To The Moon

Earnings Calendar (16Mar2026)

This week, several major companies are set to release their earnings reports, which will be closely watched by investors and analysts. Notable earnings announcements include Micron, Accenture, Alibaba, FedEx, and Tencent. These results are expected to provide valuable insights into the performance and outlook of key sectors such as technology, consulting, e-commerce, logistics, and digital services.

FedEx: A Logistics Sector Indicator

FedEx stands out as a leading logistics provider whose earnings can offer a clearer perspective on the overall health of the economy. Examining FedEx’s financial results and market performance gives a sense of how well the logistics sector—and, by extension, economic activity—is faring.

The most recent closing price for FedEx stock was $351.68, representing a notable 48.4% increase compared to one year ago. Technical analysis currently suggests a “sell” rating, while analyst sentiment indicates a “buy” rating. With a price target of $382.39. This represents a potential upside of 8.7%.

Key financial figures for FedEx include an earnings per share (EPS) of $18.24 and a price-to-earnings (P/E) ratio of 19.4x. Additionally, the company maintains a strong gross profit margin of 37.6%, underlining its profitability and efficiency in operations.

FedEx Financial Performance Overview

FedEx has experienced growth in its total annual revenue over recent years, with figures rising from $83.9 billion in 2021 to $87.9 billion in 2025. However, this increase in revenue has not been matched by similar growth in profitability. Operating income declined from $7.9 billion in 2021 to $6.7 billion in 2025, and net income also decreased from $5.2 billion to $4 billion during the same period.

A closer look at gross profit growth reveals a notable shift. In 2021, gross profit growth was strong at 40.94%. However, by 2024, this figure had fallen to -1.78%, indicating a contraction, and in 2025, gross profit growth was virtually flat at just 0.05%. Despite these challenges, the company has maintained profitability. Still, it is important to note that the increase in total revenue has not translated into higher profits. This trend suggests that rising expenses are offsetting revenue gains, highlighting an area that warrants close monitoring in the future.

News (Compiled by Gemini)

Over the last three months, FedEx has pivoted toward a massive structural breakup and AI-driven efficiency. The headline news is the planned spin-off of FedEx Freight into a separate public company (ticker: FDXF), scheduled for June 1, 2026. This move follows a strong Q2 earnings beat, with revenue reaching $23.47 billion.

Operationally, the “One FedEx” initiative is merging separate business units into a single integrated network. A major focus of their February Investor Day was the rollout of AI agents, with a goal to automate 50% of workflows by 2028. To fund these changes, FedEx implemented a 5.9% rate hike in January and continued aggressive cost-cutting, including station closures in Europe and layoffs in the U.S.

Earnings

Looking ahead to the upcoming earnings report, FedEx is expected to deliver an earnings per share (EPS) of $4.11. Additionally, revenue projections for the period stand at $23.48 billion. These forecasts will be closely watched by investors and analysts, as they offer insights into the company’s operational performance and financial health for the quarter.

Personally, there is an expectation about how FedEx can benefit from the restructuring and pivot. There are efforts, but these do not guarantee success. Let us monitor the stock for now, even though it seems relatively affordable.

@TigerStars

$FedEx(FDX)$

$Micron Technology(MU)$