v3.26.3
CONDENSED CONSOLIDATED STATEMENTS OF INCOME - USD ($)
shares in Millions, $ in Millions
 3 Months Ended 4 Months Ended
Sep. 30, 2026
Sep. 30, 2025
Sep. 30, 2026
Sep. 30, 2025
Revenue $ 2,442 $ 2,259 $ 3,281 $ 3,004
Operating expenses:        
Salaries and employee benefits 1,128 1,084 1,506 1,433
Operating supplies and expenses 546 471 722 621
Purchased transportation 235 200 309 265
Depreciation and amortization 114 125 152 168
Insurance and claims 44 42 59 56
Operating taxes and licenses 17 17 23 23
Separation and other costs 105 30 127 30
Total operating expenses 2,189 1,969 2,898 2,596
Operating income 253 290 383 408
Other income (expense):        
Interest expense (55) 0 (73) 0
Other, net 1 3 3 5
Total other income (expense) (49) 101 (65) 133
Income before income taxes 204 391 318 541
Provision for income taxes 57 100 88 137
Net income $ 147 $ 291 $ 230 $ 404
Earnings per share:        
Basic (in dollar per share) $ 0.98 $ 1.95 $ 1.54 $ 2.70
Diluted (in dollar per share) $ 0.98 $ 1.95 $ 1.54 $ 2.70
Weighted-average shares outstanding:        
Basic (in shares) 149.5 149.5 149.5 149.5
Diluted (in shares) 149.9 149.5 149.9 149.5
Related Party        
Revenue $ 11 $ 39 $ 16 $ 51
Operating expenses:        
Salaries and employee benefits   89   120
Depreciation and amortization   14   20
Total operating expenses   175   236
Other income (expense):        
Interest income 0 98 0 128
Nonrelated Party        
Other income (expense):        
Interest income $ 5 $ 0 $ 5 $ 0