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.
10 matches for “Healthcare”; 5 quoted, at least 25 words apart.
…our customers, supporting higher win rates and a stronger customer loyalty. Within health care, we continue to grow our core transportation revenue along with value-added…
…with an extreme emphasis on quality. Just last week, we onboarded a health care-focused Vice President of Quality, who brings deep external experience in global…
…Q4. As a reminder, we will be lapping the onboarding of significant health care revenue, which creates a difficult comp for our U.S. priority service…
…incentive compensation, global trade policy changes, lapping the onboarding of several high-margin health care customers and continued MD-11 impacts. We also expect FedEx Freight Q4…
…priority volume domestically here. We acknowledge we took on some very large health care customers late last year, and we will lap that. That being…
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