Fedex Corp Stock Price, News & Analysis

FedEx (NYSE: FDX) announced that FedEx Freight Holding Company, a wholly owned subsidiary, has commenced a private offering of senior notes to finance the proposed spin-off of its FedEx Freight reporting segment into a separate public company. The Spin-Off is expected to be completed on June 1, 2026. The issuer intends to distribute net proceeds of the notes to FedEx as consideration for contributed assets. The notes are being offered only to qualified institutional buyers under Rule 144A and to non-U.S. persons under Regulation S and have not been registered under the Securities Act.

This announcement is a financing step tied to the planned separation of FedEx’s less-than-truckload and related businesses into an independent public company.

FedEx (NYSE: FDX) named the ten-member board for the planned independent FedEx Freight ahead of the separation scheduled for June 1, 2026. R. Brad Martin will serve as chairman and John A. Smith will serve as a director and as president and CEO upon completion of the spin-off. The board includes leaders with transportation, supply‑chain, finance, and technology experience. Goldman Sachs is financial advisor and Skadden is legal counsel for the separation.

FedEx (NYSE: FDX) filed a Form 10 on January 16, 2026, to register the planned spin-off of FedEx Freight, expected to separate on June 1, 2026 subject to board approval and customary conditions. FedEx Freight is presented as the largest North American less-than-truckload (LTL) carrier and is expected to list on the NYSE under FDXF. The filing highlights FedEx Freight’s national LTL network, service levels, focused commercial and operational strategy, cash generation aims, and disciplined capital allocation. An Investor Day is scheduled for April 8, 2026, with a live webcast and presentation materials to be posted on investor relations. The spin-off is intended to be tax-free for U.S. federal income tax purposes except for cash paid in lieu of fractional shares.

FedEx (NYSE: FDX) reported strong second quarter fiscal 2026 results and raised its full-year outlook on December 18, 2025. Consolidated revenue was $23.5 billion and adjusted diluted EPS was $4.82 for the quarter; GAAP diluted EPS was $4.04. Management cited higher U.S. domestic and International Priority yields, structural cost reductions, and greater U.S. domestic package volume as drivers.

The company confirmed the planned spin-off of FedEx Freight will be executed on June 1, 2026 and listed on the NYSE as FDXF, and it raised fiscal 2026 revenue growth guidance to 5%–6% and GAAP‑excluded diluted EPS to $17.80–$19.00 (after specified exclusions).

FedEx (NYSE: FDX) declared a quarterly cash dividend of $1.45 per share, payable on January 6, 2026 to stockholders of record at the close of business on December 15, 2025. The action underscores the company’s focus on delivering stockholder value.

Additional disclosed facts: FedEx reported annual revenue of $89 billion and describes its global transportation, e-commerce and business services network and workforce of more than 500,000 employees. Contact details for media and investors were provided.

FedEx (NYSE: FDX) released its FY25 Global Economic Impact Report reporting a $126 billion global direct and indirect economic impact and operations across >500,000 employees and 5,000 facilities.

Key metrics: ~17 million packages per day, >$2 trillion of goods transported annually, 375,000 U.S. employees, and FedEx’s FY25 sustainability and automation investments including a U.S. deployment of >3 million gallons blended sustainable aviation fuel at LAX and $55.5 million in community giving.

FedEx Dataworks (FDX) and ServiceNow (NOW) announced an expanded strategic collaboration to unite AI, data, and workflows to power supply chains of the future. The partnership will integrate FedEx Dataworks’ shipment, route performance and disruptive-event intelligence with the ServiceNow AI Platform and Source-to-Pay Operations to anticipate disruptions, optimize networks, and speed procurement decisions.

The companies committed to a multi-year initiative with joint innovation hubs, platform integrations, and shared engineering resources. The first capabilities are expected to debut in Q1 2026, with broader availability to follow as part of a phased rollout.

Orbis International has launched a three-week Flying Eye Hospital training project in Accra and Kumasi, Ghana, beginning Oct 13, 2025, in partnership with the Ministry of Health, Korle Bu Teaching Hospital, Komfo Anokye Teaching Hospital, and the Ghana Ophthalmic Nursing School.

Supported by Alcon Foundation, FedEx (FDX), and OMEGA, the project delivers simulation and hands-on surgical training across cataract, glaucoma, strabismus, medical and surgical retina, oculoplastics, nursing, anesthesia, and biomedical engineering. This is the Flying Eye Hospital's fourth visit to Ghana and builds on prior work including 25 primary eye care units across 19 districts, a permanent Accra office opened in 2025, and a planned 3-year expansion

FedEx (NYSE: FDX) announced that Marshall Witt will join FedEx Freight as senior vice president and chief financial officer, effective October 15, 2025. Witt joins from TD SYNNEX where he served 12 years as CFO and led significant revenue and EBITDA growth, including oversight of the Concentrix spin-off in 2020. Witt previously spent 15 years at FedEx, most recently as senior vice president of finance and controller for FedEx Freight.

The appointment completes the FedEx Freight executive team ahead of the company’s planned separation, joining John Smith as president and CEO–select and R. Brad Martin as chairman, alongside named leaders for technology, HR/legal, commercial, and operations.