Bloomberg Intelligence

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FedEx Slips After First Earnings Since Spinoff

Explore episode Jun 24, 2026

FedEx really doesn't want the same business that Amazon's going after. You know, Amazon first and foremost is starting this business to reduce their overall cost to deliver their packages.

Lee Klaskow

FedEx Slips After First Earnings Since …

Where this was said

FedEx vs. Amazon: Competition and B2B Strategy

At 4:46 · chapter starts 4:25

Lee Klaskow explains why Amazon's logistics expansion isn't a direct threat to FedEx, which prefers higher-margin B2B business over consumer parcel delivery.^{[1]

— Lee Klaskow

"Amazon's logistics move is primarily about offsetting its own delivery costs, not stealing FedEx's customers. FedEx wants B2B business — hi…"

04:24}

Business

Guide topped at $18.10 EPS

FedEx Slips After First Earnings Since Spinoff · Jun 24, 2026

FedEx's fiscal year EPS guidance topped out at $18.10, slightly below whisper numbers by roughly a dime to a quarter.

Business

FedEx B2B margins > B2C

FedEx Slips After First Earnings Since Spinoff · Jun 24, 2026

FedEx prefers B2B business over B2C because it tends to carry higher profit margins.

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