Avis Budget Group, Inc.

NasdaqGS:CAR 주식 리포트

시가총액: US$5.9b

Avis Budget Group 경영진

경영진 기준 점검 2/4

Avis Budget Group CEO는 Brian Choi, Jul2025 에 임명되었습니다 의 임기는 1년 미만입니다. 총 연간 보상은 $5.92M, 14.1% 급여 및 85.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $19.99M 가치에 해당하는 회사 주식의 0.34% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.8 년과 6.3 년입니다.

핵심 정보

Brian Choi

최고경영자

US$5.9m

총 보수

CEO 급여 비율14.14%
CEO 재임 기간less than a year
CEO 지분 보유율0.3%
경영진 평균 재임 기간1.8yrs
이사회 평균 재임 기간6.3yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 04

CAR: Equity Offering Will Weigh On Future Earnings Power

Analysts have reaffirmed their $85 price target on Avis Budget Group, citing updated assumptions that include a slightly higher discount rate, modestly adjusted revenue growth expectations, a small change in forecast profit margins, and a revised future P/E estimate. What's in the News Avis Budget Group filed a follow on equity offering of up to $5 million in common stock through an at the market program, which can gradually add new shares into the market over time (Key Developments).
Seeking Alpha Apr 21

Avis Budget: Shorts Are Running Out Of Options

Summary Avis Budget (CAR) surged 500% in five weeks, driven by an unprecedented short squeeze rooted in extreme float mechanics. Two hedge funds, SRS and Pentwater, accumulated over 100% economic interest via shares and swaps, locking up 82% of CAR's float. Short interest exceeded available float, triggering a gamma squeeze as dealers and shorts scrambled to cover, further fueling the rally. Despite macro tailwinds, CAR now trades purely on market structure, not fundamentals; at $600+, neither long nor short is sensible. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 19

CAR: Equity Offering Will Constrain Future Earnings Power

Analysts kept their $85.00 price target for Avis Budget Group steady, citing modest adjustments in discount rate assumptions, revenue growth, profit margin outlook, and future P/E expectations as the key drivers behind the unchanged view. What's in the News Avis Budget Group filed a follow-on equity offering of US$5 million in common stock as an at-the-market offering, indicating potential ongoing access to equity capital (Key Developments).
내러티브 업데이트 Apr 05

CAR: Equity Offering And Margin Pressure Will Limit Future Earnings Power

Analysts have adjusted their price target on Avis Budget Group to $85.00, reflecting updated views on slightly higher revenue growth, a modestly improved profit margin outlook, and a revised future P/E assumption. What's in the News Avis Budget Group filed a follow on equity offering of $5 million in common stock, structured as an at the market offering (Key Developments).
내러티브 업데이트 Mar 22

CAR: Lower Profit Margin Outlook Will Weigh On Future Earnings Power

Analysts have maintained their $85.00 price target for Avis Budget Group, citing updated assumptions that combine slightly higher projected revenue growth with lower expected profit margins and a higher future P/E multiple. What's in the News Between October 1, 2025 and December 31, 2025, Avis Budget Group reported no share repurchases under its ongoing buyback program, with 0 shares repurchased for $0 million in that period (Key Developments).
내러티브 업데이트 Mar 08

CAR: Lower Growth And Margins Will Still Support Future Upside Potential

Analysts have adjusted their view on Avis Budget Group, cutting the price target from $175 to $128. They now apply lower revenue growth and profit margin assumptions, along with a higher future P/E multiple in their updated models.
내러티브 업데이트 Feb 22

CAR: Lower Margin Outlook Will Drive A More Cautious Future Profile

Avis Budget Group’s analyst price target has shifted from $105 to $85. Analysts point to updated assumptions that combine a higher revenue growth outlook and a richer future P/E with a lower profit margin profile and a slightly higher discount rate.
내러티브 업데이트 Feb 07

CAR: Slightly Lower Assumptions Will Still Support Future Upside Potential

Analysts have trimmed their fair value estimate for Avis Budget Group from US$184 to US$175, citing slightly softer assumptions for revenue growth, profit margins and future P/E multiples, even though the discount rate input has been adjusted only modestly. Valuation Changes Fair Value Estimate reduced from US$184 to US$175, reflecting a modest adjustment to the model.
내러티브 업데이트 Jan 24

CAR: Future Share Repurchase Capacity And Lower P/E May Unlock Upside

Analysts now place their price target for Avis Budget Group at US$184, down from US$200, reflecting updated assumptions for revenue growth, profit margins and a lower future P/E multiple. What's in the News From July 1, 2025 to September 30, 2025, Avis Budget Group reported no share repurchases under its existing buyback program, with 0 shares repurchased for US$0 million in that period (Key Developments).
내러티브 업데이트 Jan 10

CAR: Premium Margins And New Airport Service Will Support Upside Potential

Analysts have nudged their price target on Avis Budget Group slightly higher to about US$144 from roughly US$143, citing updated assumptions that reflect a modestly stronger profit margin outlook and a slightly lower future P/E multiple in their models. What's in the News From July 1, 2025 to September 30, 2025, Avis Budget Group reported no share repurchases, with 0 shares bought back for US$0 under its existing program.
내러티브 업데이트 Dec 26

CAR: Premium Share Repurchases And Concierge Rentals Will Drive Balanced Returns

Analysts have modestly raised their price target on Avis Budget Group, lifting fair value from approximately 139.13 dollars to 142.86 dollars. They cite slightly improved long term profit expectations and a higher assumed future price to earnings multiple, while maintaining their discount rate and growth outlook.
내러티브 업데이트 Dec 11

CAR: Premium Service Expansion And Buybacks Will Shape Balanced 2025 Outlook

Analysts have modestly raised their price target on Avis Budget Group from 135.75 dollars to 139.13 dollars, reflecting updated assumptions for slightly slower revenue growth, softer profit margins, and a higher future earnings multiple. What's in the News Avis Budget Group completed its long running share repurchase program announced in August 2013, having bought back 83,626,152 shares for a total of about 7.36 billion dollars, with no additional shares repurchased in the most recent quarter of the program (Key Developments).
내러티브 업데이트 Nov 27

CAR: European Premium Service Rollout And Stable Metrics Will Influence 2025 Outlook

Analysts have maintained their price target for Avis Budget Group at $135.75 per share, citing largely unchanged forecasts for revenue growth, profit margins, and valuation multiples. What's in the News Avis Budget Group launched Avis First, a premium car rental service that provides personalized concierge pick-up and direct access to high-spec BMW vehicles at major European airports including Rome Fiumicino, Geneva, and Zurich.
내러티브 업데이트 Nov 13

CAR: European Premium Service Expansion And Stable Outlook Will Shape 2025 Performance

Analysts have revised their price target for Avis Budget Group downward from $139.50 to $135.75. They cited adjusted fair value and a slightly higher discount rate in their updated projections.
내러티브 업데이트 Oct 29

Premium Service Launch and Earnings Momentum Will Offset Multiples Risk Ahead

Analysts have lowered their price target for Avis Budget Group from $148 to $139.50, citing modest improvements in revenue growth and profit margins. However, they reaffirm a cautious outlook on valuation multiples.
분석 기사 Aug 26

The Market Doesn't Like What It Sees From Avis Budget Group, Inc.'s (NASDAQ:CAR) Revenues Yet As Shares Tumble 26%

Avis Budget Group, Inc. ( NASDAQ:CAR ) shares have retraced a considerable 26% in the last month, reversing a fair...
내러티브 업데이트 Aug 06

Waymo And Premium Ventures Will Counter Risks And Unlock Gains

The notable upward revision in Avis Budget Group’s consensus price target is driven by higher future P/E multiples and improved revenue growth forecasts, raising fair value estimates from $125 to $148. What's in the News Avis Budget Group announced a multi-year strategic partnership with Waymo to provide fleet operations for Waymo's autonomous ride-hailing service in Dallas, supporting infrastructure, maintenance, and depot operations, with public launch scheduled for 2026.
분석 기사 Jun 25

There's No Escaping Avis Budget Group, Inc.'s (NASDAQ:CAR) Muted Revenues Despite A 44% Share Price Rise

Despite an already strong run, Avis Budget Group, Inc. ( NASDAQ:CAR ) shares have been powering on, with a gain of 44...
분석 기사 Jun 13

Avis Budget Group (NASDAQ:CAR) Might Be Having Difficulty Using Its Capital Effectively

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Seeking Alpha Mar 28

Avis Budget Is A Prime Beneficiary From Auto Tariffs (Upgrade)

Summary Shares of Avis Budget Group, Inc. have gained 20% recently due to President Trump’s tariffs on new cars, which should benefit CAR's used car holdings. The 25% tariff on imported vehicles is expected to increase new car prices by 5-8%, driving up used car prices by 5-15%. Avis's financials are closely tied to used car prices, with potential gains of $3-4 billion from higher used car prices over the next 12-18 months. Despite a sluggish rental market, CAR stock is a "buy" with a fair value estimate of $98, offering a 30+% upside from current levels. Read the full article on Seeking Alpha
Seeking Alpha Oct 20

Avis Budget Group Is Still Not A Buy Unless You Expect Plunging Interest Rates

Summary Used vehicle prices have started to strengthen a modest amount recently. Lower interest rates could have a significant positive impact on Avis Budget Group's income. While the company has recently stopped repurchasing their stock, they are still highly leveraged because of prior large stock repurchases. Read the full article on Seeking Alpha
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새로운 내러티브 Sep 09

Fleet Rightsizing And Critical Partnerships Propel Growth Amid Margin And Earnings Pressure Concerns

Avis Budget Group's strategic focus on fleet optimization and proprietary pricing systems indicates a robust approach towards enhancing profitability and revenue growth.
Seeking Alpha Aug 09

Avis Budget Group: Concerns Are Mostly Priced In, But I Am Not Buying Yet

Summary Avis Budget Group reported Q2 2024 earnings with a 97% YoY decline in net income, mainly due to high operating expenses, vehicle depreciation, and interest expenses. Despite the poor financial performance in Q2, the share price hasn't dropped, indicating that negative expectations were already priced in. Despite the 50% YTD decline in share price, I haven't seen any insider buying activity this year, which makes me believe the share price is not cheap enough. A $358 million increase in vehicle depreciation and lease charges, along with a $40 million loss from vehicle sales, highlight significant headwinds in managing fleet costs. High depreciation costs, mixed financial indicators, and lack of recent insider buying activity, led to my Hold rating for this stock. Read the full article on Seeking Alpha
Seeking Alpha May 05

Avis Budget Group: Company Getting Very Attractive Now But Caution Warranted

Summary Avis Budget Group's Q1 earnings show a beat in revenues and a negative bottom line. The company's biggest concern is the decline in used car prices, which may increase fleet costs. A gradual transition to hybrid vehicles could help mitigate the costs of the fleet and improve the company's financial health. Read the full article on Seeking Alpha
Seeking Alpha Feb 21

Avis Budget Group Stock Crashed 34% Last Week

Summary Avis Budget stock price plunged last week and early this week. The car rental company is being negatively impacted by continued high interest rates and weak used vehicle prices. Their massive stock repurchase program has negatively impacted their balance sheet and the company remains very highly leveraged. TSA daily airport screenings continue to increase. Read the full article on Seeking Alpha

CEO 보수 분석

Brian Choi의 보수는 Avis Budget Group의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$667m

Dec 31 2025US$6mUS$838k

-US$889m

Sep 30 2025n/an/a

-US$2b

Jun 30 2025n/an/a

-US$2b

Mar 31 2025n/an/a

-US$2b

Dec 31 2024US$3mUS$675k

-US$2b

Sep 30 2024n/an/a

US$396m

Jun 30 2024n/an/a

US$785m

Mar 31 2024n/an/a

US$1b

Dec 31 2023US$4mUS$624k

US$2b

Sep 30 2023n/an/a

US$2b

Jun 30 2023n/an/a

US$2b

Mar 31 2023n/an/a

US$3b

Dec 31 2022US$5mUS$600k

US$3b

Sep 30 2022n/an/a

US$3b

Jun 30 2022n/an/a

US$2b

Mar 31 2022n/an/a

US$2b

Dec 31 2021US$3mUS$500k

US$1b

Sep 30 2021n/an/a

US$813m

Jun 30 2021n/an/a

US$183m

Mar 31 2021n/an/a

-US$696m

Dec 31 2020US$3mUS$167k

-US$684m

보상 대 시장: Brian의 총 보수(USD5.92M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.38M) 수준입니다.

보상과 수익: Brian의 보상은 회사가 적자임에도 증가했습니다.


CEO

Brian Choi (42 yo)

less than a year
재임 기간
US$5,921,410
보수

Mr. Brian J. Choi serves as Chief Executive Officer at Avis Budget Group, Inc. since July 1, 2025. He serves as Director at Avis Budget Finance plc since August 24, 2020. Mr. Choi has been Chief Financial...


리더십 팀

이름직위재임 기간보수지분
Jagdeep Pahwa
Executive Chairman8.1yrsUS$5.01m0.025%
$ 1.5m
Brian Choi
Chief Executive Officerless than a yearUS$5.92m0.34%
$ 20.0m
Daniel Cunha
Executive VP & CFOless than a yearUS$2.25m데이터 없음
Edward Linnen
Chief Human Resource Officer & Executive VP13.3yrsUS$1.89m0.12%
$ 6.9m
Ravindra Simhambhatla
Executive VP and Chief Digital & Innovation Officer3.8yrsUS$2.19m0.039%
$ 2.3m
Cathleen DeGenova
Senior VP & Chief Accounting Officer6.8yrs데이터 없음0.022%
$ 1.3m
David Calabria
Treasurer & Senior VP of Corporate Finance7.3yrs데이터 없음데이터 없음
Jean Sera
Senior VP19.8yrs데이터 없음0.11%
$ 6.3m
Stephen Wright
Senior Vice President of Global Travelno data데이터 없음데이터 없음
John O'Neill
Senior Vice President of U.S. Operations1.8yrs데이터 없음데이터 없음
James Adams
Executive VP & Chief Commercial Officer of International1.5yrs데이터 없음데이터 없음
Anna Pawlak Kuliga
President of International1.5yrs데이터 없음데이터 없음
1.8yrs
평균 재임 기간
51yo
평균 나이

경험이 풍부한 관리: CAR의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.8 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Jagdeep Pahwa
Executive Chairman8.1yrsUS$5.01m0.025%
$ 1.5m
Lynn Krominga
Lead Independent Director19.6yrsUS$345.02k데이터 없음
Bernardo Hees
Director6.3yrsUS$254.94k0.33%
$ 19.5m
Glenn Lurie
Independent Director8yrsUS$304.97k0%
$ 0
Karthik Sarma
Independent Director6yrs데이터 없음데이터 없음
Joseph Ferraro
Board Advisorless than a yearUS$8.00m0.80%
$ 47.2m
Anu Hariharan
Independent Director4.3yrsUS$270.03k0%
$ 0
6.3yrs
평균 재임 기간
55yo
평균 나이

경험이 풍부한 이사회: CAR의 이사회경험이 있음으로 간주됩니다(평균 재임 6.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 03:20
종가2026/05/26 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Avis Budget Group, Inc.는 13명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Dan LevyBarclays
Federico MerendiBofA Global Research
John BabcockBofA Global Research