MAAT INDEX

CLAIM #24889 · FDX (FDX) · 2025Q4 earnings call · Jun 24, 2025 · due May 31, 2027

We are on track as we talked about for FY '27 and the $2 billion.

John Dietrich · CFO

PENDING
graded after results covering May 31, 2027 are reported

How to check this claim

Look at: Cumulative Network 2.0 cost savings, as disclosed by company

It came true if: Cumulative savings >= $2 billion by end of FY2027

Where: Company management commentary / investor presentations (FY2027 10-K or Q4 FY2027 earnings call)

In context

e needing to go up to where you would think from a margin contribution? Thank you. Brie Carere: Hi, Conor. Thank you for the question. From a Network 2.0, I cannot emphasize enough how pleased we are with Scott Ray and the execution that this team has demonstrated. When we looked at the original case from a P&D perspective, the majority of the savings are in the pickup and delivery reduction, and we are hitting those targets. So we're very pleased with that. As we think about when we want the flow through or expect the flow through from Network 2.0, it is important that it is gonna follow. Because when we go into a market, we have cost to implement the change in service and to make sure that we've got the right contingency so we have no revenue breakage. So that's why you're seeing a lag. We are on track as we talked about for FY '27 and the $2 billion. So we feel really good about this program. Operator: The next question is from Jordan Alliger with Goldman Sachs. Please go ahead. Jordan Alliger: Yes, hi. And I want to offer my condolences to the Smith family as well. Truly visionary. So sort of a secular question. And if you have perhaps some of your perspective on the change in global trade patterns due to tariffs? I know it's early, but specifically for less than truckload potential to domestic manufacturing. And then from more of a global perspective, indeed, do you expect to see an emergence of a China plus one and even a plus two strategy from a logistics perspective? Thanks. Raj Subramaniam: Thank you, Jordan. I appreciate your condolences as well. The patterns are changing as we speak. And clearly, we are seeing growth from Sout

Verify independently

SEC filings for FDX · Claim quote is verbatim from the 2025Q4 earnings call.