FedEx (FDX): FY25 Q3 earnings call, Mar 20, 2025
On its Mar 20, 2025 earnings call (FY25 Q3), FedEx said 10 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
15 words · 10 settled yes · our count agreed on 15 of 15- Kalshi: company speakers
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Freight | Yes | 30 | 33 | ✓ | 96%transcripts from the transcript model | – |
| GROUND | Yes | 19 | 21 | ✓ | 95%transcripts from the transcript model | – |
| Europe / EU | Yes | 15 | 18 | ✓ | 94%transcripts from the transcript model | – |
| Express | Yes | 11 | 12 | ✓ | 95%transcripts from the transcript model | – |
| Fuel | Yes | 4 | 5 | ✓ | 89%transcripts from the transcript model | – |
| E-commerce / Ecommerce | Yes | 3 | 3 | ✓ | 88%transcripts from the transcript model | – |
| Inventory | Yes | 2 | 2 | ✓ | 70%transcripts from the transcript model | – |
| Global trade | Yes | 1 | 1 | ✓ | 48%transcripts from the transcript model | – |
| Tariff | Yes | 1 | 3 | ✓ | 25%transcripts from the transcript model | – |
| Asia-Pacific / Asia Pacific / APAC | Yes | 1 | 1 | ✓ | 19%transcripts from the transcript model | – |
| Last-mile / Last mile | No | 0 | 0 | ✓ | 53%transcripts from the transcript model | – |
| Labor | No | 0 | 0 | ✓ | 26%transcripts from the transcript model | – |
| Sustainability | No | 0 | 0 | ✓ | 19%transcripts from the transcript model | – |
| TNT Express | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Trade war | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
8 matches for “De Minimis”; 5 quoted, at least 25 words apart.
…we could learn a little bit more about FedEx's exposure maybe to de-minimis shipments in light of the likely change to the tax code on…
Hi, Richa, welcome to the call. From a de minimis perspective, I think the most important thing to note is that we are very ready…
…customers to be able to prepare themselves for any change, whether it's de minimis or change in market due to tariff. And so working very…
…how I'm thinking about the back half of the year, but from a de minimis perspective, we're ready to help our customers through any change.
So just a couple of follow-ups here. Just on de minimis, what percentage of your revenues comes from customers who typically use de minimis rule…
Where the listed words were said
…B2B volumes. Similar to last quarter, this dynamic was most pronounced at freight, where fewer shipments and lower weights continue to negatively affect our results,…
…are providing our customers with the best-value proposition in the industry. FedEx Ground and FedEx Home Delivery are faster to more locations than UPS Ground.…
…quarter, I shared details on the encouraging improvement we are seeing in Europe. That trend continued in Q3 with our simplified technology platform driving both…
…achieve 12% adjusted operating income growth compared to last year. At Federal Express Corporation, we delivered strong year-over-year results with adjusted operating income up 17%…
…driven by increased volume in our deferred services. At freight, lower volumes, fuel surcharges, and weight per shipment pressured our top line performance. This led…
…priorities. B2B growth, including healthcare and automotive, a focus on U.S. domestic e-commerce, profitable growth in global air freight segment, and of course, we want…
…it, and they regretted it because they ended up storing some excess inventory. As far as kind of how customers are planning, we're having a…
…challenges in the global industrial economy, inflationary pressures, and the uncertainty surrounding global trade policies, we now project FY ‘25 adjusted earnings per share to…
…significant pull forward in Q3. We did see a little volatility in APAC kind of at the end of February, early March, but for the…
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