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.
46 matches for “Network”; 5 quoted, at least 25 words apart.
…help them adapt to this evolving market. Our flexible and unmatched global network, digital tools and data ecosystem enable us to quickly support our customers'…
…‘23 baseline. Second, we are creating a more flexible, efficient and intelligent network. As planned, we resumed network 2.0 conversions following peak. We have optimized…
…‘25, about 12% of our average daily global volume will flow through network 2.0 optimized facilities. Third, Tricolor is driving better asset utilization as we…
…I'm excited about our transformation progress as we continue to integrate our networks, reduce our cost-to-serve, and enable better performance. Technology remains a key facilitator…
…Europe by the end of this fiscal year. In support of our network transformation, last month, we acquired RouteSmart Technologies, a global leader in route…
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.…
…freight segment, and of course, we want to accelerate profitable growth in Europe. I am very pleased to report that we've had progress across all…
…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…
…With 90% of the market's incremental parcel growth expected to come from e-commerce, we continue to refine how we profitably serve this market. Based on…
…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…
Agents: this page as TSV at /api/v1/appearances/fedex:2025-03-20:earnings_call · words: /api/v1/brief?appearance=fedex:2025-03-20:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP