FedEx Freight (NYSE:FDXF) Issues Earnings Results

Posted by on Jun 26th, 2026

FedEx Freight (NYSE:FDXF – Get Free Report) released its quarterly earnings results on Thursday. The company reported $999.00 EPS for the quarter, Zacks reports.

Here are the key takeaways from FedEx Freight’s conference call:

  • FedEx Freight completed its debut as a standalone public company and said the transition was executed smoothly, with no compromise to safety or customer service during the spin.
  • The company reported a strong fourth quarter, with $2.4 billion in revenue, $363 million in adjusted operating income, and a 15% adjusted operating margin. Management also said service metrics and claims performance improved materially.
  • Guidance for the June-December transition period calls for 4%-6% revenue growth and $605 million-$645 million of adjusted operating income, with most of the growth expected to come from yield rather than volume. Volumes are still expected to be slightly below last year, though trends are improving sequentially.
  • Management highlighted early traction from standalone investments in technology and sales, including strong adoption of the new website and pricing platform, plus better customer experience scores and improved billing accuracy. They said these changes should support future pricing and operational efficiency.
  • FedEx Freight said transition-related costs remain elevated, with TSA and separation expenses expected to run above $600 million for the next 12-18 months before declining later in 2027. Capital allocation priorities are organic growth, debt reduction, and eventual dividends and buybacks, with a dividend targeted for late 2026 or early 2027.

FedEx Freight Stock Performance

Shares of FDXF stock opened at $158.05 on Friday. FedEx Freight has a twelve month low of $141.33 and a twelve month high of $194.27.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the company. Truist Financial assumed coverage on FedEx Freight in a report on Tuesday, June 2nd. They issued a “hold” rating for the company. Zacks Research upgraded shares of FedEx Freight to a “hold” rating in a research report on Tuesday, June 2nd. Wall Street Zen upgraded shares of FedEx Freight to a “hold” rating in a research note on Saturday, June 6th. Bank of America assumed coverage on shares of FedEx Freight in a research report on Monday, June 1st. They set a “buy” rating and a $185.00 price objective on the stock. Finally, Jefferies Financial Group started coverage on shares of FedEx Freight in a research note on Tuesday. They issued a “buy” rating and a $200.00 price objective on the stock. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $178.83.

Get Our Latest Research Report on FDXF

About FedEx Freight

(Get Free Report)

FedEx Freight is the less-than-truckload (LTL) freight transportation arm of FedEx, providing time-definite, regional, and interregional shipping services for commercial customers in North America. The company specializes in moving palletized freight that is too large for parcel shipment but does not require a full truckload, and it offers services designed to help businesses manage supply chain and distribution needs.

As part of the FedEx family of companies, FedEx Freight operates an extensive network of service centers and transportation routes across the United States, Canada, and Mexico.

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