Competitors weigh in on impending FedEx spinoff

FedEx’s planned spinoff of its LTL unit, FedEx Freight, has captured competitors’ — and Wall Street’s — attention.

Executives at Old Dominion Freight Line, XPO, Saia and ArcBest all fielded questions from analysts during recent Q4 earnings calls about how the move might affect them and the broader LTL market.

Most of the carrier leaders refrained from commenting too much about their largest rival, which is also adding hundreds of salespeople and a new leader. But their answers provided a glimpse of how they’re thinking about the upcoming move, and how it could affect the industry.

Old Dominion expects FedEx to show ‘continued discipline’

Old Dominion Freight Line will be watching for any change in the competitor’s go-to-market strategy, CFO Ada…