Ryder System Dirección
Dirección controles de criterios 3/4
El CEO de Ryder System es John Diez , nombrado en Mar 2026, tiene una permanencia de menos de un año. compensación anual total es $4.88M, compuesta por 16.4% salario y 83.6% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.48% de las acciones de la empresa, por valor de $43.83M. La antigüedad media del equipo directivo y de la junta directiva es de 7 años y 11.8 años, respectivamente.
Información clave
John Diez
Chief Executive Officer (CEO)
US$4.9m
Compensación total
| Porcentaje del salario del CEO | 16.40% |
| Permanencia del CEO | less than a year |
| Participación del CEO | 0.5% |
| Permanencia media de la dirección | 7yrs |
| Promedio de permanencia en la Junta Directiva | 11.8yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Apr 30
R: Buybacks And 2026 Guidance Will Shape A Measured Risk Reward Profile
Analysts now put Ryder System's price target at about $259, up from roughly $227. The change reflects updated views on revenue growth, profit margins, the discount rate, and future P/E assumptions.Seeking Alpha • Apr 23
Ryder System: Strong Fundamentals Justify Its Premium Valuation
Summary Ryder System has improved business resilience via a shift to leasing and conservative depreciation, supporting higher quality earnings and a 65% stock rally over the past year. Q1 results showed $2.54 EPS on flat $3.1 billion revenue, with segment margin expansion in Fleet Management and stable used vehicle pricing insulating performance. R reaffirmed FY guidance: 3% operating revenue growth, $14.05–$14.80 EPS, and $700–$800 million in free cash flow, targeting long-term ROE in the low-20% range. I maintain a 'Hold' rating, viewing shares as fairly valued near $230; I would consider adding on a pullback closer to $200. Read the full article on Seeking AlphaActualización de narrativa • Apr 10
R: Buybacks And 2026 EPS Guidance Will Support A Balanced Outlook
Analysts have trimmed their price target on Ryder System slightly, citing updated assumptions for fair value at $226.56, a modest adjustment in the discount rate, and tweaks to revenue growth, profit margin, and future P/E expectations that together point to a more refined outlook rather than a major shift in view. What's in the News International Motors and Ryder System launched a joint autonomous truck pilot that places a factory-integrated autonomous vehicle into live freight operations on a daily 600-mile route between Laredo and Temple, Texas, for a Ryder supply chain customer (Key Developments).Actualización de narrativa • Mar 26
R: Recent Buybacks And 2026 Earnings Guidance Will Support Confidence
Analysts have slightly adjusted their price target for Ryder System to $227.22. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E, while keeping their overall valuation view essentially unchanged.Actualización de narrativa • Mar 10
R: Share Repurchases And Leadership Transition Will Support Confidence In 2026 Outlook
Analysts have maintained their $227.22 price target for Ryder System, citing only minor adjustments to assumptions for discount rate, revenue growth, profit margin and future P/E, rather than a change in their overall view of the shares. What's in the News Ryder issued earnings guidance for the first quarter of 2026, with expected GAAP EPS between $1.95 and $2.20 per share, providing an early view of management’s earnings expectations for the year ahead.Actualización de narrativa • Feb 24
R: Leadership Transition And Capital Returns Will Support Balanced Outlook Through 2027
Analysts have adjusted their price target on Ryder System from $215.44 to $227.22, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Ryder issued earnings guidance for the first quarter of 2026, expecting GAAP EPS between $1.95 and $2.20 per share.Artículo de análisis • Feb 15
Earnings Update: Here's Why Analysts Just Lifted Their Ryder System, Inc. (NYSE:R) Price Target To US$227
The yearly results for Ryder System, Inc. ( NYSE:R ) were released last week, making it a good time to revisit its...Actualización de narrativa • Feb 09
R: Leadership Succession And M&A Priorities Will Support Balanced Outlook Through 2027
Analysts now hold Ryder System's fair value estimate steady at about US$215.44, with only minor refinements to the discount rate, revenue growth, profit margin and future P/E assumptions informing the updated price target narrative. What's in the News CEO Robert E.Actualización de narrativa • Jan 23
R: Leadership Transition And M&A Expansion Will Support Measured Outlook Into 2027
Narrative Update: Ryder System Analyst Price Target Shift Analysts have adjusted their fair value estimate for Ryder System from about US$211.10 to roughly US$215.44, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News CEO Robert E.Actualización de narrativa • Jan 07
R: Leadership Transition And Buybacks Will Support Measured Outlook Into 2027
Analysts have slightly increased their price target on Ryder System, raising their fair value estimate from about $208.90 to roughly $211.10. This change reflects updated assumptions around revenue growth, profit margins and future P/E levels.Actualización de narrativa • Dec 17
R: Leadership Transition And Buybacks Will Shape Measured Upside Outlook
Narrative Update on Ryder System The analyst price target for Ryder System has been raised by approximately $7.60 to about $208.90, as analysts point to slightly stronger long term revenue growth, modestly improved profit margins, and a marginally higher forward P/E multiple to support a higher fair value estimate. What's in the News CEO Robert E.Actualización de narrativa • Dec 03
R: New Buybacks Will Support Future Upside Potential
Analysts have modestly raised their price target on Ryder System to approximately $201.33, reflecting slightly lower discount rate assumptions and a marginally higher long term profit outlook that together support a modestly richer future earnings multiple. What's in the News The Board of Directors authorized a new share repurchase program allowing Ryder to buy back up to 2,000,000 shares (about 4.95% of outstanding stock) to support capital structure flexibility and shareholder returns, effective through October 9, 2027 (company announcement).Actualización de narrativa • Nov 19
R: Share Repurchases And New Facility Will Support Future Upside
Analysts have maintained their price target for Ryder System at $201.33 per share. They state that stable growth and margin expectations continue to support current valuations.Actualización de narrativa • Nov 05
R: Share Repurchases And Expansions Will Drive Future Shareholder Returns
Analysts have lowered their price target for Ryder System from $206.56 to $201.33. This change reflects slight adjustments in projected revenue growth and updated profit margin expectations.Artículo de análisis • Oct 28
Ryder System, Inc. (NYSE:R) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
Last week, you might have seen that Ryder System, Inc. ( NYSE:R ) released its quarterly result to the market. The...Actualización de narrativa • Oct 22
Analysts Raise Ryder System Price Target as Profit Margins Improve and Expansion Continues
Analysts have raised their price target for Ryder System from $202.11 to $206.56. This reflects updated forecasts that include a slightly higher profit margin and discount rate, while revenue growth expectations and the projected future P/E ratio have been modestly adjusted.Actualización de narrativa • Oct 08
Domestic Supply Chains And Green Fleets Will Drive Future Growth
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.Actualización de narrativa • Sep 23
Domestic Supply Chains And Green Fleets Will Drive Future Growth
Ryder System’s fair value has seen only a marginal increase, as both Future P/E and revenue growth forecasts remained virtually unchanged, resulting in a modest uptick in the consensus analyst price target from $194.00 to $196.56. What's in the News Issued Q3 2025 GAAP EPS guidance of $3.30–$3.50 and full-year 2025 GAAP EPS guidance of $12.15–$12.60, with revenue expected at $12.7 billion and net earnings of $520 million.Artículo de análisis • Sep 19
Is Now The Time To Look At Buying Ryder System, Inc. (NYSE:R)?
While Ryder System, Inc. ( NYSE:R ) might not have the largest market cap around , it received a lot of attention from...Artículo de análisis • Sep 01
These 4 Measures Indicate That Ryder System (NYSE:R) Is Using Debt Extensively
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Artículo de análisis • Aug 14
Ryder System's (NYSE:R) Dividend Will Be Increased To $0.91
Ryder System, Inc. ( NYSE:R ) has announced that it will be increasing its dividend from last year's comparable payment...Artículo de análisis • Jul 27
Results: Ryder System, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Investors in Ryder System, Inc. ( NYSE:R ) had a good week, as its shares rose 7.5% to close at US$183 following the...Artículo de análisis • Jul 24
Ryder System's (NYSE:R) Dividend Will Be Increased To $0.91
Ryder System, Inc. ( NYSE:R ) has announced that it will be increasing its periodic dividend on the 19th of September...Artículo de análisis • Jun 01
Ryder System (NYSE:R) Takes On Some Risk With Its Use Of Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Mar 21
Ryder System: Attractive Despite Increased Uncertainty
Summary Ryder System has transitioned from short-term rentals to long-term contracts, providing stability and reducing volatility in economic downturns. Despite recent stock declines, Ryder's strategic repositioning and strong financial performance, including $12 EPS and $133 million in 2024 free cash flow, make it a buy. Economic uncertainty may slow new contract growth, but Ryder's stable revenue from long-term contracts and potential tax benefits offer resilience. With a 12% upside to fair value and a secure 2.3% dividend, the current pullback presents an attractive buying opportunity for long-term investors. Read the full article on Seeking AlphaSeeking Alpha • Oct 19
Why I'm Happy I Bought Ryder - 14 Months Later And Up 84% (Rating Downgrade)
Summary Ryder System has significantly outperformed, with a 115% increase in less than 24 months, but my position remained small due to diversification. Despite Ryder's strategic turnaround and strong KPIs, I now view the stock as fairly valued and recommend a "Hold" at $110/share. The company's recent M&As and improved financials are positives, but earnings volatility and high leverage temper my enthusiasm for further upside. Ryder's current valuation no longer offers significant upside; I suggest waiting for a price drop or exploring other investments. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$493m |
| Dec 31 2025 | US$5m | US$800k | US$498m |
| Sep 30 2025 | n/a | n/a | US$500m |
| Jun 30 2025 | n/a | n/a | US$503m |
| Mar 31 2025 | n/a | n/a | US$498m |
| Dec 31 2024 | US$4m | US$705k | US$486m |
| Sep 30 2024 | n/a | n/a | US$476m |
| Jun 30 2024 | n/a | n/a | US$494m |
| Mar 31 2024 | n/a | n/a | US$350m |
| Dec 31 2023 | US$4m | US$683k | US$404m |
| Sep 30 2023 | n/a | n/a | US$478m |
| Jun 30 2023 | n/a | n/a | US$565m |
| Mar 31 2023 | n/a | n/a | US$822m |
| Dec 31 2022 | US$4m | US$663k | US$858m |
| Sep 30 2022 | n/a | n/a | US$842m |
| Jun 30 2022 | n/a | n/a | US$734m |
| Mar 31 2022 | n/a | n/a | US$644m |
| Dec 31 2021 | US$4m | US$650k | US$520m |
| Sep 30 2021 | n/a | n/a | US$364m |
| Jun 30 2021 | n/a | n/a | US$271m |
| Mar 31 2021 | n/a | n/a | US$48m |
| Dec 31 2020 | US$3m | US$605k | -US$113m |
| Sep 30 2020 | n/a | n/a | -US$191m |
| Jun 30 2020 | n/a | n/a | -US$328m |
| Mar 31 2020 | n/a | n/a | -US$179m |
| Dec 31 2019 | US$3m | US$537k | -US$24m |
Compensación vs. Mercado: La compensación total de John($USD4.88M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD8.43M).
Compensación vs. Ingresos: La compensación de John ha aumentado más de un 20%, mientras que los beneficios de la empresa han caído más de un 20% en el último año.
CEO
John Diez (53 yo)
less than a year
Permanencia
US$4,879,233
Compensación
Mr. John J. Diez, C.P.A., has been the President and Chief Operating Officer of Ryder System, Inc. since January 01, 2025. He served as Executive Vice President and Chief Financial Officer at Ryder System,...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Executive Chair | 13.3yrs | US$10.18m | 1.45% $ 134.1m | |
| CEO & Director | less than a year | US$4.88m | 0.48% $ 43.8m | |
| CFO, EVP & Principal Accounting Officer | 5.8yrs | US$3.05m | 0.055% $ 5.1m | |
| President of Global Supply Chain Solutions & Dedicated Transportation Solutions | 11.2yrs | US$3.93m | 0.099% $ 9.1m | |
| President of Global Fleet Management Solutions | 5yrs | US$3.76m | 0.058% $ 5.3m | |
| Executive VP & Chief Information Officer | 8.3yrs | sin datos | 0.047% $ 4.3m | |
| Vice President of Investor Relations | 3.3yrs | sin datos | sin datos | |
| Executive VP | 22yrs | US$2.48m | 0.25% $ 22.8m | |
| Executive VP | 12.7yrs | sin datos | 0.032% $ 3.0m | |
| Senior VP | 4.3yrs | sin datos | 0.062% $ 5.7m | |
| Executive VP & Chief Human Resources Officer | 10.3yrs | sin datos | 0.16% $ 15.1m | |
| Senior Vice President of Sales & Marketing for Supply Chain Solutions | 12.3yrs | sin datos | sin datos |
7.0yrs
Permanencia media
57yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de R es experimentado (7 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Executive Chair | 13.3yrs | US$10.18m | 1.45% $ 134.1m | |
| CEO & Director | less than a year | US$4.88m | 0.48% $ 43.8m | |
| Independent Director | 3.4yrs | US$331.38k | 0% $ 0 | |
| Independent Director | 19.3yrs | US$404.70k | 0% $ 0 | |
| Independent Director | 11.8yrs | US$391.99k | 0.0062% $ 572.0k | |
| Independent Director | 8.2yrs | US$438.01k | 0.0052% $ 477.0k | |
| Independent Director | 8.2yrs | US$398.77k | 0% $ 0 | |
| Lead Independent Director | 13.8yrs | US$445.88k | 0% $ 0 | |
| Independent Director | 13.6yrs | US$360.01k | 0.084% $ 7.8m | |
| Independent Director | less than a year | sin datos | sin datos | |
| Independent Director | 15yrs | US$442.34k | 0.000030% $ 2.8k |
11.8yrs
Permanencia media
66yo
Promedio de edad
Junta con experiencia: Los miembros de la junta directiva de R son experimentados ( 11.8 años antigüedad media).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/22 02:23 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Ryder System, Inc. está cubierta por 27 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Daniel Moore | Baird |
| Brandon Oglenski | Barclays |
| Brandon Oglenski | Barclays |