AI brief of an SEC Form 8-K · FedEx Freight (FDXF)

FedEx Freight recast 2025 net income fell to $1.06 billion from $1.44 billion

Negative Impact 3 of 5 earnings Written later

Following its June 1, 2026 spin-off from FedEx Corporation, FedEx Freight filed unaudited recast 2025 and 2024 results under a new calendar fiscal year ending December 31. For calendar 2025, revenue, operating income, net income and diluted earnings per share all declined from 2024, and the company recorded $206 million in separation and other costs. The recast does not change previously reported totals, but it shows the year-over-year decline in the standalone results shareholders will track.

Key points

  • Calendar 2025 revenue was $8.78 billion, down from $9.09 billion in 2024.
  • Operating income was $1,022 million, down from $1,532 million; separation and other costs were $206 million in 2025 versus none in 2024.
  • Net income was $1,059 million, or $7.08 per diluted share, compared with $1,440 million, or $9.63 per diluted share, in 2024.
  • Fiscal year-end changed from May 31 to December 31; expense lines were regrouped, with no change to total revenue, operating income, net income or EPS.

The filing

CompanyFedEx Freight (FDXF)
Form8-K, current report
Filed with the SECAug 6, 2026, 4:11 PM ET
Accession number0001628280-26-054314

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:42 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 06, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.