FedEx (FDX) is expected to see solid momentum for the rest of the year after the company guided 11% revenue growth and adjusted EPS of $16.90 to $18.10 for calendar 2026, excluding its freight business, Oppenheimer said Wednesday.
The brokerage said FedEx expects recent revenue trends to continue, supported by pricing gains, higher export volumes and ongoing cost reductions.
FedEx reported fiscal Q4 adjusted EPS of $6.31, topping Oppenheimer's $5.75 estimate and the $5.96 consensus, while revenue rose 13% year over year, according to the note.
Oppenheimer has a perform rating on the stock.
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