R official logo R
R 2-star rating from Upturn Advisory
Ryder System Inc (R) company logo

Ryder System Inc (R)

Ryder System Inc (R) 2-star rating from Upturn Advisory
$186.35
Last Close (24-hour delay)
Profit since last BUY-0.51%
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Upturn Advisory Summary

12/09/2025: R (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

Upturn 2 star rating for performance

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Number of Analysts

2 star rating from financial analysts

7 Analysts rated it

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $208.2

1 Year Target Price $208.2

Analysts Price Target For last 52 week
$208.2 Target price
52w Low $123.6
Current$186.35
52w High $194.44

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 star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 12/09/2025

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

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Ryder System Inc

Ryder System Inc(R) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo 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.

Company business area logo 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 logo 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

Product Key Offerings logo 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 logo 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 competitor logo 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.

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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.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

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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
Full time employees 50700

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.