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Ryder System, Inc.

NYSE•R
CEO: Mr. Robert E. Sanchez
セクター: Industrials
業種: Rental & Leasing Services
上場日: 1980-01-02
Ryder System, Inc. operates as a logistics and transportation company worldwide. It operates through three segments: Fleet Management Solutions (FMS), Supply Chain Solutions (SCS), and Dedicated Transportation Solutions (DTS). The FMS segment offers full-service leasing and leasing with flexible maintenance options; commercial vehicle rental services; and contract or transactional maintenance services of trucks, tractors, and trailers; access to diesel fuel; and fuel planning and tax reporting, cards, and monitoring services, and centralized billing, as well as sells used vehicles through its retail sales centers and www.ryder.com/used-trucks website, as well as digital and technology support services. The DTS segment offers equipment, maintenance, drivers, administrative, and additional services, as well as routing and scheduling, fleet sizing, safety, regulatory compliance, risk management, and technology and communication systems support services. The SCS segment comprises distribution management services, such as designing and managing customer's distribution network and facilities; coordinating warehousing and transportation for inbound and outbound material flows; handling import and export for international shipments; coordinating just-in-time replenishment of component parts to manufacturing and final assembly; and offering shipments to customer distribution centers or end customer delivery points, as well as other value added services, such as light assembly of components. This segment also offers transportation management and brokerage services, such as shipment optimization, load scheduling, and delivery confirmation services; knowledge-based professional services; and e-commerce and last mile services. The company was founded in 1933 and is headquartered in Coral Gables, Florida.
連絡先情報
2333 Ponce de Leon Blvd., Suite 700, Coral Gables, FL, 33134, United States
305-500-3726
www.ryder.com
時価総額
$8.29B
PER (TTM)
17.2
40.9
配当利回り
1.7%
52週高値
$230.39
52週安値
$125.54
52週レンジ
81%
順位28Top 16.1%
5.3
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.3 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$3.18B+0.00%
直近4四半期の推移

EPS

$3.25+0.00%
直近4四半期の推移

フリーCF

$344.00M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Diluted EPS Increased 8% Diluted EPS from continuing operations reached $11.99, marking an 8% increase from the prior year results.
Free Cash Flow Surged Free cash flow (non-GAAP) jumped significantly to $946 million, reflecting reduced capital expenditures versus 2024.
SCS Segment Profit Growth SCS segment EBT grew 7% to $355 million, primarily reflecting operating revenue growth and network optimization.
ChoiceLease Revenue Up 2% ChoiceLease revenue grew 2% to $3.51B, offsetting weaker commercial rental demand in the FMS segment.

リスク要因

Used Vehicle Sales Volatility Used vehicle sales net loss narrowed to $(22) million, but residual value estimates remain subject to market volatility.
Commercial Rental Demand Down Commercial rental revenue declined 4% to $937 million due to weaker market conditions and smaller active fleet.
Contract Pricing Assumption Risk Profitability risks exist if operational assumptions regarding labor, inflation, and interest rates for contracts prove invalid.
Labor Shortages Persist Ongoing competition for professional drivers and technicians may increase labor costs across DTS and SCS segments.

見通し

2026 Cash Flow Forecast Forecasted operating cash flow for 2026 is $2.7B, with free cash flow expected to decrease to $800 million.
Freight Market Normalization Expected Expect contractual sales trends to improve in FMS and DTS segments as prolonged freight market downturns normalize.
Focus on Strategic Priorities Strategy centers on operational excellence, customer-centric innovation, and enhancing full-cycle returns for profitable growth.
Increased Capital Expenditures Gross capital expenditures are expected to increase to approximately $2.4 billion in 2026, reflecting lease fleet investments.

同業比較

売上高 (TTM)

AAL stock ticker logoAAL
$54.63B
+0.8%
RYAAY stock ticker logoRYAAY
$17.30B
+9.4%
R stock ticker logoR
$12.67B
+0.2%

粗利益率 (最新四半期)

ACHR stock ticker logoACHR
3300.0%
+0.0pp
ADT stock ticker logoADT
176.1%
-1.7pp
AL stock ticker logoAL
62.3%
-1.1pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
RYAAY$32.47B12.227.8%9.6%
TTC$9.68B29.323.0%3.0%
TFII$9.65B28.411.7%49.2%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
0.5%
緩やかな成長
4四半期純利益CAGR
10.7%
収益性の着実な向上
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月21日
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EPS:-
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売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし