FedEx posts $25B Q4 revenue, eyes 11% growth in fiscal 2026

FedEx reported Q4 revenue of $25B, up 13% from a year earlier, and guided for 11% growth in fiscal 2026.

The delivery giant's fourth-quarter adjusted earnings per share came in at $6.31, compared with $6.07 in the same period last year, the company said Tuesday. The results were driven by strong pricing across its Express and Ground segments, according to the Memphis-based company.

Revenue of $25B marked a $2.9B increase from the prior year's fourth quarter. The company did not disclose consensus estimates in its release.

For fiscal 2026, FedEx said it expects revenue to grow about 11% and guided for adjusted EPS in a range of $16.90 to $18.10. The outlook implies continued momentum from the pricing improvements that lifted fourth-quarter results.

The freight and logistics sector has benefited from tighter capacity and disciplined pricing across the industry. Rival United Parcel Service reports its quarterly results next week, providing another read on shipping demand.

FedEx shares closed at $310.75 on Tuesday, down 5.5% on the day, paring gains from a year-to-date advance of about 10.6%. The stock has risen roughly 11% over the past 12 months.

The guidance raise signals management expects demand and pricing power to hold into the new fiscal year. Investors will watch the fiscal first-quarter earnings call in September for updated segment margin details.

This article is for informational purposes only and does not constitute investment advice.