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FedEx Corporation

FDXleader

FedEx is one of the world's largest courier delivery services companies, operating the world's largest cargo airline. It is undergoing a major network consolidation (DRIVE program) to merge Express and Ground operations.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($87.7B)

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FedEx Express (50%)
FedEx Ground (38%)
FedEx Freight (LTL) (12%)

Segment Breakdown & Key Customers

Product Details

FedEx Express50%

Time-definite air and ground express delivery worldwide. Operates the world's largest cargo airline with 700+ aircraft.

FedEx Ground38%

Day-definite small-parcel ground delivery in the US and Canada, including FedEx Home Delivery for residential.

FedEx Freight12%

Less-than-truckload (LTL) freight services for commercial and industrial shippers.

Macro & Market Context

산업재Sector News

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Upcoming Catalysts

GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)보잉 737 MAX 생산 재개 일정미국 인프라 2차 집행 예산 확정

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of FedEx Corporation.

Company Info

Headquarters

Memphis, TN

Founded

1971

Employees

518,000

Website

fedex.com

Sector Overview산업재

Sector News

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Key Themes

  • CHIPS·IRA법 → 반도체·배터리 공장 건설 붐 — 건설기계 수요 급증
  • GE Aerospace 엔진 납기 지연 → 보잉·에어버스 인도 차질 지속
  • 방산 수주 급증 — RTX·NOC·GD 백로그 사상 최대

Upcoming Catalysts

  • GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)
  • 보잉 737 MAX 생산 재개 일정