FedEx (FDX): FY26 Q1 earnings call, Sep 18, 2025
On its Sep 18, 2025 earnings call (FY26 Q1), FedEx said 13 of the 17 words Kalshi listed; Parrot’s count agreed with all 17 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
17 words · 13 settled yes · our count agreed on 17 of 17- Kalshi: company speakers + operator
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 |
|---|---|---|---|---|---|---|
| Revenue | Yes | 38 | 52 | ✓ | 96%transcripts from the transcript model | – |
| Freight | Yes | 31 | 33 | ✓ | 97%n=1+tx from settlement history blended with transcripts | – |
| Network | Yes | 20 | 21 | ✓ | 96%transcripts from the transcript model | – |
| Demand | Yes | 19 | 19 | ✓ | 96%transcripts from the transcript model | – |
| Cost | Yes | 17 | 25 | ✓ | 96%transcripts from the transcript model | – |
| Share | Yes | 11 | 13 | ✓ | 93%transcripts from the transcript model | – |
| Healthcare | Yes | 11 | 11 | ✓ | 84%transcripts from the transcript model | – |
| Europe | Yes | 6 | 6 | ✓ | 95%transcripts from the transcript model | – |
| EPS | Yes | 6 | 8 | ✓ | 89%transcripts from the transcript model | – |
| De Minimis | Yes | 6 | 8 | ✓ | 55%transcripts from the transcript model | – |
| E-commerce / Ecommerce | Yes | 2 | 2 | ✓ | 90%n=1+tx from settlement history blended with transcripts | – |
| Guidance | Yes | 2 | 3 | ✓ | 77%transcripts from the transcript model | – |
| Labor | Yes | 1 | 1 | ✓ | 18%n=1+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 1 | ✓ | 74%n=1+tx from settlement history blended with transcripts | – |
| Inventory | No | 0 | 0 | ✓ | 64%n=1+tx from settlement history blended with transcripts | – |
| Smith | No | 0 | 0 | ✓ | 55%transcripts from the transcript model | – |
| Automation | No | 0 | 0 | ✓ | 46%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.
…also continue to make meaningful progress preparing for the spin-off of FedEx Freight, which remains on track. Following the spin-off, Freight will be a separate…
…the industry trends that we have seen in recent quarters, revenue at Freight remained pressure. That said, despite the prolonged weakness in the industrial economy,…
…an impressive 14% year-over-year Q1 revenue growth in international priority and economy freight with high flow-through. Data and technology remain foundational to our business, but…
…domestic market. This strength was partially offset by continued weakness at FedEx Freight due to the continued pressure for the industrial economy. Our value proposition…
…volume, supported by strong growth in our health care vertical. At FedEx Freight, along with broader industry trends, average daily shipments declined. Weakness in the…
Where the listed words were said
…we built into our business. On a 4% year-over-year increase in FEC revenue, we grew adjusted operating income by 17% and expanded adjusted operating margin…
…the customer experience and maintaining strong yields. As the industrial economy improves, Freight is poised for growth and margin expansion. The parcel pricing environment continues…
…trade environment. Our results demonstrate the resilience we have built into our network. They also reflect the dedication of our world-class team who have adapted…
…I'm confident that we'll unlock significant upside across the enterprise when the demand environment improves. Last quarter, I spoke about the degree to which we…
…us to flex the network faster than ever before and lowering our cost to serve, all while providing our customers with high-quality service. Importantly, we…
…expect full year adjusted earnings to be $17.20 to $19 per diluted share. This reflects a range of scenarios in what remains a dynamic global…
…and of course, global airfreight. Within B2B, we continue to onboard new health care business in Q1, building on our momentum from prior quarters. This…
…time, we shifted capacity to capture profitable revenue on the Asia to Europe lane. With the full removal of the de minimis exemption in the…
…very well in Q1, with results above the midpoint of our adjusted EPS outlook range. We also maintained our disciplined approach to capital expenditure, continue…
…the reduction in lightweight e-commerce volume due to the change in the de minimis exemption. Our Tricolor strategy continued to drive growth in international priority…
…profitable, but it's also very sticky. And then, of course, from an e-commerce perspective, you have seen that HD ground economy bundle working. We are…
…the Q2. And we have focused our commentary on the full year guidance and are not giving Q2 guidance. But that said, as Brie mentioned,…
Agents: this page as TSV at /api/v1/appearances/fedex:2025-09-18:earnings_call · words: /api/v1/brief?appearance=fedex:2025-09-18:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP