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FedEx (FDX) investor relations material
FedEx Proxy filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Annual meeting scheduled for September 28, 2026, in a virtual-only format for all shareholders.
Shareholders are encouraged to review proxy materials and vote online or during the meeting.
Voting matters and shareholder proposals
Election of eleven directors is on the agenda, with all nominees recommended by the board.
Advisory vote on executive compensation (say-on-pay) is included.
Ratification of Ernst & Young LLP as independent auditor for the transition period June 1, 2026 to December 31, 2026.
Shareholder proposals include appointing an independent board chair, lowering the threshold to call a special meeting, and a report on risks related to distributing abortion drugs.
Board recommends voting against all shareholder proposals.
Board of directors and corporate governance
Eleven director nominees are listed for election, including both internal and external candidates.
Proxy holders may vote for substitute nominees if any listed nominee is unable to stand for election.
- Strong financial results, transformation progress, and robust governance define this year's proxy.FDX
Proxy filing - Raised FY26 outlook, cost savings, and network optimization drive strong long-term targets.FDX
Roadshow presentation - Targeting $8B operating income and $6B free cash flow by 2029 through network optimization and growth.FDX
Roadshow presentation - FY26 exceeded outlook with strong growth, spin-off, and robust CY26 EPS guidance of $16.90–$18.10.FDX
Q4 2026 - Unified global logistics network drives innovation, efficiency, and sustainability at scale.FDX
Corporate presentation - Targeting 4%-6% revenue CAGR, 15% margins, and >90% free cash flow conversion.FDX
Investor Day 2026 - Q3 revenue up 8% and adjusted EPS up 16%; FY 2026 guidance raised, Freight spin-off progressing.FDX
Q3 2026 - AI-driven transformation targets $2B savings, 4% revenue CAGR, and $6B free cash flow by 2029.FDX
Investor Day 2026 - Freight spin-off, cost savings, and fluctuating results led to lower FY25 guidance.FDX
Q2 2025
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