FedEx Freight shares rose about 14.9% after its first earnings report as an independent company, following its June spin-off from FedEx. Revenue for the four-month period ended September 30, 2026 grew 9% to $3.3 billion, but operating profit fell 6%, operating margin shrank 190 basis points and diluted EPS dropped 43% to $1.54. Revenue growth came mainly from a 10% rise in revenue per shipment, while average daily shipments fell more than 1%, and the article suggests price increases did not fully offset higher fuel costs. Management guides for over $2.3 billion in revenue in the final quarter of 2026, up 12.5%, with EPS of about $0.20 excluding certain adjustments and spin-off costs. The author says the many unresolved factors make it hard to tell whether the stock is overvalued or undervalued.
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