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FedEx Freight Holding Co Inc FDXF

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Stock XNYS Rating as of
$110.67 +1.29 (1.18%)
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As of Delayed Price Closed

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FedEx Freight's Volumes Muted, but We Look for Demand Improvement as 2026 Progresses

Matthew Young

FedEx Freight is by far the largest North American less-than-truckload carrier. FedEx Freight spun off from global parcel shipping behemoth FedEx on June 1, 2026. We believe both companies intend the separation to unlock shareholder value for FedEx Freight by enabling a more targeted strategic focus on LTL shipping, particularly in capital allocation. In short, FedEx Freight now has a go-to-market strategy that’s more tailored to the LTL trucking industry rather than being bundled as part of a massive global express and ground parcel shipping enterprise. We believe the transaction puts FedEx Freight in a better position to compete effectively with its key high-quality public competitors Old Dominion, XPO, and SAIA.

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Price vs Fair Value

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FDXF is trading at a LOCK|Yb$N%T% premium.
Price
$110.67
Fair Value
LOCK|^Y
Uncertainty
LOCK|>nR
1-Star Price
LOCK|M.tF
5-Star Price
LOCK|.d
Economic Moat
LOCK|?r!
Capital Allocation
LOCK|>q#^@%!

Bulls Say, Bears Say

Bulls

FedEx Freight has built out a new dedicated salesforce focused on penetrating higher-margin customers in healthcare, grocery, and data center end markets.

Bears

Underlying demand across the LTL trucking industry will probably face lingering headwinds from sluggish industrial end markets into the first half of 2026.

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Trading Information

Previous Close Price
$109.38
Day Range
$107.67–112.08
52-Week Range
$107.67–200.00
Bid/Ask
$110.13 / $111.99
Shares Outstanding
149.52M
Market Cap
$16.55B
Volume/Avg
3M / 1M

Key Statistics

Price/Earnings (Normalized)
17.08
Price/Sales
1.88
Dividend Yield (Trailing)
0.00%
Dividend Yield (Forward)
0.00%
Dividend Payment Schedule
—
Total Yield
—

Company Profile

FedEx Freight Holding Co Inc is freight carrier, with industry transit times and service levels , offering choice, simplicity, and reliability to meet the needs of LTL shippers while operating ethically with a commitment to Safety Above All. Trucking companies provide two main types of services across industries and end-markets: truckload (TL) and LTL services. The company operates as one reporting segment. The company generates majority of revenue from United States.
Sector
Industrials
Industry
Integrated Freight & Logistics
Stock Style Box
—
Total Number of Employees
40,000
Website
https://www.fedex.com

Competitors

Valuation

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Metric
FDXF
XPO
SAIA
Price/Earnings (Normalized)
 17.0838.5734.60
Price/Book Value
 —10.733.36
Price/Sales
 1.882.492.72
Price/Cash Flow
 10.4718.7115.12
Price/Earnings
FDXF
XPO
SAIA

Financial Strength

Metric
FDXF
XPO
SAIA
Quick Ratio
 1.430.871.40
Current Ratio
 1.521.011.58
Interest Coverage
 9.633.5831.43
Quick Ratio
FDXF
XPO
SAIA

Profitability

Metric
FDXF
XPO
SAIA
Return on Assets (Normalized)
 17.03%6.76%7.84%
Return on Equity (Normalized)
 56.22%29.93%10.78%
Return on Invested Capital (Normalized)
 15.75%11.99%9.87%
Return on Assets
FDXF
XPO
SAIA

Integrated Freight & Logistics Industry Comparables

Screen With Investor
1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
United Parcel Service Inc Class B
UPS
LOCK|!v><K!%LOCK|Vd&$80B
 DHL AG ADR
DHLGY
LOCK|<!lHBHLOCK|sm$y^$72B
 FedEx Corp
FDX
LOCK|Dk?b$>LOCK|&JBL$68B
 Expeditors International of Washington Inc
EXPD
LOCK|?f&ly!kjLOCK|lX$24B
 JB Hunt Transport Services Inc
JBHT
LOCK|@b%Z^TLOCK|#^zF$21B
 C.H. Robinson Worldwide Inc
CHRW
LOCK|?mcxm$>LOCK|PX$18B
 ZTO Express (Cayman) Inc ADR
ZTO
LOCK|LBjzpR#LOCK|<H<ln$15B
 Landstar System Inc
LSTR
LOCK|ZgDQ#v$vLOCK|^B$6B
 Hub Group Inc Class A
HUBG
LOCK|SvTvjp%LOCK|zf<bf$2B

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