FedEx Freight Holding Company, Inc.

NYSE:FDXF Stock Report

Market Cap: US$22.8b

FedEx Freight Holding Company Management

Management criteria checks 0/4

FedEx Freight Holding Company's CEO is John Smith, appointed in Jun 2026, has a tenure of less than a year. directly owns 0.011% of the company’s shares, worth $2.52M. The average tenure of the management team and the board of directors is 0.1 years and 0.1 years respectively.

Key information

John Smith

Chief executive officer

n/a

Total compensation

CEO salary percentagen/a
CEO tenureless than a year
CEO ownership0.01%
Management average tenureless than a year
Board average tenureless than a year

Recent management updates

No updates

Recent updates

Seeking Alpha Jul 13

FedEx Freight Has A Good Story At A Full Price

Summary FedEx Freight demonstrates solid post-spinoff execution, disciplined capital allocation, and early margin improvement, but valuation is demanding. Consensus expects 4–6% revenue CAGR and adjusted operating margins of 11.5–12% through 2026; management targets up to 15% margins longer term. Capital allocation prioritizes leverage reduction, dividends, buybacks, and selective M&A, supported by strong free cash flow conversion above 90%. I maintain a Hold rating: upside is limited unless FDXF consistently beats on margins, capital returns, and separation execution. Read the full article on Seeking Alpha

CEO

John Smith (63 yo)

less than a year
Tenure

Mr. John Alan Smith is CEO, President & Director of FedEx Freight Holding Company, Inc. since June 01, 2026. Mr. Smith served as Chief Operating Officer of Federal Express Corporation for US & Canada at Fe...


Leadership Team

NamePositionTenureCompensationOwnership
John Smith
Presidentless than a yearno data0.011%
$ 2.5m
Marshall Witt
Executive VP & CFOless than a yearno data0.00066%
$ 150.4k
Clinton McCoy
Executive VP & COOless than a yearno data0.0012%
$ 268.9k
Guy Erwin
Senior VP & Chief Accounting Officerless than a yearno data0.0012%
$ 264.4k
Michael Rodgers
Executive VP & CTOless than a yearno data0.00033%
$ 75.2k
Clement Klank
Executive VP & Chief Human Resources and Legal Officerless than a yearno data0.0034%
$ 765.7k
Michael Lyons
Executive VP & Chief Specialized Services and Commercial Officerless than a yearno datano data
0.08yrs
Average Tenure
59yo
Average Age

Experienced Management: FDXF's management team is not considered experienced ( 0.1 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
John Smith
Presidentless than a yearno data0.011%
$ 2.5m
Stephen Gorman
Directorless than a yearno data0.0018%
$ 403.4k
R. Martin
Chairmanless than a yearno data0.030%
$ 6.9m
John Sauerland
Directorless than a yearno data0.00049%
$ 111.7k
Donald Frieson
Lead Independent Directorless than a yearno datano data
Jeffrey Davis
Directorless than a yearno datano data
Cindy Miller
Directorless than a yearno datano data
Amy Salcido
Directorless than a yearno data0.00025%
$ 57.0k
Robert King
Directorless than a yearno data0.0055%
$ 1.2m
Samantha M. Smith
Directorless than a yearno data0.19%
$ 43.6m
0.08yrs
Average Tenure
63yo
Average Age

Experienced Board: FDXF's board of directors are not considered experienced ( 0.1 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/17 15:24
End of Day Share Price 2026/07/17 00:00
Earnings2026/02/28
Annual Earnings2025/05/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

FedEx Freight Holding Company, Inc. is covered by 10 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Fadi ChamounBMO Capital Markets Equity Research
Jeffrey KauffmanCitizens JMP Securities, LLC
Jonathan ChappellEvercore ISI