What podcasts say about FedEx
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about FedEx
11 statements · 4 positive · 5 negative · 2 neutral
FedEx’s cost commentary is driving Wall Street’s negative reaction.
“it is Wall Street's getting caught up in what it had to say about costs.”
Open the episode · Cerebras and FedEx Dip; Hertz TumblesListen at 2:13
FedEx’s quarterly profit margin fell to 8.4%, below estimates.
“profit margin for the period fell to 8.4% below estimates”
Open the episode · Cerebras and FedEx Dip; Wendy's CFO Change; Micron Up Ahead EarningsListen at 2:13
FedEx’s CEO expects wages, transport rates, and inflation to increase costs by $2.6 billion this year.
“The CEO sees higher wages and transportation rates as well as other inflationary pressures increasing costs by $2.6 billion this year.”
Open the episode · Cerebras and FedEx Dip; Wendy's CFO Change; Micron Up Ahead EarningsListen at 2:17
FedEx failed to meet elevated investor expectations.
“it didn't live up to those higher expectations.”
Open the episode · Cerebras and FedEx Dip; Hertz TumblesListen at 2:45
FedEx’s margins fell to 8.4%, below expectations.
“the margins that really disappointed here. That fell to 8.4% below expectations.”
Open the episode · Micron Rises, Take Two Mixed, FedEx Slips After Warning on Inflation, Trade TurmoilListen at 3:41
FedEx forecasts 2026 EPS of 16.90–18.10, an increase from 2025.
“they are still looking for a bit of an increase in terms of its future outlook. They're looking for a 1690-1810 in terms of EPS for the calendar year 2026”
Open the episode · Micron Rises, Take Two Mixed, FedEx Slips After Warning on Inflation, Trade TurmoilListen at 3:55
Investors are focusing on FedEx’s outlook after its freight-business spinoff.
“Investors really focused on the company's outlook following a recent spinoff of its freight business.”
Open the episode · Chipmakers, FedEx, Best Buy FallListen at 2:10
FedEx and similar companies are viewed as barometers of the broader US economy.
“everyone thinks as FedEx and a lot of those other similar companies as barometers for that.”
Open the episode · Chipmakers, FedEx, Best Buy FallListen at 2:44
FedEx slightly beat estimates on several key quarterly metrics.
“But overall for the most recent quarter it does look like a slight beat on several of the key metrics.”
Open the episode · Closing Bell: IBM Gains, SOX fallsListen at 2:48
FedEx’s revenue and volume gap suggests increased pricing power.
“which seems to suggest if you read in between the lines, a little bit more pricing power.”
Open the episode · Closing Bell: IBM Gains, SOX fallsListen at 3:54
Barclays expects FedEx solid retail performance and industrial expansion this quarter.
“Barclays analysts are expecting solid retail performance and also industrial expansion this quarter given strong macro transportation indicators”
Open the episode · Week Ahead: Carnival, FedEx & Darden RestaurantsListen at 2:59
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.