Fedex Corp
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report0 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Fedex Corp
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report0 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
+1.06%
vs ±4.9% implied · ×0.22
shaded = implied · ▲▼ = realized
Fedex has 7 disclosed suppliers and 16 disclosed customers in SEC filings.
Sentence35 % 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.
basisAIRT FY2026 revenue $327MFDX FY2026 revenue $94.7BFY mismatch
SentenceAs 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.
basisILPT FY2025 revenue $185MFDX FY2026 revenue $94.7BFY mismatch
Sentencemany 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.
SentenceWe 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.
Sentencewe 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.
SentenceOur 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.
SentenceOn 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.
SentenceFederal 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.
FDX 10-Kaccession 0001048911-25-000011
Fedex Corp
315.52
Expected move
No implied move.