FDX at a glance
FedEx (FDX, SEC CIK 1048911) filed its latest 10-K annual report on July 20, 2026, a 10-Q quarterly report on March 19, 2026, an 8-K current report on September 29, 2026 and Form 4 insider filings as recently as September 25, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended May 31, 2026 (FY2026), FedEx (FDX) reported revenue of $94.7 billion (up 7.7% from FY2025) and net income of $4.4 billion. Diluted EPS was $18.55.
- As of June 30, 2026, 60 institutional investment managers tracked by SignalX reported holding FedEx (FDX) shares worth $30.3 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $94.7B
- +7.7% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 60 funds
- $30.3B · +1 vs prior quarter
- Latest 8-K
- Sep 29, 2026
- Item 8.01 · Item 5.07
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended May 31, 2026
Business Overview
- Core business model: Global transportation and logistics services integrating air and ground networks, focusing on package delivery and supply chain solutions
- New emphasis on Network 2.0 transformation initiatives including integration of Federal Express and legacy FedEx Ground operations and IT infrastructure modernization
- Strategic shift: Completed Spin-Off of FedEx Freight on June 1, 2026, refocusing and divesting ownership interest within 24 months, risking transitional operational and financial impacts
- Notable metric: Recognized a $647 million pre-tax, noncash Mark-to-Market gain on retirement plans in 2026, net $497 million or $2.08 per diluted share
- Heightened focus on cybersecurity and AI risk management with establishment of an AI Council and expanded controls amid growing cyber threat landscape and AI usage in operations
Management Discussion & Analysis
- Revenue not explicitly stated; 5.9% average list price increase effective Jan 5, 2026 for most services, including contractual services
- Operating margin or profitability changes not detailed with % figures in provided text
- Best performing segment implied: Express International covering 220+ countries with comprehensive services but no financial figures given; worst not specified
- Capital allocation includes sale of FedEx Supply Chain for $1.4B expected H2 2026; no specific buybacks or dividends disclosed; ongoing capex in fleet modernization and technology investments mentioned but no dollar amounts
- Forward-looking risks: macroeconomic and geopolitical uncertainties, fuel price volatility, transformation initiative execution risks, cybersecurity threats, labor relations, competitive pressures, and impacts from climate change regulations and sustainable fuel mandates
Risk Factors
- Regulatory risk: Export Control Reform Act of 2018 and International Emergency Economic Powers Act exposure with penalties up to $1M criminal and $378k civil per violation
- Geopolitical risk: Limited service in Ukraine and Belarus, exited Russia; Middle East conflicts impacting operations and airspace routes since 2022
- Operational risk: Integration challenges of Federal Express and legacy FedEx Ground under Network 2.0 may increase costs, delay benefits, and cause customer or employee loss
- Competitive risk: Amazon’s internal delivery network and new LTL freight services pose market disruption threats to FedEx’s freight and parcel business
- Financial risk: Self-insurance exposure heightened by escalating commercial trucking “nuclear” verdicts, risking excess costs above insurance coverage limits
AI summary of the FDX 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Feb 28, 2026
Management Discussion & Analysis
- Capital expenditures $4.1B expected for 2026, consistent with 2025 levels
- Aircraft spending $1.0B, down $0.3B from 2025
- Network 2.0 and facility modernization investments increasing $0.3B
- Cash $4.1B held in foreign jurisdictions at February 28, 2026
- Restricted cash $3.7B from FedEx Freight Holding senior notes proceeds at February 28, 2026
Risk Factors
- Newly added risk: 2029 financial targets announced February 12, 2026 may not be achieved, potentially pressuring results and stock price
- Most material strategic risk: InPost investment offers FedEx only 37% ownership, limiting influence over decisions and outcomes
- Regulatory risk: InPost transaction remains subject to regulatory approvals and other conditions, creating timing and valuation uncertainty
- Operational risk: Expected InPost strategic and financial benefits may not materialize despite finalized commercial arrangements
- Financial risk: Stock repurchase capacity reduced to approximately $1.3 billion under the $5.0 billion authorization
AI summary of the FDX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item EX-99.1: Item EX-99.1
- Outside director annual equity award increased $20,000 to $215,000
- Annual cash retainer unchanged at $140,000
Item 8.01: Other Events
- Updated compensation arrangements for FedEx outside directors disclosed in Exhibit 99.1
- Director-pay changes may affect governance costs and shareholder assessment of board incentives
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 11 director nominees elected through April 26, 2027, with votes against ranging from 221,798 to 12,552,036
- Executive compensation approved advisory, with 90.6% of voted shares supporting
Item 8.01: Other Events
- $3.0B debt issuance completed September 14, 2026, increasing FedEx financing obligations
- €1.1B 4.000% notes due 2030 and €900M 4.625% notes due 2034
Item 5.02: Departure/Appointment of Directors or Principal Officers
- New Executive Severance Plan replaces Management Retention Agreements for all future executive separations
- CEO severance multiplier 2x salary plus target bonus; other executives receive 1x or 1.5x based on tenure
AI summaries of FDX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for FDX
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Ramo Joshua Cooper | F | Sep 24, 2026 | 2,436 | $285.40 |
| Ramo Joshua Cooper | M | Sep 24, 2026 | 5,042 | - |
| Ramo Joshua Cooper | M | Sep 24, 2026 | 5,042 | $137.85 |
| Ellison Marvin R | F | Aug 28, 2026 | 2,097 | $331.44 |
| Ellison Marvin R | M | Aug 28, 2026 | 5,042 | - |
| Ellison Marvin R | M | Aug 28, 2026 | 5,042 | $137.85 |
| Talwar Vishal | A | Aug 17, 2026 | 1,489 | - |
| Smith Richard W | J | Aug 7, 2026 | 253,927 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | $87.7B | $87.9B | $94.7B |
| Operating Income | $5.6B | $5.2B | $5.5B |
| Net Income | $4.3B | $4.1B | $4.4B |
| Op. Margin | 6.3% | 5.9% | 5.8% |
| Net Margin | 4.9% | 4.7% | 4.7% |
| Balance Sheet | |||
| Total Assets | - | $87.6B | $98.9B |
| Equity | $27.6B | $28.1B | $31.6B |
| ROE | 15.7% | 14.6% | 14.0% |
| Per Share | |||
| EPS | $17.21 | $16.81 | $18.55 |
| Cash Flow | |||
| Operating CF | $8.3B | $7.0B | $8.9B |
Source: XBRL data in FedEx (FDX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate FDX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 60 | $30.27B |
| Q1 2026 | 59 | $33.64B |
| Q4 2025 | 53 | $25.13B |
| Q3 2025 | 58 | $22.14B |
| Q2 2025 | 57 | $19.77B |
| Q1 2025 | 54 | $16.10B |
| Q4 2024 | 49 | $16.50B |
| Q3 2024 | 43 | $9.58B |
- BlackRock+1.98M (+11%)
- Ameriprise Financial+584.6K (+41%)
- Goldman Sachs Group+387.3K (+26%)
- State Street Corp+311.7K (+3%)
- Vanguard Capital Management LLC+280.2K (+2%)
- FMR LLC (Fidelity)−1.23M (-20%)
- BNY Mellon−643.5K (-30%)
- Franklin Resources−530.5K (-9%)
- AQR Capital Management−376.0K (-12%)
- Raymond James Financial−50.6K (-8%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 433 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
FDX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 29, 2026 | - | Analysis | - |
| 4 | Sep 25, 2026 | - | - | - |
| 8-K | Sep 14, 2026 | - | Analysis | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| SC 13G | Aug 7, 2026 | - | - | |
| 4 | Aug 7, 2026 | - | - | - |
| 8-K | Jul 24, 2026 | - | Analysis | - |
| 8-K | Jul 21, 2026 | - | Analysis | - |
| 10-K | Jul 20, 2026 | May 31, 2026 | Analysis | |
| 8-K | Jul 10, 2026 | - | Analysis | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 8-K | Jun 25, 2026 | - | Analysis | - |
| 8-K | Jun 23, 2026 | - | Analysis | - |
| 8-K | Jun 8, 2026 | - | Analysis |
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FDX SEC filings: frequently asked questions
Which institutions hold FDX stock?
As of June 30, 2026, the largest FedEx (FDX) holders among the 13F filers tracked by SignalX were BlackRock ($6.5 billion), Vanguard Capital Management LLC ($4.4 billion), State Street Corp ($3.2 billion), Vanguard Portfolio Management LLC ($2.3 billion), Franklin Resources ($1.7 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was FDX's revenue in fiscal year 2026?
For the fiscal year ended May 31, 2026 (FY2026), FedEx (FDX) reported revenue of $94.7 billion (up 7.7% from FY2025) and net income of $4.4 billion. Diluted EPS was $18.55. The figures come from the XBRL data in the 10-K.
What are the main risks in FDX's latest 10-K?
In the 10-K filed July 20, 2026, FedEx (FDX) flagged: Regulatory risk: Export Control Reform Act of 2018 and International Emergency Economic Powers Act exposure with penalties up to $1M criminal and $378k civil per violation. Geopolitical risk: Limited service in Ukraine and Belarus, exited Russia; Middle East conflicts impacting operations and airspace routes since 2022. (AI summary of the Risk Factors section.)
What did FDX report in its latest 8-K?
FedEx (FDX) filed an 8-K on September 29, 2026 reporting Item 8.01 (Other Events) and Item 5.07 (Submission of Matters to a Vote of Security Holders). Outside director annual equity award increased $20,000 to $215,000.
What are the latest FDX SEC filings?
FedEx (FDX) filed its latest 10-K annual report on July 20, 2026, a 10-Q quarterly report on March 19, 2026, an 8-K current report on September 29, 2026 and a Form 4 insider filing on September 25, 2026.
What is FDX's SEC CIK number?
FedEx (FDX)'s SEC Central Index Key (CIK) is 1048911. EDGAR lists every FDX filing under that number.
Ask anything about FDX
The research agent reads FDX's filings, financials, insider trades and 13F holders, then answers with sources.