FedEx Freight Holding Company, Inc. (FDXF) SEC Filings & Earnings Calls
EquiReason read 9 FedEx Freight Holding Company, Inc. SEC filings in the last 12 months. Latest: 8-K on 2026-10-02 — Set a shareholder director nomination deadline; disclosed a material event under other events (litigation, recall, contract loss, or major announcement).
Source: SEC EDGAR filings · read by EquiReason
- Market cap
- 16.5B
- P/E TTM
- —
- Dividend yield
- —
- 52-week
- —
- Next earnings
- 28 Oct, in 4 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
2 Sep 20268-K · 8.01FedEx Freight terminates EVP Michael B. Lyons for Code of Conduct violations; conduct unrelated to financials or strategy.open
Risks flagged
Leadership disruption in specialized services and commercial functions.
“EVP terminated; search for replacement underway.”
6 Aug 20268-K · 2.02Revenue $8.78B (-3% y/y); Net income $1.06B (-26% y/y); Earnings per share (diluted) $7.08 (-26% y/y)earningsopen
Figures in the filing · each found in the filing text
| Revenue · FY2025 | $8.78B | -3% y/y |
| Net income · FY2025 | $1.06B | -26% y/y |
| Earnings per share (diluted) · FY2025 | $7.08 | -26% y/y |
| Total shipments · FY2025 | 22,362,881 | -3% y/y |
| Total tonnage · FY2025 | $10M | -4% y/y |
| Tonnage per day · FY2025 | $40750.00 | -3% y/y |
| Average daily shipments (Priority) · FY2025 | 60,784 | -2% y/y |
| Average daily shipments (Economy) · FY2025 | 27,607 | -3% y/y |
| Total average daily shipments · FY2025 | 88,391 | -3% y/y |
Risks flagged
Spin-off introduces standalone operational and financial risks; recast financials may not be indicative of future standalone performance.
“Historical information may not be indicative of what would have been realized had FedEx Freight been an independent standalone entity for the periods presented.” · word for word
5 Aug 202610-KFedEx Freight reported FY2026 revenue down 1%, operating income down 62%, and operating margin down 970 bps due to demand weakness and spin-off costs.earningsopen
Figures in the filing · each found in the filing text
| Revenue · FY2026 | $8.79B | -1% y/y |
| Operating income · FY2026 | $540M | -62% y/y |
| Operating margin · FY2026 | 6.1% | |
| Diluted earnings per share · FY2026 | $4.38 | -51% y/y |
| Average daily shipments - Priority · FY2026 | 59,500 | -4% y/y |
| Average daily shipments - Economy · FY2026 | 26,600 | -6% y/y |
| Revenue per shipment · FY2026 | $386.63 | +4% y/y |
| Capital expenditures · FY2026 | $379M | -13% y/y |
Guidance
capital expenditures guided $320M-$340M for remainder of calendar 2026
No explicit revenue guidance; capex guidance reduced; tone cautious on demand and trade uncertainty.
Risks flagged
Macroeconomic demand weakness
“Average daily shipments decreased 4% in 2026 due to reduced demand for our services, primarily resulting from macroeconomic conditions, including continued weak industrial production, global trade policy uncertainty, and excess capacity in the LTL industry.” · word for word
Trade policy / tariff risk
“Additional changes in international relations and trade policies, including with respect to tariffs, could significantly reduce the volume of goods transported and increase our costs, which could materially adversely affect our results of operations and financial condition.” · word for word
Fuel cost volatility
“Fuel expense increased 6% in 2026 primarily due to higher diesel fuel price-per-gallon, partially offset by lower mileage and higher miles-per-gallon.” · word for word
Spin-off execution risk
“We incurred costs related to the Spin-Off of $492 million in 2026.” · word for word
25 Jun 20268-K · 2.02Revenue $2.40B (+5% y/y); Operating income $158M (-67% y/y); Adjusted operating income $363M (-24% y/y); Guidance: Transition period (June-Dec 2026): revenue growth 4-6%, adjusted operating income $605M-$645M, adjusted operating margin 11.5earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q4-2026 | $2.40B | +5% y/y |
| Operating income · Q4-2026 | $158M | -67% y/y |
| Adjusted operating income · Q4-2026 | $363M | -24% y/y |
| Operating margin · Q4-2026 | 6.6% | |
| Adjusted operating margin · Q4-2026 | 15.1% | |
| Average daily shipments · Q4-2026 | 86,700 | -6% y/y |
| Revenue per shipment · Q4-2026 | $415.22 | +12% y/y |
| Revenue · FY2026 | $8.80B | -1% y/y |
| Operating income · FY2026 | $616M | -59% y/y |
| Adjusted operating income · FY2026 | $1.10B | -26% y/y |
Guidance
Transition period (June-Dec 2026): revenue growth 4-6%, adjusted operating income $605M-$645M, adjusted operating margin 11.5-12.0%, diluted EPS $2.40-$2.60
First standalone guidance post spin-off; expects revenue growth and margin improvement
Risks flagged
Volume decline and margin compression; separation costs; wage inflation
“Average daily shipments -5.9%; operating margin fell from 20.8% to 6.6%; planned incremental separation costs”
1 Jun 20268-K · 1.01, 2.03, 3.03, 5.01, 5.02, 5.03, 5.05, 8.01FedEx completed spin-off of FedEx Freight via distribution of 80.1% shares to FedEx stockholders; company paid $4.1B cash dividend from $3.7B notes and $600M term loan draw.open
Figures in the filing · each found in the filing text
| Revolving Credit Facility | $1.20B | |
| Term Loan Facility | $600M | |
| Cash Dividend to FedEx | $4.10B | |
| Senior Notes Offering | $3.70B |
Risks flagged
High leverage from $4.1B dividend financed by debt; potential risk to credit profile.
“the Company paid a cash dividend of approximately $4.1 billion to FedEx ... from the proceeds of the $3.7 billion senior notes offering ... and borrowings under the Term Loan Facility.” · word for word
13 May 20268-K · 8.01FedEx Freight separation from FedEx Corporation: SEC declared Form 10 effective; FedEx declared pro rata dividend of 80.1% of FedEx Freight shares; FDXF to trade on NYSE June 1, 2026. FedEx retains 19.9%.open
Figures in the filing · each found in the filing text
| distribution_percentage | 80.1% | |
| retained_stake | 19.9% | |
| cash_dividend_to_fedex | $4.10B | |
| senior_notes_offering | $3.70B |
Risks flagged
Separation subject to customary conditions; potential for disruption or failure to complete.
“distribution of FedEx Freight common stock remains subject to the satisfaction or waiver of customary conditions” · word for word
FedEx Freight Holding Company, Inc. — questions
- What did FedEx Freight Holding Company, Inc. file recently?
- 9 SEC filings in the last 12 months. Latest: 8-K on 2026-10-02 — Set a shareholder director nomination deadline; disclosed a material event under other events (litigation, recall, contract loss, or major announcement)
Every figure on this page comes from FedEx Freight Holding Company, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.