FedEx (FDX)DoD awarded $26.6M

$26.6M

committed so far

Signed

Feb 17, 2026

Updated

Feb 17, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Dec 29, 2025Layoff notice · Ft. Worth, Tarrant CountyLayoff notice filed in TX: 89 employees
2. Jan 9, 2026CongressDisclosed purchase of FDX — reported range $1,001 - $15,000
3. Jan 12, 2026Company filing · Form 8-K · Material agreement, New debtChanged a top executive or board member, and signed an important agreement (and 1 more item)“On January 12, 2026, Stephen E. Gorman notified the board of directors of FedEx (the “ Board ”) of his decision to resign from the Board effective upon his joining the board of directors of FedEx Freight upon the planned spin-off of FedEx Freight by FedEx.”
4. Jan 23, 2026Company filing · Form 8-K · Restructuring, Executive changeAnnounced job cuts, closures or a restructuring, and changed a top executive or board member“On January 27, 2026, FedEx announced the appointment of Scott L. Ray as Chief Operating Officer, United States and Canada – Elect, of Federal Express Corporation (“FEC”), effective February 1, 2026, and Chief Operating Officer, United States and Canada, of FEC, effective June 1, 2026.”
5. Jan 27, 2026Federal contract · $36.1M obligatedDepartment of Defense awarded FedEx: $36.1M obligated to date
6. Feb 5, 2026Company filing · Form 8-K · New debt, Other newsTook on new debt or obligations, and reported other company news
7. Feb 17, 2026 · this disclosureFederal contract · $26.6M obligatedDepartment of Defense awarded FedEx: $26.6M obligated to date

What came next

1. Mar 9, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On March 9, 2026, the Board of Directors of FedEx Corporation (“FedEx” or the “Company"), upon the recommendation of its Compensation and Human Resources Committee, approved amendments to the Company’s FY25–FY27 long term incentive plan and FY26–FY28 long-term incentive plan, which are based on the Company's current May 31 fiscal year end (collectively, the “LTI Plans”), to (1) measure actual performance under each…”
2. Mar 19, 2026Company filing · Form 8-K · ResultsReported its results
3. Mar 19, 2026CongressDisclosed purchase of FDX — reported range $15,001 - $50,000
4. Mar 25, 2026CongressDisclosed purchase of FDX — reported range $1,001 - $15,000
5. Mar 26, 20265% stakeThe Vanguard Group reported a passive stake (13G)
6. Apr 13, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On April 13, 2026, FedEx Corporation (“FedEx” or the “Company”) announced that John W. Dietrich will step down as Executive Vice President and Chief Financial Officer on June 1, 2026, and will depart the Company on July 31, 2026.”
7. Apr 13, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On May 7, 2026, Mr. Dietrich and the Company entered into a separation and release agreement (the “Agreement”). The material terms of the Agreement are summarized below: • Cash Payment.”
8. Apr 14, 2026Insider · 3 peopleInsiders: 4 sales (~$10.3M)
9. Apr 15, 2026Insider · 2 peopleInsiders: 4 sales (~$8.3M)
10. Apr 29, 20265% stakeVanguard Capital Management reported a passive stake (13G) of 6.8%
11. May 14, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On May 14, 2026, Guy M. Erwin II, Corporate Vice President and Chief Accounting Officer of FedEx Corporation (“FedEx” or the “Company”), informed the Company that he is resigning, effective May 31, 2026, to join FedEx Freight Holding Company, Inc. as Senior Vice President – Chief Accounting Officer.”
12. May 14, 20265% stakeDodge & Cox reported a passive stake (13G) of 4.2%
13. May 18, 2026Federal contract · $32.0M obligatedDepartment of Defense awarded FedEx: $32M obligated to date
14. May 28, 2026Company filing · Form 8-K · Material agreement, Acquisition or saleCompleted buying or selling a business or assets, and changed a top executive or board member (and 2 more items)“Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers.”
15. Jun 8, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On June 8, 2026, the Board of Directors (the “Board”) of FedEx Corporation (“FedEx” or the “Company”) elected Mark A. Edmunds as a director, effective immediately.”

How to read USAspending.gov award record

The obligated amount is money the government has legally committed to pay and has set aside in its accounts. The ceiling, which USAspending calls the potential value, is the most the contract could be worth if every option is exercised and every possible order is placed. The ceiling is a limit, not a payment, and it is often many times the obligated amount.

Full guide: Contract ceiling vs obligated amount: the difference

What else is on file for FedEx

For FedEx, OQRO holds 4 Congress trade reports, 34 fund holdings reports (13F) and 7 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its FDX page.

How this filing works

• Contract ceiling vs obligated amount

Other disclosures at FedEx

• House Clerk periodic transaction reportOct 7, 2026
• USAspending.gov award recordOct 1, 2026
• USAspending.gov award recordOct 1, 2026
• USAspending.gov award recordOct 1, 2026
• USAspending.gov award recordOct 1, 2026
• USAspending.gov award recordOct 1, 2026

Everything OQRO holds on this company is on its FDX page.