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Rajesh Subramaniam

President, CEO & Director, FedEx

Search every verified Rajesh Subramaniam interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. At the CNBC Evolve Global Summit in November 2023, Subramaniam discussed the company's ongoing transformation, which he described as integrating its air, ground, and trucking businesses into a single entity. He attributed the need for this change to the growth of e-commerce, noting that the shift from business to residential deliveries required operational and technological adaptation. Subramaniam stated that despite a decline in volumes, FedEx's operating profit increased for the first time in the company's history, which he credited to the team's focus on efficiency and the strengthening of the company's "people, service, profit" culture. In June 2022, at FedEx's first investor day in a decade, Subramaniam outlined a three-step plan to achieve double-digit operating margins, balanced revenue growth, and improved asset intensity, targeting a total shareholder return of 8% to 22%. He cited projections of 14% to 19% EPS growth and a 53% dividend increase as signals of confidence in the company's financial position. Subramaniam also addressed labor pressures, stating that the company had addressed routing inefficiencies and wage rate challenges, and that the labor market had become "strong but stable."

Recent appearances

  • A $1.8 Trillion Problem Solved By AI? FedEx CEO On The Biggest Shift He's Seen In 35 Years

    July 15, 2026 · 📺 Fortune Magazine

    For the first time in the company's history, FedEx has surpassed UPS in market value. Handling roughly 18 million packages a day, FedEx is acutely aware of how tariffs and geopolitical tensions have disrupted the global supply chain. As it enters its AI era, the company is leveraging artificial intelligence to predict and resolve these obstacles head-on. In this episode, Fortune Editor-in-Chief Alyson Shontell sits down with FedEx CEO Raj Subramaniam to discuss how AI is transforming logistics, how tariffs, geopolitical tensions, and shifting manufacturing hubs are reshaping global supply cha…

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  • Raj Subramaniam, President and CEO of FedEx Corporation

    April 29, 2026 · 📺 The Economic Club of Washington, D.C.

    David Rubenstein interviewed Raj Subramaniam, President and CEO of FedEx Corporation on Wednesday, April 29, 2026.

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  • FedEx CEO Raj Subramaniam: We are undergoing a tremendous transformation

    February 12, 2026 · 📺 CNBC Television

    FedEx CEO Raj Subramaniam speaks exclusively with CNBC's Morgan Brennan ahead of the company's first Investor Day in four years. They discuss the company's new growth outlook, opportunities within AI, European expansion with the announcement of the new deal with InPost, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock ma…

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  • FedEx CEO Raj Subramaniam goes one-on-one with Jim Cramer

    December 18, 2025 · 📺 CNBC Television

    FedEx CEO Raj Subramaniam joins 'Mad Money' host Jim Cramer to talk quarterly results, teh state of air freight and logistics, growth opportunities, and more.

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  • Raj Subramaniam, President and CEO of FedEx

    November 04, 2025 · 📺 Asia Society

    NEW YORK, November 3, 2025 — FedEx President and CEO Raj Subramaniam talks with CNBC’s Seema Mody about his leadership philosophy, bold strategic vision, and how he steers one of the world’s largest logistics companies through today’s complex global economy. (56 min., 1 sec.) Subscribe for more videos like this: http://AsiaSociety.org/YouTube --- Support Asia Society today: http://AsiaSociety.org/Donate --- Subscribe to our newsletter to stay connected: https://asiasociety.org/email-subscri... --- Facebook:   / asiasociety   Instagram:   / asiasociety   Twitter:   / asiasociety   LinkedIn:…

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  • What's Driving Transformation at FedEx? CEO Raj Subramaniam fills us in at the Evolve Global Summit

    November 03, 2023 · 📺 CNBCEvents

    With the holiday season around the corner, FedEx CEO Raj Subramaniam explains how this legacy company is leveraging logistics, supply chains and predictive AI to keep your packages – and the global economy – moving. Leadership in action, from transportation to ecommerce, as the world’s largest overnight delivery service recalibrates its future. Plus, what its like to walk in the footsteps of visionary founder Fred Smith and evolve the company for the future. Sign up to watch all of CNBC’s Evolve Global Summit exclusively on-demand: https://bit.ly/3QGNg1N More from the CNBC Events: https://bit.…

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  • A Digital-First FedEx | Raj Subramaniam | Vivek and Vandana Sharma India Lecture

    October 24, 2023 · 📺 D'Amore-McKim School of Business

    The Center for Emerging Markets welcomed Raj Subramaniam, President, CEO, and Director of FedEx Corporation, for a fireside chat to discuss how FedEx is making global supply chains smarter for everyone. Learn more: http://www.damore-mckim.northeastern.... Follow us on: Facebook:   / damoremckim   Instagram:   / damoremckim   LinkedIn: https://www.linkedin.com/edu/school?i... Twitter:   / nu_business  

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  • FedEx CEO Raj Subramaniam outlines company's new growth plan

    June 29, 2022 · 📺 CNBCTelevision

    FedEx CEO Raj Subramaniam sits down with CNBC's Frank Holland at FedEx's first investor meeting in a decade to break down the company's forward outlook. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi  » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. The News with Shepard Smith is CNBC’s daily news podcast providing deep, non-parti…

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  • FedEx COO on the company's commitment to carbon neutrality

    March 05, 2021 · 📺 CNBC Television

    Raj Subramaniam, COO of FedEx, speaks to CNBC's Morgan Brennan on going green, the economy and more. For access to live ...

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  • Rajesh Subramaniam, FedEx

    May 08, 2015 · 📺 Yale School of Management

    HOW WILL E-COMMERCE TRANSFORM THE SHIPPING INDUSTRY? full story: http://insights.som.yale.edu/insights... The past four decades of globalization have been a “golden era of global trade,” according to Rajesh Subramaniam, head of marketing and communications at FedEx, and have seen enormous growth for shipping companies. But the growth of online commerce poses new and complex questions for the industry.

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  • A Conversation with Rajesh Subramaniam, EVP, Global Marketing and Communications, FedEx Services

    February 24, 2015 · 📺 Center for Customer Insights at Yale SOM

    The intersection of virtual and physical networks is fundamentally reshaping the world in three ways. First, it’s increasing the pace of innovation. It’s also making it possible for businesses to quickly and seamlessly compete on a global scale. And, it’s defining new crossroads of economic power. Join us as Raj Subramaniam, EVP, Marketing and Communications at FedEx discusses these trends and how to capitalize on global change.

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The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →