FDXF · NYSE · Integrated Freight & Logistics

FedEx Freight (FDXF)

Moves less-than-truckload freight through a North American service-center network.

$118.29
vs last close−0.71 (−0.60%)
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FedEx Freight Holding Company, Inc.FDXF
Industrials

Provides less-than-truckload freight service through time-definite Priority and value-oriented Economy offerings, supplemented by specialized services and multi-carrier tools. Revenue depends on consolidating shipments across an integrated North American service-center network, with most activity domestic.

Consolidates less-than-truckload shipments through an integrated service-center network, selling time-definite Priority and lower-cost Economy service alongside Volume Services, Retail Flex, Freight Direct, Custom Critical, and LTL Select. Most activity is domestic, with coverage across the United States, Canada, and Mexico, plus delivery to most points in Puerto Rico and the U.S. Virgin Islands.

Uses cross-docking, network scale, a dedicated LTL salesforce, and routing, planning, visibility, and forecasting tools to match pickup, linehaul, and delivery capacity. Freight volumes and utilization depend on North American goods activity, while operations are subject to transportation, safety, customs, environmental, data, and AI rules. The FedEx brand and supporting technology services are governed by post-separation agreements.

Company facts

CEOJohn A. Smith
ListedJun 1, 2026
ExchangeNYSE
HeadquartersMemphis, TN
CountryUnited States
Employees40,000
CIK0002082247
ISINUS3143521058

Market cap$17.79B
EPS (ttm)$3.87
P/E (ttm)30.75
ROE49.5%
P/B
P/S2.02
Dividend yieldDiv yield
Beta

No analyst consensus on record.

Next report
Dec 2, 26
estimated · in 70 days
EPS estimate
$1.39
Revenue estimate
$2.36B
Fiscal quarter
Q2 FY27

EPSReportedEstimate

Apr '26Jun '26Sep '26Dec '26
Reported$0.37$1.53$1.46Pending
Estimate$1.42$1.51$1.34$1.39
Surprise−73.7%+1.3%+9.0%

RevenueReportedEstimate

Apr '26Jun '26Sep '26Dec '26
Reported$1.99B$2.40B$2.42BPending
Estimate$2.30B$2.40B$2.29B$2.36B
Surprise−13.5%0.0%+5.5%
Estimate$1.39
ReportedDue Dec 2, 2026
Estimate$2.36B
ReportedDue Dec 2, 2026
View details

Current ratio151.70%

ProfitabilityRevenueNet incomeNet margin

Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26
Revenue$2.25B$2.18B$2.09B$2.37B$2.20B$2.14B$1.99B$2.47B
Net income$344.5M$294.0M$251.0M$189.5M$223.0M$120.0M$51.0M$158.0M
Net margin15.3%13.5%12.0%8.0%10.1%5.6%2.6%6.4%

GrowthOperating income

Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26
Operating income$353.5M$289.0M$242.0M$454.5M$199.0M$66.0M−$6.0M$281.0M
YoY growth−43.7%−77.2%Turned loss−38.2%

Balance sheet, May 31, 2026Cash & short-term investments $251.0M · Total debt $6.37B · Total assets $6.88B · Shareholders' equity −$497.0M

Revenue
$2.47B
Operating income
$281.0M
Net income
$158.0M
View details

No dividends on record.

Institutions61.73%92.30M shares
1,161 holders · as of Jun 30, 2026
Insiders0.29%436.7K shares
16 holders · as of Aug 11, 2026
Strategic holders19.90%29.75M shares
1 holder · as of Aug 7, 2026
Other18.08%27.03M shares
remainder

149.52M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Fedex CorpStrategic10 percent owner
19.90%29.75Mfiled Aug 7, 2026
BlackRock, Inc.Institution
6.07%9.08Mas of Jun 30, 2026
Dodge & CoxInstitution
4.80%7.18Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.72%7.06Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
3.25%4.86Mas of Jun 30, 2026

Insider tradesForm 4

No open-market trades in the last 12 months.

View details

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Compare

CompanyPriceChange
FedEx Freight$118.29−0.60%$17.79B30.821.42.0
Old Dominion Freight Line$177.75+0.25%$36.87B34.228.46.6+10.4%
XPO$181.67+2.25%$20.80B52.430.82.4+13.2%
Saia$348.94+0.16%$9.29B33.627.22.7+17.1%
TFI International$125.21+0.14%$10.28B28.417.51.2+12.4%
ArcBest$131.34−0.28%$2.94B190.915.90.7+15.9%
Amazon$250.11−1.91%$2.74T20.526.83.5+19.6%
Median33.927.02.6+14.5%