# Raj Subramaniam Type: Person Source: GetYourBrief — https://getyourbrief.com/entity/raj-subramaniam Canonical HTML page: https://getyourbrief.com/entity/raj-subramaniam ## Timeline - **2026-06-27**: May PCE Price Index Released — Fed’s preferred inflation gauge; markets assess whether cooling inflation supports summer rate‑cut hopes. - **2026-06-27**: May PCE Price Index Released — Fed’s preferred inflation gauge; markets assess whether cooling inflation supports summer rate‑cut hopes. - **2026-06-25**: Micron Technology Reports Quarterly Results — Key update on AI semiconductor cycle; HBM chip demand and pricing outlook will shape sentiment on data center infrastructure spending. - **2026-06-25**: Micron Technology Reports Quarterly Results — Key update on AI semiconductor cycle; HBM chip demand and pricing outlook will shape sentiment on data center infrastructure spending. - **2026-06-24**: FedEx Reports Fiscal 2025 Q4 Earnings — First earnings release after freight business spin‑off; investors focus on profitability, network optimization, and high‑margin healthcare logistics. - **2026-06-24**: FedEx Reports Fiscal 2025 Q4 Earnings — First earnings release after freight business spin‑off; investors focus on profitability, network optimization, and high‑margin healthcare logistics. - **2026-06-01**: One FedEx Completion — Target date for the formal merger of Express, Ground, and Freight units. - **2026-03-19**: Q3 Earnings Beat — FedEx reports Q3 results and raises full-year guidance again due to cost efficiencies. - **2025-12-18**: First Guidance Raise — Strong Q2 performance leads to the first upward revision of the fiscal year. - **2025-05-31**: DRIVE Program Target — Deadline for achieving the full $4 billion in annual structural cost reductions. - **2024-06-01**: Consolidation Completion — Target date for the full integration of the U.S. domestic network under the One FedEx banner. - **2023-04-05**: DRIVE Program Launch — FedEx announces a $4 billion cost-reduction plan and network consolidation. - **2023-04-01**: One FedEx Announced — FedEx announces the consolidation of Express, Ground, and Services into a single organization. ## Recent coverage (6 stories, network-wide) ### FedEx Q4 Earnings: Logistics Giants Eye 3 Critical Market Signals This Week 2026-06-21 15:19:45 · Sector: supply · Sentiment: Neutral · Impact: 6/10 · Sources: 2 FedEx’s first post‑spin‑off earnings on June 24, Micron’s AI chip demand insights, and May PCE data create a pivotal week for supply chain leaders navigating freight restructuring and cost pressures. Full story: https://getsupplybrief.com/story/fedex-q4-earnings-supply-chain-signals ### 3 Market‑Moving Events: FedEx, Micron, PCE Data Set Up Volatile Week 2026-06-21 15:19:35 · Sector: finance · Sentiment: Neutral · Impact: 6/10 · Sources: 2 Investors face a high‑impact week as FedEx’s first post‑spin‑off earnings, Micron’s AI‑era chip update, and the Fed’s favored PCE inflation gauge converge, with potential to reshape rate‑cut bets and sector rotations. Full story: https://getfinancebrief.com/story/3-market-events-fdx-mu-pce ### FedEx Stock: Is $5.80 EPS Enough to Buy Ahead of Rate Hike Risk? 2026-06-21 00:25:23 · Sector: finance · Sentiment: Neutral · Impact: 7/10 · Sources: 2 With FedEx issuing Q4 adjusted EPS of $5.80 on June 23, investors weigh resilient B2B trends against the Fed's hawkish pivot; the stock's recent pullback raises the stakes for an early entry. Full story: https://getfinancebrief.com/story/fedex-stock-buy-earnings-rate-hike ### Stifel Nicolaus Sets $425 Target for FedEx Amid Structural Transformation 2026-03-20 18:43:39 · Sector: supply · Sentiment: Neutral · Impact: 5/10 · Sources: 2 Stifel Nicolaus has significantly raised its price target for FedEx to $425.00, signaling strong confidence in the logistics giant's 'One FedEx' consolidation and 'Network 2.0' efficiency gains. The upgrade follows a record-breaking peak season and an upward revision of fiscal 2026 earnings guidance. Full story: https://getsupplybrief.com/story/fedex-stifel-price-target-upgrade-analysis ### FedEx Lifts Outlook on Q3 Earnings Beat and Structural Cost Efficiencies 2026-03-19 22:53:43 · Sector: finance · Sentiment: Positive · Impact: 6/10 · Sources: 2 FedEx has raised its full-year earnings guidance following a robust third-quarter performance that exceeded analyst expectations. The results were driven by a combination of volume recovery, improved yields, and significant progress in the company's multi-billion dollar 'DRIVE' cost-reduction program. Full story: https://getfinancebrief.com/story/fedex-q3-earnings-guidance-raise-2026 ### FedEx Lifts Guidance Again as Structural Cost Cuts Drive Q3 Earnings Beat 2026-03-19 22:51:36 · Sector: supply · Sentiment: Positive · Impact: 6/10 · Sources: 2 FedEx has raised its full-year earnings outlook following a robust third-quarter performance characterized by volume growth and significant margin expansion. The results underscore the success of the company's DRIVE cost-reduction program and its ongoing efforts to merge its disparate operating units into a single integrated network. Full story: https://getsupplybrief.com/story/fedex-q3-earnings-guidance-raise-2026 --- This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. See https://getyourbrief.com/guides/methodology for the full editorial methodology.