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FedEx Earnings Beat Lifts Outlook as B2B Demand Offsets Market Skepticism

FedEx Earnings Beat Lifts Outlook as B2B Demand Offsets Market Skepticism

Published:
2025-12-19 10:35:02
11
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BTCCSquare news:

FedEx delivered a fiscal second-quarter earnings beat with $4.82 per share against $4.11 estimates, fueled by pricing power and cost controls. Revenue reached $23.5B—$700M above consensus—yet shares dipped 1.4% premarket as investors questioned guidance scalability.

CEO Raj Subramaniam's 'heartbeat of the industrial economy' remark underscores FedEx's pivot to high-margin sectors: healthcare logistics, aerospace, and data center supply chains. Express division margins expanded 100bps to 7.7%, while the Freight spin-off (NYSE: FDXF) remains on track for 2026.

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