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FDFDXF

FedEx Freight Holding Company, Inc.

$FDXF·$17B·Integrated Freight & Logistics·Industrials
$112.30-0.8%1Y-25.6%
Price updated 7h ago·X counts updated 1d ago
FDFDXF
$FDXFFedEx Freight Holding Company, Inc.
$112.30-0.78%12 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $FDXF on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

12X posts · last 7 days
Sep 11Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $FDXF — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-28

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

FedEx Freight spun off 6/1/26; -25% t12m; Q1 EPS beat + EVP terminated for policy violation.

FDXF is a fresh LTL-freight spinoff (June 1, 2026) working through post-spinoff drawdown while executing operationally.

  • Tape: -25.0% t12m; 52w range/200-day data missing (short post-spin history); -16.6% vs 50-day.
  • Q1 EPS $1.47 vs $1.34 (+9.7%); FY26 (May-27 end) est $4.12 → FY27 $4.67 → FY28 $5.40 → FY29 $6.58 EPS.
  • Michael Lyons (EVP Specialized Services/Chief Commercial Officer) terminated after internal investigation found policy violation.
  • 8-K/A filed to recast historical financials post-spinoff.
  • PE -0.003x TTM (post-spin scramble math), 4.6x P/S, 48.1x EV/EBITDA, 0% FCF yield.
  • D/E 0.44, op margin 6.6%, gross margin 27% — LTL-normal.
  • State Street bought 4.79M shares; multiple institutional accumulations.
  • Beta -7.34 (post-spin math extreme); float 119M.
  • No X sentiment sample.

Watch 12/2 print for post-spin operational cadence and any executive-replacement search commentary.

What to watch: 12/2 earnings, post-spin operational cadence, executive-replacement search, and any freight-market commentary.

On the calendar: 2026-12-02

sentiment missing

Read the AI verdict on $FDXF

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Independent LTL freight carrier providing time-definite shipping across the U.S., Canada, Mexico, and U.S. territories, spun off from FedEx.

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

No material change from last week — UPS's deliberate Amazon-volume reduction is proving margin-accretive, validating selective-volume discipline over tonnage chasing.

What this means for $FDXF

Neutral — Independent LTL freight carrier providing time-definite shipping across the U.S., Canada, Mexico, and U.S. territories, spun off from FedEx.

Top industry ETF

$IYTiShares U.S. Transportation ETF
+5.6%YTD
+9.3%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
Q2 2026Sep 2, 2026$1.47$1.34+9.7%
Q1 2026Jun 25, 2026$1.53$1.51+1.3%
Q1 2026Apr 10, 2026$0.37$1.42-73.7%
Next earningsWed, Dec 2·consensus EPS $1.39

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.8B$8.7B – $8.9B$4.12$4.01 – $4.194
FY27$9.1B$9.0B – $9.2B$4.67$4.26 – $4.985
FY28$9.6B$9.4B – $9.7B$5.40$5.30 – $5.481
FY29$10.2B$10.1B – $10.3B$6.58$6.47 – $6.682
FY30$10.4B$10.2B – $10.5B$7.64$7.51 – $7.762

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.1.0×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.-16.8%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

FloatMid float · 119.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.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.

+ 22 other (21 awards · 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
AI summary

FedEx Freight Holding Company's board of directors approved the TY26 Annual Cash Incentive Compensation Plan for the transition year covering June through December 2026, with adjusted operating income as the sole performance measure. Post-spin-off establishment of a standalone incentive plan is a routine governance step for a newly independent public company setting up its own compensation structure.

3New insider — initial holdingsJun 23
AI summary

Jeffrey A. Davis joined FedEx Freight Holding Company's board of directors effective June 1, 2026, upon the spin-off from FedEx Corporation, and reports no securities beneficially owned. Routine mandatory initial Section 16 director disclosure at the time of FDXF's market debut as a newly-independent public company; completes the initial board disclosure set filed in connection with the spin-off.

3New insider — initial holdingsJun 23
AI summary

Guy M. Erwin II joined FedEx Freight Holding Company as SVP & Chief Accounting Officer effective June 1, 2026, upon the spin-off from FedEx Corporation, and reports no securities beneficially owned. Routine mandatory initial Section 16 officer disclosure at the time of FDXF's market debut as a newly-independent public company.

3New insider — initial holdingsJun 23
AI summary

Samantha M. Smith joined FedEx Freight Holding Company's board of directors effective June 1, 2026, upon the spin-off from FedEx Corporation, and reports no securities beneficially owned. Routine mandatory initial Section 16 director disclosure at the time of FDXF's market debut as a newly-independent public company.

3New insider — initial holdingsJun 23
AI summary

Amy J. Salcido joined FedEx Freight Holding Company's board of directors effective June 1, 2026, upon the spin-off from FedEx Corporation, and reports no securities beneficially owned. Routine mandatory initial Section 16 director disclosure at the time of FDXF's market debut as a newly-independent public company.

3New insider — initial holdingsJun 23
AI summary

Cindy J. Miller joined FedEx Freight Holding Company's board of directors effective June 1, 2026, upon the spin-off from FedEx Corporation, and reports no securities beneficially owned. Routine mandatory initial Section 16 director disclosure at the time of FDXF's market debut as a newly-independent public company.

3New insider — initial holdingsJun 23
AI summary

Robert A. King joined FedEx Freight Holding Company's board of directors effective June 1, 2026, upon the spin-off from FedEx Corporation, and reports no securities beneficially owned. Routine mandatory initial Section 16 director disclosure at the time of FDXF's market debut as a newly-independent public company.

3New insider — initial holdingsJun 23
AI summary

Stephen E. Gorman joined FedEx Freight Holding Company's board of directors effective June 1, 2026, upon the spin-off from FedEx Corporation, and reports no securities beneficially owned. Routine mandatory initial Section 16 director disclosure at the time of FDXF's market debut as a newly-independent public company.

+ 24 other (10 3s · 3 13Gs · 2 routine 8-Ks · 2 earnings 8-Ks) in window

Recent news

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

FedEx Freight Holding: Priced For A Clean Quarter It Hasn't Had Yetseekingalpha.com·4d agoState Street Corp Purchases Shares of 4,793,027 FedEx Freight Hldg Co $FDXFdefenseworld.net·5d agoNewEdge Advisors LLC Takes $1.79 Million Position in FedEx Freight Hldg Co $FDXFdefenseworld.net·10d agoSequoia Financial Advisors LLC Buys New Shares in FedEx Freight Hldg Co $FDXFdefenseworld.net·12d agoIntegrated Wealth Concepts LLC Takes Position in FedEx Freight Hldg Co $FDXFdefenseworld.net·12d ago

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Voices on X · last 7 days

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

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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