FedEx Corporation (FDX) Q3 2026 Earnings Call Transcript

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Q3: 2026-03-19 Earnings Summary

EPS of $5.25 beats by $1.12

 | Revenue of $24.00B (8.30% Y/Y) beats by $515.71M

FedEx Corporation (FDX) Q3 2026 Earnings Call March 19, 2026 5:30 PM EDT

Company Participants

Jenifer Hollander – Vice President of Investor Relations
Rajesh Subramaniam – President, CEO & Director
Brie Carere – Executive VP & Chief Customer Officer
John Dietrich – Executive VP & CFO
Marshall Witt – Senior VP & CFO
John Smith – President & CEO of FedEx Freight Corporation

Conference Call Participants

Ariel Rosa – Citigroup Inc., Research Division
Stephanie Benjamin Moore – Jefferies LLC, Research Division
Richa Talwar – Deutsche Bank AG, Research Division
Scott Group – Wolfe Research, LLC
David Vernon – Bernstein Institutional Services LLC, Research Division
Ken Hoexter – BofA Securities, Research Division
Thomas Wadewitz – UBS Investment Bank, Research Division
Conor Cunningham – Melius Research LLC
Jonathan Chappell – Evercore ISI Institutional Equities, Research Division
Christian Wetherbee – Wells Fargo Securities, LLC, Research Division
Jordan Alliger – Goldman Sachs Group, Inc., Research Division
Eric Morgan – Barclays Bank PLC, Research Division
Brian Ossenbeck – JPMorgan Chase & Co, Research Division
Jason Seidl – TD Cowen, Research Division

Presentation

Operator

Good day, and welcome to the FedEx Third Quarter Fiscal 2026 Earnings Call. [Operator Instructions] Please note, this event is being recorded. I would now like to turn the conference over to Jenny Hollander, Vice President, Investor Relations.

Jenifer Hollander
Vice President of Investor Relations

Good afternoon, and welcome to FedEx Corporation’s Third Quarter Earnings Conference Call. The third quarter earnings release, Form 10-Q and Stat Book are on our website at investors.fedex.com. This call and the accompanying slides are being streamed from our website. [Operator Instructions] Certain statements in this conference call may be considered forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995.

Such forward-looking statements are subject to risks, uncertainties and other factors that could cause actual results to differ materially from those expressed or implied by such forward-looking statements. For additional information

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