Cost SavingsFedEx targets $1 billion in cost savings in F2026 from Drive and Network 2.0, with $200 million to be realized in Q1 and then gradually ramping through the year.
Earnings PerformanceFDX FY 4Q EPS came in ahead of estimates at an adjusted $6.07, translating to better margin performance in both segments.
Pricing StrategyManagement was incrementally positive on U.S. domestic pricing compared to more recent earnings calls, specifically noting domestic fuel surcharges increased significantly.