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) | $8.79B |
| Gross Profit (TTM) | $2.58B |
| EBITDA | $989.00M |
| Operating Margin | 14.70% |
| Return on Equity | 69.10% |
| Return on Assets | 5.67% |
| Revenue/Share (TTM) | $58.83 |
| Book Value | $-1.68 |
| Price-to-Book | 5.92 |
| Price-to-Sales (TTM) | 2.12 |
| EV/Revenue | 2.781 |
| EV/EBITDA | 20.28 |
| Quarterly Earnings Growth (YoY) | -49.70% |
| Quarterly Revenue Growth (YoY) | 8.10% |
| Shares Outstanding | $149.52M |
| Float | $119.42M |
| % Insiders | 20.08% |
| % Institutions | 64.67% |
Volatility is currently expanding
The Fund returned 3.18% compared to a 2.61% return for the Russell 1000 Value Index. Key contributors include Microsoft, Salesforce and Thermo Fisher Scientific. Key detractors include Aon, Carrier Global and Builders FirstSource.
Ariel's non-consensus approach seeks to identify undervalued, out-of-favor, franchises that are misunderstood and therefore mispriced. At the sector level, positive stock selection among Consumer Discretionary, Consumer Staples and Health Care were the greatest contributors to returns, while our Information Technology and Industrials holdings as well as overweight exposure to Utilities were the largest performance detractors. We initiated eight new positions during the quarter.
FedEx Freight beat four-month transition period 2026 earnings estimates as higher freight yields and fuel surcharges boost revenues, prompting an upgraded transition-period earnings outlook.
FedEx Freight shares surge as analysts back growth targets after quarterly beat
FedEx Freight NYSE: FDXF reported its first results as a standalone company, posting revenue of $3.3 billion and adjusted operating income of $510 million for the four-month transition period ended Sept. 30, 2026.
FedEx Freight Holding Company, Inc. ( FDXF ) 4 Months Period Ending October 29, 2026 5:00 PM EDT Company Participants Marianna Rose - Managing Director of Investor Relations John Smith - President, CEO & Director Marshall Witt - Executive VP & CFO Conference Call Participants Brian Ossenbeck - JPMorgan Chase & Co, Research Division Scott Group - Wolfe Research, LLC Ken Hoexter - BofA Securities, Research Division David Vernon - Bernstein Institutional Services LLC, Research Division Stephanie Benjamin Moore - Jefferies LLC, Research Division Matthew Milask - Stifel, Nicolaus & Company, Incorporated, Research Division Bascome Majors - Stephens Capital Partners LLC Jeffrey Kauffman - Citizens JMP Securities, LLC, Research Division Jordan Alliger - Goldman Sachs Group, Inc., Research Division Ravi Shanker - Morgan Stanley, Research Division Presentation Operator Hello, everyone, and welcome to the FedEx Freight Conference Call. My name is Ryan, and I'll be coordinating the call today.
FedEx Freight FDXF is scheduled to release results for the four-month transition period ended Sept. 30, 2026, on Oct. 29, after market close.
MEMPHIS, Tenn.--(BUSINESS WIRE)--FedEx Freight Earnings Date Announcement.
FedEx Freight Holding is rated a hold, with shares down ~40% since its June spinoff and trading at a premium to sector multiples. FDXF's first standalone quarter was impacted by $80M in separation costs and a lapped $33M facility-sale gain, masking underlying business trends. Management targets margin expansion to 15% and over $1B annual free cash flow, but execution and leverage risks remain unproven.
MEMPHIS, Tenn.--(BUSINESS WIRE)---- $FDXF #FedExFreight--FedEx Freight Names Michael Rodgers Chief Commercial and Technology Officer.
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