FedEx (FDX) Roadshow presentation summary

Network and operational scale

• Operates in over 220 countries and territories, connecting more than 99% of global GDP with 708 aircraft, 200,000+ vehicles, and 5,000+ facilities.

• Delivers nearly 18 million shipments daily and employs over 500,000 people worldwide.

• U.S. network covers almost every address, with 92% of Americans within five miles of a FedEx hold location.

Financial performance and outlook

• FY25 revenues reached $87.9B, with ground and express services comprising 86% of total revenue.

• FY26 revenue growth rate projected at 6.0%-6.5% YoY, with adjusted EPS guidance raised to $19.30-$20.10.

• Capital expenditures expected to decline to under $4.1B in FY26, down from $4.5B previously assumed.

• Permanent cost reductions of over $1B anticipated in FY26 from transformation initiatives.

Strategic initiatives and transformation

• Network 2.0 and One FedEx initiatives aim to optimize U.S. and Canada operations, targeting $2B in cumulative cost savings by 2027.

• Over 900 optimized stations and more than 30% reduction in station footprint expected by end of 2027.

• Focus on high-value B2B and B2C segments, with targeted growth in healthcare, automotive, data centers, and aerospace verticals.

• Dataworks platform leverages predictive analytics and orchestration to enhance customer workflows and operational efficiency.