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GOVT-CONTRACT ·Filed Oct 1, 2026

FDX

FEDEX CORP
NEUTRAL
Impact 2/10
Horizonimmediate Processed26d 12h ago
Large government contract award ($500M+)
Actionable Insight • Neutral

The contract is too small to materially affect FedEx's financials. Monitor for larger government logistics contracts or changes in VA shipping volume that could indicate a broader relationship.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+5d ⚠ clustered
FDX ▲ +0.46% at T+5d
NEUTRAL call +0.46% · α vs SPY -0.70% · entry $290.36 → $291.71
Next anchor: T+20d in 3d
Latest observation: T+15 +4.21% FF3 residual α
Entry = T+0 close
Oct 2, 2026
via day close
T+1d
-0.42%
call -0.42% · α -1.10%
$289.13
settled 22d ago
T+5d
+0.46%
call +0.46% · α -0.70%
$291.71
settled 18d ago
T+20d
Pending
in 3d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

FedEx Corp received a $25 million contract from the Department of Veterans Affairs for domestic ground shipping services. The award represents approximately 0.025% of the company's annualized revenue and is a routine, small-scale government contract.

Key Financial Metrics

Award Amount
$25.0M
Agency
Department of Veterans Affairs
Contract Type
new
Rev Impact
+0.0%

Key Facts

  • Award amount: $25,000,000
  • Awarding agency: Department of Veterans Affairs
  • Award date: 2026-10-01
  • Period of performance starts: 2026-10-01
  • Award represents ~0.025% of FedEx's annualized revenue of $100 billion

Financial Impact

$25 million contract, approximately 0.025% of annual revenue

revenue

Risk Factors

  • Contract value is immaterial relative to FedEx's revenue base
  • No information on contract duration or renewal options provided

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-36C77027F0008
13 reports for FDX
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for FDX — sortable, filterable
TypeNow
Oct 26, 2026
1d ago
8-K
NEUTRAL ★ 3/10
$299.00awaiting T+60—$300.58 (+0.53%)
Oct 20, 2026
6d ago
Institutional Cluster
MIXED ★ 3/10
$298.23awaiting T+60—$300.58 (+0.79%)
Oct 1, 2026
26d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$290.36awaiting T+60—$300.58 (+3.52%)
Oct 1, 2026
26d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$290.36awaiting T+60—$300.58 (+3.52%)
Sep 15, 2026
6w ago
Court Ruling
NEUTRAL ★ 3/10
$301.72awaiting T+60—$300.58 (−0.38%)
Jun 23, 2026
17w ago
8-K
BULLISH ★ 7/10
$316.83 $305.88▼ −3.46%▼ −6.29%$300.58 (−5.13%)
Jun 8, 2026
20w ago
8-K
NEUTRAL ★ 2/10
$331.76 $316.27▼ −4.67%▼ −8.48%$300.58 (−9.40%)
Jun 1, 2026
21w ago
8-K
NEUTRAL ★ 6/10
$338.17 $333.71▼ −1.32%▼ −2.29%$300.58 (−11.11%)
May 28, 2026
21w ago
25-NSE
NEUTRAL ★ 2/10
$411.17 $414.47▲ +0.80%▼ −0.37%$300.58 (−26.90%)
May 22, 2026
22w ago
8-K
NEUTRAL ★ 4/10
$399.60 $404.60▲ +1.25%▼ −0.35%$300.58 (−24.78%)
Showing 10 of 13

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Report published Oct 1, 2026