FDXF

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.

FedEx Freight CEO John Smith joins 'Mad Money' host Jim Cramer to talk what is next for the company after spinning off from FedEx.

After two years of testing, “the technology is there,” says CEO John Smith. Now the ball is in the regulators' court.

FedEx Freight completed its spin-off from FedEx and will begin trading on the New York Stock Exchange (NYSE) Monday (June 1) under the ticker symbol “FDFX.

NYSE issues a pre-market daily advisory direct from the trading floor. NEW YORK, June 1, 2026 /PRNewswire/ -- The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor.