FedEx (FDX): FY26 Q3 earnings call, Mar 19, 2026
On its Mar 19, 2026 earnings call (FY26 Q3), FedEx said 5 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 5 settled yes · our count agreed on 12 of 12- 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 |
|---|---|---|---|---|---|---|
| Smith | Yes | 3 | 4 | ✓ | 66%n=2+tx from settlement history blended with transcripts | – |
| De Minimis | Yes | 1 | 1 | ✓ | 81%n=2+tx from settlement history blended with transcripts | – |
| Dividend | Yes | 1 | 1 | ✓ | 79%n=1+tx from settlement history blended with transcripts | – |
| E-commerce / Ecommerce | Yes | 1 | 1 | ✓ | 63%n=3+tx from settlement history blended with transcripts | – |
| Inventory | Yes | 1 | 1 | ✓ | 36%n=3+tx from settlement history blended with transcripts | – |
| Guidance | No | 0 | 0 | ✓ | 81%n=2+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 74%n=3+tx from settlement history blended with transcripts | – |
| Truck | No | 0 | 0 | ✓ | 58%n=1+tx from settlement history blended with transcripts | – |
| Automation | No | 0 | 0 | ✓ | 24%n=2+tx from settlement history blended with transcripts | – |
| Labor | No | 0 | 1 | ✓ | 23%n=3+tx from settlement history blended with transcripts | – |
| EV / Electric Vehicle | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
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.
43 matches for “Freight”; 5 quoted, at least 25 words apart.
…strong adjusted free cash flow. Additionally, our plans to spin off FedEx Freight on June 1 remain on track. We are confident that the separation…
…we are executing on our transformation and cost reduction priorities. As anticipated, freight results remain pressured as a result of ongoing LTL industry trends, along…
…the global airfreight market, delivering 14% growth in international priority and economy freight revenue, supported by our Tricolor strategy. At FedEx Freight, revenue declined 5%,…
…continued growth in U.S. international outbound and our European region. At FedEx Freight, in line with continued challenging LTL industry trends, shipments declined 6%. With…
…We also enhanced our dimensional pricing models, both in package and express freight, supported by machine learning tools that improve accuracy. Additionally, the adjustment to…
Where the listed words were said
…our last earnings call before the spin-off, we've invited Freight's CEO, John Smith; and CFO, Marshall Witt, to join us today to participate in the…
…yield grew 6%, driven by higher weight per shipment tied to the de minimis change, favorable currency and revenue quality actions. At FedEx Freight, revenue…
…even further and use our weekend coverage for commercial purposes versus just e-commerce purposes, and we see some opportunity there. We know that as data…
…before they appear in traditional economic reports like monthly retail sales or inventory data. We plan to release this index monthly beginning this spring, marking…
Agents: this page as TSV at /api/v1/appearances/fedex:2026-03-19:earnings_call · words: /api/v1/brief?appearance=fedex:2026-03-19:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP