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MARTIN R BRAD reported acquisition or exercise transactions in this Form 4 filing.
FedEx Freight Holding Company, Inc. director R. Brad Martin reported an equity compensation grant and updated share holdings. He received 3,340 restricted stock units that fully vest on the date of the next annual stockholder's meeting, with each RSU delivering one share of common stock upon vesting. After this grant and prior distributions from a GRAT, he holds 30,913 shares directly, plus additional indirect holdings through several child trusts, GRATs, a family foundation, and his spouse.
FedEx Freight Holding Company, Inc. director Jeffrey A. Davis received an equity grant in the form of restricted stock units. He was awarded 1,169 RSUs of common stock at no cash cost, all scheduled to fully vest on the date of the next annual stockholder meeting. After this grant, he holds 1,169 shares directly. Each RSU converts into one share upon vesting and does not earn dividend equivalents.
FedEx Freight Holding Company, Inc. director Donald Frieson reported an equity grant rather than an open-market trade. He received 1,169 shares of common stock in the form of restricted stock units as of June 29, 2026, with no cash paid per share.
The RSUs fully vest on the date of the next FedEx Freight Holding Company, Inc. annual stockholder's meeting. Each RSU converts into one share of common stock at vesting, and the RSUs do not accrue dividend equivalent rights. Following this grant, Frieson directly holds 1,169 common shares, reflecting a routine compensation-related award.
GORMAN STEPHEN E reported acquisition or exercise transactions in this Form 4 filing.
FedEx Freight Holding Company, Inc. director Stephen E. Gorman received a grant of 1,169 shares of Common Stock in the form of restricted stock units. These RSUs vest on the date of the next annual stockholder meeting. Following the award, he holds 3,819 shares directly.
FedEx Freight Holding Company, Inc. director Robert A. King received an equity grant of 1,169 restricted stock units (RSUs) of common stock. The grant was recorded at a price of $0.00 per share, indicating it is a compensation award rather than a market purchase.
The RSUs fully vest on the date of the next FedEx Freight Holding Company, Inc. annual stockholder's meeting. Each RSU converts into one share of common stock upon vesting, and the RSUs do not accrue dividend equivalent rights. After this grant, King directly holds 9,358 shares of common stock.
Miller Cindy J reported acquisition or exercise transactions in this Form 4 filing.
FedEx Freight Holding Company, Inc. director Cindy J. Miller received a grant of 1,169 restricted stock units (RSUs) of common stock as equity compensation. The RSUs fully vest on the date of the next annual stockholder's meeting, with each RSU delivering one common share and no dividend equivalent rights.
FedEx Freight Holding Company, Inc. director Amy J. Salcido received equity compensation in the form of common stock and restricted stock units. On this date, she acquired 1,169 shares of common stock issued in lieu of annual retainer fees, with no cash price per share. She also received 367 restricted stock units that will fully vest on the date of the next annual stockholder meeting, each convertible into one share of common stock upon vesting. Following these awards, she directly holds 1,536 shares of common stock and has 367 RSUs outstanding. These transactions reflect board compensation grants rather than open-market buying or selling.
Smith Samantha M reported acquisition or exercise transactions in this Form 4 filing.
FedEx Freight Holding Company, Inc. director Samantha M. Smith reported equity compensation awards rather than open-market trades. On June 29, 2026, she received 1,169 shares of common stock issued in lieu of annual retainer fees and 367 restricted stock units (RSUs) that vest at the next annual stockholder meeting.
Both awards were granted at a stated price of $0.00 per share, reflecting non-cash director compensation. After these awards, Smith holds 85,327 common shares directly, plus 162,481 shares indirectly through a Family Holding Company and 39,705 shares indirectly through Family Trusts.
FedEx Freight Holding Company, Inc. updated its executive pay programs around its June 1, 2026 spin-off. The board’s Human Resources and Compensation Committee approved a transition-year 2026 annual cash incentive plan based solely on adjusted consolidated operating income, with payouts ranging from zero to 200% of target. CEO John A. Smith has a target payout equal to 175% of prorated base salary, while other named executives have 100% targets.
The committee also adopted a TY26–CY28 long‑term incentive program running through December 31, 2028, split between performance stock units tied to aggregate adjusted free cash flow and earnings per share, and time‑vested restricted stock units. It granted one‑time spin‑off bonuses, including cash awards and RSUs that vest in 2027, and clarified how PSUs and RSUs will vest or be forfeited upon retirement, death, disability, or other termination, with an age‑plus‑service formula determining retirement eligibility.
FedEx Freight Holding Company, Inc. reported segmented results for the fourth quarter and full fiscal year ended May 31, 2026, together with its first standalone guidance after completing its spin-off from FedEx Corporation and beginning trading as an independent company on June 1, 2026.
Fourth quarter revenue was $2.4 billion, up 4.8% from the prior year, driven mainly by fuel surcharges and higher weight per shipment. Operating income was $158 million, down 66.9%, while adjusted operating income was $363 million, down 23.9%. Operating margin was 6.6% and adjusted operating margin was 15.1%. Revenue per shipment rose 11.5% to $415.22, but average daily shipments fell 5.9%.
For full fiscal 2026, revenue was $8.8 billion, a 1.1% decline. Operating income fell to $616 million, down 58.6%, and adjusted operating income was $1.1 billion, down 25.6%, reflecting spin-off costs and higher expenses. Effective June 1, 2026, the company changed its fiscal year-end from May 31 to December 31.
For the seven-month Transition Period ending December 31, 2026, FedEx Freight forecasts 4%–6% revenue growth versus $5.1 billion for the seven months ended December 31, 2025, operating income of $475 million to $515 million, and adjusted operating income of $605 million to $645 million. It projects operating margin of 9.0%–9.5% and adjusted operating margin of 11.5%–12.0%. Diluted EPS is expected to be $1.75 to $1.95 before mark-to-market retirement plan accounting adjustments and $2.40 to $2.60 after also excluding estimated spin-off costs, based on an assumed share count of 149.5 million.