FedEx will report a quarterly profit hit from President Donald Trump's decision to end tariff-exempt treatment for popular direct-to-consumer shipments when the global delivery firm reports results on Thursday, analysts said.
FedEx will report a quarterly profit hit from President Donald Trump's decision to end tariff-exempt treatment for popular direct-to-consumer shipments when the global delivery firm reports results on Thursday, analysts said.
FedEx (NYSE: FDX) is set to disclose its fiscal Q1 2026 earnings on Thursday, September 18, 2025 (the fiscal year concludes in May). Historically, FDX stock has typically responded adversely to earnings announcements.
FedEx remains a buy ahead of Q1 FY26 earnings, despite recent underperformance and a lowered price target of $256.47. FDX faces ongoing trade and macroeconomic headwinds, which are offsetting benefits from its DRIVE and Network 2.0 cost-saving initiatives. Analyst expectations for revenue and EPS have been revised downward, with guidance and consensus skewed to the lower end of ranges.
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