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CLAIM #24934 · FDX (FDX) · 2026Q2 earnings call · Dec 18, 2025 · due Jun 30, 2026

We now have more than 85% of our planned LTL sales force in place, and we expect to have the full team in place by June.

Brie Carere · Executive Vice President and Chief Customer Officer

PENDING
graded after results covering Jun 30, 2026 are reported

In context

nboarding of our new Amazon business, which is focused on large and heavyweight shipments, is also going well. As expected, international export volumes declined, driven again by lower volumes on the China to US lane. Raj mentioned how we're shifting some capacity to the Asia Europe lane, which along with strong growth on the intra-Asia lane is providing a partial offset. Additionally, we continued to grow U.S. International outbound revenue, which further offered another offset and, of course, it has high flow through. At FedEx Freight, weakness in the industrial economy again weighed on our average daily shipments, which were down 4%. This dynamic remains consistent with broader LTL industry trends. Importantly, our growing FedEx freight team positions us well for the eventual recovery. We now have more than 85% of our planned LTL sales force in place, and we expect to have the full team in place by June. And, of course, this is 400 salespeople. We are also very encouraged by our Q2 service quality metrics at freight. With claims and damage performance at some of the best levels in company history. And on-time service is at the highest level since Q3 of fiscal year 2021. Across the enterprise, our strong yield performance this quarter demonstrates the benefits of our efforts to prioritize high-value shipments, the strength of our value proposition, and the continued improvement in the pricing environment. At FEC, US domestic package yield was up over five driven by the strength across all services. International export package yield grew 3%, driven by revenue quality action, higher weight per shipment tied to the de minimis change, plus favorable currency. At FedEx Freight, revenue per shi

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SEC filings for FDX · Claim quote is verbatim from the 2026Q2 earnings call.