FedEx Corporation: EPS $3.74 vs $3.34 expected; revenue $22.9B vs $22.7B
Key Facts
Q1 FY2027 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 3.74 | 3.34 | +12.0% | — |
| Revenue (USD bn) | 22.86 | 22.73 | +0.5% | — |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 28, 2026 | Q1 FY2027 | 3.74 | 3.34 | +12.0% | 22.86 | 22.73 | +0.5% |
| Jun 23, 2026 | Q4 FY2026 | 6.31 | 5.96 | +5.9% | 25.00 | 24.04 | +4.0% |
| Mar 19, 2026 | Q3 FY2026 | 5.25 | 4.15 | +26.5% | 24.00 | 22.78 | +5.3% |
| Dec 18, 2025 | Q2 FY2026 | 4.82 | 4.12 | +17.0% | 23.50 | 22.78 | +3.1% |
| Sep 18, 2025 | Q1 FY2026 | 3.83 | 3.60 | +6.4% | 22.20 | 21.65 | +2.6% |
| Jun 24, 2025 | Q4 FY2025 | 6.07 | 5.82 | +4.3% | 22.20 | 21.74 | +2.1% |
| Mar 20, 2025 | Q3 FY2025 | 4.51 | 4.56 | −1.1% | 22.20 | 21.87 | +1.5% |
| Dec 19, 2024 | Q2 FY2025 | 4.05 | 3.95 | +2.5% | 22.00 | 22.12 | −0.5% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
FedEx Corporation results: EPS $3.74 vs $3.34 expected; revenue $22.9B vs $22.7B. The results cover the company's Q1 FY2027. EPS came in above analysts' estimate by 12.0%; revenue above the estimate by 0.5%.
On its record, EPS topped analysts' estimates in 6 of 7 earlier comparable reports.
What the results mean
FedEx Corporation operates a service network spanning express shipping, scheduled delivery, freight transportation, e-commerce solutions, and supply chain services. Interpreting the results requires attention to this service mix, since time-sensitive shipments involve different customer needs from deliveries to households and businesses.
Business drivers include demand for package and freight transportation, the services customers choose, and the efficiency of the transportation network. Cross-border services, customs brokerage, and supply chain management also diversify the business, but the available material does not identify their contribution to the results.
What to watch on the earnings call: Listen for management's discussion of demand for express shipping, scheduled delivery, and freight transportation, and how the service mix affects margins. Network efficiency and spending also merit attention, alongside the role of e-commerce and cross-border shipping in customer activity.
For the full analysis of FedEx Corporation stock — valuation, scores and financial statements — see the stock page linked with this story.