FedEx Corporation
FDX
Jodie read · what matters now
Revenue increased 8.3% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to FDX, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-03-19 against the comparable filing from 2025-03-20.
What improved
- Revenue increased 8.3% versus the comparable filing period.
- Net income increased 16.2% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“FedEx Freight Segment Operating Income FedEx Freight segment operating income decreased 97% in the third quarter and 55% in the nine months of 2026 primarily due to higher costs related to the planned spin-off of FedEx Freight, including increased salaries and employee benefits expense, outside service contracts and professional fees, as well as reduced demand.”
“Other operating expense increased 10% in the third quarter and 10% in the nine months of 2026 primarily due to increased professional and outside service contract fees, credit losses from higher revenue and impacts from global trade policy changes, and customs-related brokerage fees due to the removal of the de minimis exemption.”
“Purchased transportation expense increased 8% in the third quarter and 6% in the nine months of 2026 primarily due to volume-related costs to support higher package volume and contracted service provider rates.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind FDX
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 15 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
FDX is currently a Leader in the organic co-movement group Integrated Freight Logistics. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for FDX; it is not active in the latest market snapshot.
Theme membership history
No durable theme membership has been observed for this name yet.