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FedEx Corporation (FDX) Stock News, Feb-May 2026

FDX NYSE

FedEx Corporation reports developments across its global transportation, e-commerce and business services network. News about FDX commonly covers package delivery operations, FedEx Freight, FedEx Office, FedEx Logistics, service launches such as FedEx SameDay Local, and supply-chain technology initiatives involving FedEx Dataworks.

Recurring company updates also include dividend declarations, governance and leadership changes, material agreements, capital-structure matters, and operating and financial results. Coverage of FedEx Freight includes segment-level developments and related public-company separation disclosures while the company continues to operate its broader FedEx network.

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FedEx (NYSE: FDX) announced the SEC has declared effective the Form 10 registration statement for FedEx Freight, tied to its planned separation into a new publicly traded company.

This SEC milestone ends the Form 10 review and keeps the separation targeted for June 1, 2026, subject to FedEx board approval and customary conditions.

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FedEx (NYSE: FDX) and ServiceNow (NYSE: NOW) expanded their collaboration to embed FedEx Dataworks logistics intelligence into ServiceNow Source-to-Pay and new Supply Chain Management workflows.

The solution surfaces near real-time shipment signals to trigger AI-driven procurement workflows and includes Supplier Insights, Supplier Visibility, and Success Indicators. FedEx says its network generates more than 2 petabytes of data daily.

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FedEx (NYSE: FDX) said John W. Dietrich will step down as executive vice president and chief financial officer effective June 1, 2026 following the planned spin-off of FedEx Freight into a separate public company; he will remain with FedEx through July 31, 2026.

Claude Russ, enterprise vice president, Finance, will serve as interim CFO starting June 1, 2026 while the company conducts a comprehensive internal and external search for a permanent successor. FedEx affirmed its FY26 outlook and the 2029 targets shared at Investor Day.

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FedEx Freight (expected NYSE: FDXF) held its inaugural Investor Day on April 8, 2026, ahead of a planned tax‑free spinoff from FedEx on June 1, 2026, subject to final approvals. Management presented a medium‑term financial framework targeting 4–6% revenue CAGR, 10–12% adjusted operating income CAGR, ~5% CapEx/revenue, and >$1.0 billion free cash flow with >90% conversion.

The company emphasized network optimization, a differentiated commercial offering, technology modernization, disciplined capital allocation, and its position as the largest North American LTL carrier with ~40,000 team members.

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FedEx (NYSE: FDX) launched FedEx SameDay® Local on March 24, 2026, offering time-definite two-hour windows and end-of-day same-day delivery.

The service connects customers to a national network of more than 1,000 delivery providers, provides near real-time tracking, predictive ETAs, API integrations, AI-driven orchestration, and 24/7 monitoring.

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FedEx (NYSE: FDX) reported fiscal Q3 results with revenue of $24.0 billion, GAAP operating income of $1.35 billion and GAAP diluted EPS of $4.41. Adjusted operating income was $1.62 billion and adjusted EPS was $5.25.

The company raised fiscal 2026 outlook, now forecasting 6.0%–6.5% revenue growth, higher adjusted EPS ranges, >$1 billion permanent cost reductions, and expects to spin off FedEx Freight on June 1, 2026. FedEx Freight issued $3.7 billion of senior notes; FedEx joined a consortium in a conditional offer for InPost at €15.60 per share.

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FedEx (NYSE: FDX) announced on Feb 13, 2026 that it has joined the Hedera Council to support development of governed distributed ledger technology for global supply chains.

FedEx will operate a Hedera node, hold equal voting rights, and contribute operational and architectural expertise to advance trusted, interoperable data verification across cross-border commerce.

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FedEx (NYSE: FDX) declared a quarterly cash dividend of $1.45 per share, payable April 1, 2026, to stockholders of record at the close of business on March 9, 2026. The company reports annual revenue of $90 billion and about 500,000 employees. FedEx reiterated its goal of carbon-neutral operations by 2040.

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FedEx (NYSE: FDX) outlined a multi-year plan at its 2026 Investor Day to make supply chains smarter and drive shareholder value. Key 2029 targets include ~$98B revenue, ~$8B operating income, ~8% operating margin, ~11% ROIC, and ~$6B adjusted free cash flow. The company reaffirmed the FedEx Freight spin-off for June 1, 2026, disclosed a conditional InPost take-private offer at €15.60/share, and said Q3 adjusted EPS will exceed consensus.

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InPost has agreed to a recommended all-cash offer of EUR 15.60 per share, valuing all issued shares at approximately EUR 7.8 billion. The Consortium (Advent, FedEx, A&R, PPF) offers ~50% premium to the undisturbed price and has committed financing; completion is expected in H2 2026.

The post-Settlement ownership split will be Advent 37%, FedEx 37%, A&R 16% and PPF 10%. InPost will retain its brand, head office in Poland and current management, with CEO Rafał Brzoska remaining involved.

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FAQ

What is the current stock price of FedEx (FDX)?

FedEx (FDX) last closed at $307.82.

What is the market cap of FedEx (FDX)?

The market cap of FedEx (FDX) is approximately $72.9B.