Ryder System, Inc. R

235.57 (0.68) (0.29%) as of 25 Sep
Market cap
$9.1B
P/E
19.2×
Growth Flags show if company had growth for consecutive years

Insider Decisions

Total sells 41.20
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — 12 — — 3 — — — —
Insider Ownership 3.91%

Capital & Financial Ratios

Market Cap 9,060.00
Revenue 12,818.00
Net Income 497.00
Free Cash Flow 1,168.00
Net Debt 7,238.00
Current Ratio 0.65
Debt/Equity 2.59
P/E ratio 19.17
P/S ratio 0.71
P/B ratio 3.15
Past 5Y EPS Growth 10.17%
This Y EPS Growth 13.57%
Next Y EPS Growth 20.76%
Next 5Y EPS Growth 17.59%
in millions of $

Dividends

Payout Ratio 0.22
Annual Dividend Rate 2.84
Annual Dividend Yield 2.28%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 3.58
0.91
0.91
1.01
2025 3.44
0.81
0.81
0.91
0.91
2024 3.04
0.71
0.71
0.81
0.81
2023 2.66
0.62
0.62
0.71
0.71
2022 2.40
0.58
0.58
0.62
0.62
2021 2.28
0.56
0.56
0.58
0.58
2020 2.24
0.56
0.56
0.56
0.56
2019 2.20
0.54
0.54
0.56
0.56
2018 2.12
0.52
0.52
0.54
0.54
2017 1.80
0.44
0.44
0.46
0.46
2016 1.70
0.41
0.41
0.44
0.44
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 204 154 198 219
Receivables 1,714 1,861 1,897 1,997
Inventory — — — —
Other — — — —
2,265 2,463 2,473 2,545
2023 2024 2025 Q'26
Payables 833 828 689 734
ST’ Debt 1,583 1,120 819 1,965
Other — — — —
3,649 3,271 2,778 3,942
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 6.78% 8.51% 1.78%
Cash Flow 6.05% 3.53% 3.94%
Earnings 5.05% 0.00% (16.82%)
Book Value 4.38% 6.23% 1.29%

Revenue

Mar Jun Sep Dec Year
’26 3,126 3,347 — — —
’25 3,131 3,189 3,171 3,174 12,665
’24 3,098 3,182 3,168 3,188 12,636
’23 2,952 2,884 2,924 3,023 11,783
’22 2,854 3,034 3,035 3,088 12,011
’21 2,222 2,382 2,459 2,600 9,663
’20 2,161 1,895 2,151 2,213 8,420
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 583 677 — — —
’25 651 752 442 749 2,594
’24 526 552 629 558 2,265
’23 478 743 621 511 2,353
’22 466 637 683 524 2,310
’21 466 666 554 490 2,175
’20 439 660 598 484 2,181
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 273 410 — — —
’25 259 201 35 450 945
’24 13 58 147 (85) 133
’23 101 (85) 16 (86) (54)
’22 108 436 301 69 914
’21 241 360 227 228 1,056
’20 111 502 606 369 1,587
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 2.33 3.39 — — —
’25 2.27 3.13 3.32 3.25 11.94
’24 1.89 2.84 3.24 3.12 11.06
’23 2.94 (0.40) 3.47 2.72 8.73
’22 3.35 4.70 4.82 4.18 17.04
’21 0.95 2.77 2.57 3.35 9.66
’20 (2.10) (1.42) 0.68 0.48 (2.34)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.9
1Buy 2 3Hold 4 5Sell
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
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
6.03% 4.07% 4.63% (0.47%) (1.54%) 7.17% 10.12% 5.24% 5.23% 5.41%
EBT Margin
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
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
0.59 0.62 0.30 0.32 0.38 0.45 0.34 0.43 0.53 0.62
PS Ratio
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
79.61 50.22 (9.73) (9.93) 6.11 10.09 11.13 (222.73) 108.14 16.14
EV/FCF
1,601 1,628 1,718 2,141 2,181 2,175 2,310 2,353 2,265 2,594
Op' Cash Flow
(1,484) (1,431) (2,654) (3,217) (594) (1,119) (1,396) (2,407) (2,132) (1,649)
Capex
117 197 (936) (1,077) 1,587 1,056 914 (54) 133 945
FCF
(643) (692) (949) (1,063) (458) (740) (1,116) (1,384) (808) (305)
Working Cap'
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
2,052 2,842 2,537 2,476 2,256 2,798 2,937 3,069 3,117 3,052
Sh' Equity
2.41% 6.44% 2.29% (0.18%) (0.89%) 3.88% 6.14% 2.69% 3.01% 3.02%
ROA
4.62% 3.28% 4.17% 1.70% 1.58% 4.21% 6.68% 5.25% 5.55% 6.25%
ROIC
13.03% 29.41% 10.58% (0.97%) (5.16%) 20.54% 30.24% 13.52% 15.81% 16.18%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Ryder System, Inc. peers in Rental & Leasing Services

All 20 Rental & Leasing Services stocks →

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.

Source: company filings (standardised) and stockrow calculations.

Ryder System, Inc. (R) Latest News

News by impact score

Fine-tune

24 Sep

3

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

3

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

3

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

3

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

3

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.

3

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

4

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

3

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.

3

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.

3

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

4

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.

4

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.

4

Ryder System, Inc. released second quarter 2026 financial results. Quarterly earnings directly drive stock valuation and investor outlook for Ryder.

3

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.

3

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.

3

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

3

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

3

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

3

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

4

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

4

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.

3

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

3

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

3

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

3

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.

3

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

4

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.

4

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.

3

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.

3

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.

stockrow.com/R · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com