FedEx (FDX) 주식 개요
FedEx Corporation은 자회사와 함께 미국 및 전 세계에서 운송, 전자상거래 및 비즈니스 서비스를 제공합니다. 자세히 보기
FDX Community Fair Values
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Analyst Price Targets
FedEx Corporation 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$331.76 |
| 52주 최고가 | US$413.87 |
| 52주 최저가 | US$216.10 |
| 베타 | 1.3 |
| 1개월 변동 | -12.37% |
| 3개월 변동 | -8.20% |
| 1년 변동 | 45.53% |
| 3년 변동 | 44.96% |
| 5년 변동 | 10.85% |
| IPO 이후 변동 | 20,922.42% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jun 03
FDX: Freight Spin Separation And Calendar Shift Will Pressure Future Returns
FedEx's fair value estimate has shifted modestly higher to about $240.63 from $233.77 as analysts recalibrate price targets around the Freight spin, updated calendar year reporting, and expectations for ongoing cost savings and execution at the core express and ground operations. Analyst Commentary Recent Street research around FedEx and the FedEx Freight spin highlights a mix of optimism on execution and cost savings, alongside some clear pockets of caution.Seeking Alpha • May 17
FedEx: SOTP Valuation Suggests That The Easy Money Has Already Been Made (Rating Upgrade)
Summary FedEx Corporation is undergoing a pivotal transformation with the June 2026 spin-off of FedEx Freight, reshaping shareholder exposure. FDX’s recent outperformance was driven by both robust cost-cutting programs and a market re-rating in anticipation of the spinoff, not just earnings growth. Sum-of-the-parts analysis suggests the current FDX price already reflects optimistic outcomes for both RemainCo and SpinCo, leaving limited upside. I upgrade FDX from SELL to HOLD, as the risk/reward is now balanced and future returns hinge on margin sustainability and post-spin valuation multiples. Read the full article on Seeking AlphaRecent updates
내러티브 업데이트 • Jun 03
FDX: Freight Spin Separation And Calendar Shift Will Pressure Future Returns
FedEx's fair value estimate has shifted modestly higher to about $240.63 from $233.77 as analysts recalibrate price targets around the Freight spin, updated calendar year reporting, and expectations for ongoing cost savings and execution at the core express and ground operations. Analyst Commentary Recent Street research around FedEx and the FedEx Freight spin highlights a mix of optimism on execution and cost savings, alongside some clear pockets of caution.Seeking Alpha • May 17
FedEx: SOTP Valuation Suggests That The Easy Money Has Already Been Made (Rating Upgrade)
Summary FedEx Corporation is undergoing a pivotal transformation with the June 2026 spin-off of FedEx Freight, reshaping shareholder exposure. FDX’s recent outperformance was driven by both robust cost-cutting programs and a market re-rating in anticipation of the spinoff, not just earnings growth. Sum-of-the-parts analysis suggests the current FDX price already reflects optimistic outcomes for both RemainCo and SpinCo, leaving limited upside. I upgrade FDX from SELL to HOLD, as the risk/reward is now balanced and future returns hinge on margin sustainability and post-spin valuation multiples. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 30
FDX: Network 2.0 And Freight Spin Will Shape Balanced Future Trajectory
FedEx's updated analyst price target edges slightly lower to about $402 from $402, with analysts pointing to higher assumed discount rates and a modestly richer future P/E multiple, partly offset by refined expectations for margins and revenue growth. Analyst Commentary Recent research on FedEx reflects an active debate around how much of the company’s execution progress and portfolio moves are already reflected in the share price.
내러티브 업데이트 • Apr 16
FDX: Freight Spin Off And Cost Actions Will Support Long Term Earnings
FedEx's analyst fair value estimate has been revised to $479 from $365. Analysts point to updated assumptions for revenue growth, profit margins, and future P/E as key drivers behind the higher price target range seen across recent research.내러티브 업데이트 • Apr 01
FDX: Network 2.0 And Freight Spin Will Drive Future Earnings Power
FedEx's analyst price target has been revised higher, with the fair value estimate moving from about $385 to about $402, as analysts factor in slightly stronger revenue growth, a modestly higher profit margin outlook, and an updated future P/E assumption. Analyst Commentary Street research around FedEx has been active, with a cluster of recent price target changes and several rating moves.내러티브 업데이트 • Mar 18
FDX: Network 2.0 And Freight Spin Will Shape Fairly Balanced Outlook
FedEx's analyst price target has moved higher to reflect a fair value estimate of about $385 per share. Analysts point to updated models that incorporate incremental revenue growth assumptions, ongoing cost efficiencies, and support from recent target hikes that range from $220 to $457, while also noting some caution on valuation from more conservative research houses.내러티브 업데이트 • Mar 04
FDX: 2029 Network Plan And Freight Spin Will Shape Future Earnings Path
The analyst price target for FedEx in our model has moved higher by about $6 to reflect slightly firmer assumptions on revenue growth, profit margins, and a marginally lower discount rate, broadly in line with recent Street research that highlights both improved earnings visibility and, from some, concern about valuation. Analyst Commentary Recent Street research on FedEx reflects a mix of optimism about the company’s execution and assets, alongside growing debate about how much of that progress is already reflected in the share price.내러티브 업데이트 • Feb 17
FDX: 2029 Network Plan And Freight Constraints Will Shape Future Earnings Potential
FedEx's analyst price target has moved higher, with our fair value estimate shifting from $306.54 to $370.46 as analysts react to the company's 2029 roadmap, updated revenue and margin ambitions, and higher assumed future P/E multiples following a broad wave of target hikes across the Street. Analyst Commentary Street research around FedEx has shifted meaningfully following the Investor Day, with a cluster of price target increases and a few downgrades offering a balanced view on how achievable the 2029 roadmap might be.내러티브 업데이트 • Feb 03
FDX: Cost Actions And Network Modernization Will Support Balanced Long Term Earnings Potential
Analysts have raised their FedEx fair value estimate to $365 from $360, reflecting updated views on revenue growth potential, a slightly lower discount rate, and a modestly higher future P/E assumption, while profit margin expectations remain broadly unchanged. Analyst Commentary Recent Street research on FedEx is mixed, but there is a clear pocket of optimism from bullish analysts who have raised price targets and issued upgrades.내러티브 업데이트 • Jan 20
FDX: Cost Actions And Freight Capacity Constraints Will Shape Future Earnings Potential
Analysts have lifted their FedEx price target from about US$275 to roughly US$307. This reflects updated views on slightly higher long term revenue growth, modestly stronger profit margins, a lower discount rate, and a higher future P/E multiple supported by recent research that highlights cost cutting momentum and mixed but improving transport indicators.내러티브 업데이트 • Jan 06
FDX: Freight Recovery And Cost Risks Will Pressure Future Returns
Analysts have lifted their fair value estimate for FedEx to US$233.77 from US$206.04, citing higher long term P/E assumptions and ongoing cost cutting efforts, partly offset by more cautious views on revenue growth, margins, and freight segment risks. Analyst Commentary Recent research on FedEx reflects a mixed backdrop, with some firms lifting price targets while others flagging risks tied to freight, execution, and earnings visibility.내러티브 업데이트 • Dec 23
FDX: Cost Cuts And Network Optimization Will Drive Multiyear Earnings Upside
Analysts have lifted their FedEx price target by about $20 to roughly $360, reflecting growing conviction that accelerating revenue growth and improving cost efficiency can more than offset near term margin pressure and mixed views on the freight segment. Analyst Commentary Bullish analysts point to a stronger execution backdrop at FedEx, arguing that ongoing cost reductions and network optimization are beginning to translate into structurally higher margins over the medium term.내러티브 업데이트 • Dec 09
FDX: Cost Discipline And Network Efficiency Will Support Earnings Amid Freight And Tariff Risks
Analysts have nudged their blended price target for FedEx modestly higher, with implied fair value rising by about $3 to roughly $275 per share. They cite building cost cutting momentum, improving network efficiency, and potential upside from a gradually firmer macro backdrop despite lingering freight and tariff uncertainties.내러티브 업데이트 • Nov 24
FDX: Cost Discipline And Network Efficiency Will Offset Freight And Operational Risks
FedEx's analyst price target increased by approximately $4 to $271.93. Analysts cite improving cost discipline, incremental revenue growth, and continued focus on network efficiency as key drivers behind the upward revision.내러티브 업데이트 • Nov 05
FDX: Fiscal Guidance And Efficiency Efforts Will Shape Prospects Amid Freight Uncertainty
FedEx's analyst price target has edged up slightly to $267.71 from $266.17, as analysts point to stabilizing freight markets and improved efficiency efforts. They also note ongoing cautious management messaging and mixed results in the freight segment.내러티브 업데이트 • Oct 22
Analyst Commentary Highlights Mixed Outlook for FedEx as Valuation Edges Down Amid Market Challenges
FedEx's analyst-derived fair value saw a slight decrease of $0.22 to $266.17 per share. Analysts cite ongoing freight market uncertainty, cautious management guidance, and mixed sentiment on operating leverage as key factors influencing their more conservative outlook.내러티브 업데이트 • Oct 08
DRIVE, Network 20 And Tricolor Efforts Will Improve Global Efficiency
FedEx's analyst fair value price target has been modestly increased from $263.04 to $266.39. Analysts cite stronger revenue growth expectations and signs of ongoing operational improvement, despite continued industry challenges.분석 기사 • Sep 22
Earnings Beat: FedEx Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
A week ago, FedEx Corporation ( NYSE:FDX ) came out with a strong set of quarterly numbers that could potentially lead...내러티브 업데이트 • Sep 13
DRIVE, Network 20 And Tricolor Efforts Will Improve Global Efficiency
FedEx's consensus price target was slightly reduced to $263.04 due to weaker package volume growth, macroeconomic uncertainties, and a lack of full-year EPS guidance, though analysts remain optimistic about long-term margin expansion from cost-cutting initiatives. Analyst Commentary Softer package volume growth, especially in business-to-consumer and less-than-truckload segments, along with weaker industrial demand, are pressuring near-term results and leading to lowered earnings estimates.분석 기사 • Aug 05
FedEx Corporation (NYSE:FDX) Could Be Riskier Than It Looks
NYSE:FDX 1 Year Share Price vs Fair Value Explore FedEx's Fair Values from the Community and select yours FedEx...분석 기사 • Jul 15
An Intrinsic Calculation For FedEx Corporation (NYSE:FDX) Suggests It's 20% Undervalued
Key Insights The projected fair value for FedEx is US$293 based on 2 Stage Free Cash Flow to Equity Current share price...분석 기사 • Jun 13
FedEx's (NYSE:FDX) Dividend Will Be Increased To $1.45
The board of FedEx Corporation ( NYSE:FDX ) has announced that it will be increasing its dividend by 5.1% on the 8th of...Seeking Alpha • Apr 23
FedEx Corporation: Downgrading To Hold On Visible Near-Term Earnings Risk
Summary I am downgrading FedEx to a hold due to significant macro risks, despite the company's strong cost control and operational improvements. Freight struggles and global tariffs are impacting demand, with industrial recovery not expected until 2FH26, affecting high-margin B2B shipments. Positive cost management is evident, with Express segment margins improving and significant savings from DRIVE and Network 2.0 initiatives. Read the full article on Seeking AlphaSeeking Alpha • Mar 22
FedEx Corp.: Management's Optimism Has Gone Too Far (Rating Downgrade)
Summary FedEx's Q3 report showed mixed results with a top-line beat but a bottom-line miss, leading to another lowered FY25 guidance due to macroeconomic challenges. Management's bullish tone contrasts with continuous guidance cuts, raising concerns about their credibility and the effectiveness of initiatives like DRIVE and Network 2.0. The Freight spinoff remains on track, offering a potential long-term investment opportunity, but the current stock is overvalued and faces significant headwinds. Downgrading FDX from HOLD to SELL due to overvaluation, poor momentum, and management's overconfidence amidst ongoing macroeconomic uncertainties and inflationary pressures. Read the full article on Seeking AlphaSeeking Alpha • Mar 16
FedEx Q3 Earnings Preview: Too Many Risks To Get Bullish
Summary FedEx Corporation is scheduled to report its Q3 results on March 20 after the market closes. FedEx faces economic uncertainty, tariff risks, and weak consumer sentiment going into earnings, meaning more downward revisions could be on the way. Downward revisions for EPS, revenue, and free cash flow have been common recently. The Freight spinoff could unlock value, but with a mid-2026 timeline, it's not an immediate catalyst for the stock. While FedEx's valuation isn't expensive, bearish momentum, weak earnings trends, and cyclical risks lead me to reiterate a Hold rating. Read the full article on Seeking AlphaSeeking Alpha • Feb 10
FedEx, A Bundle Of Promises Hard To Deliver
Summary FedEx faces significant challenges due to a cyclical business model, weak margins, and inconsistent administrative execution, making it a high-risk investment despite its market position. The main catalysts for recovery are the Network 2.0 optimization plan, automation, and technological modernization, which seek to improve margins and reduce costs. Projected revenue growth of 3.6% per year and the expansion of the operating margin to 8.7% by 2029 support a cautious overweight rating, with an IRR of 10.8%. Despite the potential, there are significant risks such as macroeconomic volatility and management credibility issues that justify a cautious investment approach, emphasizing the need for solid execution. Read the full article on Seeking AlphaSeeking Alpha • Feb 04
FedEx: I'm Buying The Dip
Summary FedEx's recent stock dip presents a compelling buy-the-dip opportunity due to its strong balance sheet, cost-saving DRIVE initiative, and shareholder-friendly capital allocation. At a forward P/E of 12.9 and a growing dividend yield of 2.2%, FedEx offers a significant discount and the potential for strong total returns. Patient value investors may do well by accumulating FedEx, a high-quality logistics leader, at the current bargain valuation. Read the full article on Seeking AlphaSeeking Alpha • Dec 26
Sold FedEx: Owned The Brand For Years; Defense And Some Old Tech Names Offer Better Opportunity
Summary Last Friday morning, December 20, 2024, FedEx (FDX) was trading up $22 near $299 per share, after reporting their fiscal Q2 ’25 financial results the night before. The surprising aspect to the report was that FedEx lowered forward guidance (again) for the core business (i.e. Express and Ground). FDX grew revenue -1% in Q2 ’25, operating income fell 3% y-o-y and EPS grew 1%. While the core FedEx margin of 6.8% looked to be about 80 bps better-than-expected, Freight missed, while Express beat. Read the full article on Seeking AlphaSeeking Alpha • Dec 18
FedEx Q2 Preview: AI To Power 2025
Summary FedEx shares have dropped over 6% since early July due to inefficiencies compared to competitors like UPS, leading to a lower P/E multiple. Despite underperformance, FedEx is investing in AI to optimize logistics and improve profit margins, with new tools like the Shipment Eligibility Orchestrator. FedEx's DRIVE program aims to enhance efficiency, not just cut costs, making AI integration crucial for future growth and margin expansion. Although currently high-risk, I remain optimistic about FedEx's AI-driven turnaround, making shares a strong buy at an attractive valuation. Read the full article on Seeking Alpha주주 수익률
| FDX | US Logistics | US 시장 | |
|---|---|---|---|
| 7D | 0.8% | 0.9% | -3.3% |
| 1Y | 45.5% | 26.7% | 22.3% |
수익률 대 산업: FDX은 지난 1년 동안 26.7%의 수익을 기록한 US Logistics 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: FDX은 지난 1년 동안 22.3%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| FDX volatility | |
|---|---|
| FDX Average Weekly Movement | 6.9% |
| Logistics Industry Average Movement | 7.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: FDX는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: FDX의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1971 | 405,000 | Raj Subramaniam | www.fedex.com |
FedEx Corporation은 자회사와 함께 미국 및 전 세계에서 운송, 전자상거래 및 비즈니스 서비스를 제공합니다. 전자상거래 및 디지털 솔루션, 데이터워크, 디지털 인쇄, 전문 마감, 문서 작성, 디자인 솔루션, 다이렉트 메일, 간판 및 그래픽, 맞춤형 브랜드 박스, 복사, 컴퓨터 대여, 무료 Wi-Fi, 기업 인쇄 솔루션, 파쇄, 미국 여권 신속 처리 및 갱신, 디지털 공증을 포함한 인쇄 및 배송 관리, 포장 서비스, 포장 용품 및 박스, 문서 및 비즈니스 서비스, 패키지 운송을 위한 소매 액세스 등의 서비스를 제공합니다. 또한 물류 서비스, 항공 및 해상 화물 운송 및 화물 운송, 특수 운송, 세관 중개 및 통관, 무역 관리 도구 및 데이터, 방문 솔루션, 인바운드 물류, 창고 및 유통, 주문 처리, 계약 포장 및 제품 구성, 시스템 통합, 반품 처리 및 폐기, 테스트, 수리, 리퍼브 및 제품 청산 등의 제3자 물류 및 공급망 관리 솔루션도 제공합니다.
FedEx Corporation 기초 지표 요약
| FDX 기초 통계 | |
|---|---|
| 시가총액 | US$78.79b |
| 순이익 (TTM) | US$4.48b |
| 매출 (TTM) | US$91.93b |
17.7x
주가수익비율(P/E)0.9x
주가매출비율(P/S)FDX는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| FDX 손익계산서 (TTM) | |
|---|---|
| 매출 | US$91.93b |
| 매출원가 | US$66.60b |
| 총이익 | US$25.33b |
| 기타 비용 | US$20.85b |
| 순이익 | US$4.48b |
최근 보고된 실적
Feb 28, 2026
다음 실적 발표일
Jun 23, 2026
| 주당순이익(EPS) | 18.76 |
| 총이익률 | 27.55% |
| 순이익률 | 4.87% |
| 부채/자본 비율 | 80.8% |
FDX의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
1.7%
현재 배당 수익률31%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/09 08:05 |
| 종가 | 2026/06/09 00:00 |
| 수익 | 2026/02/28 |
| 연간 수익 | 2025/05/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
FedEx Corporation는 47명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Will Chien | Accountability Research Corporation |
| John Eade | Argus Research Company |
| Benjamin Hartford | Baird |