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Upturn AI SWOT - About
Ryder System Inc (R)

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Upturn Advisory Summary
10/24/2025: R (2-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $201.33
1 Year Target Price $201.33
| 1 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 23.41% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.51B USD | Price to earnings Ratio 13.6 | 1Y Target Price 201.33 |
Price to earnings Ratio 13.6 | 1Y Target Price 201.33 | ||
Volume (30-day avg) 7 | Beta 0.98 | 52 Weeks Range 124.27 - 195.48 | Updated Date 10/25/2025 |
52 Weeks Range 124.27 - 195.48 | Updated Date 10/25/2025 | ||
Dividends yield (FY) 2.08% | Basic EPS (TTM) 11.86 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-10-23 | When Before Market | Estimate 3.61 | Actual 3.57 |
Profitability
Profit Margin 3.96% | Operating Margin (TTM) 8.67% |
Management Effectiveness
Return on Assets (TTM) 3.96% | Return on Equity (TTM) 16.36% |
Valuation
Trailing PE 13.6 | Forward PE - | Enterprise Value 16310392438 | Price to Sales(TTM) 0.51 |
Enterprise Value 16310392438 | Price to Sales(TTM) 0.51 | ||
Enterprise Value to Revenue 1.28 | Enterprise Value to EBITDA 5.55 | Shares Outstanding 40376534 | Shares Floating 38952454 |
Shares Outstanding 40376534 | Shares Floating 38952454 | ||
Percent Insiders 2.64 | Percent Institutions 95.94 |
Upturn AI SWOT
Ryder System Inc

Company Overview
History and Background
Ryder System Inc. was founded in 1933 by James Ryder. It initially focused on hauling building materials and grew through acquisitions and expansion into truck leasing and logistics. Over the years, Ryder has evolved into a comprehensive supply chain, dedicated transportation, and fleet management solutions provider.
Core Business Areas
- Fleet Management Solutions (FMS): Provides full-service leasing, maintenance, and rental of commercial vehicles.
- Supply Chain Solutions (SCS): Offers comprehensive supply chain management services, including distribution management, transportation management, and e-commerce fulfillment.
- Dedicated Transportation Solutions (DTS): Provides customized transportation solutions with dedicated vehicles and drivers.
Leadership and Structure
Robert E. Sanchez is the Chairman and CEO. The organizational structure includes divisions for FMS, SCS, and DTS, with centralized support functions like finance, HR, and technology.
Top Products and Market Share
Key Offerings
- Full-Service Lease: A comprehensive leasing program that includes maintenance, repairs, and other services. Ryder has significant market share in this area, competing with Penske and others. Revenue generated from FMS contributes significantly to overall revenue.
- Commercial Rental: Short-term rental of commercial vehicles. The revenue from this segment is significant, and the market is competitive. Competitors include Penske, Enterprise, and U-Haul.
- Supply Chain Solutions: Logistics and supply chain management services. Market share data is fragmented but Ryder holds a leading position. Competitors include C.H. Robinson and XPO Logistics.
Market Dynamics
Industry Overview
The transportation and logistics industry is driven by economic growth, e-commerce, and globalization. It faces challenges such as driver shortages, rising fuel costs, and increasing regulatory requirements.
Positioning
Ryder is a leading provider of fleet management and supply chain solutions. Its competitive advantages include its scale, integrated service offerings, and strong brand reputation.
Total Addressable Market (TAM)
The TAM for transportation and logistics is estimated to be in the trillions of dollars globally. Ryder's revenue represents a small percentage of the overall TAM, indicating significant growth potential. Ryder is well-positioned to capture a larger share of this market.
Upturn SWOT Analysis
Strengths
- Strong Brand Recognition
- Extensive Service Network
- Diversified Service Offerings
- Large Fleet Size
- Established Customer Relationships
Weaknesses
- High Capital Intensity
- Exposure to Economic Cycles
- Dependence on Fuel Prices
- Driver Shortage Impact
- Fleet Maintenance Costs
Opportunities
- E-commerce Growth
- Expansion into New Markets
- Technological Advancements (e.g., telematics)
- Increased Outsourcing of Logistics
- Sustainability Initiatives
Threats
- Economic Downturns
- Increased Competition
- Rising Interest Rates
- Government Regulations
- Fuel Price Volatility
Competitors and Market Share
Key Competitors
- Penske (Privately Held)
- XPO (XPO)
- C.H. Robinson (CHRW)
Competitive Landscape
Ryder competes on price, service quality, and network coverage. Its advantages include its scale and integrated service offerings. Disadvantages can include higher capital costs and exposure to economic cycles.
Major Acquisitions
Whiplash
- Year: 2022
- Acquisition Price (USD millions): 480
- Strategic Rationale: Expanded Ryder's e-commerce fulfillment capabilities and customer base.
Growth Trajectory and Initiatives
Historical Growth: Ryder has historically grown through organic expansion and strategic acquisitions.
Future Projections: Future growth is projected to be driven by e-commerce, outsourcing, and technological advancements. Analyst estimates would need to be sourced for precise projections.
Recent Initiatives: Recent initiatives include investments in technology (e.g., telematics, digital platforms), sustainability, and expansion into new markets.
Summary
Ryder System Inc. is a significant player in the transportation and logistics industry, with a strong brand and diverse service offerings. The company benefits from its scale and integrated solutions. However, it faces challenges related to economic cycles, fuel prices, and driver shortages. Ryder's strategic investments in technology and sustainability position it for future growth, but it must navigate a competitive landscape and potential economic headwinds.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Analyst Estimates
- Company Website
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share and financial data are estimates and may vary. Actual results may differ materially from projections.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Ryder System Inc
Exchange NYSE | Headquaters Coral Gables, FL, United States | ||
IPO Launch date 1980-01-02 | Chairman & CEO Mr. Robert E. Sanchez | ||
Sector Industrials | Industry Rental & Leasing Services | Full time employees 50700 | Website https://www.ryder.com |
Full time employees 50700 | Website https://www.ryder.com | ||
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 turnkey transportation, vehicles, drivers, management, and administrative services, as well as routing and scheduling, fleet sizing, safety, regulatory compliance, risk management, and technology and communication systems support services. 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 value added services, such as light assembly, packaging and refurbishment, and contract packaging and manufacturing; transportation management and brokerage services, such as shipment optimization, load scheduling, and delivery confirmation services; professional services; and e-commerce and last mile services. The company was founded in 1933 and is headquartered in Coral Gables, Florida.

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