Added to YB: 2026-07-20
Pitch date: 2026-07-16
FDXF [neutral]
FedEx Freight Holding Company, Inc.
Author Info
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Company Info
FedEx Freight Holding Company, Inc. provides less-than-truckload freight transportation services. It operates in the United States, Canada, Mexico, Puerto Rico, and the U.
Market Cap
$22.8B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.15
P/E
N/A
EV/Sales
3.23
Sector
Ground Transportation
Category
special_situation
$FDXF: the biggest LTL carrier, spun out and already ~25% below its debut
FDXF (overview): Largest N.America LTL carrier spun from FedEx June 1 w/ fast S&P 500 inclusion. Faded ~25% from ~$200 debut to ~$150 (~$22.4B cap), 16x 2027E EV/EBITDA, discount to ODFL. Show-me bet on closing 88.7% OR margin gap; Q1 print Oct 9. Risks: structural margin gap, soft cycle, Amazon LTL, 19.9% FedEx stub overhang, no info edge (10 analysts, Buy consensus).
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