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CLAIM #24813 · FDX (FDX) · 2025Q3 earnings call · Mar 20, 2025 · due Jun 18, 2025

Due to the hard work of our team and our compelling healthcare value proposition, we are onboarding nearly $400 million in new annualized healthcare revenue over the next 90 days.

Brie Carere · Chief Customer Officer

PENDING
graded after results covering Jun 18, 2025 are reported

In context

care and automotive, a focus on U.S. domestic e-commerce, profitable growth in global air freight segment, and of course, we want to accelerate profitable growth in Europe. I am very pleased to report that we've had progress across all of our priorities. A few highlights from the quarter. We continue to build unique capabilities for our high-margin healthcare vertical. For example, we are taking our established returns platform and using that technology for customers that require recurring collaborative shipments with their business partners or vendors. This has varied use cases across industries, including lab shipments between medical providers. This process enables a simpler shipping process with more visibility, allowing shipment recipients to staff more appropriately and efficiently. Due to the hard work of our team and our compelling healthcare value proposition, we are onboarding nearly $400 million in new annualized healthcare revenue over the next 90 days. Our advanced capabilities helped to track this new business with three-quarters of this business tied to bundled customers who are using the FedEx around suite. As a result of these wins, we will exit FY ‘25 with approximately $9 billion in healthcare revenue. Additionally, we further expanded FedEx around monitoring and intervention, and now we offer this solution in over 40 countries. Surround's real-time AI-powered dashboard gives customers enhanced visibility and control over their shipments, which is especially helpful for customers transporting high-value or sensitive goods. With 90% of the market's incremental parcel growth expected to come from e-commerce, we continue to refine how we profitably serve this market. Based on demand from our largest customers, we have expanded our Su

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SEC filings for FDX · Claim quote is verbatim from the 2025Q3 earnings call.