View ValuationRyder System 将来の成長Future 基準チェック /26Ryder System利益と収益がそれぞれ年間11.9%と5.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に20.8% 16.5%なると予測されています。主要情報11.9%収益成長率16.53%EPS成長率Transportation 収益成長10.5%収益成長率5.7%将来の株主資本利益率20.80%アナリストカバレッジGood最終更新日11 May 2026今後の成長に関する最新情報お知らせ • Apr 23+ 2 more updatesRyder System, Inc. Raises Earnings Guidance for the Full Year Ended December 31, 2026Ryder System, Inc. raised earnings guidance for the full year ended December 31, 2026. For the full year, the company raised EPS forecast range to reflect stronger than expected first-quarter performance and expectations for modest improvement in used vehicle market conditions, company expected Total Revenue of $13,100 million, Growth of 3%, GAAP EPS in the range of $13.15 to $13.90.お知らせ • Feb 11Ryder System, Inc. Provides Earnings Guidance for the First Quarter and Full Year Ending December 31, 2026Ryder System, Inc. provided earnings guidance for the first quarter and full year ending December 31, 2026. For the first quarter, the company expected GAAP EPS in the range of $1.95 per share to $2.20 per share. For the full year, the company expected Total Revenue Growth of 1%, GAAP EPS in the range of $12.80 per share to $13.80 per share. Operating revenue growth is expected of 3%.お知らせ • Oct 23Ryder System, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year Ended December 31, 2025Ryder System, Inc. provided earnings guidance for the fourth quarter and full year ended December 31, 2025. For the quarter, the company expected GAAP EPS in the range of $3.30 per share to $3.50 per share. For the full year, the company expected Total Revenue Growth of 1%, GAAP EPS in the range of $12.10 per share to $12.30 per share. Total revenue of $12,700 million; Net earnings of $510 million.お知らせ • Jul 24Ryder System, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2025Ryder System, Inc. provided earnings guidance for the third quarter and full Year of 2025. For the third quarter, the company expected GAAP EPS to be $3.30 - $3.50 The company continues to expect earnings growth in 2025 reflecting ongoing execution on initiatives and the strength of contractual businesses. Total Revenue Growth to be 1%. GAAP EPS to be $12.15 - $12.60.お知らせ • Feb 13Ryder System, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2025Ryder System, Inc. provided earnings guidance for the first quarter and full year 2025. For the first quarter, company expected GAAP EPS to be in range of $2.15 - $2.40, For the full year, company expected Total Revenue Growth of 2%, GAAP EPS to be in range of $12.40 to $13.40.お知らせ • Oct 26Ryder System, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year Ending December 31, 2024Ryder System, Inc. provided earnings guidance for the fourth quarter and full year ending December 31, 2024. For the quarter, the company expects GAAP EPS to be $3.13 to $3.33. For the year, the company expects Total Revenue Growth of ~7%. FY24 GAAP EPS to be $11.10 - $11.30. Total revenue to be $12,600 million. Net earnings to be $495 million.すべての更新を表示Recent updatesお知らせ • May 02Ryder System, Inc. Declares Quarterly Cash Dividend, Payable on June 19, 2026The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.91 per share of common stock to be paid on June 19, 2026 to shareholders of record on May 18, 2026.お知らせ • Apr 23+ 2 more updatesRyder System, Inc. Raises Earnings Guidance for the Full Year Ended December 31, 2026Ryder System, Inc. raised earnings guidance for the full year ended December 31, 2026. For the full year, the company raised EPS forecast range to reflect stronger than expected first-quarter performance and expectations for modest improvement in used vehicle market conditions, company expected Total Revenue of $13,100 million, Growth of 3%, GAAP EPS in the range of $13.15 to $13.90.お知らせ • Apr 01International Motors and Ryder System Launch Level 4 Autonomous Fleet TrialInternational Motors, LLC announced the launch of a joint autonomous truck pilot with Ryder System, Inc. that places a factory-integrated autonomous vehicle into a live freight operation. Ryder is International's inaugural customer participating in the truck manufacturer's previously announced autonomous fleet trial program. As part of the pilot, Ryder is operating a daily 600-mile route along the I-35 corridor between Ryder locations in Laredo and Temple, Texas. Designed to demonstrate that autonomous technology can be seamlessly integrated into existing customer operations, an International autonomous truck runs a dedicated transportation route for a Ryder supply chain customer, allowing both Ryder and International to evaluate performance, reliability, and operational requirements under real-world conditions. As part of the trial, International has deployed its second-generation autonomous tractor, equipped with a comprehensive suite of factory-installed sensors – including lidar, radar, and cameras – on an International LT Series truck, powered by the S13 Integrated Powertrain and running the latest generation AI-based SuperDrive autonomous driving software from PlusAI. Achieving advancements in AV deployment depends on collaborations among industry experts like International, Ryder, and PlusAI to collect operational data on uptime, serviceability, and terminal processes, evaluate logistics, operations, and support considerations for AVs, and explore point-to-point transportation concepts through digitally enabled and software-defined vehicle solutions.お知らせ • Mar 12Ryder System, Inc., Annual General Meeting, May 01, 2026Ryder System, Inc., Annual General Meeting, May 01, 2026. Location: the breakers palm beach, one south county road, palm beach, florida 33480, United Statesお知らせ • Feb 11Ryder System, Inc. Provides Earnings Guidance for the First Quarter and Full Year Ending December 31, 2026Ryder System, Inc. provided earnings guidance for the first quarter and full year ending December 31, 2026. For the first quarter, the company expected GAAP EPS in the range of $1.95 per share to $2.20 per share. For the full year, the company expected Total Revenue Growth of 1%, GAAP EPS in the range of $12.80 per share to $13.80 per share. Operating revenue growth is expected of 3%.お知らせ • Feb 07Ryder System, Inc. Declares Quarterly Cash Dividend, Payable on March 20, 2026The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.91 per share of common stock to be paid on March 20, 2026 to shareholders of record on February 17, 2026.お知らせ • Jan 24Ryder System, Inc. Announces Retirement of E. Follin Smith as Director, Effective February 13, 2026Ryder System, Inc. On January 23, 2026, Ms. E. Follin Smith informed the Board of Directors of Ryder System, Inc. of her decision to retire on February 13, 2026. Ms. Smith's retirement is part of the ongoing director succession planning efforts of the Board and its Corporate Governance and Nominating Committee, and consistent with the Board's overarching goal of maintaining a well-rounded Board that balances the institutional knowledge of tenured directors with the fresh perspectives of new members.お知らせ • Jan 06Ryder System, Inc. (NYSE:R) acquired Truck Service Depot LLC.Ryder System, Inc. (NYSE:R) acquired Truck Service Depot LLC on January 5, 2026. Ryder System, Inc. (NYSE:R) completed the acquisition of Truck Service Depot LLC on January 5, 2026.お知らせ • Dec 19Ryder System, Inc. Announces Board and Committee ChangesOn December 18, 2025, Ms. Abbie Smith informed the Board of Directors of Ryder System, Inc. of her decision to retire and not to stand for reelection at the Company’s 2026 Annual Meeting of Shareholders. Ms. Smith’s retirement is not due to any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices. In addition, on December 18, 2025, the Board appointed Ms. Tammy Romo, 63, as a director to the Board, effective as of January 5, 2026. The Board determined that Ms. Romo qualified as independent under their independence standards set forth in the New York Stock Exchange corporate governance listing standards. Ms. Romo will serve as a director until the Annual Meeting, at which time she is expected to stand for election by the Company’s shareholders. Ms. Romo will serve as a member of both the Audit and Finance Committees. Before retiring as executive vice president and chief financial officer of Southwest Airlines on April 1, 2025, Romo oversaw all corporate financial functions for more than a decade. Over her 30-year-tenure at Southwest Airlines, Romo was well-regarded as a strategic and results-oriented CFO and governance leader, driving transformation and delivering value for the Fortune 156 transportation company. Romo’s board experience as an independent director of Tenet Healthcare Corporation (NYSE: THC) since 2015 further underscores her governance expertise.お知らせ • Dec 12+ 1 more updateRyder System, Inc. Announces Board Changes, Effective March 31, 2026Ryder System, Inc. announced that John J. Diez, currently the President and Chief Operating Officer, was elected to the company’s board of directors, effective March 31, 2026. Robert E. Sanchez, the current Chairman, will retire on March 31, 2026, and will assume the role of executive chair of the company’s board of directors to ensure a smooth transition. Diez has served as president and chief operating officer since January 1, 2025, contributing to the company's strategic direction and operational management. Previously, he served as executive vice president and chief financial officer. During his tenure with Ryder, Diez was also president of Ryder’s fleet management business, leading all areas of fleet operations and maintenance, as well as president of the company’s dedicated transportation business unit where he led strong revenue growth and improved business returns.お知らせ • Oct 23Ryder System, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year Ended December 31, 2025Ryder System, Inc. provided earnings guidance for the fourth quarter and full year ended December 31, 2025. For the quarter, the company expected GAAP EPS in the range of $3.30 per share to $3.50 per share. For the full year, the company expected Total Revenue Growth of 1%, GAAP EPS in the range of $12.10 per share to $12.30 per share. Total revenue of $12,700 million; Net earnings of $510 million.お知らせ • Oct 10Ryder System, Inc. Declares Quarterly Cash Dividend, Payable on December 19, 2025The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.91 per share of common stock to be paid on December 19, 2025 to shareholders of record on November 17, 2025.お知らせ • Aug 23+ 1 more updateRyder System, Inc. to Report Q4, 2025 Results on Feb 11, 2026Ryder System, Inc. announced that they will report Q4, 2025 results on Feb 11, 2026お知らせ • Aug 13+ 2 more updatesRyder System, Inc. to Report Q2, 2026 Results on Jul 23, 2026Ryder System, Inc. announced that they will report Q2, 2026 results at 11:00 AM, US Eastern Standard Time on Jul 23, 2026お知らせ • Jul 24Ryder System, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2025Ryder System, Inc. provided earnings guidance for the third quarter and full Year of 2025. For the third quarter, the company expected GAAP EPS to be $3.30 - $3.50 The company continues to expect earnings growth in 2025 reflecting ongoing execution on initiatives and the strength of contractual businesses. Total Revenue Growth to be 1%. GAAP EPS to be $12.15 - $12.60.お知らせ • Jul 11Ryder Increases Quarterly Cash Dividend, Payable on September 19, 2025The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.91 per share of common stock to be paid on September 19, 2025 to shareholders of record on August 18, 2025. This dividend reflects a 12% or $0.10 increase from the $0.81 cash dividend that Ryder had been paying quarterly since July 2024.お知らせ • May 04Ryder System, Inc. Declares Quarterly Cash Dividend, Payable on June 20, 2025The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.81 per share of common stock to be paid on June 20, 2025, to shareholders of record on May 19, 2025.お知らせ • Mar 13Ryder System, Inc., Annual General Meeting, May 02, 2025Ryder System, Inc., Annual General Meeting, May 02, 2025. Location: hotel colonnade coral gables, 180 aragon avenue, coral gables, florida 33134, United Statesお知らせ • Feb 13Ryder System, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2025Ryder System, Inc. provided earnings guidance for the first quarter and full year 2025. For the first quarter, company expected GAAP EPS to be in range of $2.15 - $2.40, For the full year, company expected Total Revenue Growth of 2%, GAAP EPS to be in range of $12.40 to $13.40.お知らせ • Feb 08Ryder System, Inc. Declares Quarterly Cash Dividend, Payable on March 21, 2025The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.81 per share of common stock to be paid on March 21, 2025, to shareholders of record on February 18, 2025.お知らせ • Dec 17+ 1 more updateRyder System, Inc. Announces Executive Changes, Effective January 1, 2025Ryder System, Inc. announced the appointment of John J. Diez to president and chief operating officer (COO), effective January 1, 2025. In this new role, Mr. Diez will continue to report to Ryder Chairman and Chief Executive Officer Robert E. Sanchez with responsibility for the general management of all business operations of Ryder’s three business segments. In addition, Cristina Gallo-Aquino, most recently senior vice president, controller, and principal accounting officer since August 2020, has been promoted to succeed Mr. Diez as executive vice president, effective January 1, 2025. In this role, Ms. Gallo-Aquino will oversee all of Ryder’s financial management functions, including finance and accounting, treasury, tax, audit, investor relations, and continue to serve as principal accounting officer. During his 22-year tenure at Ryder, Mr. Diez has held a variety of senior business and financial management roles with increasing responsibility. Prior to his current role serving as the company’s executive vice president and chief financial officer since May 2021, he was president of Ryder’s FMS business, leading all areas of global fleet operations, as well as president of the company’s DTS business unit where he led strong revenue growth and improved business returns. Ms. Gallo-Aquino joined Ryder in 2004 and has extensive financial and accounting experience. Prior to her current role, she served as vice president and chief financial officer for the company’s FMS business unit and vice president and corporate controller.Upcoming Dividend • Nov 12Upcoming dividend of US$0.81 per shareEligible shareholders must have bought the stock before 18 November 2024. Payment date: 20 December 2024. Payout ratio is a comfortable 27% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.4%).Recent Insider Transactions • Nov 12Insider recently sold €587k worth of stockOn the 6th of November, Thomas Havens sold around 4k shares on-market at roughly €147 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.9m more than they bought in the last 12 months.お知らせ • Oct 26Ryder System, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year Ending December 31, 2024Ryder System, Inc. provided earnings guidance for the fourth quarter and full year ending December 31, 2024. For the quarter, the company expects GAAP EPS to be $3.13 to $3.33. For the year, the company expects Total Revenue Growth of ~7%. FY24 GAAP EPS to be $11.10 - $11.30. Total revenue to be $12,600 million. Net earnings to be $495 million.Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: US$3.26 (vs US$3.53 in 3Q 2023)Third quarter 2024 results: EPS: US$3.26 (down from US$3.53 in 3Q 2023). Revenue: US$3.17b (up 8.3% from 3Q 2023). Net income: US$143.0m (down 10% from 3Q 2023). Profit margin: 4.5% (down from 5.4% in 3Q 2023). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Declared Dividend • Oct 14Second quarter dividend of US$0.81 announcedShareholders will receive a dividend of US$0.81. Ex-date: 18th November 2024 Payment date: 20th December 2024 Dividend yield will be 2.1%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 10Ryder System, Inc. Declares Quarterly Cash Dividend, Payable on December 20, 2024The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.81 per share of common stock to be paid on December 20, 2024 to shareholders of record on November 18, 2024.お知らせ • Aug 24+ 2 more updatesRyder System, Inc. to Report Q3, 2025 Results on Oct 23, 2025Ryder System, Inc. announced that they will report Q3, 2025 results on Oct 23, 2025Upcoming Dividend • Aug 12Upcoming dividend of US$0.81 per shareEligible shareholders must have bought the stock before 19 August 2024. Payment date: 20 September 2024. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.0%).Board Change • Jul 28Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 8 highly experienced directors. Independent Director Chuck Swoboda was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 26Ryder System, Inc. Provides Earnings Guidance for the Third Quarter and Full Year ended December 31, 2024Ryder System, Inc. provided earnings guidance for the third quarter and full year ended December 31, 2024. For the full year, the company’s GAAP EPS to be in the range of $11.15 - $11.65, Total revenue is expected to be $12,700 million, Operating revenue is expected to be $10,300 million, Net earnings is expected to be $500 million. Total Revenue Growth to be approximately 8%. For the third quarter, the company expected GAAP EPS to be in the range of $3.12 - $3.32.お知らせ • Jul 24Levi & Korsinsky Announces Settlement in the Pending Class Action Lawsuit Against Ryder System, IncLevi & Korsinsky informed shareholders that a settlement has been reached in the pending class action lawsuit against Ryder System, Inc. provided for a fund of $45,000,000 to benefit class members. For the purposes of the settlement, the class is defined as: all persons or entities who purchased or otherwise acquired publicly traded Ryder common stock during the period from July 23, 2015 through February 13, 2020, inclusive (the ‘Class Period’), and were damaged thereby. If you are a class member as defined above, may be entitled to a pro-rata share of the settlement fund. In order to receive a share of the settlement, must file a claim form by September 11, 2024.お知らせ • Jul 12Ryder System, Inc. Increases Quarterly Cash Dividend, Payable on September 20, 2024The Board of Directors of Ryder System, Inc. (NYSE: R), a leader in supply chain, dedicated transportation, and fleet management solutions, declared a regular quarterly cash dividend of $0.81 per share of common stock to be paid on September 20, 2024 to shareholders of record on August 19, 2024. This dividend reflects an increase of $0.10 from the $0.71 cash dividend that Ryder had been paying quarterly since July 2023.お知らせ • May 06Ryder System, Inc. Declares Quarterly Cash Dividend, Payable on June 21, 2024The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.71 per share of common stock to be paid on June 21, 2024 to shareholders of record on May 20, 2024.お知らせ • Apr 23Ryder System, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2024Ryder System, Inc. provided earnings guidance for the second quarter and full year of 2024. For the quarter, the company expects GAAP EPS to be between $2.58 - $2.78. For the full year, the company expects total revenue growth to be approximately 10%. GAAP EPS to be between $10.95 - $11.70.お知らせ • Apr 11Ryder System, Inc., Annual General Meeting, May 03, 2024Ryder System, Inc., Annual General Meeting, May 03, 2024. Location: Hotel Colonnade Coral Gables, 180 Aragon Avenue, Coral Gables, Florida Coral Gables Florida United States Agenda: To consider election of director nominees; to consider shareholder proposal regarding managing climate risk through science based targets and transitioning planning; and to consider other business matters.お知らせ • Feb 16Ryder System, Inc. Provides Unaudited Earnings Guidance for the First Quarter and Full Year of 2024Ryder System, Inc. provided unaudited earnings guidance for the first quarter and full year of 2024. For the quarter, the company expects GAAP EPS from continuing operations to be between $1.28 to $1.53. For the full year, the company expects total revenue growth to be approximately 13%. Total revenue to be $13,300 million. Net earnings to be $500 million. GAAP EPS from continuing operations to be between $10.70 to $11.70.お知らせ • Feb 10Ryder System, Inc. Declares Quarterly Cash Dividend, Payable on March 15, 2024The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.71 per share of common stock to be paid on March 15, 2024 to shareholders of record on February 20, 2024.お知らせ • Feb 02Ryder System, Inc. (NYSE:R) acquired Cardinal Logistics Management Corporation from H.I.G. Capital, LLC.Ryder System, Inc. (NYSE:R) acquired Cardinal Logistics Management Corporation from H.I.G. Capital, LLC on February 1, 2024. Tom Hostetler and Vin McLoughlin will join Ryder. The transaction is expected to be accretive in 2025 after achieving synergies and completing integration efforts. William Blair & Company acted as financial advisor to Cardinal, and McDermott Will & Emery LLP acted as legal counsel in connection with the transaction. Greenberg Traurig LLP acted as Ryder’s legal counsel for the transaction.Ryder System, Inc. (NYSE:R) completed the acquisition of Cardinal Logistics Management Corporation from H.I.G. Capital, LLC on February 1, 2024.お知らせ • Oct 26Ryder System, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2023Ryder System, Inc. provided earnings guidance for the fourth quarter and full year 2023. For the full year, total revenue growth to be 2%. GAAP EPS (includes $3.96 cumulative currency translation charge for FMS UK exit) to be in the range of $8.44 to $8.69. Net earnings of $400 million. Total revenue of $11,800 million.For the quarter, the company expected GAAP EPS to be in the range of $2.45 to $2.70.お知らせ • Oct 24Ryder System, Inc. (NYSE:R) entered into a definitive agreement to acquire Impact Fulfillment Services, Inc.Ryder System, Inc. (NYSE:R) entered into a definitive agreement to acquire Impact Fulfillment Services, Inc. in the third quarter 2023. As part of the transaction, Ryder will acquire 15 operations across Florida, Georgia, Illinois, North Carolina, Ohio, Pennsylvania, Texas, Utah, and California. Ryder plans to retain IFS’ workforce of approximately 1,000 full-time employees. President of IFS Rob LeBaron will join Ryder as Vice President of Contract Manufacturing and Packaging. The transaction is expected to add approximately $250 million in annual total revenue to Ryder’s supply chain solutions business segment and be accretive to shareholders and expected to complete in early November 2023, subject to satisfaction of antitrust approvals and customary closing conditions. Blank Rome LLP is acting as Ryder’s legal counsel for the transaction. Wofford Advisors LLC and Paul Hastings LLP are representing IFS.お知らせ • Oct 13Ryder System, Inc. Declares Regular Quarterly Cash Dividend, Payable on December 15, 2023The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.71 per share of common stock to be paid on December 15, 2023 to shareholders of record on November 20, 2023. This is Ryder’s 189th consecutive quarterly cash dividend – marking more than 47 years of uninterrupted dividend payments.お知らせ • Oct 05+ 3 more updatesRyder System, Inc. to Report Q4, 2024 Results on Feb 12, 2025Ryder System, Inc. announced that they will report Q4, 2024 results on Feb 12, 2025お知らせ • Jul 27+ 1 more updateRyder System, Inc. Raises Earnings Guidance for the Full Year 2023Ryder System, Inc. raised earnings guidance for the full year 2023. For the year, the company comparable EPS forecast range to $12.20 to $12.70, up from the prior range of $11.30 to $12.05. GAAP EPS forecast includes approximately $3.96 from the cumulative currency translation that was recorded in this quarter.お知らせ • Jul 13+ 1 more updateRyder System, Inc. Increases Quarterly Cash Dividend, Payable on September 15, 2023The Board of Directors of Ryder System, Inc. has declared a regular quarterly cash dividend of $0.71 per share of common stock to be paid on September 15, 2023 to shareholders of record on August 21, 2023. This dividend reflects an increase of $0.09 from the $0.62 cash dividend that Ryder had been paying quarterly since July 2022.お知らせ • May 06Ryder System, Inc. Declares Quarterly Cash Dividend, Payable on June 16, 2023The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.62 per share of common stock to be paid on June 16, 2023 to shareholders of record on May 22, 2023.お知らせ • Feb 16Ryder System, Inc. Provides Earnings Guidance for the First Quarter of 2023 and Full Year Ended December 31, 2023Ryder System, Inc. provided earnings guidance for the first quarter of 2023 and full year ended December 31, 2023. For the quarter, the company expected EPS of $2.50 - $2.75. For the year, the company expected total revenue growth of 2% and GAAP EPS of $6.44 - $7.44.お知らせ • Feb 11Ryder System, Inc. Declares Quarterly Cash Dividend, Payable on March 17, 2023The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.62 per share of common stock to be paid on March 17, 2023 to shareholders of record on February 21, 2023.お知らせ • Dec 14Ryder System, Inc. to Showcase Expanded E-Commerce Solution with Immersive Digital Experience at CES® 2023Ryder System, Inc. will exhibit at CES® 2023 to showcase its recently expanded e-commerce and omnichannel fulfillment solution. An immersive digital experience will take show attendees along for the journey of an e-commerce order, as it makes its way from the initial online purchase, to inside the warehouse where an autonomous robot picks product, and ultimately, out to its final destination. For anyone interested in taking part in the immersive experience or speaking with Ryder experts, the company’s exhibit will be located at CP-10 in the Las Vegas Convention Center’s Central Plaza (next to Google’s exhibit). Consistent with Ryder’s strategy to drive growth by bringing new technology-driven solutions to market, thecompany recently announced the acquisition of Dotcom Distribution, a provider of omnichannel fulfillment and distribution services for high-growth retail and e-commerce brands specializing in health, beauty and cosmetics, and fashion and apparel. And earlier in the year, Ryder announced the acquisition of Whiplash, which had established itself as a leading national provider of scalable solutions to more than 250 e-commerce brands andomnichannel retailers, backed by a proven e-commerce technology and operating platform.お知らせ • Dec 13Ryder System, Inc. Elects Charles M. Swoboda to Its Board of DirectorsThe board of directors of Ryder System, Inc. announced the appointment of Charles M. “Chuck” Swoboda to its board, effective December 12, 2022. Mr. Swoboda will serve as a member of the audit and governance committees. Mr. Swoboda most recently served as chairman, president, and chief executive officer of Cree, Inc. (now known as Wolfspeed, Inc.), a global leader in silicon carbide technology and production. Over his 16-year tenure as CEO (2001-2017), he led the company from $177 million in revenues to more than $1.6 billion. During this time, Cree transformed from a start-up into a global market leader with more than 6,000 employees. Under Mr. Swoboda’s leadership, the company was recognized as MIT Technology Review’s “50 Smartest Companies” for 2014 and as one of Fast Company’s “World’s 50 Most Innovative Companies” in 2015. After retiring in 2017, Mr. Swoboda joined the board of Anixter International in May 2019, serving on its compensation committee and nominating and governance committee. He served on this board until the company was sold to WESCO International (NYSE: WCC) in 2020. The Ryder board is also increasing the size of the board to twelve members to accommodate the appointment.お知らせ • Dec 08Ryder System, Inc. Names New Head of Investor RelationsRyder System, Inc. announced Bob Brunn, senior vice president of investor relations, corporate strategy, and new product strategy, will retire on December 31, 2022. Mr. Brunn has had a 35-year career with Ryder and led its Investor Relations (IR) function for the past eighteen years. Calene Candela, a 30-year Ryder veteran, will lead Ryder’s IR team as vice president of investor relations, effective January 1, 2023. Reporting to Ryder Chief Financial Officer John Diez, Ms. Candela who most recently served as group director of investor relations, will continue to work closely with Ryder’s financial management functions including finance, accounting, treasury, tax, audit, and corporate strategy in her new role. Ms. Candela joined Ryder in June 1992 as a senior financial analyst and has held a variety of financial management roles with increasing responsibility, including assistant treasurer. She holds a Bachelor of Science in Finance from the University of Florida and an MBA in Finance from Duke University.お知らせ • Nov 03Ryder System, Inc. (NYSE:R) acquired Dotcom Distribution, Inc.Ryder System, Inc. (NYSE:R) acquired Dotcom Distribution, Inc on November 2, 2022. Founder and Chief Executive Officer Maria Haggerty of Dotcom Distribution and approximately 100 full-time employees, will join Ryder. Wofford Advisors LLC acted as a strategic advisor and Gunster acted as legal counsel for Ryder. G2 Capital Advisors acted as the exclusive financial advisor and Stradley Ronon served as legal counsel to Dotcom Distribution. Ryder System, Inc. (NYSE:R) completed the acquisition of Dotcom Distribution, Inc on November 2, 2022.お知らせ • Oct 28Ryder System, Inc. Raises Full Year Guidance for 2022Ryder System, Inc. raised full year guidance for 2022. For the year the company is raising full year comparable EPS forecast to $15.65 to $15.85, up from the prior forecast of $14.30 to $14.80 and above the prior year of $9.58.お知らせ • Oct 27+ 4 more updatesRyder System, Inc. to Report Q3, 2023 Results on Oct 25, 2023Ryder System, Inc. announced that they will report Q3, 2023 results at 11:00 AM, US Eastern Standard Time on Oct 25, 2023お知らせ • Oct 14Ryder System, Inc. Declares Quarterly Cash Dividend, Payable on December 16, 2022The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.62 per share of common stock to be paid on December 16, 2022 to shareholders of record on November 21, 2022.お知らせ • Sep 28Apollo Global Reportedly Explores Takeover of Ryder SystemApollo Global Management, Inc. (NYSE:APO) is exploring a takeover of Ryder System, Inc. (NYSE:R), a transportation and logistics company, according to people with knowledge of the matter. The stock rose as much as 19%. Terms of a transaction couldn’t immediately be learned, but any deal would value Ryder at a premium to the $3.4 billion market value ascribed to the company before Bloomberg News reported on a potential deal, said the people, who asked to not be identified because the matter isn’t public.お知らせ • Sep 02Ryder System, Inc. (NYSE:R) acquired an unknown stake in Baton Trucking, Inc.Ryder System, Inc. (NYSE:R) acquired an unknown stake in Baton Trucking, Inc. on August 31, 2022. Baton’s cofounders Andrew Berberick and Nate Robert join Ryder as co-chief product and technology officers for the supply chain and dedicated transportation businesses and remain based in Silicon Valley. Ryder System, Inc. (NYSE:R) completed the acquisition of an unknown stake in Baton Trucking, Inc. on August 31, 2022.お知らせ • Jul 28+ 2 more updatesRyder System to Seek M&ARyder System, Inc. (NYSE:R) will seek M&A. Robert Sanchez Chairman and Chief Executive Officer said during the Second Quarter 2022 Earnings Release Conference Call, "We expect to continue pursuing strategic M&A opportunities with a focus on adding new capabilities, geographies and industry verticals. These opportunities are an important way to accelerate growth especially in Supply Chain and Dedicated, and we have a strong track record of success in this area".お知らせ • Jul 15Ryder System, Inc. Declares Regular Quarterly Cash Dividend, Payable on September 16, 2022The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.62 per share of common stock to be paid on September 16, 2022 to shareholders of record on August 22, 2022. This dividend reflects an increase of $0.04 from the $0.58 cash dividend that Ryder had been paying since July 2021.Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to €79.00, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Transportation industry in Europe. Total returns to shareholders of 76% over the past three years.お知らせ • May 15HG Vora Special Opportunities Master Fund, Ltd., managed by HG Vora Capital Management, LLC agreed to acquire remaining 90.124506% stake in Ryder System, Inc. (NYSE:R) for $4 billion.HG Vora Special Opportunities Master Fund, Ltd., managed by HG Vora Capital Management, LLC agreed to acquire remaining 90.124506% stake in Ryder System, Inc. (NYSE:R) for $4 billion on May 13, 2022. The proposed acquisition is subject to, among other things, the Reporting Person’s satisfaction with the results of due diligence regarding the financial outlook of the Fleet Management Solutions, Supply Chain Solutions and Dedicated Transportation Solutions businesses, as well as the evaluation of relevant commercial, legal, accounting and tax matters. The proposed acquisition is also subject to definitive agreement. Wachtell, Lipton, Rosen & Katz LLP acted as legal advisor and Morgan Stanley & Co. acted as financial advisor for Ryder.Recent Insider Transactions • May 08Executive VP recently sold €509k worth of stockOn the 5th of May, Karen Jones sold around 7k shares on-market at roughly €70.09 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.6m more than they bought in the last 12 months.お知らせ • May 08Ryder System, Inc. Declares Regular Quarterly Cash Dividend, Payable on June 17, 2022The board of directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.58 per share of common stock to be paid on June 17, 2022 to shareholders of record on May 23, 2022.Reported Earnings • Apr 28First quarter 2022 earnings released: EPS: US$3.35 (vs US$0.98 in 1Q 2021)First quarter 2022 results: EPS: US$3.35 (up from US$0.98 in 1Q 2021). Revenue: US$2.85b (up 28% from 1Q 2021). Net income: US$175.8m (up 242% from 1Q 2021). Profit margin: 6.2% (up from 2.3% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 10.0%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 28+ 1 more updateRyder System, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year 2022Ryder System, Inc. revised consolidated earnings guidance for the fiscal year 2022. For the year, the company increases GAAP EPS forecast to $12.83 - $13.83 from $10.40 - $11.40. The company expects total revenue growth of approximately 17%.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. Independent Director Dave Nord was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €59.50, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Transportation industry in Europe. Total returns to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €58.00 per share.お知らせ • Feb 24Ryder Expands Vehicle Sharing Platform, Launches COOP NationwideCOOP by Ryder® announced the launch of its platform nationwide, reaching businesses in all 50 states. This expansion follows the success of the initial rollout in nine key states, underscoring the continued growth of the COOP platform, the high demand for rental vehicles, and the opportunity to monetize underutilized fleets. While COOP will continue to operate with a specific focus on high-density transportation markets, businesses can now leverage the platform to list and rent vehicles anywhere in the United States. With the nationwide rollout of COOP, more companies and vehicle owners can generate the revenue needed to support vehicle payments or meet financial strains caused by otherwise idle vehicles. Additionally, COOP provides relief to businesses as the industry continues to face ongoing driver and equipment shortages. In addition, COOP is seeing a growing number of companies buy vehicles to rent out to others through the platform as an investment. Due to the fast growth of COOP and high vehicle utilization, these companies are experiencing high returns on their investment. COOP pays on average more than $3,700 in monthly revenue to owners who list their vehicles on the platform. In February, COOP launched a telematics integration enabling select trucks and trailer owners to get paid in real time on the revenue earned by their unit while rented.Reported Earnings • Feb 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$9.71 (up from US$2.15 loss in FY 2020). Revenue: US$9.66b (up 15% from FY 2020). Net income: US$521.6m (up US$634.1m from FY 2020). Profit margin: 5.4% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 7.7%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 8% per year.お知らせ • Feb 17Ryder System, Inc. Provides Earnings Guidance for the First Quarter and Full Year of Fiscal 2022Ryder System, Inc. provided earnings guidance for the first quarter and full year of fiscal 2022. For the quarter, the company expects GAAP EPS to be between $1.97 to $2.12.For the full year, the company expects total revenue growth to be approximately 10%. GAAP EPS to be between $10.40 to $11.40. Net earnings to be $550 million.お知らせ • Feb 15Ryder Reveals Next Generation of RyderShare™—Driving Real-Time Visibility & Collaboration into the WarehouseRyder System, Inc. announced the next evolution of its one-of-a-kind visibility and collaborative logistics technology RyderShare™. Initially focused on the transport of goods, RyderShare now includes a warehouse management solution for end-to-end visibility as goods move inbound on trucks to within the four walls of warehouses and distribution centers and, ultimately, outbound to their final destinations. The result is the only digital platform by a 3PL that provides real-time visibility, collaboration, and exception management throughout the end-to-end supply chain. Originally launched in May of 2020, RyderShare eliminates long-standing industry silos and enables everyone involved in moving goods through the supply chain—shippers, receivers, carriers, and service providers—to work together in real time to prevent costly delays and find efficiency gains. To date, RyderShare has logged nearly six million shipments with customers realizing significant improvements in productivity, labor efficiency, on-time delivery performance, and instant revenue recognition. Real-Time Results: Since the initial roll out, Ryder has been working closely with customers to extend RyderShare’s capabilities from the transport side of the business into the warehouse. Still in the early stages of warehouse implementation, customers representing globally recognized brands are already starting to realize significant results. Improved organizational reaction time by 90% – Access to RyderShare and real-time order and inventory status eliminates the need for status requests in many cases and enables quicker organizational response times through self-service. Labor efficiency savings up to 50% – More than half of the email churn between planning/inventory teams and warehouse management teams can be eliminated giving supply chain managers the ability to be proactive with orders. Opportunity to increase sales by 5% – Account management teams with access to RyderShare can now confidently sell based on real-time inventory levels. Also reduces need for safety stock. In addition to the visibility and collaboration platform, RyderShare incorporates best-in-class business intelligence tools combined with a proprietary analytics solution, backed by a team of data scientists that apply predictive machine learning across supply chains. These insights and analytics inform future decisions, prepare supply chains for unexpected events, and speed recovery from disruptions – all of which lead to improved resiliency.お知らせ • Feb 13Ryder System, Inc. Declares Regular Quarterly Cash Dividend, Payable on March 18, 2022The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.58 per share of common stock to be paid on March 18, 2022 to shareholders of record on February 22, 2022.Upcoming Dividend • Nov 12Upcoming dividend of US$0.58 per shareEligible shareholders must have bought the stock before 19 November 2021. Payment date: 17 December 2021. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.9%).Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS US$2.64 (vs US$0.86 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$2.46b (up 14% from 3Q 2020). Net income: US$138.0m (up 207% from 3Q 2020). Profit margin: 5.6% (up from 2.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Recent Insider Transactions • Aug 31Senior VP & Chief Information Officer recently sold €138k worth of stockOn the 27th of August, Rajeev Ravindran sold around 2k shares on-market at roughly €69.04 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.9m more than they bought in the last 12 months.Upcoming Dividend • Aug 13Upcoming dividend of US$0.58 per shareEligible shareholders must have bought the stock before 20 August 2021. Payment date: 17 September 2021. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (5.0%).業績と収益の成長予測DB:RYD - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202814,801690707N/A412/31/202713,8366039573,241612/31/202613,0745418032,63763/31/202612,6604939412,525N/A12/31/202512,6654989262,593N/A9/30/202512,6805003972,401N/A6/30/202512,6775035082,589N/A3/31/202512,6694983682,389N/A12/31/202412,6364861132,264N/A9/30/202412,4704761102,218N/A6/30/202412,226494-212,210N/A3/31/202411,929350-1682,401N/A12/31/202311,783404-1172,353N/A9/30/202311,848478422,366N/A6/30/202311,9595653152,428N/A3/31/202312,1098228092,322N/A12/31/202212,0118588612,310N/A9/30/202211,5238421,0002,277N/A6/30/202210,9477349352,148N/A3/31/202210,2956448492,176N/A12/31/20219,6635209832,176N/A9/30/20219,2763641,1402,170N/A6/30/20218,9672711,5232,214N/A3/31/20218,480481,7042,208N/A12/31/20208,420-1131,5732,180N/A9/30/20208,484-1911,0962,251N/A6/30/20208,557-3284372,197N/A3/31/20208,907-179-5782,096N/A12/31/20198,926-24N/A2,143N/A9/30/20198,909141N/A2,029N/A6/30/20198,845324N/A1,897N/A3/31/20198,690294N/A1,865N/A12/31/20188,414286N/A1,716N/A9/30/20188,085815N/A1,657N/A6/30/20187,766783N/A1,679N/A3/31/20187,464788N/A1,552N/A12/31/20177,280718N/A1,627N/A9/30/20177,095198N/A1,580N/A6/30/20176,979224N/A1,568N/A3/31/20176,894246N/A1,562N/A12/31/20166,758264N/A1,599N/A9/30/20166,731290N/A1,555N/A6/30/20166,675296N/A1,546N/A3/31/20166,634308N/A1,525N/A12/31/20156,572305N/A1,441N/A9/30/20156,555241N/A1,472N/A6/30/20156,574234N/A1,497N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: RYDの予測収益成長率 (年間11.9% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: RYDの収益 ( 11.9% ) German市場 ( 16.8% ) よりも低い成長が予測されています。高成長収益: RYDの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: RYDの収益 ( 5.7% ) German市場 ( 6.5% ) よりも低い成長が予測されています。高い収益成長: RYDの収益 ( 5.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: RYDの 自己資本利益率 は、3年後には高くなると予測されています ( 20.8 %)成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/13 14:26終値2026/05/13 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Ryder System, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27 アナリスト機関Daniel MooreBairdBrandon OglenskiBarclaysBrandon OglenskiBarclays24 その他のアナリストを表示
お知らせ • Apr 23+ 2 more updatesRyder System, Inc. Raises Earnings Guidance for the Full Year Ended December 31, 2026Ryder System, Inc. raised earnings guidance for the full year ended December 31, 2026. For the full year, the company raised EPS forecast range to reflect stronger than expected first-quarter performance and expectations for modest improvement in used vehicle market conditions, company expected Total Revenue of $13,100 million, Growth of 3%, GAAP EPS in the range of $13.15 to $13.90.
お知らせ • Feb 11Ryder System, Inc. Provides Earnings Guidance for the First Quarter and Full Year Ending December 31, 2026Ryder System, Inc. provided earnings guidance for the first quarter and full year ending December 31, 2026. For the first quarter, the company expected GAAP EPS in the range of $1.95 per share to $2.20 per share. For the full year, the company expected Total Revenue Growth of 1%, GAAP EPS in the range of $12.80 per share to $13.80 per share. Operating revenue growth is expected of 3%.
お知らせ • Oct 23Ryder System, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year Ended December 31, 2025Ryder System, Inc. provided earnings guidance for the fourth quarter and full year ended December 31, 2025. For the quarter, the company expected GAAP EPS in the range of $3.30 per share to $3.50 per share. For the full year, the company expected Total Revenue Growth of 1%, GAAP EPS in the range of $12.10 per share to $12.30 per share. Total revenue of $12,700 million; Net earnings of $510 million.
お知らせ • Jul 24Ryder System, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2025Ryder System, Inc. provided earnings guidance for the third quarter and full Year of 2025. For the third quarter, the company expected GAAP EPS to be $3.30 - $3.50 The company continues to expect earnings growth in 2025 reflecting ongoing execution on initiatives and the strength of contractual businesses. Total Revenue Growth to be 1%. GAAP EPS to be $12.15 - $12.60.
お知らせ • Feb 13Ryder System, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2025Ryder System, Inc. provided earnings guidance for the first quarter and full year 2025. For the first quarter, company expected GAAP EPS to be in range of $2.15 - $2.40, For the full year, company expected Total Revenue Growth of 2%, GAAP EPS to be in range of $12.40 to $13.40.
お知らせ • Oct 26Ryder System, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year Ending December 31, 2024Ryder System, Inc. provided earnings guidance for the fourth quarter and full year ending December 31, 2024. For the quarter, the company expects GAAP EPS to be $3.13 to $3.33. For the year, the company expects Total Revenue Growth of ~7%. FY24 GAAP EPS to be $11.10 - $11.30. Total revenue to be $12,600 million. Net earnings to be $495 million.
お知らせ • May 02Ryder System, Inc. Declares Quarterly Cash Dividend, Payable on June 19, 2026The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.91 per share of common stock to be paid on June 19, 2026 to shareholders of record on May 18, 2026.
お知らせ • Apr 23+ 2 more updatesRyder System, Inc. Raises Earnings Guidance for the Full Year Ended December 31, 2026Ryder System, Inc. raised earnings guidance for the full year ended December 31, 2026. For the full year, the company raised EPS forecast range to reflect stronger than expected first-quarter performance and expectations for modest improvement in used vehicle market conditions, company expected Total Revenue of $13,100 million, Growth of 3%, GAAP EPS in the range of $13.15 to $13.90.
お知らせ • Apr 01International Motors and Ryder System Launch Level 4 Autonomous Fleet TrialInternational Motors, LLC announced the launch of a joint autonomous truck pilot with Ryder System, Inc. that places a factory-integrated autonomous vehicle into a live freight operation. Ryder is International's inaugural customer participating in the truck manufacturer's previously announced autonomous fleet trial program. As part of the pilot, Ryder is operating a daily 600-mile route along the I-35 corridor between Ryder locations in Laredo and Temple, Texas. Designed to demonstrate that autonomous technology can be seamlessly integrated into existing customer operations, an International autonomous truck runs a dedicated transportation route for a Ryder supply chain customer, allowing both Ryder and International to evaluate performance, reliability, and operational requirements under real-world conditions. As part of the trial, International has deployed its second-generation autonomous tractor, equipped with a comprehensive suite of factory-installed sensors – including lidar, radar, and cameras – on an International LT Series truck, powered by the S13 Integrated Powertrain and running the latest generation AI-based SuperDrive autonomous driving software from PlusAI. Achieving advancements in AV deployment depends on collaborations among industry experts like International, Ryder, and PlusAI to collect operational data on uptime, serviceability, and terminal processes, evaluate logistics, operations, and support considerations for AVs, and explore point-to-point transportation concepts through digitally enabled and software-defined vehicle solutions.
お知らせ • Mar 12Ryder System, Inc., Annual General Meeting, May 01, 2026Ryder System, Inc., Annual General Meeting, May 01, 2026. Location: the breakers palm beach, one south county road, palm beach, florida 33480, United States
お知らせ • Feb 11Ryder System, Inc. Provides Earnings Guidance for the First Quarter and Full Year Ending December 31, 2026Ryder System, Inc. provided earnings guidance for the first quarter and full year ending December 31, 2026. For the first quarter, the company expected GAAP EPS in the range of $1.95 per share to $2.20 per share. For the full year, the company expected Total Revenue Growth of 1%, GAAP EPS in the range of $12.80 per share to $13.80 per share. Operating revenue growth is expected of 3%.
お知らせ • Feb 07Ryder System, Inc. Declares Quarterly Cash Dividend, Payable on March 20, 2026The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.91 per share of common stock to be paid on March 20, 2026 to shareholders of record on February 17, 2026.
お知らせ • Jan 24Ryder System, Inc. Announces Retirement of E. Follin Smith as Director, Effective February 13, 2026Ryder System, Inc. On January 23, 2026, Ms. E. Follin Smith informed the Board of Directors of Ryder System, Inc. of her decision to retire on February 13, 2026. Ms. Smith's retirement is part of the ongoing director succession planning efforts of the Board and its Corporate Governance and Nominating Committee, and consistent with the Board's overarching goal of maintaining a well-rounded Board that balances the institutional knowledge of tenured directors with the fresh perspectives of new members.
お知らせ • Jan 06Ryder System, Inc. (NYSE:R) acquired Truck Service Depot LLC.Ryder System, Inc. (NYSE:R) acquired Truck Service Depot LLC on January 5, 2026. Ryder System, Inc. (NYSE:R) completed the acquisition of Truck Service Depot LLC on January 5, 2026.
お知らせ • Dec 19Ryder System, Inc. Announces Board and Committee ChangesOn December 18, 2025, Ms. Abbie Smith informed the Board of Directors of Ryder System, Inc. of her decision to retire and not to stand for reelection at the Company’s 2026 Annual Meeting of Shareholders. Ms. Smith’s retirement is not due to any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices. In addition, on December 18, 2025, the Board appointed Ms. Tammy Romo, 63, as a director to the Board, effective as of January 5, 2026. The Board determined that Ms. Romo qualified as independent under their independence standards set forth in the New York Stock Exchange corporate governance listing standards. Ms. Romo will serve as a director until the Annual Meeting, at which time she is expected to stand for election by the Company’s shareholders. Ms. Romo will serve as a member of both the Audit and Finance Committees. Before retiring as executive vice president and chief financial officer of Southwest Airlines on April 1, 2025, Romo oversaw all corporate financial functions for more than a decade. Over her 30-year-tenure at Southwest Airlines, Romo was well-regarded as a strategic and results-oriented CFO and governance leader, driving transformation and delivering value for the Fortune 156 transportation company. Romo’s board experience as an independent director of Tenet Healthcare Corporation (NYSE: THC) since 2015 further underscores her governance expertise.
お知らせ • Dec 12+ 1 more updateRyder System, Inc. Announces Board Changes, Effective March 31, 2026Ryder System, Inc. announced that John J. Diez, currently the President and Chief Operating Officer, was elected to the company’s board of directors, effective March 31, 2026. Robert E. Sanchez, the current Chairman, will retire on March 31, 2026, and will assume the role of executive chair of the company’s board of directors to ensure a smooth transition. Diez has served as president and chief operating officer since January 1, 2025, contributing to the company's strategic direction and operational management. Previously, he served as executive vice president and chief financial officer. During his tenure with Ryder, Diez was also president of Ryder’s fleet management business, leading all areas of fleet operations and maintenance, as well as president of the company’s dedicated transportation business unit where he led strong revenue growth and improved business returns.
お知らせ • Oct 23Ryder System, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year Ended December 31, 2025Ryder System, Inc. provided earnings guidance for the fourth quarter and full year ended December 31, 2025. For the quarter, the company expected GAAP EPS in the range of $3.30 per share to $3.50 per share. For the full year, the company expected Total Revenue Growth of 1%, GAAP EPS in the range of $12.10 per share to $12.30 per share. Total revenue of $12,700 million; Net earnings of $510 million.
お知らせ • Oct 10Ryder System, Inc. Declares Quarterly Cash Dividend, Payable on December 19, 2025The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.91 per share of common stock to be paid on December 19, 2025 to shareholders of record on November 17, 2025.
お知らせ • Aug 23+ 1 more updateRyder System, Inc. to Report Q4, 2025 Results on Feb 11, 2026Ryder System, Inc. announced that they will report Q4, 2025 results on Feb 11, 2026
お知らせ • Aug 13+ 2 more updatesRyder System, Inc. to Report Q2, 2026 Results on Jul 23, 2026Ryder System, Inc. announced that they will report Q2, 2026 results at 11:00 AM, US Eastern Standard Time on Jul 23, 2026
お知らせ • Jul 24Ryder System, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2025Ryder System, Inc. provided earnings guidance for the third quarter and full Year of 2025. For the third quarter, the company expected GAAP EPS to be $3.30 - $3.50 The company continues to expect earnings growth in 2025 reflecting ongoing execution on initiatives and the strength of contractual businesses. Total Revenue Growth to be 1%. GAAP EPS to be $12.15 - $12.60.
お知らせ • Jul 11Ryder Increases Quarterly Cash Dividend, Payable on September 19, 2025The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.91 per share of common stock to be paid on September 19, 2025 to shareholders of record on August 18, 2025. This dividend reflects a 12% or $0.10 increase from the $0.81 cash dividend that Ryder had been paying quarterly since July 2024.
お知らせ • May 04Ryder System, Inc. Declares Quarterly Cash Dividend, Payable on June 20, 2025The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.81 per share of common stock to be paid on June 20, 2025, to shareholders of record on May 19, 2025.
お知らせ • Mar 13Ryder System, Inc., Annual General Meeting, May 02, 2025Ryder System, Inc., Annual General Meeting, May 02, 2025. Location: hotel colonnade coral gables, 180 aragon avenue, coral gables, florida 33134, United States
お知らせ • Feb 13Ryder System, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2025Ryder System, Inc. provided earnings guidance for the first quarter and full year 2025. For the first quarter, company expected GAAP EPS to be in range of $2.15 - $2.40, For the full year, company expected Total Revenue Growth of 2%, GAAP EPS to be in range of $12.40 to $13.40.
お知らせ • Feb 08Ryder System, Inc. Declares Quarterly Cash Dividend, Payable on March 21, 2025The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.81 per share of common stock to be paid on March 21, 2025, to shareholders of record on February 18, 2025.
お知らせ • Dec 17+ 1 more updateRyder System, Inc. Announces Executive Changes, Effective January 1, 2025Ryder System, Inc. announced the appointment of John J. Diez to president and chief operating officer (COO), effective January 1, 2025. In this new role, Mr. Diez will continue to report to Ryder Chairman and Chief Executive Officer Robert E. Sanchez with responsibility for the general management of all business operations of Ryder’s three business segments. In addition, Cristina Gallo-Aquino, most recently senior vice president, controller, and principal accounting officer since August 2020, has been promoted to succeed Mr. Diez as executive vice president, effective January 1, 2025. In this role, Ms. Gallo-Aquino will oversee all of Ryder’s financial management functions, including finance and accounting, treasury, tax, audit, investor relations, and continue to serve as principal accounting officer. During his 22-year tenure at Ryder, Mr. Diez has held a variety of senior business and financial management roles with increasing responsibility. Prior to his current role serving as the company’s executive vice president and chief financial officer since May 2021, he was president of Ryder’s FMS business, leading all areas of global fleet operations, as well as president of the company’s DTS business unit where he led strong revenue growth and improved business returns. Ms. Gallo-Aquino joined Ryder in 2004 and has extensive financial and accounting experience. Prior to her current role, she served as vice president and chief financial officer for the company’s FMS business unit and vice president and corporate controller.
Upcoming Dividend • Nov 12Upcoming dividend of US$0.81 per shareEligible shareholders must have bought the stock before 18 November 2024. Payment date: 20 December 2024. Payout ratio is a comfortable 27% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.4%).
Recent Insider Transactions • Nov 12Insider recently sold €587k worth of stockOn the 6th of November, Thomas Havens sold around 4k shares on-market at roughly €147 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.9m more than they bought in the last 12 months.
お知らせ • Oct 26Ryder System, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year Ending December 31, 2024Ryder System, Inc. provided earnings guidance for the fourth quarter and full year ending December 31, 2024. For the quarter, the company expects GAAP EPS to be $3.13 to $3.33. For the year, the company expects Total Revenue Growth of ~7%. FY24 GAAP EPS to be $11.10 - $11.30. Total revenue to be $12,600 million. Net earnings to be $495 million.
Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: US$3.26 (vs US$3.53 in 3Q 2023)Third quarter 2024 results: EPS: US$3.26 (down from US$3.53 in 3Q 2023). Revenue: US$3.17b (up 8.3% from 3Q 2023). Net income: US$143.0m (down 10% from 3Q 2023). Profit margin: 4.5% (down from 5.4% in 3Q 2023). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Declared Dividend • Oct 14Second quarter dividend of US$0.81 announcedShareholders will receive a dividend of US$0.81. Ex-date: 18th November 2024 Payment date: 20th December 2024 Dividend yield will be 2.1%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 10Ryder System, Inc. Declares Quarterly Cash Dividend, Payable on December 20, 2024The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.81 per share of common stock to be paid on December 20, 2024 to shareholders of record on November 18, 2024.
お知らせ • Aug 24+ 2 more updatesRyder System, Inc. to Report Q3, 2025 Results on Oct 23, 2025Ryder System, Inc. announced that they will report Q3, 2025 results on Oct 23, 2025
Upcoming Dividend • Aug 12Upcoming dividend of US$0.81 per shareEligible shareholders must have bought the stock before 19 August 2024. Payment date: 20 September 2024. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.0%).
Board Change • Jul 28Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 8 highly experienced directors. Independent Director Chuck Swoboda was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 26Ryder System, Inc. Provides Earnings Guidance for the Third Quarter and Full Year ended December 31, 2024Ryder System, Inc. provided earnings guidance for the third quarter and full year ended December 31, 2024. For the full year, the company’s GAAP EPS to be in the range of $11.15 - $11.65, Total revenue is expected to be $12,700 million, Operating revenue is expected to be $10,300 million, Net earnings is expected to be $500 million. Total Revenue Growth to be approximately 8%. For the third quarter, the company expected GAAP EPS to be in the range of $3.12 - $3.32.
お知らせ • Jul 24Levi & Korsinsky Announces Settlement in the Pending Class Action Lawsuit Against Ryder System, IncLevi & Korsinsky informed shareholders that a settlement has been reached in the pending class action lawsuit against Ryder System, Inc. provided for a fund of $45,000,000 to benefit class members. For the purposes of the settlement, the class is defined as: all persons or entities who purchased or otherwise acquired publicly traded Ryder common stock during the period from July 23, 2015 through February 13, 2020, inclusive (the ‘Class Period’), and were damaged thereby. If you are a class member as defined above, may be entitled to a pro-rata share of the settlement fund. In order to receive a share of the settlement, must file a claim form by September 11, 2024.
お知らせ • Jul 12Ryder System, Inc. Increases Quarterly Cash Dividend, Payable on September 20, 2024The Board of Directors of Ryder System, Inc. (NYSE: R), a leader in supply chain, dedicated transportation, and fleet management solutions, declared a regular quarterly cash dividend of $0.81 per share of common stock to be paid on September 20, 2024 to shareholders of record on August 19, 2024. This dividend reflects an increase of $0.10 from the $0.71 cash dividend that Ryder had been paying quarterly since July 2023.
お知らせ • May 06Ryder System, Inc. Declares Quarterly Cash Dividend, Payable on June 21, 2024The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.71 per share of common stock to be paid on June 21, 2024 to shareholders of record on May 20, 2024.
お知らせ • Apr 23Ryder System, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2024Ryder System, Inc. provided earnings guidance for the second quarter and full year of 2024. For the quarter, the company expects GAAP EPS to be between $2.58 - $2.78. For the full year, the company expects total revenue growth to be approximately 10%. GAAP EPS to be between $10.95 - $11.70.
お知らせ • Apr 11Ryder System, Inc., Annual General Meeting, May 03, 2024Ryder System, Inc., Annual General Meeting, May 03, 2024. Location: Hotel Colonnade Coral Gables, 180 Aragon Avenue, Coral Gables, Florida Coral Gables Florida United States Agenda: To consider election of director nominees; to consider shareholder proposal regarding managing climate risk through science based targets and transitioning planning; and to consider other business matters.
お知らせ • Feb 16Ryder System, Inc. Provides Unaudited Earnings Guidance for the First Quarter and Full Year of 2024Ryder System, Inc. provided unaudited earnings guidance for the first quarter and full year of 2024. For the quarter, the company expects GAAP EPS from continuing operations to be between $1.28 to $1.53. For the full year, the company expects total revenue growth to be approximately 13%. Total revenue to be $13,300 million. Net earnings to be $500 million. GAAP EPS from continuing operations to be between $10.70 to $11.70.
お知らせ • Feb 10Ryder System, Inc. Declares Quarterly Cash Dividend, Payable on March 15, 2024The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.71 per share of common stock to be paid on March 15, 2024 to shareholders of record on February 20, 2024.
お知らせ • Feb 02Ryder System, Inc. (NYSE:R) acquired Cardinal Logistics Management Corporation from H.I.G. Capital, LLC.Ryder System, Inc. (NYSE:R) acquired Cardinal Logistics Management Corporation from H.I.G. Capital, LLC on February 1, 2024. Tom Hostetler and Vin McLoughlin will join Ryder. The transaction is expected to be accretive in 2025 after achieving synergies and completing integration efforts. William Blair & Company acted as financial advisor to Cardinal, and McDermott Will & Emery LLP acted as legal counsel in connection with the transaction. Greenberg Traurig LLP acted as Ryder’s legal counsel for the transaction.Ryder System, Inc. (NYSE:R) completed the acquisition of Cardinal Logistics Management Corporation from H.I.G. Capital, LLC on February 1, 2024.
お知らせ • Oct 26Ryder System, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2023Ryder System, Inc. provided earnings guidance for the fourth quarter and full year 2023. For the full year, total revenue growth to be 2%. GAAP EPS (includes $3.96 cumulative currency translation charge for FMS UK exit) to be in the range of $8.44 to $8.69. Net earnings of $400 million. Total revenue of $11,800 million.For the quarter, the company expected GAAP EPS to be in the range of $2.45 to $2.70.
お知らせ • Oct 24Ryder System, Inc. (NYSE:R) entered into a definitive agreement to acquire Impact Fulfillment Services, Inc.Ryder System, Inc. (NYSE:R) entered into a definitive agreement to acquire Impact Fulfillment Services, Inc. in the third quarter 2023. As part of the transaction, Ryder will acquire 15 operations across Florida, Georgia, Illinois, North Carolina, Ohio, Pennsylvania, Texas, Utah, and California. Ryder plans to retain IFS’ workforce of approximately 1,000 full-time employees. President of IFS Rob LeBaron will join Ryder as Vice President of Contract Manufacturing and Packaging. The transaction is expected to add approximately $250 million in annual total revenue to Ryder’s supply chain solutions business segment and be accretive to shareholders and expected to complete in early November 2023, subject to satisfaction of antitrust approvals and customary closing conditions. Blank Rome LLP is acting as Ryder’s legal counsel for the transaction. Wofford Advisors LLC and Paul Hastings LLP are representing IFS.
お知らせ • Oct 13Ryder System, Inc. Declares Regular Quarterly Cash Dividend, Payable on December 15, 2023The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.71 per share of common stock to be paid on December 15, 2023 to shareholders of record on November 20, 2023. This is Ryder’s 189th consecutive quarterly cash dividend – marking more than 47 years of uninterrupted dividend payments.
お知らせ • Oct 05+ 3 more updatesRyder System, Inc. to Report Q4, 2024 Results on Feb 12, 2025Ryder System, Inc. announced that they will report Q4, 2024 results on Feb 12, 2025
お知らせ • Jul 27+ 1 more updateRyder System, Inc. Raises Earnings Guidance for the Full Year 2023Ryder System, Inc. raised earnings guidance for the full year 2023. For the year, the company comparable EPS forecast range to $12.20 to $12.70, up from the prior range of $11.30 to $12.05. GAAP EPS forecast includes approximately $3.96 from the cumulative currency translation that was recorded in this quarter.
お知らせ • Jul 13+ 1 more updateRyder System, Inc. Increases Quarterly Cash Dividend, Payable on September 15, 2023The Board of Directors of Ryder System, Inc. has declared a regular quarterly cash dividend of $0.71 per share of common stock to be paid on September 15, 2023 to shareholders of record on August 21, 2023. This dividend reflects an increase of $0.09 from the $0.62 cash dividend that Ryder had been paying quarterly since July 2022.
お知らせ • May 06Ryder System, Inc. Declares Quarterly Cash Dividend, Payable on June 16, 2023The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.62 per share of common stock to be paid on June 16, 2023 to shareholders of record on May 22, 2023.
お知らせ • Feb 16Ryder System, Inc. Provides Earnings Guidance for the First Quarter of 2023 and Full Year Ended December 31, 2023Ryder System, Inc. provided earnings guidance for the first quarter of 2023 and full year ended December 31, 2023. For the quarter, the company expected EPS of $2.50 - $2.75. For the year, the company expected total revenue growth of 2% and GAAP EPS of $6.44 - $7.44.
お知らせ • Feb 11Ryder System, Inc. Declares Quarterly Cash Dividend, Payable on March 17, 2023The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.62 per share of common stock to be paid on March 17, 2023 to shareholders of record on February 21, 2023.
お知らせ • Dec 14Ryder System, Inc. to Showcase Expanded E-Commerce Solution with Immersive Digital Experience at CES® 2023Ryder System, Inc. will exhibit at CES® 2023 to showcase its recently expanded e-commerce and omnichannel fulfillment solution. An immersive digital experience will take show attendees along for the journey of an e-commerce order, as it makes its way from the initial online purchase, to inside the warehouse where an autonomous robot picks product, and ultimately, out to its final destination. For anyone interested in taking part in the immersive experience or speaking with Ryder experts, the company’s exhibit will be located at CP-10 in the Las Vegas Convention Center’s Central Plaza (next to Google’s exhibit). Consistent with Ryder’s strategy to drive growth by bringing new technology-driven solutions to market, thecompany recently announced the acquisition of Dotcom Distribution, a provider of omnichannel fulfillment and distribution services for high-growth retail and e-commerce brands specializing in health, beauty and cosmetics, and fashion and apparel. And earlier in the year, Ryder announced the acquisition of Whiplash, which had established itself as a leading national provider of scalable solutions to more than 250 e-commerce brands andomnichannel retailers, backed by a proven e-commerce technology and operating platform.
お知らせ • Dec 13Ryder System, Inc. Elects Charles M. Swoboda to Its Board of DirectorsThe board of directors of Ryder System, Inc. announced the appointment of Charles M. “Chuck” Swoboda to its board, effective December 12, 2022. Mr. Swoboda will serve as a member of the audit and governance committees. Mr. Swoboda most recently served as chairman, president, and chief executive officer of Cree, Inc. (now known as Wolfspeed, Inc.), a global leader in silicon carbide technology and production. Over his 16-year tenure as CEO (2001-2017), he led the company from $177 million in revenues to more than $1.6 billion. During this time, Cree transformed from a start-up into a global market leader with more than 6,000 employees. Under Mr. Swoboda’s leadership, the company was recognized as MIT Technology Review’s “50 Smartest Companies” for 2014 and as one of Fast Company’s “World’s 50 Most Innovative Companies” in 2015. After retiring in 2017, Mr. Swoboda joined the board of Anixter International in May 2019, serving on its compensation committee and nominating and governance committee. He served on this board until the company was sold to WESCO International (NYSE: WCC) in 2020. The Ryder board is also increasing the size of the board to twelve members to accommodate the appointment.
お知らせ • Dec 08Ryder System, Inc. Names New Head of Investor RelationsRyder System, Inc. announced Bob Brunn, senior vice president of investor relations, corporate strategy, and new product strategy, will retire on December 31, 2022. Mr. Brunn has had a 35-year career with Ryder and led its Investor Relations (IR) function for the past eighteen years. Calene Candela, a 30-year Ryder veteran, will lead Ryder’s IR team as vice president of investor relations, effective January 1, 2023. Reporting to Ryder Chief Financial Officer John Diez, Ms. Candela who most recently served as group director of investor relations, will continue to work closely with Ryder’s financial management functions including finance, accounting, treasury, tax, audit, and corporate strategy in her new role. Ms. Candela joined Ryder in June 1992 as a senior financial analyst and has held a variety of financial management roles with increasing responsibility, including assistant treasurer. She holds a Bachelor of Science in Finance from the University of Florida and an MBA in Finance from Duke University.
お知らせ • Nov 03Ryder System, Inc. (NYSE:R) acquired Dotcom Distribution, Inc.Ryder System, Inc. (NYSE:R) acquired Dotcom Distribution, Inc on November 2, 2022. Founder and Chief Executive Officer Maria Haggerty of Dotcom Distribution and approximately 100 full-time employees, will join Ryder. Wofford Advisors LLC acted as a strategic advisor and Gunster acted as legal counsel for Ryder. G2 Capital Advisors acted as the exclusive financial advisor and Stradley Ronon served as legal counsel to Dotcom Distribution. Ryder System, Inc. (NYSE:R) completed the acquisition of Dotcom Distribution, Inc on November 2, 2022.
お知らせ • Oct 28Ryder System, Inc. Raises Full Year Guidance for 2022Ryder System, Inc. raised full year guidance for 2022. For the year the company is raising full year comparable EPS forecast to $15.65 to $15.85, up from the prior forecast of $14.30 to $14.80 and above the prior year of $9.58.
お知らせ • Oct 27+ 4 more updatesRyder System, Inc. to Report Q3, 2023 Results on Oct 25, 2023Ryder System, Inc. announced that they will report Q3, 2023 results at 11:00 AM, US Eastern Standard Time on Oct 25, 2023
お知らせ • Oct 14Ryder System, Inc. Declares Quarterly Cash Dividend, Payable on December 16, 2022The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.62 per share of common stock to be paid on December 16, 2022 to shareholders of record on November 21, 2022.
お知らせ • Sep 28Apollo Global Reportedly Explores Takeover of Ryder SystemApollo Global Management, Inc. (NYSE:APO) is exploring a takeover of Ryder System, Inc. (NYSE:R), a transportation and logistics company, according to people with knowledge of the matter. The stock rose as much as 19%. Terms of a transaction couldn’t immediately be learned, but any deal would value Ryder at a premium to the $3.4 billion market value ascribed to the company before Bloomberg News reported on a potential deal, said the people, who asked to not be identified because the matter isn’t public.
お知らせ • Sep 02Ryder System, Inc. (NYSE:R) acquired an unknown stake in Baton Trucking, Inc.Ryder System, Inc. (NYSE:R) acquired an unknown stake in Baton Trucking, Inc. on August 31, 2022. Baton’s cofounders Andrew Berberick and Nate Robert join Ryder as co-chief product and technology officers for the supply chain and dedicated transportation businesses and remain based in Silicon Valley. Ryder System, Inc. (NYSE:R) completed the acquisition of an unknown stake in Baton Trucking, Inc. on August 31, 2022.
お知らせ • Jul 28+ 2 more updatesRyder System to Seek M&ARyder System, Inc. (NYSE:R) will seek M&A. Robert Sanchez Chairman and Chief Executive Officer said during the Second Quarter 2022 Earnings Release Conference Call, "We expect to continue pursuing strategic M&A opportunities with a focus on adding new capabilities, geographies and industry verticals. These opportunities are an important way to accelerate growth especially in Supply Chain and Dedicated, and we have a strong track record of success in this area".
お知らせ • Jul 15Ryder System, Inc. Declares Regular Quarterly Cash Dividend, Payable on September 16, 2022The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.62 per share of common stock to be paid on September 16, 2022 to shareholders of record on August 22, 2022. This dividend reflects an increase of $0.04 from the $0.58 cash dividend that Ryder had been paying since July 2021.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to €79.00, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Transportation industry in Europe. Total returns to shareholders of 76% over the past three years.
お知らせ • May 15HG Vora Special Opportunities Master Fund, Ltd., managed by HG Vora Capital Management, LLC agreed to acquire remaining 90.124506% stake in Ryder System, Inc. (NYSE:R) for $4 billion.HG Vora Special Opportunities Master Fund, Ltd., managed by HG Vora Capital Management, LLC agreed to acquire remaining 90.124506% stake in Ryder System, Inc. (NYSE:R) for $4 billion on May 13, 2022. The proposed acquisition is subject to, among other things, the Reporting Person’s satisfaction with the results of due diligence regarding the financial outlook of the Fleet Management Solutions, Supply Chain Solutions and Dedicated Transportation Solutions businesses, as well as the evaluation of relevant commercial, legal, accounting and tax matters. The proposed acquisition is also subject to definitive agreement. Wachtell, Lipton, Rosen & Katz LLP acted as legal advisor and Morgan Stanley & Co. acted as financial advisor for Ryder.
Recent Insider Transactions • May 08Executive VP recently sold €509k worth of stockOn the 5th of May, Karen Jones sold around 7k shares on-market at roughly €70.09 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.6m more than they bought in the last 12 months.
お知らせ • May 08Ryder System, Inc. Declares Regular Quarterly Cash Dividend, Payable on June 17, 2022The board of directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.58 per share of common stock to be paid on June 17, 2022 to shareholders of record on May 23, 2022.
Reported Earnings • Apr 28First quarter 2022 earnings released: EPS: US$3.35 (vs US$0.98 in 1Q 2021)First quarter 2022 results: EPS: US$3.35 (up from US$0.98 in 1Q 2021). Revenue: US$2.85b (up 28% from 1Q 2021). Net income: US$175.8m (up 242% from 1Q 2021). Profit margin: 6.2% (up from 2.3% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 10.0%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 28+ 1 more updateRyder System, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year 2022Ryder System, Inc. revised consolidated earnings guidance for the fiscal year 2022. For the year, the company increases GAAP EPS forecast to $12.83 - $13.83 from $10.40 - $11.40. The company expects total revenue growth of approximately 17%.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. Independent Director Dave Nord was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €59.50, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Transportation industry in Europe. Total returns to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €58.00 per share.
お知らせ • Feb 24Ryder Expands Vehicle Sharing Platform, Launches COOP NationwideCOOP by Ryder® announced the launch of its platform nationwide, reaching businesses in all 50 states. This expansion follows the success of the initial rollout in nine key states, underscoring the continued growth of the COOP platform, the high demand for rental vehicles, and the opportunity to monetize underutilized fleets. While COOP will continue to operate with a specific focus on high-density transportation markets, businesses can now leverage the platform to list and rent vehicles anywhere in the United States. With the nationwide rollout of COOP, more companies and vehicle owners can generate the revenue needed to support vehicle payments or meet financial strains caused by otherwise idle vehicles. Additionally, COOP provides relief to businesses as the industry continues to face ongoing driver and equipment shortages. In addition, COOP is seeing a growing number of companies buy vehicles to rent out to others through the platform as an investment. Due to the fast growth of COOP and high vehicle utilization, these companies are experiencing high returns on their investment. COOP pays on average more than $3,700 in monthly revenue to owners who list their vehicles on the platform. In February, COOP launched a telematics integration enabling select trucks and trailer owners to get paid in real time on the revenue earned by their unit while rented.
Reported Earnings • Feb 17Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$9.71 (up from US$2.15 loss in FY 2020). Revenue: US$9.66b (up 15% from FY 2020). Net income: US$521.6m (up US$634.1m from FY 2020). Profit margin: 5.4% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 7.7%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 8% per year.
お知らせ • Feb 17Ryder System, Inc. Provides Earnings Guidance for the First Quarter and Full Year of Fiscal 2022Ryder System, Inc. provided earnings guidance for the first quarter and full year of fiscal 2022. For the quarter, the company expects GAAP EPS to be between $1.97 to $2.12.For the full year, the company expects total revenue growth to be approximately 10%. GAAP EPS to be between $10.40 to $11.40. Net earnings to be $550 million.
お知らせ • Feb 15Ryder Reveals Next Generation of RyderShare™—Driving Real-Time Visibility & Collaboration into the WarehouseRyder System, Inc. announced the next evolution of its one-of-a-kind visibility and collaborative logistics technology RyderShare™. Initially focused on the transport of goods, RyderShare now includes a warehouse management solution for end-to-end visibility as goods move inbound on trucks to within the four walls of warehouses and distribution centers and, ultimately, outbound to their final destinations. The result is the only digital platform by a 3PL that provides real-time visibility, collaboration, and exception management throughout the end-to-end supply chain. Originally launched in May of 2020, RyderShare eliminates long-standing industry silos and enables everyone involved in moving goods through the supply chain—shippers, receivers, carriers, and service providers—to work together in real time to prevent costly delays and find efficiency gains. To date, RyderShare has logged nearly six million shipments with customers realizing significant improvements in productivity, labor efficiency, on-time delivery performance, and instant revenue recognition. Real-Time Results: Since the initial roll out, Ryder has been working closely with customers to extend RyderShare’s capabilities from the transport side of the business into the warehouse. Still in the early stages of warehouse implementation, customers representing globally recognized brands are already starting to realize significant results. Improved organizational reaction time by 90% – Access to RyderShare and real-time order and inventory status eliminates the need for status requests in many cases and enables quicker organizational response times through self-service. Labor efficiency savings up to 50% – More than half of the email churn between planning/inventory teams and warehouse management teams can be eliminated giving supply chain managers the ability to be proactive with orders. Opportunity to increase sales by 5% – Account management teams with access to RyderShare can now confidently sell based on real-time inventory levels. Also reduces need for safety stock. In addition to the visibility and collaboration platform, RyderShare incorporates best-in-class business intelligence tools combined with a proprietary analytics solution, backed by a team of data scientists that apply predictive machine learning across supply chains. These insights and analytics inform future decisions, prepare supply chains for unexpected events, and speed recovery from disruptions – all of which lead to improved resiliency.
お知らせ • Feb 13Ryder System, Inc. Declares Regular Quarterly Cash Dividend, Payable on March 18, 2022The Board of Directors of Ryder System, Inc. declared a regular quarterly cash dividend of $0.58 per share of common stock to be paid on March 18, 2022 to shareholders of record on February 22, 2022.
Upcoming Dividend • Nov 12Upcoming dividend of US$0.58 per shareEligible shareholders must have bought the stock before 19 November 2021. Payment date: 17 December 2021. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.9%).
Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS US$2.64 (vs US$0.86 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$2.46b (up 14% from 3Q 2020). Net income: US$138.0m (up 207% from 3Q 2020). Profit margin: 5.6% (up from 2.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Aug 31Senior VP & Chief Information Officer recently sold €138k worth of stockOn the 27th of August, Rajeev Ravindran sold around 2k shares on-market at roughly €69.04 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.9m more than they bought in the last 12 months.
Upcoming Dividend • Aug 13Upcoming dividend of US$0.58 per shareEligible shareholders must have bought the stock before 20 August 2021. Payment date: 17 September 2021. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (5.0%).