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FedEx: Fiscal 2025 Performance and Future Outlook

26 Jun 2025

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The provided texts offer a comprehensive overview of FedEx's fiscal year 2025 performance and future outlook, alongside reflections on the recent passing of founder Frederick W. Smith. The company reported stronger-than-expected Q4 2025 earnings and revenue, driven by effective cost management and operational efficiency, including achieving significant DRIVE structural cost reduction targets. Discussions highlight the company's resilience in a challenging global trade environment, its strategic transformation initiatives like Network 2.0 aimed at further efficiency, and plans for a FedEx Freight spin-off in fiscal year 2026. The sources also emphasize FedEx's commitment to returning capital to stockholders through dividends and share repurchases, and its ability to adapt its global network to evolving demand and trade policies.

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