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Ryder System Inc (R)

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Upturn Advisory Summary
12/09/2025: R (2-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $208.2
1 Year Target Price $208.2
| 1 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 22.8% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.60B USD | Price to earnings Ratio 15.71 | 1Y Target Price 208.2 |
Price to earnings Ratio 15.71 | 1Y Target Price 208.2 | ||
Volume (30-day avg) 7 | Beta 0.96 | 52 Weeks Range 123.60 - 194.44 | Updated Date 12/9/2025 |
52 Weeks Range 123.60 - 194.44 | Updated Date 12/9/2025 | ||
Dividends yield (FY) 1.78% | 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 - | When - | Estimate - | Actual - |
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 15.71 | Forward PE - | Enterprise Value 16214524818 | Price to Sales(TTM) 0.6 |
Enterprise Value 16214524818 | Price to Sales(TTM) 0.6 | ||
Enterprise Value to Revenue 1.28 | Enterprise Value to EBITDA 5.47 | Shares Outstanding 40376534 | Shares Floating 38955280 |
Shares Outstanding 40376534 | Shares Floating 38955280 | ||
Percent Insiders 2.64 | Percent Institutions 94.11 |
Upturn AI SWOT
Ryder System Inc

Company Overview
History and Background
Ryder System, Inc. was founded in 1933 by James A. Ryder as a small concrete hauling business in Miami, Florida. It expanded into truck rental and leasing in the 1940s and 1950s. Key milestones include its IPO in 1969, the acquisition of its first international operation in Canada in 1967, and the establishment of its Used Vehicle Sales division. Over the decades, Ryder has evolved from a regional truck rental company to a global leader in integrated transportation and logistics solutions.
Core Business Areas
- Fleet Management Solutions (FMS): Provides full-service leasing, commercial truck rental, and fleet maintenance services to businesses. This includes providing vehicles, maintenance, and related services to manage a company's fleet efficiently.
- Supply Chain Solutions (SCS): Offers a comprehensive range of logistics and transportation services, including dedicated transportation, distribution management, and yard management. This segment focuses on optimizing supply chains for clients.
- Dedicated Transportation Solutions (DTS): Provides customized transportation solutions, including operating and maintaining a client's private fleet, utilizing Ryder's drivers, vehicles, and technology.
Leadership and Structure
Ryder System Inc. is led by its Board of Directors and an executive management team. As of recent reporting, President and CEO is Robert E. Sanchez. The company operates through its primary business segments: Fleet Management Solutions, Supply Chain Solutions, and Dedicated Transportation Solutions.
Top Products and Market Share
Key Offerings
- Full-Service Leasing: Ryder provides a comprehensive leasing program where it owns, maintains, and manages a fleet of vehicles for its customers. This includes all aspects of vehicle acquisition, maintenance, and disposal. Competitors include Penske Truck Leasing and Enterprise Truck Rental. Specific market share data for this product line is not publicly available, but it is a core offering within the commercial vehicle leasing and rental industry.
- Commercial Truck Rental: Ryder offers a wide range of rental trucks for businesses needing flexible transportation solutions. This service competes directly with companies like Penske Truck Rental, Enterprise Truck Rental, and U-Haul. Market share for this specific segment is not detailed publicly.
- Supply Chain and Logistics Services: This encompasses a broad suite of services including warehousing, dedicated transportation, and last-mile delivery. Key competitors in this space include C.H. Robinson, XPO Logistics, and many regional logistics providers. Ryder's revenue from this segment is significant, but specific product-level market share is not readily available.
Market Dynamics
Industry Overview
The commercial transportation and logistics industry is vast and complex, encompassing truck leasing, rental, freight brokerage, warehousing, and dedicated fleet services. It is influenced by economic conditions, e-commerce growth, fuel prices, labor availability, and regulatory changes. The industry is characterized by consolidation and a growing demand for technology-enabled solutions to improve efficiency and visibility.
Positioning
Ryder System Inc. is a leading player in the commercial transportation and logistics sector, known for its integrated solutions across leasing, supply chain, and dedicated transportation. Its competitive advantages include a large and diverse fleet, a broad geographic reach, established customer relationships, and investments in technology and sustainable solutions. The company's focus on providing a comprehensive suite of services allows it to serve a wide range of customer needs.
Total Addressable Market (TAM)
The total addressable market for commercial transportation and logistics services is in the hundreds of billions of dollars globally. Ryder System Inc. is positioned to capture a significant portion of this market, particularly in North America, by offering a diverse portfolio of services that address the evolving needs of businesses for fleet management, supply chain optimization, and transportation solutions.
Upturn SWOT Analysis
Strengths
- Strong brand recognition and long-standing reputation.
- Diversified business segments (FMS, SCS, DTS) reducing reliance on any single area.
- Extensive network of service locations and maintenance facilities across North America.
- Large and well-maintained fleet of vehicles.
- Investments in technology and sustainability initiatives.
- Strong customer relationships and recurring revenue from leasing contracts.
Weaknesses
- Sensitivity to economic downturns and fluctuations in freight volumes.
- High capital expenditure requirements for fleet acquisition and maintenance.
- Competition from larger and more specialized players in certain segments.
- Potential for labor shortages impacting driver availability.
Opportunities
- Growing demand for e-commerce fulfillment and last-mile delivery solutions.
- Expansion of electric and alternative fuel vehicle offerings.
- Increased adoption of technology for supply chain visibility and efficiency.
- Strategic acquisitions to expand service offerings or geographic reach.
- Leveraging data analytics to provide enhanced customer insights.
Threats
- Rising fuel costs and their impact on operating expenses.
- Increased regulatory scrutiny and environmental compliance costs.
- Intensifying competition and pricing pressures.
- Potential for economic recession to reduce demand for transportation services.
- Cybersecurity risks impacting operational technology.
Competitors and Market Share
Key Competitors
- Penske Automotive Group, Inc. (PAG)
- XPO Logistics, Inc. (XPO)
- Herc Holdings Inc. (HRI)
Competitive Landscape
Ryder benefits from its diversified business model and established presence. Penske is a strong competitor, particularly in fleet leasing and maintenance, with a similar scale and brand recognition. XPO Logistics is a major player in freight transportation and logistics. Herc Holdings focuses more on equipment rental. Ryder's advantage lies in its integrated offering, providing end-to-end solutions that larger competitors may not always match, while its challenge is to maintain efficiency and competitive pricing across its broad service portfolio.
Major Acquisitions
Dot Transportation
- Year: 2024
- Acquisition Price (USD millions): 300
- Strategic Rationale: To enhance Ryder's dedicated transportation and supply chain solutions capabilities, particularly in food and beverage distribution, by integrating Dot's established operations and customer base.
Cardinal Logistics Holdings, LLC
- Year: 2022
- Acquisition Price (USD millions): 330
- Strategic Rationale: To expand Ryder's dedicated transportation and supply chain solutions, including adding significant scale and expertise in the retail and consumer packaged goods sectors.
Growth Trajectory and Initiatives
Historical Growth: Ryder has historically shown steady growth driven by its expansion in fleet management, supply chain solutions, and dedicated transportation. Acquisitions have also played a role in expanding its capabilities and market reach. The company has adapted to market changes, such as the rise of e-commerce, by enhancing its logistics offerings.
Future Projections: Analyst projections for Ryder System Inc.'s future growth often anticipate continued revenue expansion, particularly in its Supply Chain and Dedicated Transportation segments, supported by the growth of e-commerce and the increasing outsourcing of logistics functions by businesses. Profitability is expected to be influenced by fleet utilization, technological adoption, and economic cycles.
Recent Initiatives: Recent initiatives by Ryder have focused on expanding its used vehicle sales, investing in sustainable fleet solutions (including electric vehicles), enhancing its technology platforms for greater efficiency and customer visibility, and strategically acquiring smaller logistics providers to bolster its SCS capabilities.
Summary
Ryder System Inc. is a well-established and diversified leader in the transportation and logistics sector. Its strength lies in its integrated offerings across fleet management, supply chain solutions, and dedicated transportation, supported by a robust infrastructure and strong customer relationships. The company is well-positioned to capitalize on the growing demand for e-commerce logistics and sustainable transportation solutions. However, it must remain vigilant against economic downturns, rising operational costs, and intense competition to maintain its market leadership and profitability.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Ryder System Inc. Investor Relations
- Securities and Exchange Commission (SEC) Filings (10-K, 10-Q)
- Industry analysis reports
- Financial news outlets (e.g., Wall Street Journal, Bloomberg)
- Market research firms
Disclaimers:
This JSON output is generated for informational purposes only and does not constitute financial advice. Data is based on publicly available information and may be subject to change. Investors should conduct their own due diligence before making any investment decisions.
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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