The contract is too small to materially affect FedEx's financials. Monitor for larger logistics contracts from the VA or other agencies that could signal a growing government services segment.
Price Chart
Executive Summary
FedEx Supply Chain Distribution System, Inc., a subsidiary of FedEx Corp, received a $25 million contract from the Department of Veterans Affairs for mail manifest services. The award is small relative to FedEx's annualized revenue of $100 billion, representing 0.025% of revenue, and is a routine government contract with minimal financial impact.
Key Financial Metrics
Key Facts
- Award amount: $25,000,000
- Awarding agency: Department of Veterans Affairs
- Period of performance starts 2026-10-01
- Award represents 0.025% of FedEx's annualized revenue of $100 billion
- Contract is for mail manifest services
Financial Impact
$25 million award, 0.025% of annualized revenue
Risk Factors
- Contract value is immaterial relative to FedEx's revenue
- No information on competition or sole-source status
- Government contracts may have lower margins than commercial business
Investment Themes
Documents Analyzed
This report is based on 1 federal contract record from official U.S. government contract data.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-36C77027N0010 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 8-K | $299.00 | awaiting T+60 | — | $300.80 (+0.60%) |
Oct 20, 2026 5d ago | Institutional Cluster | $298.23 | awaiting T+60 | — | $300.80 (+0.86%) |
Oct 1, 2026 25d ago | GOVT-CONTRACT | $290.36 | awaiting T+60 | — | $300.80 (+3.60%) |
Oct 1, 2026 25d ago | GOVT-CONTRACT | $290.36 | awaiting T+60 | — | $300.80 (+3.60%) |
Sep 15, 2026 5w ago | Court Ruling | $301.72 | awaiting T+60 | — | $300.80 (−0.30%) |
Jun 23, 2026 17w ago | 8-K | $316.83 $305.88 | ▼ −3.46% | ▼ −6.29% | $300.80 (−5.06%) |
Jun 8, 2026 19w ago | 8-K | $331.76 $316.27 | ▼ −4.67% | ▼ −8.48% | $300.80 (−9.33%) |
Jun 1, 2026 21w ago | 8-K | $338.17 $333.71 | ▼ −1.32% | ▼ −2.29% | $300.80 (−11.05%) |
May 28, 2026 21w ago | 25-NSE | $411.17 $414.47 | ▲ +0.80% | ▼ −0.37% | $300.80 (−26.84%) |
May 22, 2026 22w ago | 8-K | $399.60 $404.60 | ▲ +1.25% | ▼ −0.35% | $300.80 (−24.72%) |
US Market Status
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