Ryder System Inc logo

Ryder System Inc(R)

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ADVISORIES YOU CAN VERIFY
QUALITY SIGNAL
3-STAR RATING
PASS
LAST CLOSE
$236.25
09/24/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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Upturn Advisory & Investor View for R

09/24/2026: R (3-star) is currently NOT-A-BUY. Pass it for now.

Ryder System Inc is a long-standing provider of fleet management, dedicated transportation, and supply chain logistics services. The company benefits from a wide-reaching maintenance network and strong enterprise relationships, which help provide consistent revenue. Its main growth opportunity lies in its expanding e-commerce fulfillment services and the digital transformation of its logistics platforms. However, investors should note the company's susceptibility to economic downturns, high capital intensity, and intense competition from tech-enabled logistics firms. Ryder may best suit value-oriented or dividend-focused investors, and monitoring its success in integrating new digital logistics technologies remains key to its long-term competitive positioning.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitRyder offers moderate growth through supply chain expansion, but the core fleet business is mature and cyclical.
Momentum investorMixed fitThe stock often tracks industrial and transportation sector trends, requiring a positive upturn signal.
Value investorStrong fitRyder often trades at valuation multiples that can be attractive relative to its cash flow generation.
Dividend investorStrong fitThe company has a reliable history of dividend payments, making it suitable for income-focused portfolios.
Low-risk investorMixed fitHigh capital intensity and economic cyclicality introduce volatility not ideal for very risk-averse investors.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityMedium / highThe stock is sensitive to economic cycles and fuel price swings.
Valuation riskMediumMarket pricing of the stock often reflects changes in used vehicle market values.
Competition risk (Logistics providers)Medium / highCompetition from asset-light and tech-enabled logistics firms pressures margins.
Business qualityMediumThe company has strong operational reach but faces heavy depreciation and capital expenditure needs.
Dividend incomeMediumDividends are generally stable but depend on maintaining sufficient operating cash flow.
Execution riskMediumSuccessful integration of technology-led acquisitions like Whiplash is critical for future growth.

Price Behavior

Rolling Over
PRICE PATH

Rolling Over

The price momentum is slowing down and beginning to turn downward.

Moderately Choppy
PRICE STABILITY

Moderately Choppy

The stock has experienced noticeable price swings while retaining some directional structure.

Analysis of Past Performance

Type Stock
Historic Profit 29.88%
Avg. Invested days 49
Today’s Advisory PASS
Upturn Advisory 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 09/24/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
R receives a 3-star rating, supported by solid company fundamentals. The rating is constrained by soft unit economics, and weak price momentum.

Company Fundamentals

★★★★★
R has solid overall fundamentals (4 stars), with moderate financial health, moderate growth momentum, and solid ownership. In FY2025 versus FY2024, moderate earnings growth (+2.0%) is partially offset by soft cash generation (FCF margin 3.6%), slightly negative revenue growth (-0.2%), soft profitability (net margin 3.9%).

Financial Health Rating

★★★★★
R's financial health is supported by solid cash strength, including free-cash-flow generation (3.6% of revenue). Profitability is moderate (3 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
Free-cash-flow growth is R's strongest growth driver at +209.8% FY2025 versus FY2024 (strong, 5 stars). By comparison, while revenue growth (-0.2%, slightly negative) and earnings growth (+2.0%, moderate) hold the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 93.0% and approximately 96.3% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 3.05% provides only moderate management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 10.53%
Vanguard Portfolio Management, LLC 7.16%
State Street Corp 4.84%
Vanguard Capital Management, LLC 4.27%
Dimensional Fund Advisors, Inc. 4.18%

Unit Economics (Per $1K Revenue)

★★★★★
R generates approximately $203 of gross profit, $87 of operating income, and $36 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Strong cash conversion and healthy margins support the rating, although capital efficiency remains below the highest tier.

Economic Dimensions

★★★★★
Effective Tax Rate: 26.86%

Quantitative Style Profile

★★★★★
R has a liquid profile. Weak momentum is the primary drawback.

Style Classification

Quality Focused

Value-OrientedSmall / Mid Cap RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 9.06B USD
Price to earnings Ratio 19.35
1Y Target Price 299.56
Price to earnings Ratio 19.35
1Y Target Price 299.56
Volume (30-day avg) 255.5K shares
Beta 1
52 Weeks Range 154.92 - 283.10
Updated Date 09/24/2026
52 Weeks Range 154.92 - 283.10
Updated Date 09/24/2026
Dividends yield (FY) 1.53%
Basic EPS (TTM) 12.21

How Company Makes Money

Business areaWhat it includesRetail investor read
Fleet Management SolutionsLeasing, rental, and maintenance of commercial vehicle fleets.The foundational part of the business that provides steady recurring revenue.
Supply Chain SolutionsWarehousing, e-commerce fulfillment, and logistics management.The growth-oriented segment that benefits from the rise of e-commerce.
Dedicated TransportationTurn-key transport services with drivers and vehicles.A stable service business that helps customers outsource their logistics needs.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

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Valuation

Trailing PE 19.35
Forward PE 23.09
Enterprise Value 17.56B
Price to Sales(TTM) 0.71
Enterprise Value 17.56B
Price to Sales(TTM) 0.71
Enterprise Value to Revenue 1.37
Enterprise Value to EBITDA 5.31
Shares Outstanding 38.35M
Shares Floating 36.92M
Shares Outstanding 38.35M
Shares Floating 36.92M
Percent Insiders 3.05
Percent Institutions 93.01

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

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Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

About Ryder System Inc

Exchange NYSE
Headquarters Coral Gables, FL, United States
IPO Launch date 1980-01-02
CEO & Director Mr. John J. Diez CPA
Sector Industrials
Industry Rental & Leasing Services
Full time employees 51600
Full time employees 51600

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.