FedEx Corporation

FDXleader

FedEx is one of the world's largest courier delivery services companies, operating the world's largest cargo airline. It is undergoing a major network consolidation (DRIVE program) to merge Express and Ground operations.

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产品与营收

产品营收占比

营收构成 ($87.7B)

静态数据（加载实时财务…）

FedEx Express (50%)

FedEx Ground (38%)

FedEx Freight (LTL) (12%)

业务板块构成与主要客户

产品详情

FedEx Express50%

Time-definite air and ground express delivery worldwide. Operates the world's largest cargo airline with 700+ aircraft.

FedEx Ground38%

Day-definite small-parcel ground delivery in the US and Canada, including FedEx Home Delivery for residential.

FedEx Freight12%

Less-than-truckload (LTL) freight services for commercial and industrial shippers.

供应链关系

主要客户

Amazon.com (AWS)

Package delivery

影响: significant but declining (Amazon building own fleet)

竞争对手

United Parcel Service

Express & ground delivery

影响: primary competitor

宏观与市场背景

산업재行业新闻

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

近期催化剂

◆GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)◆보잉 737 MAX 생산 재개 일정◆미국 인프라 2차 집행 예산 확정

AI 分析

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企业信息

总部

Memphis, TN

成立时间

1971

员工人数

518,000

官网

fedex.com

行业概况 — 산업재

行业新闻