May 2026 (Q4 FY26) — Jun 25, 2026
FedEx Freight Q4 FY26 — First standalone quarter, $2.4B revenue, 15% adjusted operating margin
Read the full callFedEx Freight earnings: last reported Thu, 25 Jun 2026, for the quarter ended May 2026.
Price
YTD: $151 on 27 May 2026 → $110.2. High $188.46 (9 Jun 2026), low $108.69 (14 Oct 2026).
Overview
Call summaries
FedEx Freight Q4 FY26 — First standalone quarter, $2.4B revenue, 15% adjusted operating margin
Read the full callEvery analysed call
Financials
| Line item | May 2024 | May 2025 | May 2026 |
|---|---|---|---|
| Equity capital | — | 0 | 15 |
| Reserves | — | 2,400 | -509 |
| Total liabilities | — | 2,629 | 7,381 |
| Fixed assets | — | 2,780 | 2,923 |
| Total assets | — | 5,022 | 6,884 |
| Line item | May 2024 | May 2025 | May 2026 |
|---|---|---|---|
| Cash from operations | 1,541 | 1,531 | 167 |
| Cash from investing | -403 | -385 | -363 |
| Cash from financing | -1,126 | -1,140 | 335 |
| Net cash flow | 13 | 3 | 142 |
| Capital expenditure | -461 | -437 | -379 |
| Free cash flow | 1,080 | 1,094 | -212 |
48 filings between Jun 1, 2026 and Aug 7, 2026.
Nobody bought or sold FDXF on the open market in this window. The filings below are 47 awards and 1 other.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 7, 2026 | Witt Marshall EVP - Chief Financial Officer | Award | 20,723 | $0 |
| Jun 29, 2026 | Erwin Guy M II SVP-Chief Accounting Officer | Award | 1,603 | $0 |
| Jun 29, 2026 | Erwin Guy M II SVP-Chief Accounting Officer | Award | 6,012 | $0 |
| Jun 29, 2026 | Lyons Michael B EVP, Chief Commercial Officer | Award | 1,670 | $0 |
| Jun 29, 2026 | Smith Samantha M Director | Award | 1,169 | $0 |
| Jun 29, 2026 | Salcido Amy J Director | Award | 367 | $0 |
| Jun 29, 2026 | Salcido Amy J Director | Award | 1,169 | $0 |
| Jun 29, 2026 | Miller Cindy J Director | Award | 1,169 | $0 |
| Jun 29, 2026 | King Robert A Director | Award | 1,169 | $0 |
| Jun 29, 2026 | GORMAN STEPHEN E Director | Award | 1,169 | $0 |
| Jun 29, 2026 | Frieson Donald Director | Award | 1,169 | $0 |
| Jun 29, 2026 | Davis Jeffrey A. Director | Award | 1,169 | $0 |
| Jun 29, 2026 | MARTIN R BRAD Director | Award | 3,340 | $0 |
| Jun 29, 2026 | Rodgers Michael EVP - Chief Technology Officer | Award | 3,340 | $0 |
| Jun 29, 2026 | Rodgers Michael EVP - Chief Technology Officer | Award | 1,837 | $0 |
| Jun 29, 2026 | Smith John Alan President, CEO and Director | Award | 6,680 | $0 |
| Jun 29, 2026 | Smith John Alan President, CEO and Director | Award | 7,515 | $0 |
| Jun 29, 2026 | Lyons Michael B EVP, Chief Commercial Officer | Award | 1,670 | $0 |
| Jun 29, 2026 | McCoy Clinton D EVP - Chief Operating Officer | Award | 1,670 | $0 |
| Jun 29, 2026 | Witt Marshall EVP - Chief Financial Officer | Award | 1,670 | $0 |
| Jun 29, 2026 | Witt Marshall EVP - Chief Financial Officer | Award | 1,954 | $0 |
| Jun 29, 2026 | Sauerland John P Director | Award | 734 | $0 |
| Jun 29, 2026 | Sauerland John P Director | Award | 1,169 | $0 |
| Jun 29, 2026 | Klank Clement E III EVP - CHRLO | Award | 1,670 | $0 |
| Jun 29, 2026 | Klank Clement E III EVP - CHRLO | Award | 1,837 | $0 |
| Jun 29, 2026 | McCoy Clinton D EVP - Chief Operating Officer | Award | 1,837 | $0 |
| Jun 29, 2026 | Smith Samantha M Director | Award | 367 | $0 |
| Jun 1, 2026 | MARTIN R BRAD Director | Award | 1,050 | $0 |
| Jun 1, 2026 | MARTIN R BRAD Director | Award | 375 | $0 |
| Jun 1, 2026 | MARTIN R BRAD Director | Award | 375 | $0 |
| Jun 1, 2026 | King Robert A Director | Award | 8,189 | $0 |
| Jun 1, 2026 | MARTIN R BRAD Director | Award | 20,419 | $0 |
| Jun 1, 2026 | Smith Samantha M Director | Award | 83,791 | $0 |
| Jun 1, 2026 | Smith Samantha M Director | Award | 39,705 | $0 |
| Jun 1, 2026 | Smith Samantha M Director | Award | 162,481 | $0 |
| Jun 1, 2026 | MARTIN R BRAD Director | Award | 3,625 | $0 |
| Jun 1, 2026 | MARTIN R BRAD Director | Award | 19,220 | $0 |
| Jun 1, 2026 | MARTIN R BRAD Director | Award | 375 | $0 |
| Jun 1, 2026 | Rodgers Michael EVP - Chief Technology Officer | Award | 497 | $0 |
| Jun 1, 2026 | Witt Marshall EVP - Chief Financial Officer | Award | 986 | $0 |
| Jun 1, 2026 | GORMAN STEPHEN E Director | Award | 2,650 | $0 |
| Jun 1, 2026 | Erwin Guy M II SVP-Chief Accounting Officer | Award | 1,739 | $0 |
| Jun 1, 2026 | Smith John Alan President, CEO and Director | Award | 14,836 | $0 |
| Jun 1, 2026 | Smith John Alan President, CEO and Director | Award | 1,681 | $0 |
| Jun 1, 2026 | Klank Clement E III EVP - CHRLO | Award | 5,029 | $0 |
| Jun 1, 2026 | Lyons Michael B EVP, Chief Commercial Officer | Award | 580 | $0 |
| Jun 1, 2026 | McCoy Clinton D EVP - Chief Operating Officer | Award | 1,770 | $0 |
| Jun 1, 2026 | FEDEX CORP 10% owner | Other | 119,753,703 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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