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FedEx Corporation (FDX) Q4 2026 Earnings Call Transcript
SA Transcripts · 2026-06-24 · via All Articles on Seeking Alpha

FedEx Corporation (FDX) Q4 2026 Earnings Call June 23, 2026 5:00 PM EDT

Company Participants

Jenifer Hollander - Vice President of Investor Relations
Rajesh Subramaniam - President, CEO & Director
Brie Carere - Executive VP & Chief Customer Officer
Claude Russ - Enterprise VP, Interim CFO & Interim Chief Accounting Officer

Conference Call Participants

Christian Wetherbee - Wells Fargo Securities, LLC, Research Division
Thomas Wadewitz - UBS Investment Bank, Research Division
David Vernon - Bernstein Institutional Services LLC, Research Division
Jordan Alliger - Goldman Sachs Group, Inc., Research Division
Brandon Oglenski - Barclays Bank PLC, Research Division
Jonathan Chappell - Evercore ISI Institutional Equities, Research Division
Scott Group - Wolfe Research, LLC
Brian Ossenbeck - JPMorgan Chase & Co, Research Division
Richa Talwar - Deutsche Bank AG, Research Division
Ken Hoexter - BofA Securities, Research Division
Ariel Rosa - Citigroup Inc., Research Division
Stephanie Benjamin Moore - Jefferies LLC, Research Division

Presentation

Operator

Good day, and welcome to the FedEx Fourth Quarter and Fiscal 2026 Earnings Call. [Operator Instructions] Please note, this event is being recorded.

I would now like to turn the conference over to FedEx Vice President of Investor Relations, Jeni Hollander.

Jenifer Hollander
Vice President of Investor Relations

Good afternoon, and welcome to FedEx Corporation's Fourth Quarter Earnings Conference Call. The fourth quarter earnings release and stat book are on our website at investors.fedex.com. This call and the accompanying slides are being streamed from our website. Today's earnings release includes segment results for FedEx Freight, given the separation occurred on June 1 after Q4 FY '26 ended. Additionally, as a result of the spin-off, we will not cover FedEx Freight results in detail in our prepared remarks or Q&A session. FedEx Freight will host a separate earnings call on June 25. [Operator Instructions]

Certain statements in this conference call may be considered forward-looking statements as defined in the Private