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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 read

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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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Frequently Asked Questions

Why did FedEx change its fiscal year?

FedEx moved its fiscal year-end from May to December, effective June 1, 2026. Results for the June-to-December 2026 period will be reported separately in a Transition Report, after which the company will report on a calendar-year basis (January to December) going forward.

Why did FedEx Freight become a separate company?

On June 1, 2026, FedEx spun off its freight trucking subsidiary, FedEx Freight, into an independently listed company. A spinoff separates a specific business unit from a company and establishes it as a new, independent entity. FedEx Freight now reports its results separately from FedEx's parent company.

What business is FedEx selling to CMA CGM?

On July 1, 2026, FedEx announced it would sell its logistics subsidiary, FedEx Supply Chain, to French shipping group CMA CGM for $1.4B. The deal is expected to close in the second half of 2026.

Revenue beat expectations, so why did the stock fall?

According to Investor's Business Daily, revenue exceeded market expectations, but the stock fell below a key support level after the announcement. The exact magnitude of the decline was not disclosed in the source report.

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Justin Jeon

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