FedEx's fourth quarter 2026 revenue of $25B and adjusted EPS of $6.31 both beat expectations.

FedEx reported fourth quarter fiscal 2026 revenue of $25.0 billion and adjusted diluted EPS of $6.31, exceeding analyst estimates. For the full fiscal year, the company generated $94.7 billion in revenue and an adjusted EPS of $20.24.

Key Highlights

• The Federal Express segment delivered an adjusted operating margin of 8.9%, surpassing the 8.2% analyst estimate, driven by strong yields and volume growth.
• For the full fiscal year, the company exceeded its $1 billion transformation cost savings goal and reduced capital spending to 4.0% of revenue, the lowest level in its history.
• Looking ahead to calendar year 2026, FedEx guided for approximately 11% revenue growth and an adjusted EPS range of $16.90 to $18.10 from continuing operations post-Freight spin-off.