Company Dossier · Industrials
FedEx Freight
- S&P 500
- Russell 1000
What FedEx Freight is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 23, 2026. Every figure links back to its source in the sections below.
- Long-term debt issued in the fiscal year to May 31, 2026: $4.27 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (June 25, 2026): sentiment 0.40 on a −1 to +1 scale (mixed), confidence 0.80 of 1.Palanor Discourse
- Latest annual report (filed August 5, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- 1,140 institutional managers reported a position at June 30, 2026 (+1,139 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 57 (3 a year earlier).U.S. Department of Labor (OFLC)
Risk events (12 months): 5 — latest EPA enforcement case, Sep 22, 2026 →
Company Posture
How Company Posture is measured →What FedEx Freight is doing, on three axes, from its filings and its own words, as of 2026-10-23. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings93rd pct
- Deals and private raises48th pct
- Patent publications92nd pct
Confident ↔ Hedging
Withheld: 45% of the evidence is readable at this date (needs 60%).
- Call sentiment26th pct
- Call confidence50th pct
- Guidance changes—
- Risk factors added—
- Insider open-market trades—
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver99th pct
- Stress filings50th pct
Credit
How these are built →FedEx Freight's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$4.5B
- Due within a year $0.0B
- Longer term $4.5B
- Default point $2.3B (short + ½ long)
Finance leases included · May 31, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Layoffs
0 actions in the last 12 months · 0 workers in WARN notices · latest Jun 6, 2023
- Jun 6, 2023WARN notice · CACA96 workers · Closure · effective Aug 12, 2023
WARN notices cover layoffs above the federal size thresholds in the states Palanor reads; they are not every layoff. A WARN notice filed near an 8-K Item 2.05 of FedEx Freight is linked to it and counted once. Methodology and coverage
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Capital returned and raised
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Sep 22, 2026Patent
- Sep 22, 2026Risk eventEPA administrative case: FedEx Freight Inc.$0.0 million
- Aug 17, 2026Risk event
- Aug 5, 202610-K
- Jun 26, 20268-KDirector or officer changeItem 5.02
- Jun 1, 20268-KMaterial agreement signedItem 1.01
- Jun 1, 20268-KChange in controlItem 5.01
- Jun 1, 20268-KDirector or officer changeItem 5.02
- May 19, 2026Risk event
- May 18, 20268-KDirector or officer changeItem 5.02
- Apr 20, 2026Risk event
- Jan 30, 2026Risk event
- Sep 18, 2025Risk event
- Sep 9, 2025Risk event
- Aug 9, 2025Risk event
- Jul 10, 2025Risk event
- Apr 30, 2025Risk event
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| J.B. Hunt JBHT | $12.7B | $1.1B | Jun 30, 2026 |
| Knight-Swift KNX | $7.5B | — | Mar 31, 2026 |
| Landstar LSTR | $4.8B | $0.2B | Mar 28, 2026 |
| Old Dominion ODFL | $5.6B | $1.1B | Jun 30, 2026 |
| Ryder R | $12.8B | $0.7B | Jun 30, 2026 |
| XPO, Inc. XPO | $8.6B | — | Jun 30, 2026 |
| American Airlines Group AAL | $58.3B | $0.3B | Jun 30, 2026 |
| AAON, INC. AAON | $1.9B | — | Jun 30, 2026 |
Identity
- SEC CIK
- 2082247