Ryder System, Inc. remains a Buy as management drives revenue and profitability growth, with shares still trading at low multiples. Strategic focus on value-added services and shifting revenue mix toward SCS and DTS segments has doubled R's EPS and improved cash flow. FMS segment's ChoiceLease and SelectCare businesses offset rental softness, while fleet right-sizing and used-vehicle sales boost margins.
Ryder System, Inc. (R) Presents at Deutsche Bank's Chicago Industrials Summit Transcript
R's 2026 rally, earnings beat, valuation discount and cash returns entice, but heavy debt and weak momentum favor patience.
| Transportation Infrastructure Industry | Industrials Sector | John J. Diez CEO | XMUN Exchange | US7835491082 ISIN |
| US Country | 51,600 Employees | 24 Aug 2026 Last Dividend | 2 Jun 1986 Last Split | 2 Jan 1980 IPO Date |
Ryder System, Inc. is a global logistics and transportation company that provides a broad range of services through its three primary segments: Fleet Management Solutions (FMS), Supply Chain Solutions (SCS), and Dedicated Transportation Solutions (DTS). Established in 1933, the company has its headquarters in Coral Gables, Florida. Ryder focuses on leveraging its extensive expertise and technological capabilities to offer integrated services that cover various aspects of logistics and transportation, aiming to streamline operations, enhance efficiency, and reduce costs for its clients across diverse industries.
Fleet Management Solutions (FMS):
Dedicated Transportation Solutions (DTS):
Supply Chain Solutions (SCS):