FedEx Freight (FDXF)
NYSEIndustrialsIntegrated Freight & LogisticsSnapshot 2026-09-04
$129.45+1.78%
Close 2026-09-04 · 1-day change
NYSEIndustrialsIntegrated Freight & LogisticsSnapshot 2026-09-04
Research Workspace
Put FDXF beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Cargo Ground Transportation is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Maintain operating margin near 9% to 9.5%: 6.1% vs 9.0% target.
View ThesisModerate volatility — typically moves about 2% a day.
View RiskFDXF's growth depends on maintaining operating margins near 9% to 9.5%. Recent performance shows margins at 6.1%, which is below the target. Revenue growth has not been established, and the last earnings report did not provide sufficient history. The stock trades at a low confidence valuation, with peer multiples implying a price about 4% above where it trades. A specific risk is the recent leadership change, which may disrupt strategic execution and growth. Our read remains provisional.
Trailing returns as of 2026-09-04. FDXF is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 12 analysts currently covering FDXF (as of Sep 2026).
Based on 8 Wall Street analysts offering 12-month price targets for FDXF in the last 4 months.
Continue this research
Compare FDXF with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| FDXF Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 2 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Cargo Ground Transportation — fair value, gap to price, and forward P/E.
Compare the value case
Put FDXF next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Leadership change may disrupt strategic execution and growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $129.45
The last 12 months of price, then the range of analyst 12-month targets from today’s $129.45.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Advances: Drive profitable growth with service differentiation
Details on LTL strategy support growth objectives.
Advances: Achieve revenue growth of 4% to 6% in transition period
Stabilizing demand aligns with revenue growth goals.
Advances: Achieve revenue growth of 4% to 6% in transition period
Forecasts align with revenue growth objectives.
Advances: Improve operating margin and adjusted operating income
Yield-led growth supports margin improvement.
Advances: Achieve revenue growth of 4% to 6% in transition period
Forecasted growth aligns with management's revenue goals.
Advances: Achieve revenue growth of 4% to 6% in transition period
Revenue growth forecast supports management's targets.
Threatens: Improve operating margin and adjusted operating income
Falling earnings challenge margin improvement objective.