Ryder System, Inc.

Report azionario NYSE:R

Capitalizzazione di mercato: US$8.8b

Ryder System Crescita futura

Criteri Future verificati 2/6

Ryder System prevede che gli utili e i ricavi cresceranno rispettivamente di 11.9% e 5.7% all'anno. Si prevede che l'EPS crescerà di 16.5% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 20.8% in 3 anni.

Informazioni chiave

11.9%

Tasso di crescita degli utili

16.53%

Tasso di crescita dell'EPS

Transportation crescita degli utili13.7%
Tasso di crescita dei ricavi5.7%
Rendimento futuro del capitale proprio20.80%
Copertura analitica

Good

Ultimo aggiornamento11 May 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • 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...
Articolo di analisi • 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...

Recent updates

Aggiornamento della narrazione • 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 Alpha
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • May 14

Is Now An Opportune Moment To Examine Ryder System, Inc. (NYSE:R)?

While Ryder System, Inc. ( NYSE:R ) might not have the largest market cap around , it saw a significant share price...
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 Alpha
Seeking 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 Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:R - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202814,801690707N/A4
12/31/202713,8366039573,2416
12/31/202613,0745418032,6376
3/31/202612,6604939412,525N/A
12/31/202512,6654989262,593N/A
9/30/202512,6805003972,401N/A
6/30/202512,6775035082,589N/A
3/31/202512,6694983682,389N/A
12/31/202412,6364861132,264N/A
9/30/202412,4704761102,218N/A
6/30/202412,226494-212,210N/A
3/31/202411,929350-1682,401N/A
12/31/202311,783404-1172,353N/A
9/30/202311,848478422,366N/A
6/30/202311,9595653152,428N/A
3/31/202312,1098228092,322N/A
12/31/202212,0118588612,310N/A
9/30/202211,5238421,0002,277N/A
6/30/202210,9477349352,148N/A
3/31/202210,2956448492,176N/A
12/31/20219,6635209832,176N/A
9/30/20219,2763641,1402,170N/A
6/30/20218,9672711,5232,214N/A
3/31/20218,480481,7042,208N/A
12/31/20208,420-1131,5732,180N/A
9/30/20208,484-1911,0962,251N/A
6/30/20208,557-3284372,197N/A
3/31/20208,907-179-5782,096N/A
12/31/20198,926-24N/A2,143N/A
9/30/20198,909141N/A2,029N/A
6/30/20198,845324N/A1,897N/A
3/31/20198,690294N/A1,865N/A
12/31/20188,414286N/A1,716N/A
9/30/20188,085815N/A1,657N/A
6/30/20187,766783N/A1,679N/A
3/31/20187,464788N/A1,552N/A
12/31/20177,280718N/A1,627N/A
9/30/20177,095198N/A1,580N/A
6/30/20176,979224N/A1,568N/A
3/31/20176,894246N/A1,562N/A
12/31/20166,758264N/A1,599N/A
9/30/20166,731290N/A1,555N/A
6/30/20166,675296N/A1,546N/A
3/31/20166,634308N/A1,525N/A
12/31/20156,572305N/A1,441N/A
9/30/20156,555241N/A1,472N/A
6/30/20156,574234N/A1,497N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di R ( 11.9% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di R ( 11.9% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di R cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di R ( 5.7% all'anno) crescerà più lentamente rispetto al mercato US ( 11.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di R ( 5.7% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di R sarà elevato tra 3 anni ( 20.8 %)

Scoprire le aziende in crescita

7D

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/13 02:44
Prezzo dell'azione a fine giornata2026/05/13 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Ryder System, Inc. è coperta da 27 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Daniel MooreBaird
Brandon OglenskiBarclays
Brandon OglenskiBarclays