Fedex Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
11.0%projected annual EPS growth
Analyst Coverage
26analysts covering
FY EPS (est.)
$17.70next fiscal year
Monitoring Framework
Key Performance Indicators
DRIVE Program Permanent Cost Savings Quarterly4BTarget: 6000000000 by FY2027
Aircraft Emissions Intensity Reduction (vs 2005 baseline) Annually0.3Target: 0.40 by 2034
On- and Off-site Solar Energy Locations Annually37.0Target: Continuous expansion
Deployed Electric Vehicles (EVs) Worldwide Annually9.4KTarget: 100% of new pickup and delivery fleet purchases by 2030
Watch Items
- DRIVE Program Execution and Network 2.0 IntegrationTrigger: Failure to achieve the incremental $2 billion in structural savings by FY2027Action: Re-evaluate operating margin targets and adjust capital allocation plans.
- Post-Separation Margin Expansion of Federal Express SegmentTrigger: Consolidated adjusted operating margin falling below 8.0% in the transition periodAction: Review pricing strategies, peak season surcharges, and line-haul cost structures.
- Pilot Labor Agreement ImplementationTrigger: Operational disruptions or higher-than-expected labor cost inflation following the June 29, 2026 effective dateAction: Assess impact on Express segment yields and adjust capacity planning.
Research as of 2 Sep 2026