Inside the research

Ryder System, Inc.

R Research profile · latest available data

Price overview

$235.57

▼ -0.68 (-0.3%)

52w hi$279.21
52w lo$157.40
Vol204.30K
As of25 Sep 2026

The Verdict

Hold

Our score -0.03

Short+0.07
Medium-0.08
Long-0.15

computed 2026-09-27

Key fundamentals

Ryder System, Inc.

Industrials · Rental & Leasing Services

Market cap$9.03B
Enterprise value$17.27B
Trailing P/E19.15x
Forward P/E13.29x
EV / EBITDA6.21x
P / S (ttm)0.70x
Profit margin3.9%
Return on equity16.7%
Revenue growth+5.0%
Earnings growth+8.6%
Debt / equity293.61

Layer Breakdown

LayerRawContribution
Fundamental+0.18
Sector-0.01
Technical+0.00
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

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; maintenance services; digital and technology support services; fuel services; 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. The DTS segment offers transportation, vehicles, drivers, outing and scheduling, fleet design, safety, regulatory compliance, risk management and technology and communication systems support. The SCS segment comprises distribution management services, such as coordinating warehousing and transportation for inbound and outbound material flows; managing import and export for international shipments; coordinating just-in-time replenishment of component parts to manufacturing and final assembly; and offering shipment delivery to distribution centers or end delivery points, as well as e-commerce fulfillment. This segment also offers dedicated transportation; transportation management and brokerage; e-commerce and last mile; and contract manufacturing and contract packaging. The company was founded in 1933 and is headquartered in Coral Gables, Florida.

United States · www.ryder.com

Risk Metrics

Beta vs SPX1.15
Corr SPX0.57
Annual vol32.5%
Annual ret+29.2%
Sharpe0.90
Max DD-23.9%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$258.56
High / Low$290.00 / $240.00
Median$253.00
Analysts9
Strong Buy2
Buy5
Hold3
Sell0
Strong Sell0

Recent rating actions

2026-04-24JP Morgan→ Neutral
2026-04-24Citigroup→ Buy
2026-04-24Barclays→ Overweight
2026-04-24Baird→ Outperform
2026-04-09Citigroup→ Buy
2026-02-13Susquehanna→ Positive

Material Events

DateEvent8-K
2026-07-23Earnings Release, Reg FD Disclosure…read
2026-05-04Shareholder Voteread
2026-04-23Earnings Release, Reg FD Disclosure…read
2026-02-11Earnings Release, Reg FD Disclosure…read
2026-01-23Officer / Director Change, Exhibitsread
2025-12-19Officer / Director Change, Reg FD Disclosure…read
2025-12-12Officer / Director Change, Reg FD Disclosure…read
2025-10-23Earnings Release, Reg FD Disclosure…read
2025-07-24Earnings Release, Reg FD Disclosure…read
2025-05-05Shareholder Voteread
2025-04-23Earnings Release, Reg FD Disclosure…read
2025-02-12Earnings Release, Reg FD Disclosure…read

Insider Trades

DateInsiderRoleActionSharesValue
2026-07-01SWOBODA CHARLES MGrant108—
2026-05-29Fatovic Robert DEVP, CLO & Corp. SecretarSell5.00K$1.25M
2026-05-28HODES SANFORD J.SVP, C Procur Of, Corp DeSell595$149.91K
2026-05-27HODES SANFORD J.SVP, C Procur Of, Corp DeGift411—
2026-05-04Nieto Luis P JrSell720$169.77K
2026-05-01SMITH ABBIE JGrant1.21K—
2026-05-01Romo TammyGrant712—
2026-05-01NORD DAVID GGrant720—
2026-05-01NORD DAVID GGrant796—
2026-05-01Nieto Luis P JrGrant720—

Flow & Concentration

Insider 180d net-$1.57M
Insider buys / sells0 / 3
Insider biasNeutral
13F holders0
Top-5 share0.0%
HHI0 (—)

Dividends

Yield (TTM)0.77%
$ / share (TTM)$1.82
5y CAGR+9.0%

Annual dividend per share

2021$2.28
2022$2.40
2023$2.66
2024$3.04
2025$3.44
2026$0.91

SEC Filings

DateFormDoc
2026-07-27424B3view
2026-07-27424B3view
2026-07-2310-Qview
2026-07-238-Kview
2026-07-024view
2026-06-2511-Kview
2026-06-014view
2026-05-294view
2026-05-054view
2026-05-054view
2026-05-054view
2026-05-054view
2026-05-054view
2026-05-054view
2026-05-054view

The Long Run

FY 2010–2025 · 16 years

LineLatestCAGRTrend
Revenue$12.64B+5.1%
Net income$406.00M+5.2%
Cash from ops$2.27B+0.9%

Indices

S&P MidCap 400

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$236.24$238.75$234.70$235.57204.30K
Sep 24$237.23$238.56$235.30$236.25190.20K
Sep 23$235.58$240.41$234.30$238.00175.80K
Sep 22$239.86$241.28$236.46$236.50223.90K
Sep 21$239.32$239.32$234.13$237.14229.50K

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