Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of FDX revenue | Skew |
|---|---|---|---|
| AIRTAir T Inc | 35.00% | 0.12% | 290× |
| ILPTIndustrial Logistics Properties Trust | 27.90% | 0.05% | 513× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“35 % and 39 % of the Company's consolidated revenues were derived from services performed for FedEx by the Company's overnight air cargo segment during the fiscal years ended March 31, 2026 and 2025, respectively.”
$114M relationship290× more of AIRT’s book than FDX’s
basisAIRT fy2026 · closed 2026-03 $327MFDX fy2026 · closed 2026-05 $94.7B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0000353184-26-000054cik 0000353184disclosed by AIRT
“As of December 31, 2025, FedEx and Amazon leased 22.7% and 8.1% of our total leased square feet, respectively, and represented 27.9% and 7.3% of our total annualized rental revenues, respectively.”
$51M relationship513× more of ILPT’s book than FDX’s
basisILPT fy2025 · closed 2025-12 $185MFDX fy2026 · closed 2026-05 $94.7B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“● there is one tenant at five properties that accounts for 5% of 2026 base rent ( i.e ., FedEx at 5%),”
FILING10-K0001104659-26-024579cik 0000712770disclosed by OLP
“We and our sellers work with a number of third-party services to deliver their items to buyers, including DHL, FedEx, UPS, and the United States Postal Service.”
FILING10-K0001600641-26-000007cik 0001600641disclosed by DIBS
“A significant portion of our customers' experience depends on third parties outside of our control, including vendors, suppliers and logistics providers such as UPS, FedEx and DHL.”
FILING10-K0001193125-26-071307cik 0001746618disclosed by RVLV
“Depending on the size of the package, the delivery is made either primarily through FedEx, for our small parcel products, or third-party line haul trucking companies for our large parcel products and third-party last mile home delivery agents.”
FILING10-K0001616707-26-000027cik 0001616707disclosed by W
“We have been utilizing both United Parcel Service (UPS) and Federal Express Corporation (Federal Express) for reliable and secure point-to-point transport of patient specimens to our laboratory and enhanced tracking of these patient specimens.”
FILING10-K0001274737-26-000009cik 0001274737disclosed by XGN
“Federal Express revenue increased 1% in 2025 primarily due to increased international economy and U.S. ground package volume and improved base yields, partially offset by lower priority package volume, the expiration of our contract with the USPS on September 29, 2024, two fewer operating days, and unfavorable exchange rates.”
FILING10-K0001048911-25-000011cik 0001048911
“• FedEx Express - Yearly Superior Performance Award FY 25”
FILING10-K0000799233-26-000006cik 0000799233disclosed by HTLD
“We have established relationships as a supplier to many large customers in the transportation industry for our dry and refrigerated van products, platform trailers, and tank trailers, including the following: ▪ Truckload Carriers: Crete Carrier Corp.; J.B. Hunt Transport, Inc.; Werner Enterprises, Inc.; Southland Transportation Company; and Knight/Swift Transportation Holdings, Inc.; and Schneider National, Inc. ▪ Less-Than-Truckload Carriers: Saia, Inc.; FedEx Freight, Inc; Old Dominion Freight Lines, Inc.; and R&L Carriers, Inc. ▪ Leasing Companies: Fleetco, Inc.; Penske Truck Leasing Co., L.P.; Ryder System, Inc.; XTRA, LLC; Brody Transportation Company, Inc.; and Premier Trailer Leasing. ▪ Private Fleets: Dollar General Corporation; and PepsiCo, Inc. ▪ Liquid Carriers: Semo Tank/Baker Equipment Co.; Dana Liquid Transport Corporation; Stuart Tank Sales Corporation; The Jack Olsta Co.; and Hills Stainless Tank Inc.”
FILING10-K0000879526-26-000036cik 0000879526disclosed by WNC
“We primarily rely on three major vendors for our shipping, DHL, FedEx, and UPS.”
FILING20-F0001104659-25-104454cik 0001831907disclosed by LUXE
“In particular, we are dependent upon major shipping companies, including FedEx and UPS, for the shipment of our products to and from our centralized warehouses.”
FILING10-K0000918965-25-000029cik 0000918965disclosed by SCSC
“Customers can explore a wide array of products delivered right to their door via FedEx.”
FILING10-K0001665918-26-000008cik 0001665918disclosed by USFD
“Our direct-to-consumer shipments are delivered from our central warehouse facility to consumers using FedEx, U.S. Postal Service, or other third-party carriers and is an accelerating part of our business, with the channel having grown significantly since 2019.”
FILING10-K0001628280-26-007757cik 0001739566disclosed by UTZ
“Our business is heavily dependent on FedEx, making us vulnerable to changes in our relationship with FedEx.”
FILING10-K0001104659-26-021557cik 0002053641disclosed by ETS
“many well-known shippers, manufacturers, retailers and other truck fleet operators have started to use RNG fueled trucks to move their freight, including, among others, Amazon, Pepsi Frito-Lay, FedEx, Anheuser-Busch, USPS, UPS, Kroger, KeHe Distributors, Kenan Advantage Group, and Estes Express.”
FILING10-K0001104659-26-019215cik 0001368265disclosed by CLNE
“we entered into a Trademark License Agreement with Federal Express (the "Trademark License Agreement") that provides us with a license to continue to use certain names, trademarks, and brands owned by Federal Express or its affiliates, including the "FedEx Freight" name and mark.”
FILING10-K0001628280-26-053359cik 0002082247disclosed by FDXF
“use FedEx Corporation ("FedEx") and United Parcel Service ("UPS") for substantially all ground shipments of”
FILING10-K0001493152-26-014164cik 0001934245disclosed by NWTG
“primarily rely international and domestic courier and logistic companies for the shipping from the suppliers, DHL, FedEx, UPS, or SF”
FILING20-F0001213900-26-050019cik 0002033515disclosed by SORA
“On August 26, 2025, FedEx Corporation, our "prior carrier partner", notified providers, including PeriShip Global, that it would be providing preferred shipping services through its own internal platform and that the providers would no longer be approved as FedEx preferred shippers effective September 24, 2025.”
FILING10-K0001214659-26-004051cik 0001104038disclosed by VRME
“the customer depends on third parties outside of our control, including suppliers and logistics providers such as FedEx, UPS, postal services”
FILING20-F0001213900-26-049322cik 0001611746disclosed by SPRC
Watchlist prices, news filtered to it, and its next report on your desk.
FILING10-K0001717307-26-000012cik 0001717307disclosed by ILPT
Fedex Corp
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Air Courier Services
Prev close 308.42 · gapped above the open, then crossed back over prior close. High/low 312.72 at 9:30 am ET, 307.62 at 12:00 pm ET.
Fedex Corp has 7 disclosed suppliers and 14 disclosed customers. Each one is named in an SEC filing, either Fedex Corp’s own annual report or the counterparty’s, and carries the sentence that discloses it.
FDX (Fedex Corp) has 7 disclosed suppliers and 14 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move, and a bundle sits past the rings until you open it. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: ETS +14.56%, in industrials & materials.