FEDEX CORP (FDX)

Latest 10-Q (filed 2026-03-19)

Income Statement

Consolidated Statement of Income

FedEx Corporation (FDX 37)

Three and Nine Months Ended (In millions, except shares and per share data)

Feb 28, 2026 (Q3) Feb 28, 2025 (Q3) Feb 28, 2026 (YTD) Feb 28, 2025 (YTD)
  REVENUE $24,000 $22,160 $69,713 $65,706
    Salaries and employee benefits $8,819 $7,879 $25,276 $23,543
    Purchased transportation $6,084 $5,634 $17,457 $16,409
    Rentals and landing fees $1,235 $1,178 $3,638 $3,507
    Depreciation and amortization $1,112 $1,066 $3,272 $3,207
    Fuel $856 $889 $2,618 $2,911
    Maintenance and repairs $771 $783 $2,503 $2,443
    Separation and other costs 202 5 460 5
    Business optimization costs $65 $179 $162 $633
International Operational Transformation Programs 16
    Other $3,508 $3,255 $10,415 $9,624
      Total operating expenses $22,652 $20,868 $65,801 $62,282
    OPERATING INCOME $1,348 $1,292 $3,912 $3,424
      Interest, net $(138) $(116) $(392) $(302)
      Other retirement plans, net $59 $50 $178 $149
      Other, net $(6) $(45) $(12) $(53)
    Total other (expense) income $(85) $(111) $(226) $(206)
  INCOME BEFORE INCOME TAXES $1,263 $1,181 $3,686 $3,218
  PROVISION FOR INCOME TAXES $207 $272 $850 $774
  NET INCOME $1,056 $909 $2,836 $2,444
    Basic (in dollars per share) 4.46 3.79 12.01 10.09
    Diluted (in dollars per share) 4.41 3.76 11.91 9.99
  DIVIDENDS DECLARED PER COMMON SHARE (in dollars per share) 1.45 1.38 5.80 5.52

Balance Sheet

Consolidated Balance Sheets

FedEx Corporation (FDX 37)

As of February 28, 2026 and May 31, 2025 (In millions, except shares and per share data)

Feb 28, 2026 May 31, 2025
        Cash and cash equivalents $8,008 $5,502
        Restricted cash $3,680
        Receivables, less allowances of $932 and $773 $11,807 $11,368
        Spare parts, supplies, and fuel, less allowances of $322 and $308 $631 $602
        Prepaid expenses and other $1,351 $914
        Total current assets $25,477 $18,386
      PROPERTY AND EQUIPMENT, AT COST $90,106 $87,622
      Less accumulated depreciation and amortization $48,567 $45,980
    Net property and equipment $41,539 $41,642
        Operating lease right-of-use assets, net $16,391 $16,453
        Goodwill $6,758 $6,603
        Other assets $4,568 $4,543
        Total other long-term assets $27,717 $27,599
    ASSETS $94,733 $87,627
        Current portion of long-term debt $2,422 $1,428
        Accrued salaries and employee benefits $3,079 $2,731
        Accounts payable $4,154 $3,692
        Operating lease liabilities $2,624 $2,565
        Accrued expenses $5,008 $4,995
      Total current liabilities $17,287 $15,411
      LONG-TERM DEBT, LESS CURRENT PORTION $22,831 $19,151
        Deferred income taxes $3,841 $4,205
        Pension, postretirement healthcare, and other benefit obligations $1,682 $1,698
        Self-insurance accruals $4,320 $4,033
        Operating lease liabilities $14,145 $14,272
        Other liabilities $823 $783
      Total other long-term liabilities $24,811 $24,991
      COMMITMENTS AND CONTINGENCIES
      Common stock, $0.10 par value; 800 million shares authorized; 318 million shares issued as of February 28, 2026 and May 31, 2025 $32 $32
      Additional paid-in capital $4,614 $4,290
      Retained earnings $42,864 $41,402
      Accumulated other comprehensive loss $(1,220) $(1,362)
      Treasury Stock, Value $(16,486) $(16,288)
      Total common stockholders’ investment $29,804 $28,074
    TOTAL LIABILITIES AND COMMON STOCKHOLDERS' INVESTMENT $94,733 $87,627

Cash Flow

Consolidated Statement of Cash Flows

FedEx Corporation (FDX 37)

Nine Months Ended (In millions, except shares and per share data)

Feb 28, 2026 (YTD) Feb 28, 2025 (YTD)
      Net Income $2,836 $2,444
      Depreciation and amortization $3,272 $3,207
      Provision for uncollectible accounts $694 $382
      Other noncash items including leases and deferred income taxes $2,197 $2,353
      Stock-based compensation $136 $116
      Separation and other costs, net of payments 129 4
      Business optimization costs, net of payments $(129) $114
        Receivables $(1,090) $(692)
        Other assets $(241) $(68)
        Accounts payable and other liabilities $(2,144) $(3,387)
        Other, net $44
    Cash provided by operating activities $5,660 $4,517
      Capital expenditures $(2,335) $(2,582)
      Purchase of investments $(427) $(197)
      Proceeds from sale of investments $254 $77
      Proceeds from asset dispositions and other investing activities, net $73 $42
    Cash used in investing activities $(2,435) $(2,660)
      Proceeds from debt issuances $4,689
      Principal payments on debt $(714) $(89)
      Proceeds from stock issuances $774 $472
      Dividends paid $(1,028) $(1,008)
      Purchases of common stock $(796) $(2,517)
Accelerated Share Repurchase Agreement $(776) $(2,500)
      Other $(49) $(30)
    Cash provided by (used in) financing activities $2,876 $(3,172)
    Effect of exchange rate changes on cash $85 $(51)
  Net increase (decrease) in cash, cash equivalents, and restricted cash $6,186 $(1,366)
  Cash, cash equivalents, and restricted cash at end of period
  Cash, cash equivalents, and restricted cash at end of period