FDX

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report FedEx Corporation (FDX) : Free Stock Analysis Report Alaska Air Group, Inc. (ALK) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. FedEx (FDX) is drawing fresh attention as the company prepares to spin off its FedEx Freight business on June 1. The move coincides with upcoming quarterly earnings and renewed debate over the stock. See our latest analysis for FedEx. FedEx’s share price has recently picked up momentum, with a 1-day share price return of 2.94% and a year to date share price return of 40.48%, while the 1-year total shareholder return of 93.84% and 3-year total shareholder return of 101.19% underline how strongly the stock has rewarded holders over time. Recent attention around the upcoming FedEx Freight spin off, executive reshuffles in finance leadership, and the planned redemption of euro denominated notes is keeping the focus firmly on how the company is reshaping its business and risk profile. If FedEx’s recent move has you rethinking your watchlist, this is a good moment to scan for other transportation linked opportunities such as 33 power grid technology and infrastructure stocks With FedEx trading near its recent highs, a discounted cash flow valuation model implying a 50% gap to intrinsic value, and the stock sitting slightly above the average analyst target, it raises a key question for you as an investor: is there still a buying opportunity here, or is the market already pricing in future growth? FedEx’s last close at $411.78 sits slightly above a narrative fair value of about $401.89, framing a tight gap that hinges on execution of its freight spin and efficiency plans. Read the complete narrative. Curious what kind of revenue growth, margin lift, and future P/E multiple need to line up for that fair value? The narrative leans on specific compound growth, rising profitability, and a richer earnings multiple that is compared directly against the wider logistics sector, all threaded through a single discount rate and timeline. Result: Fair Value of $401.89 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there is still real execution risk here, particularly if the USPS contract expiry bites harder than expected or if the freight separation proves more disruptive than planned. Find out about the key risks to this FedEx narrative. While the analy...

Nordic American Tankers (NAT) came out with quarterly earnings of $0.17 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.02 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +6.25%. A quarter ago, it was expected that this tanker company would post earnings of $0.09 per share when it actually produced earnings of $0.06, delivering a surprise of -33.33%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. Nordic American Tankers, which belongs to the Zacks Transportation - Shipping industry, posted revenues of $77.51 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 3.88%. This compares to year-ago revenues of $37.94 million. The company has not been able to beat consensus revenue estimates over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Nordic American Tankers shares have added about 51.7% since the beginning of the year versus the S&P 500's gain of 9.9%. While Nordic American Tankers has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Nordic American Tankers was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You ca...

The stock market hit fresh highs as crude oil prices tumbled below $100 on Iran hopes. Earnings were mostly strong, though there were big losers too

PITTSBURGH, April 15, 2026--(BUSINESS WIRE)--Aurora Innovation, Inc. (NASDAQ: AUR) today announced it will release first quarter 2026 results after market close on May 6, 2026 and will host a business review conference call that day at 5:00 p.m. Eastern time. The conference call will be webcast on Aurora’s investor relations website at ir.aurora.tech. A replay of the webcast will be available for 30 days following the call. About Aurora Aurora (Nasdaq: AUR) is delivering the benefits of self-driving technology safely, quickly, and broadly to make transportation safer, increasingly accessible, and more reliable and efficient than ever before. The Aurora Driver is a self-driving system designed to operate multiple vehicle types, from freight-hauling trucks to ride-hailing passenger vehicles, and underpins Aurora’s driver as a service products for trucking and ride-hailing. Aurora is working with industry leaders across the transportation ecosystem, including AUMOVIO, FedEx, Hirschbach, NVIDIA, PACCAR, Ryder, Schneider, Toyota, Uber, Uber Freight, Volvo Trucks, Volvo Autonomous Solutions, and Werner. To learn more, visit aurora.tech. Aurora Overview Aurora Press Kit View source version on businesswire.com: https://www.businesswire.com/news/home/20260415403065/en/ Contacts Investor Relations: Stacy Feit [email protected] Media: [email protected]

The chart below shows the dramatic turnaround in earnings estimates for the Zacks Energy sector in recent weeks. The green, blue, light blue, and red lines in the chart represent evolving Zacks Consensus earnings estimates for the 2024 (green line), 2025 (blue), 2026 (light blue), and 2027 (red), respectively. The fixed, dark blue line across the chart represents the stock market price action of stocks in the Zacks Energy sector. Image Source: Zacks Investment Research As you can see in the chart, the recent upturn in 2026 earnings estimates has been notably sharper relative to 2027 estimates, reflecting the expectation that the ongoing spike in oil prices will ease over time. As we noted in this space last week, the Energy sector has a much smaller weightage in the S&P 500 index at present compared to many years ago, both in terms of market capitalization and earnings contribution. But the steadily improving profitability outlook for the Energy sector is nevertheless adding to the overall favorable aggregate revisions trend, which we show a little later in this note. The Zacks Energy sector is currently expected to enjoy +7.6% earnings growth in 2026 Q1, up from +0.9% growth expected a week back and the -1.9% decline expected at the start of January. For full-year 2026, the expectation today is +16.3%, up from +10% earnings growth expected a week back and +5.4% growth expected at the start of January. We all intuitively understand that persistently high oil prices are not good for the U.S. economy, as high prices for gasoline, diesel, and other refined petroleum products end up acting as a tax on households. The U.S. economy is primarily consumption-driven, so high oil prices will eventually weigh on consumer spending. Offsetting this equation is the reality that the U.S. is also a major oil producer, the largest in the world, not needing any imported oil. What I am trying to explain here is that rising oil prices are undoubtedly negative for the U.S. in the final analysis, as the benefit from improved profitability of the country’s energy-producing assets is offset by reduced consumer spending. But high oil prices are not negative to the same extent as they are for many other developed and developing economies that don’t have domestic oil-producing assets. For example, Japan, South Korea, and even Germany and France are entirely dependent on imported oil,...

Uncertainty about oil prices due to the ongoing war is weighing on the market at present. But the associated spike in oil prices has done wonders for the Energy sector's earnings outlook. The sector no longer enjoys the heft it once enjoyed in broad market indexes like the S&P 500 index – the sector accounted for 4.5% of all S&P 500 earnings in 2025, down from 13% in 2011 – but the steadily improving profitability outlook for the Energy sector is nevertheless adding to the overall favorable aggregate revisions trend. The Zacks Energy sector is currently expected to enjoy +0.9% earnings growth in 2026 Q1, a material improvement from the -1.9% decline that was expected in early January. For full-year 2026, the expectation today is for +10% earnings growth, up from +5.4% earnings growth expected in early January. We all intuitively understand that persistently high oil prices are not good for the U.S. economy, as high prices for gasoline, diesel, and other refined petroleum products end up acting as a tax on households. The U.S. economy is primarily consumption-driven, so high oil prices will eventually weigh on consumer spending. Offsetting this equation is the reality that the U.S. is also a major oil producer, one of the largest in the world, and does not need any imported oil. What I am trying to explain here is that rising oil prices are undoubtedly negative for the U.S. in the financial analysis, as the benefit from improved profitability of the country’s energy-producing assets is offset by reduced consumer spending. But high oil prices are not as negative as they are in many other developed and developing economies that lack domestic oil production. For example, Japan, South Korea, and even Germany and France are entirely dependent on imported oil, and the hit to those economies from high oil prices is significantly more pronounced. Oil prices in the futures market suggest that market participants don’t expect current supply disruptions to persist beyond the next few weeks. Oil prices will not immediately return to where they were before the start of the conflict, but that is where they will be heading over time once the conflict ends. The chart below shows the sector’s earnings picture on a quarterly basis, with aggregate earnings estimates for 2026 Q1 and the following three quarters and actual earnings in the preceding 12 quarters (3 years). Image So...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. FedEx (FDX) just delivered quarterly results that topped consensus earnings and revenue expectations, raised its full-year revenue growth outlook to 6.0% to 6.5%, and highlighted momentum from AI-driven efficiencies and new services like FedEx SameDay Local. See our latest analysis for FedEx. Even after an earnings driven jump earlier in the month, FedEx’s share price has cooled with a 9.6% 1 month share price return. However, a 17.9% 3 month share price return and 46.5% 1 year total shareholder return point to momentum that is still intact as investors weigh the impact of FedEx SameDay Local, raised guidance, and completed buybacks. If FedEx’s push into AI enabled logistics has your attention, it can be worth widening the lens to other enablers of this trend through a curated list of 35 AI infrastructure stocks With FedEx posting rising revenue and net income, a value score of 4, and the shares pulling back about 10% over the past month, you have to ask: is this a chance to buy, or is the market already pricing in future growth? According to Vestra, the latest fair value estimate of $371.45 sits above FedEx’s last close at $349.55, framing the stock as modestly undervalued and tied closely to execution on earnings efficiency and the upcoming freight separation. Read the complete narrative. Want to see what sits behind that freight spin thesis? The narrative leans on margin expansion, earnings power, and a re rated multiple that is usually reserved for higher growth names. Result: Fair Value of $371.45 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the thesis still hinges on fuel costs staying manageable, and on labor or regulatory changes not adding heavy, unexpected expenses to the FedEx model. Find out about the key risks to this FedEx narrative. With sentiment clearly mixed, this is the moment to look through the numbers yourself and decide how the trade off between risk and reward stacks up for you, then weigh the 4 key rewards and 1 important warning sign If FedEx is on your radar, do not stop there, use the tools available to widen your watchlist and keep fresh opportunities on your side. Spot potential bargains early by scanning a curated set of screener co...

Strong quarterly results from Micron Technology MU and FedEx FDX stood out as rare bright spots in an otherwise turbulent week, as broader equity indexes retreated sharply amid surging oil prices and heightened economic uncertainty stemming from the conflict in Iran. Neither were immune to the volatility in Friday’s trading session, but Micron and FedEx stock may serve as appealing buy-the-dip targets as they posted blowout quarterly earnings on Wednesday and Thursday, respectively. Optimistically, there were a few other standouts that could potentially combat weaker market sentiment after impressively beating EPS expectations. Explosive demand for AI-related memory products has led to tight industry supply, allowing Micron to command higher prices and deliver stronger margins, with its stock currently boasting a Zacks Rank #1 (Strong Buy). Reporting results for its fiscal second quarter, Micron’s Q2 sales nearly tripled year over year to a record $23.86 billion from $8.05 billion in the comparative quarter. The surge was fueled by high demand for Micron’s high-bandwidth memory (HBM) products, which are used in Nvidia’s NVDA GPUs. More importantly, Micron continued to show strong execution, with Q2 EPS at $12.20, topping expectations of $8.80 by 38.64% and skyrocketing from $1.56 per share a year ago. Micron also produced record quarterly free cash flow of $6.9 billion and has efficiently scaled its next-generation memory production. With analysts seeing the current memory cycle as the strongest in years, Micron guided its Q3 sales at $33.5 billion, well ahead of expectations of $22.79 billion or 101% growth. Benefitting from a blazing trend of positive earnings estimate revisions, Micron is currently expected to post FY26 EPS of $36.18. More intriguing, analysts project Micron will pass $100 billion in annual sales next year, and FY27 EPS projections are at a whopping $54.78. FedEx’s results for its fiscal third quarter were exceptionally strong, beating expectations on revenue and earnings, while expanding margins in key segments, and raising its full-year outlook. This was driven by disciplined operations, strong package demand, and efficiency gains from the accelerating impact of its advanced digital solutions to help control costs and improve service quality. FedEx stock lands a Zacks Rank #3 (Hold), but a buy rating could be on the way as earnings esti...

FedEx Corporation FDX reported solid fiscal third-quarter 2026 results, wherein both earnings and revenues surpassed the Zacks Consensus Estimate. Quarterly earnings (excluding 84 cents from non-recurring items) of $5.25 per share beat the Zacks Consensus Estimate of $4.14 and improved 16.4% year over year. Revenues of $24.0 billion came ahead of the Zacks Consensus Estimate of $23.5 billion and improved 8.3% from the year-ago fiscal quarter’s reported figure. Apart from the better-than-expected results, FDX has also raised its full-year fiscal 2026 guidance for revenues and earnings. For fiscal 2026, FedEx now expects revenue growth in the range of 6-6.5% on a year-over-year basis (prior view: up 5-6%). Diluted earnings per share (EPS) are now anticipated to be between $16.05 and $16.85 before the MTM retirement plans accounting adjustments compared with the prior guidance of $14.80-$16.00. EPS, after excluding costs related to business optimization initiatives, the planned spin-off of FedEx Freight and the planned change in the company's fiscal year-end, is now expected to be between $19.30 and $20.10 compared with the prior guided range of $17.80 to $19.00. FedEx Corporation price-consensus-eps-surprise-chart | FedEx Corporation Quote Operating income, on a reported basis, increased 4% to $1.35 billion from the year-ago fiscal quarter’s reported number. Operating margin fell to 5.6% from 5.8% in the year-ago reported quarter. Operating results improved in the third quarter on the back of strength in U.S. domestic and International Priority package yields, continued structural cost reductions and higher U.S. domestic package volume. Operating expenses (reported basis) increased 9% year over year to $22.6 billion. Raj Subramaniam, FDX president and chief executive officer, stated, “Team FedEx delivered another quarter of strong financial results and excellent service for our customers, powered by disciplined operational execution, the resilience of our global network, and the accelerating impact of our advanced digital solutions. We are the industrial network that powers the global economy, and our network and digital transformation is enabling us to make supply chains smarter for everyone. Our strategy not only strengthens our operations but also drives robust free cash flow, positioning FedEx to deliver durable, long-term value for stockholders.” The plan...

FedEx (FDX) came out with quarterly earnings of $5.25 per share, beating the Zacks Consensus Estimate of $4.14 per share. This compares to earnings of $4.51 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +26.81%. A quarter ago, it was expected that this package delivery company would post earnings of $4.07 per share when it actually produced earnings of $4.82, delivering a surprise of +18.43%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. FedEx, which belongs to the Zacks Transportation - Air Freight and Cargo industry, posted revenues of $24 billion for the quarter ended February 2026, surpassing the Zacks Consensus Estimate by 1.75%. This compares to year-ago revenues of $22.16 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. FedEx shares have added about 21.1% since the beginning of the year versus the S&P 500's decline of 3.2%. While FedEx has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for FedEx was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong...

FedEx Corp. on Thursday reported strong fiscal third-quarter earnings, exceeding optimistic analyst expectations, and raised full-year guidance once again. Corporate revenue increased 8% year over year to $24 billion, beating consensus estimates by $520 million, and adjusted earnings per share hit $5.25 (consensus was $4.09), up 16%, behind yield and volume strength across nearly all package services, plus cost savings from restructuring initiatives. FedEx (NYSE: FDX) delivered strong results for the quarter ended Feb. 28, which included the all-important holiday season, despite a slowing global economy, uncertainty over tariffs and geopolitical risks. Income was also negatively affected by the grounding of the MD-11 fleet because of ongoing safety inspections following last November’s crash of a UPS freighter. The company’s stock price jumped $30 to $388 per share, up 9%, in aftermarket trading on Wall Street. The market’s reaction to the earnings report demonstrates that FedEx is building confidence that it can deliver on the positive outlook shared at Investor Day on Feb. 12. Based on its results, FedEx said it now expects fiscal year 2026 revenue to grow 6.25% at the mid range vs. 5.5%, with adjusted EPS of $19.30 to $20.10, up from the prior range of $17.80 to $19. Management had already guidance at the Investor Day event. In December, the forecast called for EPS in the range of $17.20 to $19 and consolidated revenue growth of 5% at the mid range. FedEx now expects permanent cost reductions of more than $1 billion in transformation-related savings in FY26 based on structural cost reductions and the progress of its network integration effort, compared to the prior forecast of $1 billion. The Memphis, Tennessee-based parcel and logistics power plans to close 475 parcel terminals by the end of 2027, including 10 more in New York and Pennsylvania by this June, as FreightWaves reported Wednesday. Capital spending is projected at $4.1 billion, down from the $4.5 billion forecast in December. For the quarter, FedEx reported adjusted operating income of $1.62 billion, up 7% year over year. Federal Express segment revenue grew 10% to $21.2 billion, with operating income up 21%to $1.6B. Express revenue was driven by 10% growth in domestic revenue, with $9.86 billion marking the highest quarterly domestic revenue since 2022. FedEx Freight, which will be spun off a...