Earnings Brief

FedEx: 2025 Revenue Hits $82.5B After Freight Spinoff, but Shares Fall

FedEx disclosed 2025 annual revenue of $82.5B and net income of $4.55B following the spinoff of its freight subsidiary, FedEx Freight. EPS came in at $19.09, though shares fell after the announcement.

Justin Jeon·July 23, 2026 at 09:18·3 min

fedex-2025-revenue-82-5b-after-freight-spinoff

AIKey Summary

FedEx reported 2025 revenue of $82.5B and net income of $4.55B after spinning off FedEx Freight
Revenue beat estimates, but the stock fell post-announcement

FedEx disclosed 2025 annual revenue of $82.5B in an SEC 8-K filing. Revenue beat market expectations, but the stock fell after the announcement.

Earnings At A Glance

Effective June 1, 2026, FedEx changed its fiscal year-end from May to December. On the same day, it spun off its freight trucking subsidiary, FedEx Freight, into a separately listed company. Under the newly disclosed figures excluding FedEx Freight, 2025 annual revenue came to $82.5B and net income to $4.55B. Earnings per share (EPS) stood at $19.09.

Revenue: $82.5B
Net income: $4.55B
EPS: $19.09

Market Reaction

The Wall Street Journal reported that revenue grew as both per-package rates and volume increased. According to Investor's Business Daily, revenue topped market expectations, but the stock fell below a key support level after the announcement. CNBC credited the freight segment with driving the results.

Reuters reported that management at FedEx Freight, now a separately listed company following the spinoff, projected revenue growth of up to 6% for the remainder of 2026. FedEx's (FDX) own guidance for the next quarter was not disclosed in this filing. FedEx had earlier announced on July 1 that it would sell its logistics subsidiary, FedEx Supply Chain, to French shipping group CMA CGM for $1.4B, with the deal expected to close in the second half of 2026.

This article was automatically generated based on the original SEC 8-K filing and media reports, with the goal of quickly delivering key data immediately after the announcement. Investors are advised to review the company's official filing before making trading decisions. Prices reflect the time of writing and may differ from current levels.

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