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 0.48% of the company’s shares, worth $45.95M. 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 percentage | 16.40% |
| CEO tenure | less than a year |
| CEO ownership | 0.5% |
| Management average tenure | 7yrs |
| Board average tenure | 12.5yrs |
Recent management updates
Recent updates
R: Buybacks And 2026 Guidance Will Shape A Measured Risk Reward Profile
Analysts now put Ryder System's price target at about $259, up from roughly $227. The change reflects updated views on revenue growth, profit margins, the discount rate, and future P/E assumptions.Ryder System: Strong Fundamentals Justify Its Premium Valuation
Apr 23R: Buybacks And 2026 EPS Guidance Will Support A Balanced Outlook
Analysts have trimmed their price target on Ryder System slightly, citing updated assumptions for fair value at $226.56, a modest adjustment in the discount rate, and tweaks to revenue growth, profit margin, and future P/E expectations that together point to a more refined outlook rather than a major shift in view. What's in the News International Motors and Ryder System launched a joint autonomous truck pilot that places a factory-integrated autonomous vehicle into live freight operations on a daily 600-mile route between Laredo and Temple, Texas, for a Ryder supply chain customer (Key Developments).R: Recent Buybacks And 2026 Earnings Guidance Will Support Confidence
Analysts have slightly adjusted their price target for Ryder System to $227.22. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E, while keeping their overall valuation view essentially unchanged.R: Share Repurchases And Leadership Transition Will Support Confidence In 2026 Outlook
Analysts have maintained their $227.22 price target for Ryder System, citing only minor adjustments to assumptions for discount rate, revenue growth, profit margin and future P/E, rather than a change in their overall view of the shares. What's in the News Ryder issued earnings guidance for the first quarter of 2026, with expected GAAP EPS between $1.95 and $2.20 per share, providing an early view of management’s earnings expectations for the year ahead.R: Leadership Transition And Capital Returns Will Support Balanced Outlook Through 2027
Analysts have adjusted their price target on Ryder System from $215.44 to $227.22, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Ryder issued earnings guidance for the first quarter of 2026, expecting GAAP EPS between $1.95 and $2.20 per share.Earnings Update: Here's Why Analysts Just Lifted Their Ryder System, Inc. (NYSE:R) Price Target To US$227
Feb 15
R: Leadership Succession And M&A Priorities Will Support Balanced Outlook Through 2027
Analysts now hold Ryder System's fair value estimate steady at about US$215.44, with only minor refinements to the discount rate, revenue growth, profit margin and future P/E assumptions informing the updated price target narrative. What's in the News CEO Robert E.R: Leadership Transition And M&A Expansion Will Support Measured Outlook Into 2027
Narrative Update: Ryder System Analyst Price Target Shift Analysts have adjusted their fair value estimate for Ryder System from about US$211.10 to roughly US$215.44, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News CEO Robert E.R: Leadership Transition And Buybacks Will Support Measured Outlook Into 2027
Analysts have slightly increased their price target on Ryder System, raising their fair value estimate from about $208.90 to roughly $211.10. This change reflects updated assumptions around revenue growth, profit margins and future P/E levels.R: Leadership Transition And Buybacks Will Shape Measured Upside Outlook
Narrative Update on Ryder System The analyst price target for Ryder System has been raised by approximately $7.60 to about $208.90, as analysts point to slightly stronger long term revenue growth, modestly improved profit margins, and a marginally higher forward P/E multiple to support a higher fair value estimate. What's in the News CEO Robert E.R: New Buybacks Will Support Future Upside Potential
Analysts have modestly raised their price target on Ryder System to approximately $201.33, reflecting slightly lower discount rate assumptions and a marginally higher long term profit outlook that together support a modestly richer future earnings multiple. What's in the News The Board of Directors authorized a new share repurchase program allowing Ryder to buy back up to 2,000,000 shares (about 4.95% of outstanding stock) to support capital structure flexibility and shareholder returns, effective through October 9, 2027 (company announcement).R: Share Repurchases And New Facility Will Support Future Upside
Analysts have maintained their price target for Ryder System at $201.33 per share. They state that stable growth and margin expectations continue to support current valuations.R: Share Repurchases And Expansions Will Drive Future Shareholder Returns
Analysts have lowered their price target for Ryder System from $206.56 to $201.33. This change reflects slight adjustments in projected revenue growth and updated profit margin expectations.Ryder System, Inc. (NYSE:R) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
Oct 28Analysts Raise Ryder System Price Target as Profit Margins Improve and Expansion Continues
Analysts have raised their price target for Ryder System from $202.11 to $206.56. This reflects updated forecasts that include a slightly higher profit margin and discount rate, while revenue growth expectations and the projected future P/E ratio have been modestly adjusted.Domestic Supply Chains And Green Fleets Will Drive Future Growth
Analysts have raised their price target for Ryder System by $5.56 to $202.11 per share. They cited modest improvements in discount rate assumptions while noting slightly reduced projections for revenue growth and profit margins.Domestic Supply Chains And Green Fleets Will Drive Future Growth
Ryder System’s fair value has seen only a marginal increase, as both Future P/E and revenue growth forecasts remained virtually unchanged, resulting in a modest uptick in the consensus analyst price target from $194.00 to $196.56. What's in the News Issued Q3 2025 GAAP EPS guidance of $3.30–$3.50 and full-year 2025 GAAP EPS guidance of $12.15–$12.60, with revenue expected at $12.7 billion and net earnings of $520 million.Is Now The Time To Look At Buying Ryder System, Inc. (NYSE:R)?
Sep 19These 4 Measures Indicate That Ryder System (NYSE:R) Is Using Debt Extensively
Sep 01Ryder System's (NYSE:R) Dividend Will Be Increased To $0.91
Aug 14Results: Ryder System, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Jul 27Ryder System's (NYSE:R) Dividend Will Be Increased To $0.91
Jul 24Ryder System (NYSE:R) Takes On Some Risk With Its Use Of Debt
Jun 01Is Now An Opportune Moment To Examine Ryder System, Inc. (NYSE:R)?
May 14Ryder System: Attractive Despite Increased Uncertainty
Mar 21Why I'm Happy I Bought Ryder - 14 Months Later And Up 84% (Rating Downgrade)
Oct 19CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$493m |
| Dec 31 2025 | US$5m | US$800k | US$498m |
| Sep 30 2025 | n/a | n/a | US$500m |
| Jun 30 2025 | n/a | n/a | US$503m |
| Mar 31 2025 | n/a | n/a | US$498m |
| Dec 31 2024 | US$4m | US$705k | US$486m |
| Sep 30 2024 | n/a | n/a | US$476m |
| Jun 30 2024 | n/a | n/a | US$494m |
| Mar 31 2024 | n/a | n/a | US$350m |
| Dec 31 2023 | US$4m | US$683k | US$404m |
| Sep 30 2023 | n/a | n/a | US$478m |
| Jun 30 2023 | n/a | n/a | US$565m |
| Mar 31 2023 | n/a | n/a | US$822m |
| Dec 31 2022 | US$4m | US$663k | US$858m |
| Sep 30 2022 | n/a | n/a | US$842m |
| Jun 30 2022 | n/a | n/a | US$734m |
| Mar 31 2022 | n/a | n/a | US$644m |
| Dec 31 2021 | US$4m | US$650k | US$520m |
| Sep 30 2021 | n/a | n/a | US$364m |
| Jun 30 2021 | n/a | n/a | US$271m |
| Mar 31 2021 | n/a | n/a | US$48m |
| Dec 31 2020 | US$3m | US$605k | -US$113m |
| Sep 30 2020 | n/a | n/a | -US$191m |
| Jun 30 2020 | n/a | n/a | -US$328m |
| Mar 31 2020 | n/a | n/a | -US$179m |
| Dec 31 2019 | US$3m | US$537k | -US$24m |
Compensation vs Market: John's total compensation ($USD4.88M) is below average for companies of similar size in the US market ($USD14.60M).
Compensation vs Earnings: John's compensation has increased by more than 20% whilst company earnings have fallen 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
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Chair | 13.3yrs | US$10.18m | 1.45% $ 140.6m | |
| CEO & Director | less than a year | US$4.88m | 0.48% $ 46.0m | |
| CFO, EVP & Principal Accounting Officer | 5.8yrs | US$3.05m | 0.055% $ 5.3m | |
| President of Global Supply Chain Solutions & Dedicated Transportation Solutions | 11.2yrs | US$3.93m | 0.099% $ 9.6m | |
| President of Global Fleet Management Solutions | 5yrs | US$3.76m | 0.058% $ 5.6m | |
| Executive VP & Chief Information Officer | 8.3yrs | no data | 0.047% $ 4.5m | |
| Vice President of Investor Relations | 3.3yrs | no data | no data | |
| Executive VP | 22yrs | US$2.48m | 0.25% $ 23.9m | |
| Executive VP | 12.7yrs | no data | 0.032% $ 3.1m | |
| Senior VP | 4.3yrs | no data | 0.062% $ 6.0m | |
| Executive VP & Chief Human Resources Officer | 10.3yrs | no data | 0.16% $ 15.8m | |
| Senior Vice President of Sales & Marketing for Supply Chain Solutions | 12.3yrs | no data | no data |
7.0yrs
Average Tenure
57yo
Average Age
Experienced Management: R's management team is seasoned and experienced (7 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Chair | 13.3yrs | US$10.18m | 1.45% $ 140.6m | |
| CEO & Director | less than a year | US$4.88m | 0.48% $ 46.0m | |
| Independent Director | 3.4yrs | US$331.38k | 0% $ 0 | |
| Independent Director | 19.3yrs | US$404.70k | 0% $ 0 | |
| Independent Director | 11.8yrs | US$391.99k | 0.0062% $ 599.7k | |
| Independent Director | 8.2yrs | US$438.01k | 0.0052% $ 500.1k | |
| Independent Director | 22.8yrs | US$458.71k | 0.023% $ 2.3m | |
| Independent Director | 8.2yrs | US$398.77k | 0% $ 0 | |
| Lead Independent Director | 13.8yrs | US$445.88k | 0% $ 0 | |
| Independent Director | 13.6yrs | US$360.01k | 0.051% $ 4.9m | |
| Independent Director | less than a year | no data | no data | |
| Independent Director | 15yrs | US$442.34k | 0.000030% $ 2.9k |
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
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/04 15:34 |
| End of Day Share Price | 2026/05/01 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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
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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.
| Analyst | Institution |
|---|---|
| Daniel Moore | Baird |
| Brandon Oglenski | Barclays |
| Brandon Oglenski | Barclays |