Update shared on08 Oct 2025
Fair value Increased 2.83%Analysts have raised their price target for Ryder System by $5.56 to $202.11 per share. They cited modest improvements in discount rate assumptions while noting slightly reduced projections for revenue growth and profit margins.
What's in the News
- Opened a new 7,000-square-foot full-service commercial truck rental and maintenance facility in Lebanon, Tennessee. This expansion enhances the company's presence in a rapidly growing Southeast logistics hub (Key Developments).
- Completed sizable share repurchases, buying back a total of 1,664,499 shares for $227.53 million since October 2023 as part of ongoing buyback programs (Key Developments).
- Issued updated earnings guidance for Q3 and full year 2025, expecting total revenue of $12.7 billion and GAAP earnings per share between $12.15 and $12.60 (Key Developments).
- Increased the regular quarterly cash dividend by 12% to $0.91 per share, effective September 2025 (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly, increasing from $196.56 to $202.11 per share.
- Discount Rate has fallen marginally, adjusting from 10.76% to 10.75%.
- Revenue Growth Forecast has declined, moving from 4.47% to 4.17%.
- Net Profit Margin expectation has decreased slightly, shifting from 4.55% to 4.48%.
- Future P/E Ratio has increased, going from 14.62x to 15.39x.
Disclaimer
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