Overview
- The company posts fiscal Q3 2026 results after today’s close, with transports down about 9.5% over the past month and FedEx off 5.6%.
- Analysts expect EPS of $4.15 and revenue of $23.49 billion, roughly 6% higher than a year ago.
- Average Daily Package Volume is in focus after a modest rebound since a Q2 2025 trough, supported by U.S. performance and network optimization.
- Average Daily Freight Pounds have softened, reflecting the lapsed USPS contract, industrial-sector weakness, and cooler demand from China.
- Fuel-price volatility linked to Middle East tensions poses a cost risk, while TipRanks shows a Moderate Buy consensus with a $384.70 average price target.