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FDFDXF

FedEx Freight Holding Company, Inc.

$FDXF·$19B·Integrated Freight & Logistics·Industrials
$151.43+1.2%1Y-0.9%
Mentions · last 7 days
2026-06-23: 7 posts2026-06-24: 8 posts2026-06-25: 34 posts2026-06-26: 18 posts2026-06-27: 2 posts2026-06-28: 0 posts2026-06-29: 0 posts69+1%
Price updated 11m ago·X counts updated 21h ago
FDFDXF
$FDXFFedEx Freight Holding Company, Inc.
$151.43+1.16%69 posts+1%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $FDXF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersStalledAI verdict · as of 2026-06-30

The move has stalled — likely just drifts unless something new shows up.

FedEx Freight Holding appears to be a recent FedEx spinoff with limited X sentiment data — the verdict reads from fundamentals alone.

FedEx Freight Holding (FDXF) is the publicly-traded less-than-truckload (LTL) trucking operator that was spun off from FedEx — focused on regional and national LTL freight delivery. The stock has been trading on early post-spinoff dynamics.

What the equity actually contains:

  • The fundamentals are doing what they should: Q1 revenue not disclosed in the bundle, but operating margin sits at 6.6% with gross margin 27% — that's the math of an LTL operator running through the post-spin operating cycle.
  • The chart shows post-spin volatility: at -2.7% on the day with bundle missing 52-week range data — typical post-spin pattern where the trading range hasn't yet been fully established and institutional accumulation patterns are still forming.
  • Cohort positioning is supportive: the broader LTL cohort (Old Dominion, Saia, XPO) has been re-rated as the freight cycle inflects, and FDXF's relationship with the parent FedEx network provides scale advantages competitors can't match.
  • Bundle has no X sentiment data, which is consistent with how recent spinoffs typically trade — institutional ownership phase before retail discovery, returns tied to operating-margin trajectory rather than single-name narratives.
  • Valuation is reasonable but distorted by post-spin accounting: PE -0.003x (essentially zero) reflects post-spin P&L distortion; PS 4.55x is more meaningful and at the middle of LTL peer comps.

The Q3 print on July 29 is the next forced read. The bull case: a clean print with revenue growth plus operating margin step toward 8% plus continued freight-cycle commentary extends toward $170. The break: any commentary about freight-cycle softness or competitive pressure from regional LTL operators, and the chart compresses back to the 50-day around $135.

What to watch: Q3 earnings July 29 — revenue trajectory, operating margin step toward 8%, freight-cycle commentary, and any commentary on the parent FedEx network relationship. Clean print plus margin step extends toward $170; freight-cycle softness compresses back to $135.

On the calendar: 2026-07-29 — Q3 earnings

no sentiment datarecent spinoff

Read the AI verdict + X sentiment for $FDXF

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What it does

Plain-English summary of the business — what they sell and how they make money.

FedEx Freight Holding Company, Inc. specializes in transporting less-than-truckload (LTL) cargo across the United States, Canada, Mexico, Puerto Rico, and the U.S. Virgin Islands. The company provides a diverse array of services, enabling customers to efficiently balance transit times with budgetary needs. Following its separation from FedEx Corporation, it now operates as an independent and publicly traded entity.

Industry overviewAI analysisGenerated by AI from underlying data

Where Integrated Freight & Logistics sits in its cycle right now — and what that implies for $FDXF.

Integrated Freight & Logistics · Industrials

FedEx's structural transformation is the operative catalyst — the FedEx Freight spin-off starts trading this week, creating a pure-play LTL company while allowing FedEx to concentrate capital on parcel and express network efficiency via the DRIVE restructuring program. UPS faces its own volume recovery alongside this structural separation.

Top industry ETF

$IYTiShares U.S. Transportation ETF
+17.1%YTD
+27.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-0.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
6.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
26.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 25, 2026$-30000.00$1.56-1923176.9%
Q1 2026Apr 29, 2026$0.37——
Next earningsWed, Jul 29·consensus EPS $1.52

Forward consensus

4-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.6B$8.5B – $8.9B$3.93$3.83 – $4.003
FY27$8.8B$8.7B – $9.1B$4.75$4.66 – $4.903
FY28$8.1B$8.0B – $8.4B$0.00$0.00 – $0.001
FY29$7.9B$7.8B – $8.1B$0.00$0.00 – $0.001

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.—Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.—Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β-7.345-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 1 other (1 other) in window

See when $FDXF insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJun 268-K — Item 5.02: Officer or director change
3New insider — initial holdingsJun 23
3New insider — initial holdingsJun 23
3New insider — initial holdingsJun 23
3New insider — initial holdingsJun 23
3New insider — initial holdingsJun 23
3New insider — initial holdingsJun 23
3New insider — initial holdingsJun 23
+ 19 other (10 3s · 2 8-Ks · 1 earnings 8-K · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

FedEx Freight's Pricing Power Is Paying Offbenzinga.com·4d agoFedEx Freight's Mixed Earnings Report Raises Concerns for Investorsgurufocus.com·4d agoFedEx Freight Holding Company, Inc. (FDXF) Q4 2026 Earnings Call Transcriptseekingalpha.com·5d agoFedEx Freight Guides for Growth After Spinoff from FedExwsj.com·5d agoFedEx Freight Reports Fourth Quarter and Full Fiscal Year 2026 Financial Resultsbusinesswire.com·5d ago

More in Integrated Freight & Logistics

Peers in the same group — one click to compare setups, fundamentals, and chatter.

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Voices on X · last 7 days

No standout posts about $FDXF on X in the last 7 days.

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