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Ryder System, Inc.

NYSE•R
CEO: Mr. Robert E. Sanchez
Sector: Industrials
Industry: Rental & Leasing Services
Listing Date: 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.
Contact Information
2333 Ponce de Leon Blvd., Suite 700, Coral Gables, FL, 33134, United States
305-500-3726
www.ryder.com
Market Cap
$7.41B
P/E (TTM)
15.3
36.8
Dividend Yield
1.9%
52W High
$230.39
52W Low
$125.54
52W Range
59%
Rank28Top 16.1%
5.3
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.3 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q4 2025 Data

Revenue

$3.18B+0.00%
4-Quarter Trend

EPS

$3.25+0.00%
4-Quarter Trend

FCF

$344.00M+0.00%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

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.

Risk Factors

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.

Outlook

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.

Peer Comparison

Revenue (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%

Gross Margin (Latest Quarter)

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

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
RYAAY$32.17B12.027.8%9.6%
TTC$9.35B28.323.0%3.0%
TFII$8.42B24.711.7%49.2%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
0.5%
Moderate Growth
4Q Net Income CAGR
10.7%
Profitability Improving
Cash Flow Stability
100%
Strong Cash Flow

Deep Research

Next earnings:Apr 21, 2026
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