8-KEarnings & ResultsExhibits & Filings

FedEx Freight Holding Company, Inc. 8-K Report, Financial Results (Aug 6, 2026)

Filed August 6, 2026For Securities:FDXF

Summary

FedEx Freight Holding Company, Inc. (FDXF), following its recent spin-off from FedEx Corporation on June 1, 2026, has announced significant changes to its fiscal year-end and financial reporting presentation. The company is shifting its fiscal year-end from May 31 to December 31, aligning with a calendar year reporting cycle. This change will impact future financial reporting periods. Furthermore, FedEx Freight is revising the presentation of certain income statement line items for enhanced clarity and comparability. Costs previously categorized under 'Fuel,' 'Rentals,' and 'Maintenance and repairs,' along with a portion of 'Other' expenses, will now be aggregated into a new "Operating supplies and expenses" category. The remaining 'Other' expenses will be separately presented as "Insurance and claims" and "Operating taxes and licenses." Importantly, these presentation changes will not affect previously reported top-line and bottom-line figures such as total revenue, operating income, net income, or earnings per share. Investors should note that the provided recast financial information reflects these changes but is derived from historical data and may not be indicative of future performance as an independent entity.

Key Highlights

  • 1FedEx Freight Holding Company, Inc. (FDXF) has changed its fiscal year-end from May 31 to December 31, effective after its June 1, 2026 spin-off.
  • 2The company is consolidating 'Fuel,' 'Rentals,' and 'Maintenance and repairs' costs, along with a portion of 'Other' expenses, into a new 'Operating supplies and expenses' line item.
  • 3Remaining 'Other' expenses will be separately reported as 'Insurance and claims' and 'Operating taxes and licenses'.
  • 4These presentation changes are retrospective and do not impact previously reported total revenue, total operating expenses, operating income, net income, or earnings per share.
  • 5Unaudited, recast full-year and quarterly financial results for calendar years 2025 and 2024 are provided to reflect these new presentation standards.
  • 6The recast financial information is derived from historical data and may not be indicative of future results as an independent entity.
  • 7Exhibit 99.1 contains the unaudited historical financial and operating results reflecting these changes.

Frequently Asked Questions

This filing announces the change in FedEx Freight's fiscal year-end to December 31 and updates its financial statement presentation following its spin-off from FedEx Corporation. It also provides recast historical financial data reflecting these changes.

The fiscal year change to December 31 will impact the timing of future financial reports. You will need to adjust your models to align with this new calendar year reporting cycle. The recast historical data provided will help in understanding the new presentation format for past periods.

No, the filing explicitly states that these changes are for presentation purposes and will not affect previously reported financial metrics such as total revenue, operating income, or net income. The aggregation of certain costs into 'Operating supplies and expenses' and the separate reporting of 'Insurance and claims' and 'Operating taxes and licenses' are for enhanced clarity and comparability.

While the recast financial information provides a view of historical performance under the new presentation, the filing cautions that this historical data may not be indicative of what would have been realized had FedEx Freight been independent, nor is it necessarily indicative of future results. Investors should consider this information alongside other forward-looking statements and analyses.