FedEx Freight Holding Company, Inc. — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 62/100
What the filing says
FedEx Freight Holding Company reported full-year 2025 revenue of $8,778M vs. $9,092M in 2024, a decline of $314M (3.5%). Net income fell to $1,059M from $1,440M (down 26.4%), and diluted EPS declined to $7.08 from $9.63. Operating income dropped 33.3% to $1,022M from $1,532M. Total shipments fell 3.1% (22.4M vs. 23.1M units). Q4 2025 was particularly weak, with operating loss of $14M vs. $255M profit in Q4 2024. A $206M 'Separation and other' charge in 2025 (primarily Q4: $176M) reflects post-spin costs.
Why this rating
Revenue decline of $314M (3.5% of $8.8B base) and net income drop of $381M (26%) are material. Post-spin separation costs and volume/pricing pressures are real headwinds. Relative to $6.9B asset base, this represents meaningful earnings contraction, though not existential.
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