NYSE$FDX

FedEx Corporation · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

FedEx's Q1 2022 earnings were affected by increased costs due to labor market constraints and supply chain disruptions, but were partially offset by higher yields and international export express shipments.

FedEx Corp. reported consolidated revenue of $22.0 billion for Q1 2022, compared to $19.3 billion in Q1 2021. The company's operating income was $1.40 billion, and net income was $1.11 billion, resulting in diluted EPS of $4.09.

  • Operating results were negatively affected by an estimated $450 million year over year increase in costs due to a constrained labor market.
  • Higher package and freight yields, increased international export express shipments and a favorable net fuel impact partially offset the negative impacts.
  • Continued supply chain disruptions have slowed U.S. domestic parcel demand compared to the company’s earlier forecast.
  • FedEx Freight reported a record operating margin of 17.3% for the quarter.

Headline financials

Total Revenue

$22B

Previous: $19.3B+13.9%
EPS (adj)

$4.37

Previous: $4.87-10.3%
Free Cash Flow

$1.11B

Previous: $1.25B-10.7%
Net Income

$1.11B

Previous: $1.25B-10.7%
Operating Income

$1.4B

Previous: $1.59B-12.1%
Gross Profit

-$1.88B

Previous: -$1.37B-37.0%
Cash & Equivalents

$6.85B

Previous: $6.95B-1.5%
Total Assets

$82B

Previous: $77.6B+5.7%
Stock-Based Comp

$69M

Previous: $75M-8.0%

Revenue & EPS history

FedEx · Revenue · Quarterly

$22B

Q1 2022+13.9%vs Q1 2021
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Forward guidance

FedEx is reducing its earnings outlook to reflect first quarter results, which were lower than the company’s June forecast.

Tailwinds

  • Continued growth in U.S. industrial production and global trade
  • A gradual improvement in labor availability beginning in the second half of fiscal 2022
  • No additional COVID-19-related business restrictions
  • Current fuel price expectations

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

-0.3%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+2.3%

Avg return

30 days after

43%

31 / 72 earnings

Positive

+16.4%

Q4 2020

Best reaction

-14.6%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+1.4%+0.4%+10.2%
Q2 2026-1.6%+3.1%+7.3%
Q1 2026+2.4%+3.2%+5.0%
Q4 2025-0.8%-2.1%-1.5%
Q3 2025-6.4%-1.0%-15.7%
Q2 2025+0.9%-0.5%+0.7%
Q1 2025-14.6%-10.4%-8.0%
Q4 2024+15.5%+16.9%+16.4%
Q3 2024+9.4%+11.2%+2.7%
Q2 2024-12.7%-12.0%-13.4%
Q1 2024+0.5%+4.7%-2.4%
Q4 2023-3.3%-0.5%+12.9%
Q3 2023+12.8%+12.6%+18.1%
Q2 2023+0.7%+4.2%+9.2%
Q1 2023-2.6%-5.4%-0.0%
Q4 2022+6.2%+4.8%-0.8%
Q3 2022-3.1%+0.3%-8.9%
Q2 2022+4.0%+4.6%+6.4%
Q1 2022-8.7%-9.6%-7.2%
Q4 2021-1.8%+0.2%-0.1%
Q3 2021+5.2%+0.4%+8.2%
Q2 2021-4.6%-5.4%-12.6%
Q1 2021+5.9%+2.7%+19.4%
Q4 2020+16.4%+15.6%+28.4%
Q3 2020+10.2%+22.7%+31.6%
Q2 2020-10.5%-9.7%-2.8%
Q1 2020-13.1%-14.3%-13.2%
Q4 2019-0.6%+2.0%+9.3%
Q3 2019-4.0%-4.6%+8.6%
Q2 2019-10.8%-13.3%-4.9%
Q1 2019-5.4%-3.2%-12.5%
Q4 2018-4.6%-8.3%-10.3%
Q3 2018-0.2%-8.1%+0.8%
Q2 2018+3.8%+3.4%+12.5%
Q1 2018+2.5%+2.3%+4.1%
Q4 2017+0.6%+2.1%+0.4%
Q3 2017+1.9%-2.2%-3.0%
Q2 2017-2.8%-2.9%-5.8%
Q1 2017+7.8%+8.1%+5.2%
Q4 2016-4.8%-8.5%-3.7%
Q3 2016+12.8%
Q2 2016+4.9%
Q1 2016-2.9%
Q4 2015-2.1%
Q3 2015-1.1%
Q2 2015+0.1%
Q1 2015+2.8%
Q4 2014+5.2%
Q3 2014-1.5%
Q2 2014+0.4%
Q1 2014+5.6%
Q4 2013-3.8%
Q3 2013-9.4%
Q2 2013+1.0%
Q1 2013-2.7%
Q4 2012+3.2%
Q3 2012-3.6%
Q2 2012-1.3%
Q1 2012-0.8%
Q4 2011-0.9%
Q3 2011+2.2%
Q2 2011-0.7%
Q1 2011+3.3%
Q4 2008-5.2%
Q4 2010-5.2%
Q3 2010-3.2%
Q3 2009-3.2%
Q2 2010+0.3%
Q2 2009-1.1%
Q1 2009-1.1%
Q1 2010-1.1%
Q4 2009-1.1%

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