FedEx Freight Holding Company, Inc. (FDXF) is a premier provider of less-than-truckload (LTL) freight transportation services, catering to regional and national needs. As a subsidiary of FedEx Corporation, FDXF harnesses its parent company’s extensive resources and advanced technology, ensuring efficient and reliable logistics solutions for businesses across various sectors. The company's strategic position within the logistics market enables it to capitalize on the growing demand for expedited shipping and innovative supply chain solutions in an increasingly competitive landscape.
| Revenue (TTM) | $8.68B |
| Gross Profit (TTM) | $2.58B |
| EBITDA | $1.55B |
| Operating Margin | 6.03% |
| Return on Equity | 0.00% |
| Return on Assets | 0.00% |
| Revenue/Share (TTM) | $355680.00 |
| Book Value | $95720.00 |
| Price-to-Book | 6.54 |
| Price-to-Sales (TTM) | 2.58 |
| EV/Revenue | 2.851 |
| EV/EBITDA | 15.69 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | -4.70% |
| Shares Outstanding | $148.91M |
| Float | 19,960 |
| % Insiders | 0.00% |
| % Institutions | 29.58% |
FedEx Freight targets faster profit growth through pricing, freight mix, network optimization and technology despite softer LTL shipment demand.
FedEx Freight's S&P 500 debut sharpens its LTL focus, but margins, systems execution and debt will test the post-spin story.
FDXF pairs scale, pricing tools and growth targets with high debt, soft demand and spin-off execution risks, making it a hold currently.
I assign FedEx Freight Holding Company a buy rating, driven by early signs of freight recovery and substantial spare capacity. FDXF's high fixed-cost base and 30% available terminal capacity enable outsized profit leverage as shipment volumes normalize. Dimensional pricing and a fully staffed LTL sales force are set to enhance yield and capture higher-margin demand during the upcycle.
FedEx Freight Holding Company, Inc. (FDXF) Q4 2026 Earnings Call Transcript
The company expects revenue to grow 4% to 6% for June 1 to Dec. 31, and said the outlook reflects its confidence in the underlying strength of the business.
MEMPHIS, Tenn.--(BUSINESS WIRE)--Q4 FY2026 Earnings Release.
Stocks are having a quiet morning Monday as investors come off a long holiday weekend with a close eye on peace talks between the U.S. and Iran; a second day of negotiations in Switzerland has reportedly concluded after renewed threats against Iran from President Trump and continued attacks in Lebanon by Israel made for an eventful first day of talks; earnings from FedEx and Micron are on tap this week, along with the release of the Fed's preferred measure of inflation; SpaceX shares are poised to start this week with a third straight day of declines; and shares of Apogee Therapeutics are soaring on news it is being acquired by AbbVie for $11 billion. Here's what you need to know today.
FedEx Freight Holding Company, Inc. trades at ~$150 post-spin, with valuation reflecting mid-twenty times pro forma earnings and uncertain near-term margins. FDXF targets mid-single-digit sales growth, margin expansion from 12% to 15%, and capital spending at 5% of sales. Near-term margin pressure is likely due to corporate cost allocation and transition service agreements, making current valuation less compelling.
FedEx Freight (NYSE:FDXF) shares traded around $152 on Tuesday afternoon after Bank of America initiated coverage of the newly independent less-than-truckload (LTL) carrier with a ‘Buy' rating and a $185 price target. The initiation comes one day after FedEx Freight was spun off from FedEx Corp (NYSE:FDX, XETRA:FDX), with FedEx retaining a 19.9% ownership stake.
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