### FedEx Faces Stock Decline Despite Strong Q4 Earnings Amidst Uncertain Trade Environment FedEx Corporation reported a strong performance in its fourth-quarter earnings, surpassing analyst expectations with a revenue of $22.2 billion, compared to the anticipated $21.84 billion. However, the company's decision to withhold its full-year guidance for 2026 and provide a cautious outlook for the first quarter has led to a significant drop in its stock price. Analysts have reacted by cutting their price targets, citing concerns over trade policy uncertainties and a slowdown in US-China trade relations, which have overshadowed the positive earnings report [https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/46098886/fedex-analysts-cut-estimates-after-company-withholds-full-year-2026-guidance-for-first-time-since-2020]. ### Breakdown of FedEx's Earnings Report and Market Reaction 1. **Earnings Performance**: - FedEx reported Q4 earnings that exceeded expectations, with a revenue of $22.2 billion [https://www.benzinga.com/markets/earnings/25/06/46083842/fedex-q4-earnings-revenue-eps-beat-estimates-shares-slide-on-soft-guidance]. - Despite this, the stock fell over 6% in after-hours trading due to weak guidance [https://www.fxleaders.com/news/2025/06/25/fedex-earnings-win-guidance-loss-fdx-stock-tanks-15-200-next-target]. 2. **Guidance Concerns**: - FedEx withheld its full-year guidance for 2026 for the first time since 2020, which has raised alarms among investors [https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/46098886/fedex-analysts-cut-estimates-after-company-withholds-full-year-2026-guidance-for-first-time-since-2020]. - The company projected lower-than-expected profits for the first quarter, contributing to the stock's decline [https://www.indexbox.io/blog/fedex-stock-declines-after-disappointing-first-quarter-outlook]. 3. **Market Sentiment**: - Analysts have reacted by cutting their price targets for FedEx, reflecting a more cautious outlook amid ongoing trade uncertainties [https://www.investing.com/news/earnings/fedex-shares-drop-in-afterhours-on-soft-guidance-4109197]. - The overall market sentiment has been affected, with FedEx's stock joining other major companies in a downward trend [https://www.benzinga.com/trading-ideas/movers/25/06/46093477/fedex-issues-soft-guidance-joins-torrid-holdings-allot-and-other-big-stocks-moving-lower-in-wednesdays-pre-market-session]. ### Key Data Points from FedEx's Earnings Report - **Q4 Revenue**: $22.2 billion (beating estimates of $21.84 billion) [https://www.benzinga.com/markets/earnings/25/06/46083842/fedex-q4-earnings-revenue-eps-beat-estimates-shares-slide-on-soft-guidance]. - **Stock Price Reaction**: Fell over 6% in after-hours trading following the earnings report [https://www.fxleaders.com/news/2025/06/25/fedex-earnings-win-guidance-loss-fdx-stock-tanks-15-200-next-target]. - **Analyst Price Target Cuts**: Analysts have lowered their estimates due to concerns over trade policy and economic conditions [https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/46098886/fedex-analysts-cut-estimates-after-company-withholds-full-year-2026-guidance-for-first-time-since-2020]. ### Conclusion: FedEx's Mixed Earnings Report and Market Implications In summary, **FedEx's strong Q4 earnings were overshadowed by its cautious guidance and the decision to withhold its full-year outlook**, leading to a significant drop in stock price. The key findings are as follows: 1. **Strong Q4 Performance**: Surpassed revenue expectations but faced stock decline due to guidance issues. 2. **Withheld Guidance**: The decision to withhold the full-year outlook raised investor concerns. 3. **Analyst Reactions**: Price targets were cut, reflecting a more cautious market sentiment. The combination of these factors indicates a challenging environment for FedEx moving forward, particularly in light of ongoing trade uncertainties [https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/46098886/fedex-analysts-cut-estimates-after-company-withholds-full-year-2026-guidance-for-first-time-since-2020].