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
QuarterlyIQ Insights · FDXF
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on profitable growth by leveraging service differentiation and the company's network and people.
Newly stated in 2026-Q2. Management emphasized a strategy of profitable growth with service differentiation. Financials show a 4.8% revenue increase in 2026-Q4 and a forecasted 4% to 6% revenue growth for the transition period ending December 31, 2026, supporting growth focus. The trajectory is delivering early signs of growth aligned with management's stated priority.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Not enough signal yet.
Not enough signal yet.
Not enough signal yet.
8 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated neutral grew net income 58% of the time over the next year (vs 56% for the rest of the cohort, n=3431).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“CEO: 'Moving forward with a clear strategy focused on profitable growth and service differentiation.'”
Enhance operating margin and adjusted operating income through disciplined cost management and strategic investments.
Newly stated in 2026-Q2. Management targets improved operating margin and adjusted operating income with guidance showing operating margin rising from 7.8% to 9.0-9.5% and adjusted operating income increasing slightly from $600M to $605-645M for the transition period. The trajectory shows early improvement consistent with management's cost discipline priority.
“CFO: 'Guidance reflects confidence in disciplined cost management and strong financial performance.'”
Target revenue growth of 4% to 6% compared to prior seven months ended December 31, 2025.
Newly stated in 2026-Q2. Management set a revenue growth target of 4% to 6% over $5.1 billion from the prior seven months ended December 31, 2025. Actual revenue for full fiscal 2026 was $8.8 billion, down 1.1% year-over-year, indicating limited progress so far but the transition period guidance reflects growth ambition.
“Guidance: 'A 4% to 6% revenue growth rate when compared to $5.1 billion for the seven months ended December 31, 2025.'”
Achieve adjusted diluted earnings per share between $1.75 and $1.95 excluding mark-to-market retirement plan accounting adjustments.
Newly stated in 2026-Q2. Management forecasts adjusted diluted EPS between $1.75 and $1.95 excluding MTM retirement plan adjustments for the transition period. Prior fiscal year diluted EPS was $7.08 on a full-year basis, so this guidance reflects the shorter transition period and management's focus on EPS delivery. Trajectory is consistent with stated guidance.
“Guidance: 'Diluted EPS of $1.75 to $1.95 before the MTM retirement plan accounting adjustments.'”
Not investment advice. As of 2026-09-04.