Ryder System, Inc.

NYSE:R Stock Report

Market Cap: US$9.0b

Ryder System Management

Management criteria checks 3/4

Ryder System's CEO is John Diez, appointed in Mar 2026, has a tenure of less than a year. total yearly compensation is $4.88M, comprised of 16.4% salary and 83.6% bonuses, including company stock and options. directly owns 0.47% of the company’s shares, worth $42.29M. The average tenure of the management team and the board of directors is 7 years and 12.5 years respectively.

Key information

John Diez

Chief executive officer

US$4.9m

Total compensation

CEO salary percentage16.40%
CEO tenureless than a year
CEO ownership0.5%
Management average tenure7yrs
Board average tenure12.5yrs

Recent management updates

Recent updates

Earnings Update: Here's Why Analysts Just Lifted Their Ryder System, Inc. (NYSE:R) Price Target To US$227

Feb 15
Earnings Update: Here's Why Analysts Just Lifted Their Ryder System, Inc. (NYSE:R) Price Target To US$227

Ryder System: Cheap Valuation With A Better Earnings Profile Vs. The Previous Peak

Jan 15

Ryder System, Inc. (NYSE:R) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Oct 28
Ryder System, Inc. (NYSE:R) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Is Now The Time To Look At Buying Ryder System, Inc. (NYSE:R)?

Sep 19
Is Now The Time To Look At Buying Ryder System, Inc. (NYSE:R)?

These 4 Measures Indicate That Ryder System (NYSE:R) Is Using Debt Extensively

Sep 01
These 4 Measures Indicate That Ryder System (NYSE:R) Is Using Debt Extensively

Ryder System's (NYSE:R) Dividend Will Be Increased To $0.91

Aug 14
Ryder System's (NYSE:R) Dividend Will Be Increased To $0.91

Results: Ryder System, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Jul 27
Results: Ryder System, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Ryder System's (NYSE:R) Dividend Will Be Increased To $0.91

Jul 24
Ryder System's (NYSE:R) Dividend Will Be Increased To $0.91

Ryder System (NYSE:R) Takes On Some Risk With Its Use Of Debt

Jun 01
Ryder System (NYSE:R) Takes On Some Risk With Its Use Of Debt

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

May 14
Is Now An Opportune Moment To Examine Ryder System, Inc. (NYSE:R)?

Analysts Are Updating Their Ryder System, Inc. (NYSE:R) Estimates After Its First-Quarter Results

Apr 26
Analysts Are Updating Their Ryder System, Inc. (NYSE:R) Estimates After Its First-Quarter Results

Ryder System: Attractive Despite Increased Uncertainty

Mar 21

Why I'm Happy I Bought Ryder - 14 Months Later And Up 84% (Rating Downgrade)

Oct 19

Ryder Systems: Riding The Long-Term Value Chain For Shareholders

Sep 29

Ryder System: Don't Underestimate Its Shift To Leasing

Sep 14
User avatar

Transformative Business Moves And Strategic Acquisitions Set To Boost Profits And Margins

Ryder's strategic transformations and acquisitions aim to de-risk the business and enhance supply chain solutions, potentially increasing earnings and margins.

CEO Compensation Analysis

How has John Diez's remuneration changed compared to Ryder System's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2025US$5mUS$800k

US$498m

Sep 30 2025n/an/a

US$500m

Jun 30 2025n/an/a

US$504m

Mar 31 2025n/an/a

US$498m

Dec 31 2024US$4mUS$705k

US$486m

Sep 30 2024n/an/a

US$476m

Jun 30 2024n/an/a

US$494m

Mar 31 2024n/an/a

US$350m

Dec 31 2023US$4mUS$683k

US$404m

Sep 30 2023n/an/a

US$478m

Jun 30 2023n/an/a

US$565m

Mar 31 2023n/an/a

US$822m

Dec 31 2022US$4mUS$663k

US$858m

Sep 30 2022n/an/a

US$842m

Jun 30 2022n/an/a

US$734m

Mar 31 2022n/an/a

US$644m

Dec 31 2021US$4mUS$650k

US$520m

Sep 30 2021n/an/a

US$364m

Jun 30 2021n/an/a

US$271m

Mar 31 2021n/an/a

US$48m

Dec 31 2020US$3mUS$605k

-US$113m

Sep 30 2020n/an/a

-US$191m

Jun 30 2020n/an/a

-US$328m

Mar 31 2020n/an/a

-US$179m

Dec 31 2019US$3mUS$537k

-US$24m

Compensation vs Market: John's total compensation ($USD4.88M) is below average for companies of similar size in the US market ($USD8.37M).

Compensation vs Earnings: John's compensation has increased by more than 20% in the past year.


CEO

John Diez (53 yo)

less than a year
Tenure
US$4,879,233
Compensation

Mr. John J. Diez, C.P.A., has been the President and Chief Operating Officer of Ryder System, Inc. since January 01, 2025. He served as Executive Vice President and Chief Financial Officer at Ryder System,...


Leadership Team

NamePositionTenureCompensationOwnership
Robert Sanchez
Executive Chair13.3yrsUS$10.18m1.43%
$ 129.4m
John Diez
CEO & Directorless than a yearUS$4.88m0.47%
$ 42.3m
Cristina Gallo-Aquino
CFO, EVP & Principal Accounting Officer5.7yrsUS$3.05m0.054%
$ 4.9m
John Sensing
President of Global Supply Chain Solutions & Dedicated Transportation Solutions11.1yrsUS$3.93m0.098%
$ 8.8m
Thomas Havens
President of Global Fleet Management Solutions4.9yrsUS$3.76m0.057%
$ 5.1m
Rajeev Ravindran
Executive VP & Chief Information Officer8.3yrsno data0.046%
$ 4.2m
Calene Candela
Vice President of Investor Relations3.3yrsno datano data
Robert Fatovic
Executive VP21.9yrsUS$2.48m0.24%
$ 22.0m
Karen Jones
Executive VP12.6yrsno data0.032%
$ 2.9m
Sanford Hodes
Senior VP4.3yrsno data0.061%
$ 5.5m
Francisco Lopez
Executive VP & Chief Human Resources Officer10.2yrsno data0.16%
$ 14.6m
Todd Skiles
Senior Vice President of Sales & Marketing for Supply Chain Solutions12.2yrsno datano data
7.0yrs
Average Tenure
57yo
Average Age

Experienced Management: R's management team is seasoned and experienced (7 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Robert Sanchez
Executive Chair13.3yrsUS$10.18m1.43%
$ 129.4m
John Diez
CEO & Directorless than a yearUS$4.88m0.47%
$ 42.3m
Charles Swoboda
Independent Director3.3yrsUS$331.38k0%
$ 0
Luis Nieto
Independent Director19.2yrsUS$404.70k0%
$ 0
Robert Hagemann
Independent Director11.7yrsUS$391.99k0.0061%
$ 552.0k
David Nord
Independent Director8.1yrsUS$438.01k0.0051%
$ 460.0k
Abbie Smith
Independent Director22.8yrsUS$458.71k0.023%
$ 2.1m
Dmitri Stockton
Independent Director8.1yrsUS$398.77k0%
$ 0
Michael Hilton
Lead Independent Director13.8yrsUS$445.88k0%
$ 0
Tamara Lundgren
Independent Director13.5yrsUS$360.01k0.050%
$ 4.5m
Tammy Romo
Independent Directorless than a yearno datano data
Robert Eck
Independent Director14.9yrsUS$442.34k0.000030%
$ 2.7k
12.5yrs
Average Tenure
66.5yo
Average Age

Experienced Board: R's board of directors are seasoned and experienced ( 12.5 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/21 05:57
End of Day Share Price 2026/04/21 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Ryder System, Inc. is covered by 27 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Daniel MooreBaird
Brandon OglenskiBarclays
Brandon OglenskiBarclays