Jim Cramer publicly commended FedEx CEO Raj Subramaniam, citing strong operational execution and strategic foresight. The endorsement follows recent improvements in delivery performance and cost efficiency at the logistics giant.
- FedEx CEO Raj Subramaniam received public praise from Jim Cramer for leadership and execution.
- Q3 2025 adjusted EPS of $6.52 exceeded estimates by $0.38.
- 14% reduction in fuel costs and 9% improvement in on-time delivery rates were cited.
- Revenue per package grew 7% year-over-year due to network optimization.
- FDX stock rose 2.3% following the commentary.
- Cramer’s endorsement highlights strategic management in a volatile logistics sector.
Jim Cramer, prominent financial commentator, praised FedEx CEO Raj Subramaniam during a recent segment, highlighting the executive's leadership during a period of industry-wide challenges. Cramer pointed to FedEx’s Q3 2025 earnings as evidence of resilience, noting the company reported adjusted EPS of $6.52, surpassing analyst expectations by $0.38. This performance comes amid a broader shift in the logistics sector, where delivery reliability and cost control have become key differentiators. Cramer emphasized Subramaniam’s strategic pivot toward optimizing the company’s network, including a 14% reduction in fuel costs and a 9% improvement in on-time delivery rates over the past year. These metrics, he argued, underscore a disciplined management approach that sets FedEx apart from peers. The CEO’s focus on automation and route intelligence has contributed to a 7% year-over-year increase in revenue per package, a critical indicator of operational efficiency. The endorsement coincided with a 2.3% rise in FedEx’s stock (FDX) the following trading session, reflecting investor sentiment shift. Analysts noted that Cramer’s influence continues to drive retail investor interest in blue-chip logistics names, particularly those demonstrating consistent margins and innovation. The logistics sector, already under pressure from e-commerce volatility and labor constraints, now sees renewed confidence in companies with strong leadership and structured cost discipline. While no new financial guidance or capital allocation plans were announced, the narrative around FedEx’s management credibility has gained momentum. Cramer’s remarks also drew attention to the broader implication for corporate governance in transportation and supply chain management, where long-term strategy often outweighs short-term fluctuations.