FedEx's Fiscal Q1 Results Face Pressure From B2C Package Volume Slump, Softer LTL Shipments, UBS Says

MT Newswires Live

Aug 29, 2025

FedEx's (FDX) fiscal Q1 results face pressure from a slump in July business to consumer package volume growth and weaker less-than-truckload shipment performance, UBS said in a Thursday research report.

In response to a softer volume trend, the brokerage said it lowered its Q1 earnings forecast to $3.57 per share from $3.70. UBS also cut its Q2 earnings estimates to $4.04 per share from $4.13, according to the note.

The package delivery company faces challenges in its global business due to the worldwide removal of the de minimis exemption. As a result, UBS said its adjustments for Q1 through Q3 translate to a 2% drop in its full-year fiscal 2026 earnings forecast to $18.34 per share.

FedEx plans $1 billion in cost reductions for fiscal 2026 through initiatives, but the company could exceed this figure if volumes are weaker than expected. UBS expects fiscal 2027 cost savings to reach $2 billion as the company realizes improvements from its Network 2.0 initiative.

The brokerage reiterated a buy rating on the stock and cut its price target to $293 per share from $297.

Price: 229.67, Change: -2.54, Percent Change: -1.09

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UBS also cut its Q2 earnings estimates to $4.04 per share from $4.13, according to the note.</p><p>The package delivery company faces challenges in its global business due to the worldwide removal of the de minimis exemption. As a result, UBS said its adjustments for Q1 through Q3 translate to a 2% drop in its full-year fiscal 2026 earnings forecast to $18.34 per share.</p><p>FedEx plans $1 billion in cost reductions for fiscal 2026 through initiatives, but the company could exceed this figure if volumes are weaker than expected. UBS expects fiscal 2027 cost savings to reach $2 billion as the company realizes improvements from its Network 2.0 initiative.</p><p>The brokerage reiterated a buy rating on the stock and cut its price target to $293 per share from $297.</p><p>Price: 229.67, Change: -2.54, Percent Change: -1.09</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0251142724.SGD","symbol_name":"Fidelity America A-SGD","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2563813063","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2563813063","pubTimestamp":1756406784,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. 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UBS expects fiscal 2027 cost savings to reach $2 billion as the company realizes improvements from its Network 2.0 initiative.The brokerage reiterated a buy rating on the stock and cut its price target to $293 per share from $297.Price: 229.67, Change: -2.54, Percent Change: -1.09","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}