Ryder System Yönetim
Yönetim kriter kontrolleri 3/4
Ryder System CEO'su John Diez, Mar2026 tarihinde atandı, in görev süresi bir yıldan az. in toplam yıllık tazminatı $ 4.88M olup, şirket hissesi ve opsiyonları dahil olmak üzere 16.4% maaş ve 83.6% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.48% ine doğrudan sahiptir ve bu hisseler $ 41.78M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 7 yıl ve 11.8 yıldır.
Anahtar bilgiler
John Diez
İcra Kurulu Başkanı
US$4.9m
Toplam tazminat
| CEO maaş yüzdesi | 16.40% |
| CEO görev süresi | less than a year |
| CEO sahipliği | 0.5% |
| Yönetim ortalama görev süresi | 7yrs |
| Yönetim Kurulu ortalama görev süresi | 11.8yrs |
Son yönetim güncellemeleri
Recent updates
Anlatı Güncellemesi • Apr 30
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.Seeking Alpha • Apr 23
Ryder System: Strong Fundamentals Justify Its Premium Valuation
Summary Ryder System has improved business resilience via a shift to leasing and conservative depreciation, supporting higher quality earnings and a 65% stock rally over the past year. Q1 results showed $2.54 EPS on flat $3.1 billion revenue, with segment margin expansion in Fleet Management and stable used vehicle pricing insulating performance. R reaffirmed FY guidance: 3% operating revenue growth, $14.05–$14.80 EPS, and $700–$800 million in free cash flow, targeting long-term ROE in the low-20% range. I maintain a 'Hold' rating, viewing shares as fairly valued near $230; I would consider adding on a pullback closer to $200. Read the full article on Seeking AlphaAnlatı Güncellemesi • Apr 10
R: 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).Anlatı Güncellemesi • Mar 26
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.Anlatı Güncellemesi • Mar 10
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.Anlatı Güncellemesi • Feb 24
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.Analiz Makalesi • Feb 15
Earnings Update: Here's Why Analysts Just Lifted Their Ryder System, Inc. (NYSE:R) Price Target To US$227
The yearly results for Ryder System, Inc. ( NYSE:R ) were released last week, making it a good time to revisit its...Anlatı Güncellemesi • Feb 09
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.Anlatı Güncellemesi • Jan 23
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.Anlatı Güncellemesi • Jan 07
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.Anlatı Güncellemesi • Dec 17
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.Anlatı Güncellemesi • Dec 03
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).Anlatı Güncellemesi • Nov 19
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.Anlatı Güncellemesi • Nov 05
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.Analiz Makalesi • Oct 28
Ryder System, Inc. (NYSE:R) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
Last week, you might have seen that Ryder System, Inc. ( NYSE:R ) released its quarterly result to the market. The...Anlatı Güncellemesi • Oct 22
Analysts 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.Anlatı Güncellemesi • Oct 08
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.Anlatı Güncellemesi • Sep 23
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.Analiz Makalesi • Sep 19
Is Now The Time To Look At Buying Ryder System, Inc. (NYSE:R)?
While Ryder System, Inc. ( NYSE:R ) might not have the largest market cap around , it received a lot of attention from...Analiz Makalesi • Sep 01
These 4 Measures Indicate That Ryder System (NYSE:R) Is Using Debt Extensively
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analiz Makalesi • Aug 14
Ryder System's (NYSE:R) Dividend Will Be Increased To $0.91
Ryder System, Inc. ( NYSE:R ) has announced that it will be increasing its dividend from last year's comparable payment...Analiz Makalesi • Jul 27
Results: Ryder System, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Investors in Ryder System, Inc. ( NYSE:R ) had a good week, as its shares rose 7.5% to close at US$183 following the...Analiz Makalesi • Jul 24
Ryder System's (NYSE:R) Dividend Will Be Increased To $0.91
Ryder System, Inc. ( NYSE:R ) has announced that it will be increasing its periodic dividend on the 19th of September...Analiz Makalesi • Jun 01
Ryder System (NYSE:R) Takes On Some Risk With Its Use Of Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Mar 21
Ryder System: Attractive Despite Increased Uncertainty
Summary Ryder System has transitioned from short-term rentals to long-term contracts, providing stability and reducing volatility in economic downturns. Despite recent stock declines, Ryder's strategic repositioning and strong financial performance, including $12 EPS and $133 million in 2024 free cash flow, make it a buy. Economic uncertainty may slow new contract growth, but Ryder's stable revenue from long-term contracts and potential tax benefits offer resilience. With a 12% upside to fair value and a secure 2.3% dividend, the current pullback presents an attractive buying opportunity for long-term investors. Read the full article on Seeking AlphaSeeking Alpha • Oct 19
Why I'm Happy I Bought Ryder - 14 Months Later And Up 84% (Rating Downgrade)
Summary Ryder System has significantly outperformed, with a 115% increase in less than 24 months, but my position remained small due to diversification. Despite Ryder's strategic turnaround and strong KPIs, I now view the stock as fairly valued and recommend a "Hold" at $110/share. The company's recent M&As and improved financials are positives, but earnings volatility and high leverage temper my enthusiasm for further upside. Ryder's current valuation no longer offers significant upside; I suggest waiting for a price drop or exploring other investments. Read the full article on Seeking AlphaCEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| 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$24m |
Tazminat ve Piyasa: John 'nin toplam tazminatı ($USD 4.88M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 8.46M ).
Tazminat ve Kazançlar: John şirketinin tazminatı %20'den fazla artarken, şirketin kazancı geçen yıl %20'den fazla düştü.
CEO
John Diez (53 yo)
less than a year
Görev süresi
US$4,879,233
Tazminat
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,...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Executive Chair | 13.3yrs | US$10.18m | 1.45% $ 127.8m | |
| CEO & Director | less than a year | US$4.88m | 0.48% $ 41.8m | |
| CFO, EVP & Principal Accounting Officer | 5.8yrs | US$3.05m | 0.055% $ 4.8m | |
| President of Global Supply Chain Solutions & Dedicated Transportation Solutions | 11.2yrs | US$3.93m | 0.099% $ 8.7m | |
| President of Global Fleet Management Solutions | 5yrs | US$3.76m | 0.058% $ 5.1m | |
| Executive VP & Chief Information Officer | 8.3yrs | Veri yok | 0.047% $ 4.1m | |
| Vice President of Investor Relations | 3.3yrs | Veri yok | Veri yok | |
| Executive VP | 22yrs | US$2.48m | 0.25% $ 21.7m | |
| Executive VP | 12.7yrs | Veri yok | 0.032% $ 2.8m | |
| Senior VP | 4.3yrs | Veri yok | 0.062% $ 5.4m | |
| Executive VP & Chief Human Resources Officer | 10.3yrs | Veri yok | 0.16% $ 14.4m | |
| Senior Vice President of Sales & Marketing for Supply Chain Solutions | 12.3yrs | Veri yok | Veri yok |
7.0yrs
Ortalama Görev Süresi
57yo
Ortalama Yaş
Deneyimli Yönetim: R 'un yönetim ekibi deneyimli ve deneyimlidir ( 7 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Executive Chair | 13.3yrs | US$10.18m | 1.45% $ 127.8m | |
| CEO & Director | less than a year | US$4.88m | 0.48% $ 41.8m | |
| 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% $ 545.3k | |
| Independent Director | 8.2yrs | US$438.01k | 0.0052% $ 454.7k | |
| 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% $ 4.4m | |
| Independent Director | less than a year | Veri yok | Veri yok | |
| Independent Director | 15yrs | US$442.34k | 0.000030% $ 2.6k |
11.8yrs
Ortalama Görev Süresi
66yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: R 'in yönetim kurulu deneyimli ve tecrübelidir (ortalama görev süresi 11.8 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/14 19:38 |
| Gün Sonu Hisse Fiyatı | 2026/05/14 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Ryder System, Inc. 27 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Daniel Moore | Baird |
| Brandon Oglenski | Barclays |
| Brandon Oglenski | Barclays |