FedEx Corp. reported its fiscal fourth-quarter earnings for 2025, beating analyst expectations with adjusted earnings per share (EPS) of $6.07 compared to estimates of around $5.81 to $5.93, and revenue of $22.2 billion surpassing forecasts near $21.75 billion. The company achieved a 0.5% year-over-year revenue increase and met its structural cost reduction target, including $2.2 billion in savings for fiscal year 2025 and plans to target an additional $1 billion in cost savings for fiscal year 2026. FedEx also announced plans for $4.5 billion in capital expenditures and returned $4.3 billion to shareholders. Despite the strong quarterly results, the company suspended its full-year 2026 outlook due to uncertainty in global demand and geopolitical tensions, notably the impact of U.S. tariffs and trade disruptions between the U.S. and China. FedEx forecasted first-quarter revenue growth of 0% to 2% year-over-year and adjusted EPS between $3.40 and $4.00, below consensus estimates of $4.06. The company highlighted a decline in freight revenue by 4% year-over-year and a 1% increase in express revenue. Following the earnings release and cautious profit outlook, FedEx shares declined more than 5% in after-hours trading, reflecting investor concerns over ongoing tariff-related challenges and volatile global demand conditions.