FedEx Freight management check
FDXF · Industrials · Cargo Ground Transportation · CEO John Alan Smith
Filings as of
3 good · 0 to watch · 0 flagged, across the seven questions below. Too few of them could be scored to rank this company.
- n/a
Have owners done well?
Not enough dataNo shareholder-return figures in the latest proxy.
- n/a
Does pay follow performance?
Not enough dataToo few years of pay and return figures to compare.
- n/a
What does the CEO cost owners?
Not enough dataNo pay or net income figure for the latest year.
- n/a
Do they own the stock?
No recent CEO filingNo open-market insider buying or selling in the last six months.
- Good
Are owners being diluted?
Share count shrinkingDiluted shares changed +0.0% a year over the last three fiscal years. Stock-based pay was 0.1% of revenue in the latest year.
- Good
Is leadership stable?
3 leadership filings in 3 years3 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Good
Are the books clean?
No red flags on fileNo restatements, auditor changes or late filings since 2025.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Industrials.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | — | — | 55 |
| Pay for performance | — | — | 86 |
| CEO cost | — | — | 48 |
| Skin in the game | — | — | 55 |
| Dilution | 50 | 62 | |
| Stable leadership | 100 | 75 | |
| Clean books | 100 | 100 |
Closest peers
Others in Cargo Ground Transportation, by management score.
- 12CATCaterpillar Inc.87
- 16EMEEmcor86
- 21GEGE Aerospace85
- 28FIXComfort Systems USA84
- 166ODFLOld Dominion71
- 182JBHTJ.B. Hunt70
Pay versus performance
From the latest proxy. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
The latest proxy carries no tagged pay-versus-performance table.
Insiders and the CEO's stake
John Alan Smith (President, CEO and Director) held 29,031 shares directly after their latest Form 4 on Jun 29, 2026.
No open-market insider buying or selling in the last six months.
Leadership and governance on file
- Jun 26, 2026Leadership change8-K 5.02
- Jun 1, 2026Leadership change8-K 5.02
- May 18, 2026Leadership change8-K 5.02
Where the money went
Over 2021–2025: $48.0m returned to owners in buybacks and dividends, 1% of net income, and $35.0m of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | — | — | $9.4bn | $8.9bn | $8.8bn |
| Net income | — | — | $1.6bn | $1.3bn | $655.0m |
| Stock-based pay | — | — | $12.0m | $10.0m | $13.0m |
| Buybacks | — | — | — | — | — |
| Dividends | — | — | $0 | $0 | $48.0m |
| Diluted shares | — | — | 150m | 150m | 150m |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.