Fedex (FDX) Stock News

FedEx's interim CFO said Q3 adjusted operating margin fell 20 basis points due to higher fuel price impacts, with the fuel surcharge effect assumed neutral to full-year adjusted operating income.

A FedEx executive said data center-related business supported 28% year-over-year growth in international freight revenue, and that the CY26 revenue growth forecast implies Q4 revenue growth of 10%.

FedEx reported Q3 adjusted EPS of $3.74, beating the $3.42 estimate, on revenue of $22.9B. The company raised its FY2026 adjusted EPS guidance to $18.00-$18.60 and increased its revenue growth outlook to ~12%.

FedEx changed its fiscal year to a calendar year and completed the spin-off of FedEx Freight. It also split its Express segment into U.S. Domestic and International, providing more granular reporting.

Thieves steal nearly $1 million in trading cards from FedEx truck in California.

FedEx Dataworks and Stripe will combine supply chain intelligence and financial infrastructure. First joint solution targets early 2027. FedEx adds 50+ payment methods via Stripe. The partnership aims to use shipment data to unlock Stripe Capital financing for SMBs.

FedEx is partnering with Stripe to offer over 50 additional payment methods at checkout worldwide. The move expands payment flexibility for FedEx's e-commerce and shipping customers.

FedEx Dataworks and Stripe announced a long-term strategic collaboration. The partnership will combine FedEx's global logistics network data with Stripe's financial infrastructure to reduce friction in global commerce, initially targeting small and medium-sized businesses.

FedEx and Stripe plan first joint solution for early 2027.

Small businesses are waiting months for tariff refunds from FedEx and DHL after the Supreme Court struck down some Trump tariffs in February. FedEx says it has released hundreds of millions but must verify each claim. Large importers such as Walmart and Apple received refunds quickly. Some small business owners say the process feels designed to discourage claims. FedEx is improving its portal and adding automation. DHL says 92% of eligible refunds have been returned.

WSJ corrects FedEx tariff refund article: broker, not importer.

Harbinger's largest order ever. Startup reportedly considering an IPO, per TechCrunch.

Advent and a FedEx-led group have passed an 80% shareholder acceptance threshold to acquire InPost. The move brings the takeover closer to completion, pending regulatory clearance.

FedEx Freight said its executive team will handle the responsibilities of Lyons, who is leaving, while the company conducts a search for a successor. No reason for the departure or expected timeline was given.

FedEx Freight Holding Company terminated EVP Michael B. Lyons on Sept. 2 after an internal investigation found a code of conduct violation. The company said the conduct did not impact financial reporting or performance. The executive team will handle his duties during the search for a replacement.