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.
14 matches for “Share”; 5 quoted, at least 25 words apart.
…the expired contract. Fifth, our freight separation work is underway. John will share more details shortly. And lastly, we are providing our customers with the…
…European service levels we have seen in years, which is driving profitable share growth. We remain on track to achieve the $600 million in total…
…our LTL business. Against this backdrop, we continued to focus on profitable share growth. As we closed out calendar year '24, we took a profitable…
…surrounding global trade policies, we now project FY ‘25 adjusted earnings per share to be in the range of $18 to $18.60 compared to our…
…intensity while returning capital to shareholders. We completed approximately $500 million in share repurchases in Q3, bringing the year-to-date number to $2.5 billion, our target…
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,…
…in-house a dynamic route mapping solution with a best-in-class algorithm. Our legacy ground business has used this technology with great success, and we are now…
…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…
…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