FedEx Freight Holding Company, Inc.
No SEC Form 4 filings for $FDXF in the last 30 days.
See all $FDXF insider activity →FedEx (FDX) spun off 80.1% of its FedEx Freight division (FDXF) in June, with both stocks moving in different directions. FedEx Freight initially rallied but then fell, while FedEx remained stable. FedEx plans to divest its remaining 19.9% stake in FedEx Freight. Both companies face competition from Amazon, and investors are evaluating their long-term prospects.
Bill Gates' trust invested $180 million in FedEx Freight (FDXF) post-spinoff, seeing value in temporary mispricing. Q4 2026 revenue rose 4.8% YoY to $2.4B, but adjusted operating income fell 23.9%. Goldman Sachs initiated coverage with a Buy rating and $186 target, forecasting 4-6% revenue growth through 2029. FDXF trades at 26.45x forward earnings.
FedEx Freight Holding Company (FDXF) shares rose 2.4% to $146.42 after earnings. The latest quarter showed net income of $51 million versus $251 million a year earlier, with revenue down 4.7% to $1,991 million. Trailing net margin fell to 10.4% from 15.5%, and trailing net income declined 42.6%.
Over the past 7 days, alphai's AI scored 2 news stories mentioning FDXF (FedEx Freight Holding Company, Inc.). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.
Recent FDXF coverage spans earnings, financial news and market movers.
Freight operates as a standalone LTL carrier trading at a discount to peers, with upside if valuation gap narrows.
Analyst upgrade and high price target suggest upside potential.
Earnings reaction is being driven by a margin-yield narrative, but the disclosed profit compression raises downside risk to the multi-year freight thesis.
The filing provides updated historical financials and operating statistics, highlighting weaker 2025 revenue and operating income versus 2024.
The article frames near-term execution risk as separation costs and TSA charges offset yield-driven revenue gains, keeping margins flat to slightly down.
alphai scores every news story that mentions FDXF with an AI model for sentiment and relevance, and aggregates insider trades from FedEx Freight Holding Company, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
FedEx (FDX) spun off 80.1% of its FedEx Freight division (FDXF) in June, with both stocks moving in different directions. FedEx Freight initially rallied but then fell, while FedEx remained stable. FedEx plans to divest its remaining 19.9% stake in FedEx Freight. Both companies face competition from Amazon, and investors are evaluating their long-term prospects.
4 min readBill Gates' trust invested $180 million in FedEx Freight (FDXF) post-spinoff, seeing value in temporary mispricing. Q4 2026 revenue rose 4.8% YoY to $2.4B, but adjusted operating income fell 23.9%. Goldman Sachs initiated coverage with a Buy rating and $186 target, forecasting 4-6% revenue growth through 2029. FDXF trades at 26.45x forward earnings.
2 min readFedEx Freight Holding Company (FDXF) shares rose 2.4% to $146.42 after earnings. The latest quarter showed net income of $51 million versus $251 million a year earlier, with revenue down 4.7% to $1,991 million. Trailing net margin fell to 10.4% from 15.5%, and trailing net income declined 42.6%.
6 min readFedEx Freight Holding Company, Inc. (FDXF) filed an SEC Form 8-K — Results of Operations and Financial Condition. 1 Exhibit 99.1 FEDEX FREIGHT HOLDING COMPANY, INC. ANNUAL CONSOLIDATED STATEMENTS OF INCOME (In millions, except e arnings per share) (Unaudited) Twelve Months Ended December 31, 2025 2024 Revenue $ 8,778 $ 9,092 Operating expenses: Salaries, wages, and benefits 4,206 4,153 Opera
6 min readFedEx Freight completed its spin-off from FedEx on June 1, 2026 and began trading as FDXF. In Q4 FY2026 ended May 31, 2026, it reported revenue of $2.4B (+4.8% YoY), with growth driven by fuel surcharges and higher shipment weight but lower volumes and base yield. Separation costs are expected to exceed $600M over 12-18 months; transition guidance calls for 4%-6% revenue growth and adjusted operating income of $605M-$645M.
6 min readUS MBA mortgage applications fell -6.4% in the week ended July 24, with the purchase mortgage sub-index down -3.6% and the refinancing mortgage sub-index down -9.9%. The average 30-year fixed rate mortgage rose +7 bp to an 11.5-month high of 6.76% from 6.69% the prior week. The outlook for strong Q2 earnings, which continue this week, is a bullish factor for stocks.
7 min readThe outlook for strong Q2 earnings, which continue this week, is a bullish factor for stocks. The markets are awaiting results from a raft of megacap technology companies this week, including Microsoft and Meta Platforms today, and Amazon.com and Apple on Thursday. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by +23%, close to Q1's blowout earnings of +30%, which was more than double the +12% analysts had expected.
7 min readJim Cramer’s Charitable Trust sold 100 shares of Starbucks (SBUX) around $104.47 and bought 70 shares of FedEx Freight (FDXF) around $153. The trust’s SBUX weighting fell to about 2.42% and FDXF rose to about 1.85%. The article cites SBUX’s strong run ahead of earnings and oil/tariff risks, and says FDXF’s decline looks overdone.
3 min readZacks says FedEx Freight Holding Company (FDXF) began trading as a standalone company after a spin-off and its S&P 500 debut. The firm targets 4% to 6% revenue growth and 10% to 12% adjusted operating income growth, plus free cash flow above $1B. A consensus $175 price target is cited. Peers include ODFL and XPO.
7 min readZacks says FedEx Freight Holding (FDXF) has a clearer focus after its June 1, 2026 spin-off, with less-than-truckload scale and medium-term targets. Q4 FY2026 revenue rose 4.8% to $2.4B, but adjusted operating income fell 23.9% to $363M. For the transition period ending Dec. 31, 2026, it expects revenue growth of 4-6% and EPS $2.40-$2.60. The article cites a $160 price target and notes high debt and macro risks.
6 min read
