Trump's De Minimis Policy To Cost FedEx $1 Billion Despite Q1 Beat - FedEx (NYSE:FDX)

Trump's De Minimis Policy To Cost FedEx $1 Billion Despite Q1 Beat - FedEx (NYSE:FDX)

FedEx faces a $1 billion headwind from the de minimis trade rule change, despite strong Q1 earnings and booming U.S. domestic growth.

FedEx pivots airfreight capacity as it faces $1bn tariff headwind

FedEx is pivoting to add capacity to Asia-Europe, after admitting that US tariffs have led to a $1bn “headwind”, including the ending of the de minimis exemption which will cost it $150m per quarter.  But the company is more bullish on the success of a peak season than other operators.  CFO John Dietrick said at its Q1 ‘26 earnings call: “As expected, due to the evolving trade environment in the quarter, we ... The post FedEx pivots airfreight c…

FedEx Faces $1 Billion Annual Headwind Due to End of De Minimis Exemption

FedEx faces a $1 billion headwind in its current fiscal year due to the global trade environment, the company said in a presentation released Thursday (Sept. 18). During the company’s quarterly earnings call held Thursday, executives said the headwind was largely driven by the United States ending the de minimis exemption on smaller packages. The de minimis exemption, which allowed packages valued at less than $800 to enter the U.S. du…