FedEx Freight Holding Company, Inc. filed a Form 8-K on October 29, 2026, furnishing financial results for the four-month transition period ended September 30, 2026, following its spin-off from FedEx Corporation and a change in fiscal year-end.

Key Highlights

  • Transition period covered: Results announced are for the four-month period ended September 30, 2026.
  • Spin-off completed: FedEx Freight became an independent, publicly traded company on June 1, 2026, following its spin-off from FedEx Corporation.
  • Fiscal year change: The company changed its fiscal year-end from May 31 to December 31 after the spin-off.
  • Income statement reclassifications: Certain cost line items were reclassified into "Operating supplies and expenses," "Insurance and claims," and "Operating taxes and licenses," with no impact on total revenue, operating income, net income, or earnings per share.
  • Recast financials furnished: Unaudited, quarterly recast financial and operating results for the first two quarters of the calendar year ended December 31, 2026 were attached as Exhibit 99.2.
  • Signed by: Guy M. Erwin II, Senior Vice President and Chief Accounting Officer.

FedEx Freight's First Standalone Financial Disclosure After Spin-Off

FedEx Freight Holding Company, Inc. (NYSE:FDXF) furnished this Form 8-K on October 29, 2026, under Item 2.02, announcing financial results for the four-month transition period ended September 30, 2026. According to the filing, the results were attached as Exhibit 99.1, a press release dated October 29, 2026. The filing notes that the information is being furnished, not filed, and is therefore not subject to the liabilities of Section 18 of the Securities Exchange Act of 1934.

The filing discloses that FedEx Freight was spun off from FedEx Corporation on June 1, 2026, becoming an independent, publicly traded company. As a result of the spin-off, the company changed its fiscal year-end from May 31 to December 31. The filing also notes that the recast historical information "may not be indicative of what would have been realized had FedEx Freight been an independent stand-alone entity for the periods presented and is not necessarily indicative of FedEx Freight's future results of operations, comprehensive income, financial position, or cash flows."

The company also revised the presentation of certain income statement line items following the spin-off. Costs previously reported within "Fuel," "Rentals," and "Maintenance and repairs," along with certain amounts previously reported within "Other," are now aggregated into "Operating supplies and expenses." Remaining amounts from "Other" are now presented separately as "Insurance and claims" and "Operating taxes and licenses." According to the filing, these reclassifications had no impact on previously reported total revenue, total operating expenses, operating income, net income, or earnings per share. Exhibit 99.2 provides unaudited quarterly recast financials for the first two quarters of the calendar year ended December 31, 2026 to reflect this revised presentation.

What Was Disclosed

FedEx Freight Holding Company, Inc. furnished a Form 8-K disclosing financial results for its four-month transition period ended September 30, 2026, along with recast historical financials and details of income statement reclassifications following its June 1, 2026 spin-off from FedEx Corporation.