Buy Or Sell Opportunity • Jul 07
Now 23% undervalued The stock has been flat over the last 90 days, currently trading at US$145. The fair value is estimated to be US$188, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 9.4% per annum over the same time period. ライブニュース • Jul 03
FedEx Sells Supply Chain Unit to CMA CGM in $1.4 Billion Deal FedEx Freight Holding Company’s parent FedEx has agreed to sell its supply chain subsidiary to French shipping and logistics group CMA CGM in a US$1.4b transaction, alongside new multiyear commercial agreements covering air and ocean freight services.
The divestment allows FedEx to put more attention on higher value sectors such as healthcare, automotive, aerospace and data centers, while CMA CGM’s CEVA Logistics unit is set to expand its North American contract logistics footprint to about 150 warehouses and 20,000 employees.
FedEx stock is trading around US$150.81, with the share price down 3.2% over the past day.
This deal shifts FedEx Freight’s broader corporate ecosystem toward core transport services while relying on CMA CGM for ocean capacity, which adds concentration risk around a non-exclusive partner but may sharpen FedEx’s focus on sectors where contract quality and service complexity tend to be higher. お知らせ • Jun 26
FedEx Freight Holding Company, Inc. Provides Earnings Guidance for the Transition Period (June 1, 2026 Through December 31, 2026) FedEx Freight Holding Company, Inc. provided earnings guidance for the Transition Period (June 1, 2026 through December 31, 2026). For the period, the company expects 4% to 6% revenue growth rate when compared to $5.1 billion for the seven months ended December 31, 2025, Operating income of $475 million to $515 million compared to $394 million for the seven months ended December 31, 2025 and Diluted EPS of $1.75 to $1.95 before the MTM retirement plan accounting adjustments, and $2.40 to $2.60 after also excluding costs related to the spin-off. ライブニュース • Jun 26
FedEx Freight Begins Independent Trading After Spin-Off and Sets Profit Outlook FedEx Freight Holding Company has completed its spin-off from FedEx Corporation and began trading independently on June 1, 2026, while reporting a weaker Q4 profit tied to separation expenses, lower shipment volumes and higher labor costs.
Management issued forward-looking guidance for the seven-month period to December 31, 2026, calling for revenue, operating income and adjusted EPS (excluding spin-off costs) that reflect an emphasis on growth and investment as a stand-alone business.
FedEx Freight shares trade at $153.89, with the stock down 2.9% on the day and up 1.9% over the past month.
The key question is whether FedEx Freight can offset shipment and cost pressures quickly enough for its post-spin investments to show through in earnings, which could drive how investors value the new standalone stock. ライブニュース • Jun 13
FedEx Freight Launches on NYSE Receives Split Analyst Ratings and Investor Attention FedEx Freight Holding Company (FDXF) began trading on the NYSE as an independent company following its spin-off from FedEx Corporation. Before the separation, FedEx Freight paid a US$4.1b dividend to FedEx Corporation as part of the spin-out structure. Analysts are split, with several firms initiating coverage with Outperform ratings and others assigning Hold ratings, while media commentary has highlighted bullish opinions from high-profile investors.
The split views from analysts indicate that the market is still forming a clear view on valuation, margins, and the long-term profile of this large less-than-truckload operator, which has roughly 17% North American market share.
For investors, the key issues to track are how the company executes as a standalone business and whether its pricing and margin trends ultimately justify the early optimism already reflected in some of the research coverage. Buy Or Sell Opportunity • Jun 10
Now 23% undervalued The stock has been flat over the last 90 days, currently trading at US$175. The fair value is estimated to be US$229, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 7.8% per annum over the same time period. ライブニュース • Jun 06
FedEx Freight Debuts as Independent Company Attracting Analyst Scrutiny After US$4.1b Dividend FedEx Freight Holding Company began trading independently on June 1 under the ticker FDXF after being spun off from FedEx Corporation.
Before the separation, FedEx Freight paid a US$4.1b dividend to FedEx Corporation.
The company joined the S&P 500 and the Dow Jones Transportation Average and has received mixed initial analyst ratings, with some firms citing growth and margin potential while others flag valuation and reliance on pricing for growth.
The split and index inclusion put FedEx Freight directly on the radar of a wide pool of institutional and index-tracking investors, which can influence trading liquidity and attention to quarterly results.
Analyst disagreement around valuation and the balance between pricing and volume growth suggests that you may want to watch upcoming earnings and management commentary closely, particularly in light of the large pre-spin dividend and the company’s reported 17% share in the North American less-than-truckload market. お知らせ • Jun 03
FedEx Freight Holding Company, Inc. to Report Q4, 2026 Results on Jun 25, 2026 FedEx Freight Holding Company, Inc. announced that they will report Q4, 2026 results After-Market on Jun 25, 2026