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 |
| Vol | 204.30K |
| As of | 25 Sep 2026 |
The Verdict
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/E | 19.15x |
| Forward P/E | 13.29x |
| EV / EBITDA | 6.21x |
| P / S (ttm) | 0.70x |
| Profit margin | 3.9% |
| Return on equity | 16.7% |
| Revenue growth | +5.0% |
| Earnings growth | +8.6% |
| Debt / equity | 293.61 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| 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.
Risk Metrics
| Beta vs SPX | 1.15 |
|---|---|
| Corr SPX | 0.57 |
| Annual vol | 32.5% |
| Annual ret | +29.2% |
| Sharpe | 0.90 |
| 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 |
| Analysts | 9 |
| Strong Buy | 2 | |
|---|---|---|
| Buy | 5 | |
| Hold | 3 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-04-24 | JP Morgan | → Neutral |
| 2026-04-24 | Citigroup | → Buy |
| 2026-04-24 | Barclays | → Overweight |
| 2026-04-24 | Baird | → Outperform |
| 2026-04-09 | Citigroup | → Buy |
| 2026-02-13 | Susquehanna | → Positive |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-23 | Earnings Release, Reg FD Disclosure… | read |
| 2026-05-04 | Shareholder Vote | read |
| 2026-04-23 | Earnings Release, Reg FD Disclosure… | read |
| 2026-02-11 | Earnings Release, Reg FD Disclosure… | read |
| 2026-01-23 | Officer / Director Change, Exhibits | read |
| 2025-12-19 | Officer / Director Change, Reg FD Disclosure… | read |
| 2025-12-12 | Officer / Director Change, Reg FD Disclosure… | read |
| 2025-10-23 | Earnings Release, Reg FD Disclosure… | read |
| 2025-07-24 | Earnings Release, Reg FD Disclosure… | read |
| 2025-05-05 | Shareholder Vote | read |
| 2025-04-23 | Earnings Release, Reg FD Disclosure… | read |
| 2025-02-12 | Earnings Release, Reg FD Disclosure… | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-01 | SWOBODA CHARLES M | Grant | 108 | — | |
| 2026-05-29 | Fatovic Robert D | EVP, CLO & Corp. Secretar | Sell | 5.00K | $1.25M |
| 2026-05-28 | HODES SANFORD J. | SVP, C Procur Of, Corp De | Sell | 595 | $149.91K |
| 2026-05-27 | HODES SANFORD J. | SVP, C Procur Of, Corp De | Gift | 411 | — |
| 2026-05-04 | Nieto Luis P Jr | Sell | 720 | $169.77K | |
| 2026-05-01 | SMITH ABBIE J | Grant | 1.21K | — | |
| 2026-05-01 | Romo Tammy | Grant | 712 | — | |
| 2026-05-01 | NORD DAVID G | Grant | 720 | — | |
| 2026-05-01 | NORD DAVID G | Grant | 796 | — | |
| 2026-05-01 | Nieto Luis P Jr | Grant | 720 | — |
Flow & Concentration
| Insider 180d net | -$1.57M |
|---|---|
| Insider buys / sells | 0 / 3 |
| Insider bias | Neutral |
| 13F holders | 0 |
| Top-5 share | 0.0% |
| HHI | 0 (—) |
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
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $12.64B | +5.1% | |
| Net income | $406.00M | +5.2% | |
| Cash from ops | $2.27B | +0.9% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $236.24 | $238.75 | $234.70 | $235.57 | 204.30K |
| Sep 24 | $237.23 | $238.56 | $235.30 | $236.25 | 190.20K |
| Sep 23 | $235.58 | $240.41 | $234.30 | $238.00 | 175.80K |
| Sep 22 | $239.86 | $241.28 | $236.46 | $236.50 | 223.90K |
| Sep 21 | $239.32 | $239.32 | $234.13 | $237.14 | 229.50K |
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