FedEx Freight Holding Company, Inc.

NYSE:FDXF Stock Report

Market Cap: US$22.8b

FedEx Freight Holding Company Past Earnings Performance

Past criteria checks 1/6

FedEx Freight Holding Company's earnings have been declining at an average annual rate of -17.9%, while the Transportation industry saw earnings growing at 0.4% annually. Revenues have been declining at an average rate of 5.6% per year.

Key information

-17.88%

Earnings growth rate

n/a

EPS growth rate

Transportation Industry Growth15.63%
Revenue growth rate-5.59%
Return on equityn/a
Net Margin10.40%
Last Earnings Update28 Feb 2026

Recent past performance 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

Revenue & Expenses Breakdown

How FedEx Freight Holding Company makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

NYSE:FDXF Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
28 Feb 268,68490300
30 Nov 258,7821,10300
31 Aug 258,8371,22500
31 May 258,8921,34600
31 May 249,4241,57400
31 May 2310,0841,58100

Quality Earnings: FDXF has high quality earnings.

Growing Profit Margin: FDXF's current net profit margins (10.4%) are lower than last year (15.5%).


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: Insufficient data to determine if FDXF's year-on-year earnings growth rate was positive over the past 5 years.

Accelerating Growth: FDXF's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: FDXF had negative earnings growth (-35.7%) over the past year, making it difficult to compare to the Transportation industry average (-12.3%).


Return on Equity

High ROE: FDXF's liabilities exceed its assets, so it is difficult to calculate its Return on Equity.


Return on Assets


Return on Capital Employed


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/17 22:59
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