Sysco Corporation

NYSE:SYY 株式レポート

時価総額:US$35.1b

Sysco マネジメント

マネジメント 基準チェック /44

Syscoの CEO はKevin Houricanで、 Feb2020年に任命され、 の在任期間は 6.25年です。 の年間総報酬は$ 16.23Mで、 8.6%給与と91.4%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.077%を直接所有しており、その価値は$ 26.99M 。経営陣と取締役会の平均在任期間はそれぞれ3.8年と6.3年です。

主要情報

Kevin Hourican

最高経営責任者

US$16.2m

報酬総額

CEO給与比率8.58%
CEO在任期間6.3yrs
CEOの所有権0.08%
経営陣の平均在職期間3.8yrs
取締役会の平均在任期間6.3yrs

経営陣の近況

Recent updates

分析記事 May 07

Sysco's (NYSE:SYY) Soft Earnings Are Actually Better Than They Appear

The market for Sysco Corporation's ( NYSE:SYY ) shares didn't move much after it posted weak earnings recently. We...
Seeking Alpha May 06

Sysco: Transformational Deal Supports Long-Term EPS Growth

Summary Sysco is rated a Buy, with a 19% pullback creating an attractive entry point and 18% upside to consensus target. The $29.1B Restaurant Depot acquisition is transformative, adding 20% revenue, 45% EBITDA, and 55% free cash flow, with rapid accretion expected. Q3 FY26 saw the strongest U.S. local volume growth in three years, driving margin expansion and reinforcing the core business's operational momentum. Risks include regulatory scrutiny of the acquisition and significant leverage increase, but SYY's 56-year dividend growth and 3% yield underpin resilience. Read the full article on Seeking Alpha
分析記事 May 02

Sysco Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Last week, you might have seen that Sysco Corporation ( NYSE:SYY ) released its third-quarter result to the market. The...
ナラティブ更新 Apr 24

SYY: Restaurant Depot Deal Will Shape 2026 Earnings Upside Potential

Sysco's analyst fair value estimate has edged up by about $0.33 to $88.07 as analysts weigh a mix of recent price target cuts alongside earlier increases and generally stable assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research paints a mixed picture for Sysco, with several firms trimming price targets after earlier rounds of increases, and at least one viewing the Restaurant Depot acquisition as attractive for the business.
ナラティブ更新 Apr 08

SYY: Restaurant Depot Deal And CAGNY Execution Will Shape 2026 Upside Potential

Analysts have trimmed their average price target on Sysco by just over $3 to reflect slightly lower fair value estimates and modestly higher discount rates, even as some still point to the Restaurant Depot acquisition and earlier positive CAGNY commentary as key supports for the longer term story. Analyst Commentary Recent Street research on Sysco reflects a mixed tone, with several firms trimming price targets and a smaller group still lifting theirs.
ナラティブ更新 Mar 25

SYY: CAGNY Execution And Foodservice Positioning Will Shape Balanced 2026 Outlook

Analysts have inched up the fair value estimate for Sysco to $90.80, pointing to a series of higher price targets across the Street, including Wells Fargo's move to $100 after what it viewed as a constructive CAGNY update and follow-up discussions with the company. Analyst Commentary Recent research on Sysco clusters around a higher fair value range, with most fresh notes tied to updated targets after the company’s CAGNY presentation and follow up conversations.
ナラティブ更新 Mar 11

SYY: CAGNY Execution And Sector Positioning Will Shape Balanced Forward Earnings Outlook

Analysts have nudged their price targets on Sysco higher, with several firms moving into or toward the $88 to $100 range, citing a constructive CAGNY update and follow up meetings that reinforced their positive view on the company. Analyst Commentary Street research around Sysco has become more active, with several firms adjusting their price targets following the company’s CAGNY update and subsequent meetings.
ナラティブ更新 Feb 24

SYY: Foodservice Scale And Labor Deal Will Support Constructive Future Earnings Outlook

The analyst price target for Sysco edges up by about $1 to $90.69, with analysts pointing to recent positive commentary from multiple research firms and a constructive CAGNY update as support for a slightly higher fair value and a modestly higher future P/E assumption. Analyst Commentary Recent Street research on Sysco has skewed constructive, with several firms adjusting price targets following the company’s CAGNY update and broader sector work.
ナラティブ更新 Feb 10

SYY: Foodservice Scale And New Labor Deal Will Support Steady Future Earnings

The analyst price target for Sysco has been raised by about $3 to $89.94, as analysts factor in modest adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions reflected across recent target changes from multiple research firms. Analyst Commentary Recent research updates on Sysco cluster around adjusted price targets and refreshed assumptions for fair value, revenue growth, margins, and future P/E multiples.
ナラティブ更新 Jan 26

SYY: Foodservice Distribution Strength And Labor Agreement Support Future Earnings Stability

Narrative Update Our updated fair value estimate for Sysco edges down by about $0.20 per share, reflecting slightly lower Street price targets and modest tweaks to growth, margin, and future P/E assumptions that analysts recently laid out in their group outlooks. Analyst Commentary Recent research on Sysco is mixed, with some firms trimming price targets while others edge them higher.
ナラティブ更新 Jan 11

SYY: Foodservice Distribution Resilience And Case Mix Should Support Earnings Stability

Analysts nudged their blended price target on Sysco slightly higher to about $86.94 from $86.88, reflecting small adjustments to assumptions for revenue growth, profit margins and future P/E multiples after a mix of recent price target changes and new coverage on the stock. Analyst Commentary Recent research on Sysco reflects a split view, with some analysts leaning more optimistic on the company’s ability to execute and others more cautious on the near term setup and mix of growth.
ナラティブ更新 Dec 18

SYY: Improving Case Trends Will Support Stronger Earnings Resilience Ahead

Analysts have nudged their average price target on Sysco slightly higher to about $87 from roughly $86.90, reflecting modestly improved confidence in margin durability, steady mid single digit sales growth, and the potential for upside as recent price target hikes signal that conservative guidance could set the stage for earnings outperformance. Analyst Commentary Recent Street research reflects a generally constructive but selective stance on Sysco, with a mix of upward price target revisions and more neutral initiation commentary that highlights both execution strengths and lingering demand risks.
ナラティブ更新 Dec 04

SYY: Improving Case Trends Will Support Stronger Earnings Resilience Ahead

The analyst price target for Sysco has increased to $98.00 from $93.00 as analysts point to improving U.S. case growth, solid gross margin trends, and potential upside to near term earnings, even as macro pressures temper expectations for independent volume recovery. Analyst Commentary Recent Street research reflects a generally constructive stance on Sysco, with price targets drifting higher and a focus on execution in case growth, gross margins, and mix between independent and chain customers.
ナラティブ更新 Nov 19

SYY: Sustained Earnings Resilience Will Drive Renewed Market Confidence

Analysts have modestly raised their price targets on Sysco, with recent updates reflecting increases between $2 and $5 per share. They cite solid earnings resilience and continued growth potential, despite broader market caution.
ナラティブ更新 Nov 05

SYY: Steady Earnings And U.S. Volume Momentum Will Drive Near-Term Share Gains

Sysco's analyst price target has been slightly raised, increasing from approximately $86.73 to $86.94. Analysts cite recent stable earnings performance and modest improvements in growth and margins amid cautious macroeconomic sentiment.
ナラティブ更新 Oct 21

Analysts Cite Improved Fundamentals as Sysco Faces Labor Tensions and Modest Valuation Uptick

Sysco's analyst price target has increased modestly from $85.60 to $86.73, as analysts cite improved U.S. case growth, margin momentum, and a shift toward more conservative guidance. This could set the stage for future outperformance.
分析記事 Sep 11

Sysco Corporation (NYSE:SYY) Could Be Riskier Than It Looks

There wouldn't be many who think Sysco Corporation's ( NYSE:SYY ) price-to-earnings (or "P/E") ratio of 21x is worth a...
分析記事 Jul 20

Is Now The Time To Look At Buying Sysco Corporation (NYSE:SYY)?

Sysco Corporation ( NYSE:SYY ) saw a decent share price growth of 12% on the NYSE over the last few months. The company...
分析記事 May 17

Sysco Corporation's (NYSE:SYY) P/E Still Appears To Be Reasonable

It's not a stretch to say that Sysco Corporation's ( NYSE:SYY ) price-to-earnings (or "P/E") ratio of 18.4x right now...
Seeking Alpha Mar 03

Sysco: Buy This Growing Dividend King

Summary Sysco's Q2 '25 earnings showed sales growth of 4.50% and income increase of 5.10%. Despite that, the stock tumbled 6.03%. Sysco's strategic shift to food services and drinking places has driven consistent growth, with 57% of sales now from these sectors. Sysco is undervalued with a current P/E ratio of 19.42, significantly lower than its 5-year average of 42.56, making it a compelling buy. Despite high debt levels and low dividend CAGR, Sysco's strong market position, financial growth, and undervaluation support my BUY rating. Read the full article on Seeking Alpha
Seeking Alpha Dec 30

Sysco Corporation: Eating Up The Competition, Serving Up Value

Summary Sysco, a Dividend King, is trading at historically low multiples, offering consistent growth, strong market leadership, and a robust competitive moat. The company is expanding market share, improving productivity, and benefiting from international growth, with significant operating leverage and disciplined cost management. Despite restaurant industry headwinds, Sysco's diverse customer base and strategic acquisitions support resilient growth and attractive shareholder returns. With a solid balance sheet, impressive dividend growth, and potential total returns above 10%, Sysco is a potentially attractive investment in an overvalued market. Read the full article on Seeking Alpha
Seeking Alpha Oct 25

Sysco Stock: A Good Buy Heading Into Q1 Earnings?

Summary Sysco's hybrid growth strategy through internal development and acquisitions continues to strengthen its position as a market leader in the foodservice sector and forms the basis for solid long-term growth. Despite the low margins typical of the foodservice industry, Sysco's resilient cash flow and effective working capital management indicate a solid financial position. Sysco's international expansion shows promise, though profitability remains a challenge; disciplined shareholder returns and manageable leverage support financial stability. Current valuation lacks a margin of safety and I recommend adding SYY stock to the watch list and personally consider buying at $60-$65 per share. Read the full article on Seeking Alpha
Seeking Alpha Sep 23

Sysco: Consistent Payouts, But Don't Expect A Feast Of Growth

Summary Sysco Corporation is a dividend machine with stable but slow growth, high debt levels, and industry challenges, warranting a cautious “hold” rating. Sysco's long-term stock returns lag the market, but it offers consistent dividends with a 6.60% average growth rate over 18 years. Sysco's international growth and specialty product lines present significant opportunities, but high debt and moderate growth make its current premium price less attractive. Despite industry slowdowns and challenges in the French market, Sysco remains confident in its long-term growth prospects and market leadership. Read the full article on Seeking Alpha
Seeking Alpha Jul 22

Sysco: Bargain Priced Dividend Aristocrat With Long-Term Growth Potential - Strong Buy

Summary With the resurgence of M&A activity in the food distribution industry, Sysco is poised to be one of the biggest beneficiaries. Sysco's extensive scale advantages and robust financial position uniquely position them for sustained long-term growth. Dividend stocks, while underappreciated now, will likely gain significant traction as interest rates come down. Read the full article on Seeking Alpha

CEO報酬分析

Sysco の収益と比較して、Kevin Hourican の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 28 2026n/an/a

US$2b

Dec 27 2025n/an/a

US$2b

Sep 27 2025n/an/a

US$2b

Jun 28 2025US$16mUS$1m

US$2b

Mar 29 2025n/an/a

US$2b

Dec 28 2024n/an/a

US$2b

Sep 28 2024n/an/a

US$2b

Jun 29 2024US$16mUS$1m

US$2b

Mar 30 2024n/an/a

US$2b

Dec 30 2023n/an/a

US$2b

Sep 30 2023n/an/a

US$2b

Jul 01 2023US$14mUS$1m

US$2b

Apr 01 2023n/an/a

US$2b

Dec 31 2022n/an/a

US$1b

Oct 01 2022n/an/a

US$1b

Jul 02 2022US$14mUS$1m

US$1b

Apr 02 2022n/an/a

US$1b

Jan 01 2022n/an/a

US$785m

Oct 02 2021n/an/a

US$685m

Jul 03 2021US$23mUS$1m

US$524m

Mar 27 2021n/an/a

-US$245m

Dec 26 2020n/an/a

-US$338m

Sep 26 2020n/an/a

-US$21m

Jun 27 2020US$26mUS$527k

US$215m

報酬と市場: Kevinの 総報酬 ($USD 16.23M ) は、 US市場 ($USD 14.74M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Kevinの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Kevin Hourican (51 yo)

6.3yrs
在職期間
US$16,228,599
報酬

Mr. Kevin P. Hourican is Independent Outside Director at Tapestry, Inc. since February 29, 2024. He has been Chief Executive Officer at Sysco Corporation since February 1, 2020 and serves as its Director s...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Kevin Hourican
CEO & Chairman6.3yrsUS$16.23m0.077%
$ 27.0m
Ronald Phillips
Executive VP & Chief HR Officer5yrsUS$3.39m0.0041%
$ 1.4m
Greg Bertrand
Non-Executive Officer Senior Advisorless than a yearUS$5.35m0.0091%
$ 3.2m
Brandon Sewell
Interim Chief Financial Officerless than a yearデータなし0.00089%
$ 312.1k
Jennifer Johnson
Senior VP & Chief Accounting Officer2.6yrsデータなし0.0011%
$ 399.7k
Kevin Kim
Vice President of Investor Relationsno dataデータなしデータなし
Jose Colondres
Vice President of Compliance10.4yrsデータなしデータなし
Jennifer Schott
Executive VP1.1yrsデータなし0.00035%
$ 122.7k
Gregory Keller
Senior Vice President of National Accounts2.7yrsデータなし0.0043%
$ 1.5m
J. Jasper
Senior Vice President of International Americas - Canada6.2yrsデータなしデータなし
Elizabeth Ubell
Senior VP & International Chief Commercial Officer5.3yrsデータなしデータなし
Victoria Gutierrez
Senior VP & Chief Merchandising Officer3.8yrsデータなし0.0029%
$ 1.0m
3.8yrs
平均在職期間
51yo
平均年齢

経験豊富な経営陣: SYYの経営陣は 経験豊富 であると考えられます ( 3.8年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Kevin Hourican
CEO & Chairman6.3yrsUS$16.23m0.077%
$ 27.0m
Larry Glasscock
Lead Independent Director15.7yrsUS$419.96k0.021%
$ 7.5m
Sheila Talton
Independent Director8.7yrsUS$339.96k0.0027%
$ 943.3k
Daniel Brutto
Independent Director9.7yrsUS$339.96k0.0081%
$ 2.8m
Bradley Halverson
Independent Director9.7yrsUS$349.96k0.0066%
$ 2.3m
John Hinshaw
Independent Director8.1yrsUS$339.96k0.000010%
$ 3.5k
Ali Dibadj
Independent Director4.3yrsUS$319.96k0.0035%
$ 1.2m
Jill Golder
Independent Director4.3yrsUS$319.96k0.0022%
$ 785.5k
Roberto de Oliveira Marques
Independent Director1.8yrsUS$319.96k0.0012%
$ 410.3k
Alison Paul
Independent Director4.3yrsUS$339.96k0.0021%
$ 732.9k
Francesca Debiase
Independent Director2.5yrsUS$319.96k0%
$ 0
6.3yrs
平均在職期間
64yo
平均年齢

経験豊富なボード: SYYの 取締役会経験豊富 であると考えられます ( 6.3年の平均在任期間)。


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2026/05/07 09:21
終値2026/05/07 00:00
収益2026/03/28
年間収益2025/06/28

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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Youtubeのチュートリアルも掲載しています。

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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

Sysco Corporation 15 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。36

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