FedEx Freight Holding Company, Inc. (FDXF) Stock Price & Analysis
FedEx Freight Holding Company, Inc. (FDXF) closed at USD 109.69 on Thursday, October 29, 2026, up 1.26% on the day. The US market is currently closed (after-hours); this is not a live price.
The prior close was USD 108.33; the Oct 29, 2026 session ranged USD 106.37–110.6 on volume of 2,125,129 shares. Market capitalization is $16.40B, with a 52-week range of USD 103.48–200 (NYQ). Source: Nexqual, retrieved October 29, 2026 at 21:27 UTC.
Also available as compact Markdown for AI agents: nexqual.com/FDXF.md
Latest Earnings Results (FDXF)
FedEx Freight Holding Company, Inc. (FDXF) reported Four Months Ended September 30, 2026 results on Oct 29, 2026, 4:08:03 PM ET: adjusted EPS $2.15 vs. estimate $1.60 (beat), revenue $3.28B vs. estimate $2.41B (beat). Guidance: Introduces guidance for the three months ending December 31, 2026, with revenue of $2.30 billion to $2.37 billion. Source: SEC 8-K filing. Nexqual published it 55 seconds after release. Read the SEC filing. Full report with estimates: nexqual.com/earnings/2026-10-29/FDXF.
| Fiscal period | EPS (reported) | Revenue | Released | Source |
|---|---|---|---|---|
| Four Months Ended September 30, 2026 | $2.15 (adjusted (non-GAAP) diluted) | $3.28B | Oct 29, 2026, 4:08:03 PM ET · on Nexqual +55 seconds | SEC 8-K filing |
Reported actuals captured by Nexqual from SEC 8-K filings and company press releases; each figure confirmed by two independent extraction methods.
Key facts (FDXF)
- 5 of 80 tracked superinvestors hold FDXF (13F, Q2 2026): 5 new, 0 added, 0 reduced, 0 unchanged.
- Analysts: Buy (mean 2.14 on a 1–5 scale) (14 analysts), mean target USD 145.43 (range 108–200).
- Total return with dividends: 1Y -27.4% vs S&P 500 +14.4%; 5Y -31.6% vs S&P 500 +79.1%.
- Next earnings: 2026-10-29, EPS estimate USD 1.6, revenue estimate $2.41B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (FDXF)
| USD | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|
| Revenue | $9.42B | $8.89B | $8.79B | — |
| Operating income | $1.75B | $1.40B | $540M | — |
| Net income | $1.57B | $1.35B | $655M | — |
| EPS (diluted) | $10.53 | $9.00 | $4.38 | — |
| Free cash flow | $1.08B | $1.09B | -$212M | — |
| Operating margin | 18.6% | 15.8% | 6.1% | — |
| Net margin | 16.7% | 15.1% | 7.4% | — |
| Revenue growth | — | -5.6% | -1.1% | — |
| Cash + short-term investments | — | $109M | $251M | — |
| Total debt | — | $73.0M | $4.26B | — |
Fiscal years end May. EPS is split-adjusted.
Valuation (price ÷ last four quarters) (FDXF)
Superinvestors (SEC 13F-HR, Q2 2026) (FDXF)
5 of 80 tracked investors hold FDXF. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Viking Global | Viking Global Investors | 1.02% | $357M | New position |
| Dodge & Cox Funds | Dodge & Cox | 0.57% | $1.08B | New position |
| Bill Gates | Gates Foundation Trust | 0.52% | $180M | New position |
| John Rogers | Ariel Investments | 0.07% | $7.2M | New position |
| Tweedy Browne | 0.03% | $333K | New position |
Analysts (FDXF)
Consensus Buy (mean 2.14 on a 1–5 scale), 14 analysts; mean target USD 145.43 (low 108, high 200).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-08 | Stifel | Target lowered | Hold | $160 → $129 |
| 2026-10-07 | Truist Securities | Target lowered | Hold | $155 → $115 |
| 2026-10-05 | JP Morgan | Target lowered | Overweight | $160 → $149 |
| 2026-09-29 | B of A Securities | Target lowered | Buy | $157 → $140 |
| 2026-09-10 | Bernstein | Initiated | Market Perform | $133 |
| 2026-09-08 | JP Morgan | Initiated | Overweight | $160 |
| 2026-07-15 | Citizens | Initiated | Market Outperform | $190 |
| 2026-07-08 | Stephens & Co. | Initiated | Overweight | $180 |
Total return (dividends reinvested) (FDXF)
| 1Y (from 2026-05-27) | 5Y (from 2026-05-25) | |
|---|---|---|
| Total return | -27.4% | -31.6% |
| S&P 500 (SPY) | +14.4% | +79.1% |
| Per year | — | — |
| Volatility (annualized) | 59.4% | 32.2% |
| Max drawdown | -42.7% (Jun 2026→Oct 2026) | -38.0% (Jun 2026→Oct 2026) |
FDXF recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Oct 29, 2026 | 10-Q | Quarterly report · period ended Sep 30, 2026 |
| Oct 29, 2026 | 8-K | Quarterly results |
| Oct 27, 2026 | Schedule 13G/A | BlackRock, Inc.: 5.9% of shares, passive 5%+ holder (amended) |
| Oct 2, 2026 | 8-K | Shareholder nominations; Other material event “On October 1, 2026, the Board of Directors (the "Board") of FedEx Freight Holding Company, Inc. ("FedEx Freight" or the "Company") determined that the Company's first annual meeting of stockholders (the "2027 Annual Meeting") will be held on Wednesday, May 5, 2027. The time, location, and other meeting details for the 2027 Annual Meeting will be set forth in the Company's definitive proxy statement for the 2027 Annual Meeting to be filed with the Securities and Exchange Commission ("SEC"). Stockholder Proposals…” |
| Sep 2, 2026 | 8-K | Other material event “On September 2, 2026, FedEx Freight Holding Company, Inc. ("FedEx Freight" or the "Company") terminated Michael B. Lyons, Executive Vice President - Chief Specialized Services and Commercial Officer. Following an internal investigation, the Company determined Mr. Lyons violated its Code of Conduct and no longer met the standards of employment at FedEx Freight. Mr. Lyons's conduct was not related to and did not impact the Company's financial reporting or performance, internal controls, strategy, or customer…” |
| Aug 7, 2026 | Schedule 13G | FedEx Corporation: 19.9% of shares, passive 5%+ holder |
| Aug 6, 2026 | 8-K | Quarterly results |
| Aug 5, 2026 | 10-K | Annual report · period ended May 31, 2026 |
| Jul 31, 2026 | Schedule 13G | Vanguard Capital Management: 5.5% of shares, passive 5%+ holder |
| Jul 28, 2026 | Schedule 13G | BlackRock, Inc.: 7.0% of shares, passive 5%+ holder |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
FDXF revenue by product line (quarter ended Sep 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Priority | $1.57B | 64.2% | +9.6% |
| Economy | $783.0M | 32.1% | +7.3% |
| Other | $92.0M | 3.8% | -7.1% |
| Total revenue | $2.44B | 100% | — |
FDXF revenue by region (fiscal year ended May 31, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $8.55B | 97.2% | -1.1% |
| Non Us | $243.0M | 2.8% | -1.6% |
| Total revenue | $8.79B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
FDXF suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Federal Express | “We do not own the FedEx trademark or logo or associated purple and orange trade dress and have entered into the Trademark License Agreement with Federal Express, pursuant to which Federal Express granted us a license to use the FedEx Freight trademark and logo in connection with certain of our products, solutions, and services, as well as the right to use the FedEx Freight global brand in connection with certain l…” |
| Partner | FedEx Dataworks | “In connection with the Spin-Off, we and FedEx, Federal Express, and FedEx Dataworks entered into the Intellectual Property Cross-License Agreement.” |
Quoted from the company's 10-K filed Aug 5, 2026.
Companies that name FDXF in their SEC reports
| Relationship to FDXF | Company | Filing | Sentence |
|---|---|---|---|
| supplier | FEDEX CORP (FDX) | 10-K Jul 20, 2026 | “The Federal Express segment operates combined sales, marketing, administrative, and information-technology functions in shared service operations for U.S. customers of our major business units and certain back-office support to FedEx Freight and our other operating segments which allows us to obtain synergies from the combination of these functions.” |
FDXF analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends May 2026) | $1.60 | $1.55 | +3.0% | $2.41B | 10 |
| Next quarter (ends May 2026) | $1.23 | $0.38 | +227.2% | $2.23B | 6 |
| Current fiscal year (ends May 2026) | $4.46 | $4.25 | +4.9% | $9.14B | 10 |
| Next fiscal year (ends May 2027) | $5.15 | $5.08 | +1.4% | $9.59B | 12 |
Key Statistics (as of October 29, 2026 at 21:27 UTC)
| Price | USD 109.69 |
|---|---|
| Change | ▲ 1.26% (up) |
| Previous Close | USD 108.33 |
| Open | USD 108.01 |
| Day Range | USD 106.37 – 110.6 |
| 52-Week Range | USD 103.48 – 200 |
| Volume | 2,125,129 shares |
| Market Cap | $16.40B |
| Exchange | NYQ |
Technical Analysis (FDXF)
Nexqual's technical model rates FDXF "STRONG SELL" based on 0 bullish and 5 bearish signals across 109 daily candles, as of October 29, 2026 at 21:27 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 37.77 (neutral) |
| vs SMA50 | Below (USD 119.04) |
| MACD | -2.89 (negative) |
Analyst Ratings (FDXF)
Wall Street analysts rate FDXF "Buy" based on 14 analysts, with a mean price target of USD 145.43 (range USD 108–200), per Nexqual as of October 29, 2026 at 21:27 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 14 |
| Mean Target | USD 145.43 |
| High Target | USD 200 |
| Low Target | USD 108 |
| Buy / Hold / Sell | 9 / 5 / 0 |
Earnings (FDXF)
| Next Earnings Date | 2026-10-29 |
|---|---|
| EPS Estimate | USD 1.6 |
| Revenue Estimate | $2.41B |
Source: Nexqual, October 29, 2026 at 21:27 UTC.
Financials & Fundamentals (FDXF)
| Total Revenue | $8.79B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +4.80% |
| Gross Margin | +29.28% |
| Operating Margin | -5.77% |
| Profit Margin | +7.45% |
| ROE | +69.09% |
| Current Ratio | 1.52 |
| Total Cash | $251.00M |
| Total Debt | $6.37B |
| Free Cash Flow (fiscal year ended May 2026, SEC 10-K) | -$212.00M (-2.4% of revenue) |
Source: Nexqual, October 29, 2026 at 21:27 UTC.
Financial Health Score (FDXF)
Nexqual rates FedEx Freight Holding Company, Inc.'s overall financial health "Mixed" across five dimensions, as of October 29, 2026 at 21:27 UTC.
| Growth | Mixed — Revenue +4.8% YoY (latest Q), slow |
|---|---|
| Profitability | Weak — Gross margin 29%, operating -6% (last 12 months) |
| Balance Sheet | Mixed — $251M cash vs $6.37B debt |
| Cash Flow | Weak — FCF negative: -$212M (FY ended May 2026, 10-K), burning cash |
| Efficiency | Strong — ROE 69%, ROA 5.7% |
Ownership (FDXF)
| Insider Ownership | +20.08% |
|---|---|
| Institutional Ownership | +64.64% |
| Shares Outstanding | 149.52M |
| Float | 119.42M |
| Short % of Float | +5.27% |
Source: Nexqual, October 29, 2026 at 21:27 UTC.
Leadership (FDXF)
FedEx Freight Holding Company, Inc. is led by John Alan Smith, President, CEO & Director, per Nexqual as of October 29, 2026 at 21:27 UTC.
| President, CEO & Director | John Alan Smith |
|---|---|
| Executive VP & CFO | Marshall W. Witt |
| Executive VP & COO | Clinton D. McCoy |
Major Backers & Investors (FDXF)
Notable institutional backers of FedEx Freight Holding Company, Inc. include Dodge & Cox Inc., Primecap Management Company, Invesco, according to Nexqual as of October 29, 2026 at 21:27 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Dodge & Cox Inc. | 4.8% |
| Primecap Management Company | 2.71% |
| Invesco | 2.32% |
| Franklin Resources, Inc. | 1.97% |
| Viking Global | 1.58% |
| Fidelity | 0.94% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 7.97% |
| BlackRock | 6.07% |
| State Street | 3.21% |
| Geode Capital | 1.94% |
Source: Nexqual, October 29, 2026 at 21:27 UTC.
From FedEx Freight Holding Company, Inc.'s Latest SEC 10-K Filing (filed 2026-08-05)
Key Strengths & Strategy (as disclosed to the SEC)
- We are the largest provider of LTL services to customers across North America.
- Priority enables customers to meet urgent delivery requirements while maintaining end-to-end shipment visibility and reliability. •FedEx Freight Economy: A value-oriented LTL service for shipments with more flexible transit requirements (typically three to six days).
- Our network is strategically aligned with the densest freight corridors in the United States and we have built our infrastructure to serve these high-demand areas efficiently.
- Our services and solutions support companies of all sizes, industries, and specialties, and our proximity to our customers allows us to transport their goods quickly, reliably, and efficiently.
Partnerships
- In connection with the Spin-Off, we entered into a Trademark License Agreement with Federal Express (the "Trademark License Agreement") that provides us with a license to continue to use certain names, trademarks, and brands owned by Federal Express or its affiliates, including the "FedEx Freight" name and mark.
Legal & Regulatory Risks (Item 1A, quoted)
- We have been and may be subject to new and revised regulations related to the transportation industry, which could increase our compliance costs and materially adversely affect our business.
- We may also become subject to new or more restrictive regulations.
- Our business is subject to complex data privacy, data security, cybersecurity, and AI laws and regulations that may significantly increase our costs and adversely affect our business.
- We are subject to legal proceedings and claims, litigation, governmental inquiries, notices, and investigations, which could result in significant expense and materially adversely affect our business, results of operations, and financial condition.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| ZTO | ZTO Express (Cayman) Inc. | USD 19.88 | ▲ 0.66% |
| CHRW | C.H. Robinson Worldwide, Inc. | USD 127.43 | ▼ 0.13% |
| JBHT | J.B. Hunt Transport Services, I | USD 222.06 | ▼ 0.54% |
| EXPD | Expeditors International of Was | USD 198.39 | ▲ 0.63% |
| GXO | GXO Logistics, Inc. | USD 49.93 | ▲ 1.11% |
| LSTR | Landstar System, Inc. | USD 141.37 | ▲ 1.85% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 21:27 UTC. This page is informational and not investment advice.
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