PAGE 1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ----------------------------------- FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 April 21, 2003 ----------------------------------- (Date of earliest event report) CNF Inc. ----------------------------------- (Exact name of registrant as specified in charter) Delaware 1-5046 94-1444798 ---------- ------ ---------- (State or other (Commission (IRS Employer jurisdiction of File Number) Identification incorporation or Number) organization) 3240 Hillview Avenue, Palo Alto, California 94304 --------------------------------------------------- (Address of principal executive offices) (zip code) Registrant's telephone number, including area code: (650) 494-2900 ITEM 7. FINANCIAL STATEMENTS AND EXHIBITS (c) Exhibits. 99 Press Release dated April 21, 2003. ITEM 12. RESULTS OF OPERATIONS AND FINANCIAL CONDITION On April 21, 2003 CNF Inc. issued the press release attached hereto, which is being furnished to the U.S. Securities and Exchange Commission (the "Commission"). The attached press release presents CNF's net income for common shareholders before special items, denominated in dollars and in cents per diluted share. Net income for common shareholders before special items is not in accordance with generally accepted accounting principles ("GAAP"). CNF's management believes that the presentation of this non-GAAP financial measure provides useful information to investors regarding CNF's financial condition and results of operations, because it focuses on what CNF believes to be its core business operations, and because it is more directly comparable to earnings estimates issued by analysts covering CNF, who typically consider only earnings from core business operations when issuing such estimates. SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. CNF Inc. ------------ (Registrant) April 21, 2003 /s/Chutta Ratnathicam ----------------------- Chutta Ratnathicam Chief Financial Officer EXHIBIT INDEX Exhibit No. Description ----------- ----------- 99 Earnings release issued on April 21, 2003.