Ryder System, Inc. R
- Market cap
- $9.1B
- P/E
- 19.2×
Follow R
Target Price Range
Analyst price targets
Free account| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 45.12 | 62.52 | 44.80 | 44.90 | 22.62 | 60.60 | 61.71 | 76.15 | 106.62 | 125.54 |
Analyst estimates 2026–2028 Powerpack |
Low Price
|
||
| 85.42 | 85.77 | 90.26 | 67.65 | 64.71 | 93.05 | 97.26 | 119.47 | 171.78 | 200.53 |
High Price
|
|||
| 34,500 | 36,100 | 39,600 | 39,900 | 39,000 | 42,800 | 48,300 | 47,500 | 50,700 | 51,600 |
Employees
|
|||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Revenue/Emp
|
|||
| 6,758 | 7,280 | 8,414 | 8,926 | 8,420 | 9,663 | 12,011 | 11,783 | 12,636 | 12,665 |
Revenue
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|||
| 22.22% | 19.81% | 17.42% | 15.36% | 15.14% | 18.65% | 19.90% | 19.51% | 19.57% | 20.18% |
Gross Margin
|
|||
| 407 | 296 | 389 | (42) | (130) | 693 | 1,216 | 618 | 661 | 685 |
EBT
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|||
| 6.03% | 4.07% | 4.63% | (0.47%) | (1.54%) | 7.17% | 10.12% | 5.24% | 5.23% | 5.41% |
EBT Margin
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|||
| 263 | 720 | 285 | (24) | (122) | 519 | 867 | 406 | 489 | 499 |
Net Income
|
|||
| 1,226 | 1,299 | 1,472 | 1,980 | 2,143 | 1,811 | 1,831 | 1,814 | 1,854 | 1,859 |
Depreciation
|
|||
| 127.48 | 138.37 | 160.60 | 170.51 | 160.80 | 184.63 | 242.41 | 259.63 | 293.32 | 310.42 |
Revenue/Sh
|
|||
| 4.90 | 14.87 | 5.17 | (0.47) | (2.34) | 9.66 | 17.04 | 8.73 | 11.06 | 11.94 |
Earnings/Sh
|
|||
| 30.20 | 30.94 | 32.79 | 40.89 | 41.65 | 41.56 | 46.62 | 51.85 | 52.58 | 63.58 |
Cash Flow/Sh
|
|||
| (27.99) | (27.21) | (50.66) | (61.46) | (11.34) | (21.38) | (28.17) | (53.04) | (49.49) | (40.42) |
Capex/Sh
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|||
| 2.21 | 3.74 | (17.87) | (20.57) | 30.31 | 20.18 | 18.45 | (1.19) | 3.09 | 23.16 |
Free CF/Sh
|
|||
| 38.71 | 54.01 | 48.42 | 47.30 | 43.08 | 53.46 | 59.27 | 67.62 | 72.36 | 74.81 |
Book Value/Sh
|
|||
| 53 | 53 | 52 | 52 | 52 | 52 | 50 | 45 | 43 | 41 |
Shares
|
|||
| 15.32 | 5.80 | 9.31 | 0.00 | 0.00 | 8.55 | 4.84 | 12.92 | 14.14 | 15.99 |
PE Ratio
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|||
| 0.59 | 0.62 | 0.30 | 0.32 | 0.38 | 0.45 | 0.34 | 0.43 | 0.53 | 0.62 |
PS Ratio
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| 1.95 | 1.60 | 0.99 | 1.15 | 1.43 | 1.54 | 1.39 | 1.67 | 2.17 | 2.56 |
PB Ratio
|
|||
| 1.38 | 1.36 | 1.08 | 1.20 | 1.15 | 1.10 | 0.85 | 1.02 | 1.14 | 1.20 |
EV/Sales
|
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| 79.61 | 50.22 | (9.73) | (9.93) | 6.11 | 10.09 | 11.13 | (222.73) | 108.14 | 16.14 |
EV/FCF
|
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| 1,601 | 1,628 | 1,718 | 2,141 | 2,181 | 2,175 | 2,310 | 2,353 | 2,265 | 2,594 |
Op' Cash Flow
|
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| (1,484) | (1,431) | (2,654) | (3,217) | (594) | (1,119) | (1,396) | (2,407) | (2,132) | (1,649) |
Capex
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|||
| 117 | 197 | (936) | (1,077) | 1,587 | 1,056 | 914 | (54) | 133 | 945 |
FCF
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| (643) | (692) | (949) | (1,063) | (458) | (740) | (1,116) | (1,384) | (808) | (305) |
Working Cap'
|
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| 5,391 | 5,410 | 6,649 | 7,925 | 6,610 | 6,580 | 6,352 | 7,114 | 7,779 | 7,645 |
Total Debt
|
|||
| 5,332 | 5,331 | 6,581 | 7,851 | 6,459 | 6,346 | 6,085 | 6,910 | 7,625 | 7,447 |
Net Debt
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| 2,052 | 2,842 | 2,537 | 2,476 | 2,256 | 2,798 | 2,937 | 3,069 | 3,117 | 3,052 |
Sh' Equity
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| 2.41% | 6.44% | 2.29% | (0.18%) | (0.89%) | 3.88% | 6.14% | 2.69% | 3.01% | 3.02% |
ROA
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| 4.62% | 3.28% | 4.17% | 1.70% | 1.58% | 4.21% | 6.68% | 5.25% | 5.55% | 6.25% |
ROIC
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| 13.03% | 29.41% | 10.58% | (0.97%) | (5.16%) | 20.54% | 30.24% | 13.52% | 15.81% | 16.18% |
ROE
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Ryder System, Inc. peers in Rental & Leasing Services
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| UHAL U-Haul Holding Company | $10.5B | 437× | Compare |
| GATX GATX Corporation | $6.5B | 18.2× | Compare |
| HRI Herc Holdings Inc. | $4.4B | 92.2× | Compare |
| EQPT EquipmentShare.com Inc. | $4.1B | 19.3× | Compare |
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| CAR Avis Budget Group, Inc. | $3.7B | 0.0× | Compare |
| AER Aercap Holdings N.V. | $22.5B | 7.2× | Compare |
| WSC WillScot Holdings Corporation | $3.2B | 0.0× | Compare |
| MGRC McGrath RentCorp | $2.7B | 18.2× | Compare |
Ryder System, Inc. (R) key facts
- Ryder System, Inc. (R) is a Rental & Leasing Services company in the Industrials sector, listed on the New York Stock Exchange.
- Ryder System, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $12.7 billion, roughly unchanged from fiscal 2024.
- Net income was $499.0 million, or $11.94 per share (basic), a net margin of 3.94%.
- As of September 25, 2026, R traded at $235.57, a market capitalization of $9.1 billion.
- At that price the stock trades at 19.2× trailing-twelve-month earnings and 0.7× sales.
- Ryder System, Inc. pays an annual dividend of $2.84 per share, a yield of 2.28%, with a payout ratio of 21.6%.
- Return on equity was 16.2% and debt-to-equity 2.59.
Ryder System, Inc. (R) Latest News
24 Sep
StockStory labels Ryder System (R) a sell due to growth and margin concerns, with a rolling one-year beta of 0.68. Ryder, a pioneer in truck leasing and vehicle rental for businesses and parcel delivery, shows 2.4% revenue growth over the last two years, a gross margin of 19.7% that trails peers, and a cash-burning history that raises long-term viability questions. Its stock trades around $238.05, implying a forward P/E of about 14.5x. First Hawaiian Bank (FHB) is also recommended for selling, with a 0.51 beta. The bank has muted five-year net interest income growth (5.1%), EPS growth of 1.6%, and tangible book value per share growth of 2.9% next year, with a share price near $24.78 and a 1x forward P/B. By contrast, Ross Stores (ROST) is the sole buy, at $234.00 and 27.4x forward P/E, benefiting from 6.1% same-store sales growth, a 30.6% ROIC, and expanding store count. Weak growth, thinner margins, and a cash-burning history could moderately weigh Ryder's future prospects.
23 Sep
Ryder System announced Q3 2026 results will be released on Oct 22 with a same-day earnings call. Shares sit around $236.50, down about 5% in the last month but up roughly 9% this quarter; YTD return ~22%, 1-year ~29%, and 5-year >200%—pointing to long-run momentum despite near-term risk reassessment ahead of earnings. The piece presents mixed valuation views: a common narrative sees Ryder as about 21% undervalued with a fair value near $298.44, supported by domestic logistics tailwinds and 93% of revenue in the U.S.; conversely, a separate SWS DCF model values fair value at about $205.17, implying the stock could be overvalued depending on the model. Risks include freight softness or weaker used-truck pricing pressuring margins. The article also promotes stock-screening tools and notes the analysis is general in nature. Two valuation models diverge—one indicating about 21% undervaluation and the other suggesting fair value near $205, implying mixed signals.
4 Sep
Ryder System faces three key issues that make the stock worth avoiding, with an alternative investment recommended instead. Bearish analysis flags operational and competitive weaknesses that could pressure Ryder's valuation and near-term returns.
30 Jul
Ryder System's Q2 earnings call drew five key analyst questions on financial results, fleet utilization, pricing trends and growth outlook. Earnings call questions highlight Ryder's operational metrics and strategic priorities that can moderately shift near-term investor sentiment.
27 Jul
Ryder System stock rallied through 2026 and beat earnings forecasts, prompting assessment of whether shares remain attractive. Earnings beat after extended rally points to improved results that may lift near-term sentiment without altering long-term trajectory.
Ryder System notes dedicated opportunities and forecasts market improvement. Company forecast of market improvement points to moderately noticeable effects on future performance and sentiment.
26 Jul
Ryder System beat Q2 expectations and authorized a new share buyback program, which may alter its bullish investment outlook. Q2 earnings beat combined with fresh buyback authorization signals major positive shifts in financial results and investor sentiment for Ryder.
24 Jul
Ryder System reported second-quarter earnings and revenues that exceeded Wall Street estimates and rose year over year. Quarterly results beating estimates and showing growth typically lift near-term stock performance and investor sentiment without altering long-term strategy.
Morgan Stanley states that Ryder System's Q2 results strengthen the company's recovery case. Analyst note on quarterly results can modestly affect investor views and near-term stock movement.
Ryder System faces Q2 margin pressures while its asset-light strategy shapes the outlook. Q2 margin pressures combined with asset-light strategy shifts point to moderate effects on Ryder's financial path and investor sentiment.
23 Jul
Ryder System Inc reported strong EPS growth along with strategic shifts during its Q2 2026 earnings call. Strong EPS growth and strategic shifts are likely to significantly improve Ryder's future performance and investor sentiment.
Ryder System, Inc. released Q2 2026 earnings call summary covering financial results and outlook. Q2 2026 earnings details and guidance directly shape Ryder System investor sentiment and trajectory.
Ryder System, Inc. released second quarter 2026 financial results. Quarterly earnings directly drive stock valuation and investor outlook for Ryder.
Ryder System reported Q2 financial results and operational updates during its earnings call. Q2 earnings details may influence short-term investor views on company performance.
Ryder System's bottom line receives another boost from used vehicle sales. Recurring used vehicle sales gains support near-term earnings but do not signal structural change.
Ryder System reported Q2 earnings with analysis of key financial metrics. Q2 earnings metrics can moderately shift investor views on Ryder's financial trajectory.
22 Jul
Ryder System, Inc. (R) is scheduled to report quarterly earnings tomorrow. The announcement will cover revenue, earnings per share, and key operational metrics for the latest period. Scheduled earnings release sets near-term expectations but represents routine disclosure whose market effect depends on actual results versus forecasts.
16 Jul
Ryder System, Inc. (R) earnings are projected to grow, raising the question of whether investors should buy the stock. Expected earnings growth may moderately affect investor sentiment and near-term stock performance.
1 Jun
Ryder System reported Q1 earnings and was compared with other ground transportation stocks on key financial and operational metrics. Q1 earnings data can moderately shift near-term investor views and valuation multiples for the company.
4 May
Ryder System (R) raised its 2026 guidance and shifted toward a higher contract revenue mix, sparking debate on whether investors should adjust positions amid improved long-term outlook. Elevated 2026 guidance and stronger contract revenue mix indicate significant positive shift in financial trajectory and stability.
1 May
Ryder System, Inc. authorizes a new discretionary plan to repurchase shares. Share repurchase authorization signals management confidence and boosts earnings per share, significantly influencing investor sentiment and stock performance.
Robust used vehicle sales and operational discipline strengthen Ryder System's future prospects. Strong used vehicle sales and operational discipline moderately boost Ryder's financial performance and market outlook.
30 Apr
Ryder System's first-quarter results strengthened by robust contractual sales. Q1 bolstered by contractual sales moderately enhances financial performance and market sentiment.
29 Apr
Ryder System, Inc. expands operations in Huntsville, adding momentum to its freight growth strategy. Huntsville expansion enhances Ryder's freight operations and growth narrative with moderate positive impact on performance.
28 Apr
Ryder System, Inc. (R) presents three compelling reasons attracting growth investors, highlighting strong growth potential. Bullish growth outlook for Ryder (R) targets investors and may moderately influence sentiment and performance.
Ryder System (R) qualifies as a strong momentum stock with a Zacks Rank #2 (Buy), 27.7% YTD gain outperforming S&P 500, high Momentum Style Score of A, and robust price strength, signaling buy opportunity now. Momentum indicators and buy recommendation moderately boost investor sentiment and short-term performance without fundamental shifts.
24 Apr
Ryder System, Inc. (R) Q1 earnings beat estimates, increased year-over-year, and raised 2026 EPS view. Earnings beat, year-over-year growth, and raised 2026 EPS guidance strongly boost investor sentiment and signal improved long-term financial trajectory.
Ryder System, Inc. (R) raised full-year guidance after Q1 results boosted by expanding contractual portfolio and strong used vehicle sales. Guidance raise from contractual growth and used vehicle sales strength indicates significant positive shift in financial trajectory and investor outlook.
Ryder System has undergone major transformations, including shifts in fleet management and supply chain solutions, yet used vehicle sales from its leasing operations continue to drive significant revenue and profitability. Company transformations signal moderate improvements in operations, balanced by ongoing dependence on volatile used vehicle sales for key financial contributions.
Ryder System, Inc. (R) released Q1 earnings call highlights covering financial results, operational performance, strategic initiatives, and outlook amid economic pressures. Q1 earnings highlights reveal quarterly financials and guidance, moderately impacting investor sentiment and near-term stock trajectory.