The company said revenue for the 4-month transition period ended September 30, 2026 rose 9.2% to $3.3 billion. Operating income fell 6.1% to $383 million, and adjusted operating income rose 16.4% to $510 million.

1. 01

   The company said revenue for the 4-month transition period ended September 30, 2026 rose 9.2% to $3.3 billion. Operating income fell 6.1% to $383 million, and adjusted operating income rose 16.4% to $510 million.

2. 02

   Over the same 4 months, FedEx Freight said diluted EPS was $1.54, down 43%, and adjusted diluted EPS was $2.15, down 24.6%. The adjusted figures exclude spin-off costs of $127 million.

3. 03

   As of September 30, 2026, the company said it had cash and cash equivalents of $388 million and total liquidity of $1.6 billion. It also said it repaid $100 million of debt ahead of schedule using cash generated from operations.

4. 04

   The company said it set transition period revenue guidance of $5.58 billion to $5.65 billion for June 1 through December 31, and adjusted operating income guidance of $695 million to $715 million compared with its prior outlook of $605 million to $645 million.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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