FedEx Corporation (FDX) Analyst/Investor Day April 8, 2026 9:00 AM EDT
Company Participants
Marianna Rose
John Smith – President & CEO of FedEx Freight Corporation
Clinton McCoy – Chief Operating Officer
Michael B. Lyons – Senior VP, Chief Specialized Services & Commercial Officer
Michael Rodgers – Senior VP & CTO
Marshall Witt – Senior VP & CFO
Conference Call Participants
Ken Hoexter – BofA Securities, Research Division
Christian Wetherbee – Wells Fargo Securities, LLC, Research Division
Scott Group – Wolfe Research, LLC
Stephanie Benjamin Moore – Jefferies LLC, Research Division
Thomas Wadewitz – UBS Investment Bank, Research Division
Jordan Alliger – Goldman Sachs Group, Inc., Research Division
Ariel Rosa – Citigroup Inc., Research Division
Brian Ossenbeck – JPMorgan Chase & Co, Research Division
Daniel Moore – Robert W. Baird & Co. Incorporated, Research Division
Richa Talwar – Deutsche Bank AG, Research Division
Jeffrey Kauffman – Vertical Research Partners, LLC
Jonathan Chappell – Evercore ISI Institutional Equities, Research Division
Donald Broughton
David Vernon – Bernstein Institutional Services LLC, Research Division
Presentation
Operator
Welcome, and thank you for joining us for FedEx Freight Investor Day. Please welcome to the stage, Marianna Rose, Managing Director, Investor Relations.
Marianna Rose
Good morning, and welcome to FedEx Freight’s First Investor Day. I’m Marianna Rose, Head of Investor Relations, and we are thrilled to have you with us as we outline the exciting path forward for FedEx Freight. A strong safety culture is one of the clearest indicators of a well-run business. And nowhere is that more evident than at FedEx Freight, where safety is more than a value, it’s at the fundamental backbone of this company.
As such, we begin every meeting with a safety message. And today’s message hits close to home for all of us, distracted driving. Every year, thousands of lives are lost because a driver looked away for just a few seconds. The good news is, according to preliminary estimates, automobile fatalities have declined
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