FEDEX EXEC SAYS DATA CENTER-RELATED BUSINESS SUPPORTED 28% YOY GROWTH IN INTERNATIONAL FREIGHT REVENUE, AND THAT THE CY26 REVENUE GROWTH FORECAST IMPLIES Q4 REVENUE GROWTH OF 10%

A FedEx executive stated that business tied to data centers supported 28% year-over-year growth in international freight revenue, and that the calendar 2026 revenue growth forecast implies roughly 10% revenue growth in the fourth quarter. The transmission mechanism runs through cross-border logistics demand, since data center buildouts require heavy imports of servers, networking hardware, cooling equipment, and power infrastructure, which lifts air and ocean freight volumes on trade lanes linked to Asia and other manufacturing hubs. The strength of that signal matters for transport and logistics equities, air cargo carriers, and freight forwarders, which tend to reprice on evidence that high-value component shipments are offsetting softness in general consumer goods flows. It also bears on the AI-capital-expenditure theme more broadly, as sustained freight growth tied to infrastructure spending would indicate that hardware demand is translating into physical throughput rather than remaining confined to semiconductor and cloud-provider order books. Traders should watch the monthly U.S. and global trade data releases, along with air cargo tonnage reports, for confirmation that inter

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