
$1.1M
Subramaniam Rajesh
director, officer: President/CEO
2026-06-25
Buy
11K
$3.5M
Smith Richard W
director, officer: COO INTL - CEO Airline FEC
2026-06-25
Buy
3K
$1.1M
What you'll find
Next FedEx Corp. (FDX) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment FedEx Corp. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in FedEx Corp. (FDX)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is FedEx Corp.'s next earnings date?
FedEx Corp.'s (FDX) next scheduled earnings date is Sep 17, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did FedEx Corp. (FDX) beat or miss earnings?
In Q4 FY2026, FedEx Corp. (FDX) posted beat results — revenue of $25.0B versus the $24.0B estimate (+4.0% surprise) and EPS of $6.31 versus $5.96 expected (+5.9% surprise). Magnisto decodes every FedEx Corp. (FDX) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does FedEx Corp. beat earnings estimates?
Over its last 8 reported quarters, FedEx Corp. (FDX) beat Wall Street EPS estimates 6 times, most recently a beat result in Q1 FY2027. Magnisto tracks every FedEx Corp. (FDX) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does FedEx Corp. stock move after earnings?
Over its last 8 quarterly reports, FedEx Corp. (FDX) moved an average of ±4.6% the day after earnings — ranging from -14.6% (Q2 FY2025) to +2.6% (Q4 FY2026). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Sep 17, 2026, options-implied volatility is pricing in a move of roughly ±6.0% (derived). Magnisto tracks the realized post-earnings move for every FedEx Corp. (FDX) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of FedEx Corp.?
Institutions hold about 121.8% of FedEx Corp.'s (FDX) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (8.7%), Vanguard Capital Management LLC (5.9%), State Street Corp (4.2%). Magnisto lists FedEx Corp.'s (FDX) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling FedEx Corp. (FDX)?
In the most recent Form 4 filings Magnisto tracks, FedEx Corp. (FDX) insiders recorded 9 purchases and 3 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for FedEx Corp. (FDX) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for FedEx Corp. (FDX), anchored to the current $334.05 share price, so you can weigh the bull, base and bear cases for FedEx Corp. side by side.
Is FedEx Corp. (FDX) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether FedEx Corp. fits your own thesis and risk profile. This is research, not investment advice.