Short answer
FedEx (FDX) filed an 8-K current report with the SEC on July 21, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). Fiscal year-end shifted from May 31 to December 31, creating a seven-month Transition Period through December 31, 2026.
FedEx 8-K event analysis
AI summary of each reported item and its exhibits
Item 2.02 · Results of Operations and Financial Condition
- Fiscal year-end shifted from May 31 to December 31, creating a seven-month Transition Period through December 31, 2026
- FedEx Freight spun off June 1, 2026, removing the LTL business from consolidated results and reportable segments
- New reporting segments: Express U.S. Domestic and Express International, replacing the prior Federal Express segment structure
- Exhibit 99.1 provides recast historical and non-GAAP data for continuing-operations comparisons after the spin-off
Item EX-99.1 · Exhibit EX-99.1
- FedEx’s June 1, 2026 Freight spin-off removes a major business from continuing operations, making future comparisons materially cleaner but reducing reported scale
- Continuing-operations 2025 revenue $82.5B and operating income $4.6B, versus $79.1B and $3.3B in 2024
- U.S. Domestic operating margin improved to 8.1% from 6.5%, while International margin increased modestly to 2.3% from 2.2%
- Calendar-year reporting begins after the seven-month 2026 Transition Period, complicating near-term year-over-year comparisons
- Planned $1.4B sale of FedEx Supply Chain to CMA CGM, expected second-half 2026 closing, further narrows FedEx’s portfolio
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