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.
33 matches for “Freight”; 5 quoted, at least 25 words apart.
…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,…
…progress is leading to positive flow-through on revenue growth from international export freight. Fourth, our planned transition away from the U.S. Postal Service contract is…
…revenue increased 2%, driven by higher-volume at Federal Express, partially offset by freight. The weak industrial economy continued to weigh on our global priority volumes…
…and also because of our Tricolor strategy, we grew a profitable global air-freight share. Looking at each segment on a year-over-year basis, at Federal Express,…
…the quarter due to continued growth in the international economy. With air freight, average daily pounds increased 3% for international priority freight. As we shared…
Where the listed words were said
…significantly, largely due to the Postal Service contract expiration. And at FedEx Freight, the soft industrial economy led to a 5% decline in average daily…
…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%…
…priority. At FedEx Freight, revenue per shipment declined 1% due to lower fuel surcharge revenue, and lower weight per shipment. However, revenue per hundredweight increased…
…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…
…any change, whether it's de minimis or change in market due to tariff. And so working very closely with this. From a Q4 perspective and…
…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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