CLAIM #24766 · FDX (FDX) · 2025Q2 earnings call · Dec 19, 2024 · due May 31, 2025
“This fiscal year, we expect to gain market share in the U.S. by leveraging our unique portfolio, including cold chain support, our new quality management program, and FedEx Surround Monitoring and Intervention.”
Brie Carere · Chief Customer Officer
In context
“ll begin the transition of our fedex.com customer base to the FDX platform. This will improve our speed to market and allow us to expose new capabilities like advanced visibility for the millions of FedEx small and medium customers. We are designing new experiences for high value segments and planning for above market growth where we already have a differentiated portfolio. Our target segments are B2B for both healthcare and automotive, domestic e-commerce, global airfreight, and of course Europe. First, B2B, We have experienced tremendous success in healthcare, which has been our priority B2B vertical. Federal Express already has a double-digit percentage of our revenue in the fast growing $70 billion healthcare segment, and this segment is an important contributor to FedEx profit today. This fiscal year, we expect to gain market share in the U.S. by leveraging our unique portfolio, including cold chain support, our new quality management program, and FedEx Surround Monitoring and Intervention. While most of our healthcare revenue is U.S.-based, the international healthcare market represents significant opportunity. We will globalize our portfolio and accelerate revenue growth outside of the United States. Automotive is also a massive market and we are focused on what we estimate to be a $10 billion market within this industry that requires premium services critical to automotive supply chains. We have created an automotive vertical and expect to provide new benefit in early fiscal year '26. Our second priority is the U.S. Domestic e-commerce market. E-commerce will continue to DRIVE 90% of the market's incremental parcel growth in the years ahead. Within our U.S. Ground services, our superior speed and coverage give FedEx a competitive advantage, not to mention picture proof of”
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SEC filings for FDX ↗ · Claim quote is verbatim from the 2025Q2 earnings call.