NYSE$FDX

FedEx Corporation · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

FedEx reported strong results driven by e-commerce capabilities and the global express network.

FedEx Corp. reported strong second-quarter results with revenue of $20.6 billion and diluted EPS of $4.55. The results reflect the strength of the global express network and e-commerce capabilities, driven by volume growth in FedEx International Priority and U.S. domestic residential package services.

  • Revenue increased to $20.6 billion from $17.3 billion year over year.
  • Operating income rose to $1.47 billion from $554 million year over year.
  • Net income increased to $1.23 billion from $560 million year over year.
  • Diluted EPS increased to $4.55 from $2.13 year over year.

Headline financials

Total Revenue

$20.6B

Previous: $17.3B+18.7%
EPS (adj)

$4.83

Previous: $2.51+92.4%
Free Cash Flow

$1.23B

Previous: $560M+118.9%
Net Income

$1.23B

Previous: $560M+118.9%
Operating Income

$1.47B

Previous: $554M+164.4%
Gross Profit

-$1.44B

Previous: $15.7B-109.2%
Cash & Equivalents

$8.34B

Previous: $2.03B+310.6%
Total Assets

$81.2B

Previous: $70B+16.0%
Stock-Based Comp

$46M

Previous: $37M+24.3%

Revenue & EPS history

FedEx · Revenue · Quarterly

$20.6B

Q2 2021+18.7%vs Q2 2020
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Forward guidance

FedEx is not providing an earnings forecast for fiscal 2021, but expects earnings growth in the second half of fiscal 2021 driven by the anticipated heightened demand for services.

Tailwinds

  • Anticipated heightened demand for services
  • Benefits of investments across the business
  • Continued execution on strategic priorities
  • Expected earnings growth in the second half of fiscal 2021
  • Strategic priorities

Headwinds

  • Overall environment remains uncertain
  • Negative impacts of the COVID-19 pandemic
  • Economic conditions in the global markets
  • Changes in international trade policies
  • Intense competition

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2021

Historical avgQ2 2021

-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
Q4 2026
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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