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CLAIM #25028 · FDX (FDX) · 2026Q3 earnings call · Mar 19, 2026 · due May 31, 2026

We feel really good about the partnership. Just a huge shout-out to the operators as they're bringing this volume on. We've been really disciplined. It will be accretive.

Brie Carere · Chief Customer Officer

PENDING
graded after results covering May 31, 2026 are reported

In context

uch is that driving of -- like, what percentage of the growth is being driven by that in the ground part of the business? Brie Carere: Great question. So yes, the answer is from a domestic priority perspective, that is where you will see the majority of the health care. There is a little bit in the deferred, but actually, the deferred volume is actually coming from the momentum that we have in our small and medium customer segment. And so it's actually more spread between B2B and B2C that's actually not just health care. So I anticipate that deferred momentum will actually continue into next year. From a home delivery, yes, that is where you will see the majority of the Amazon volume. It is still ramping, and it is not material in this quarter, and we don't anticipate it will be material. We feel really good about the partnership. Just a huge shout-out to the operators as they're bringing this volume on. We've been really disciplined. It will be accretive. They will not be our top customer, and it was not material in the quarter, but it absolutely is in there. Operator: The next question is from Ken Hoexter with Bank of America. Ken Hoexter: I'll echo it. Great job. Great to see the share gains, Network 2.0 rollout gains and the Europe rebound for so many quarters. But I want to hit on the high end and low end of your outlook. It seems like salaries and benefits up 13% year-over-year at FEC. John, you mentioned some of the incentive comp, purchase trends, cost scaling. But I guess, given the combination, I would have guessed that costs would have come down a bit as you eliminate overlapping costs. Maybe walk us through how the math works there and what we should expect on that going forward. John Dietrich: Thanks, Ken. I think in large part

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SEC filings for FDX · Claim quote is verbatim from the 2026Q3 earnings call.