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Earnings transcript
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R
Ryder System, Inc.
$238.39
-1.77
(-0.74%)
| Exchange: | NYSE |
| Market Cap: | 9.142B |
| Shares Outstanding: | 72.428M |
Delayed data
About The Company
| Sector: | IndustrialsView sector performance | |||||
| Industry: | Rental & Leasing ServicesView industry performance | |||||
| CEO: | John J. Diez | |||||
| Full Time Employees: | 51600 | |||||
| Address: |
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| Website: | https://www.ryder.com |
Ryder System, Inc. functions as a worldwide provider of logistics and transportation services, operating through three distinct segments: Fleet Management Solutions (FMS), Supply Chain Solutions (SCS), and Dedicated Transportation Solutions (DTS). The FMS segment offers extensive vehicle services, including full-service leasing and leasing options that feature flexible maintenance. It also supplies maintenance services, necessary equipment, and various provisions for vehicle operation. This segment further provides commercial vehicle rental services, as well as both contractual and transactional maintenance for trucks, tractors, and trailers, supported by comprehensive fleet support. Customers also gain access to diesel fuel, coupled with services for fuel planning, tax reporting, fuel cards, usage monitoring, and consolidated billing. Ryder sells its pre-owned vehicles via 63 retail centers and its dedicated website. The DTS segment delivers all-inclusive transportation solutions, covering equipment, maintenance, drivers, and administrative support. It also assists with crucial aspects like routing, scheduling, fleet optimization, safety management, regulatory compliance, risk assessment, and the implementation of technology and communication systems. Meanwhile, the SCS segment encompasses sophisticated distribution management services. This involves designing and overseeing clients’ distribution networks and facilities, orchestrating warehousing and the movement of materials (both incoming and outgoing), handling international imports and exports, and ensuring just-in-time replenishment of components for manufacturing and final assembly. Services extend to delivering goods to customer distribution centers or directly to the end customer, often incorporating additional value-added services such as light assembly. Beyond this, SCS offers transportation management services, which include optimizing shipments, scheduling loads, and confirming deliveries. The segment also provides expert professional consultation, e-commerce capabilities, and last-mile delivery solutions. Ryder System, Inc. was established in 1933 and its main office is situated in Miami, Florida.
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Revenue Segmentation
R full analysis
Welcome to MARKETSNAP’s SWOT analysis for Ryder System (ticker R)! If you’re a long-term investor looking to dig into a company that’s been a steady player in the logistics and transportation space, you’ve come to the right place. Today, we’re breaking down Ryder System, a name that might not be as flashy as some tech giants but holds a critical spot in supply chain management. Let’s unpack their strengths, weaknesses, opportunities, and threats, while keeping an eye on what this…
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 11,979,000 | 12,708,000 | 12,687,000 |
| Gross Profit | 2,495,000 | 2,545,000 | 2,578,000 |
| EBITDA | 2,999,000 | 3,275,000 | 3,329,000 |
| Operating Income | 1,074,000 | 1,067,000 | 1,108,000 |
| Net Income | 406,000 | 489,000 | 499,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 15,778,000 | 16,672,000 | 1,466,000 |
| Total Liabilities | 12,709,000 | 13,555,000 | 5,690,000 |
| Total Stockholders Equity | 3,069,000 | 3,117,000 | 3,052,000 |
| Total Debt | 8,148,000 | 8,885,000 | 7,645,000 |
| Cash and Cash Equivalents | 204,000 | 154,000 | 198,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 2,353,000 | 2,265,000 | 2,594,000 |
| Capital Expenditure | -3,234,000 | -2,683,000 | -2,135,000 |
| Free Cash Flow | -881,000 | -418,000 | 459,000 |
| Net Income | 406,000 | 489,000 | 499,000 |
| Net Change in Cash | -63,000 | -50,000 | 44,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2028 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 14,472,199.998 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 15,741,240.007 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 14,928,988.898 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 4,133,299.518 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 4,249,763.891 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 4,191,531.704 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 834,212.233 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 917,766.673 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 875,989.453 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 1,690,373.601 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 1,838,599.285 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 1,743,727.196 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 20.890 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 21.960 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 19.960 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 5 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 1 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Revenue Growth and Operational Performance: Ryder Systems reported a 2% increase in operating revenue to $2.6 billion in Q2 2025, as highlighted in the earnings call transcript. This growth reflects the company’s ability to maintain positive momentum in its core operations amidst competitive pressures.
- Strategic Business Model Transformation: The earnings call emphasized strategic initiatives and a transformed business model, which are expected to drive future earnings growth. This adaptability positions Ryder Systems favorably for long-term value creation and increased capital deployment capacity.
- Positive Earnings Metrics: The company’s focus on key financial results during the Q2 2025 earnings call indicates strong net income and operating cash flow trends, supported by operational efficiencies and cost management, as derived from income and cash flow statement data.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MarketSnap estimates R intrinsic value between $272.60 – $364.95 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about R valuation
Is Ryder System, Inc. (R) overvalued or undervalued right now?
MarketSnap estimates intrinsic value for Ryder System, Inc. (R) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is R a buy, hold, or sell for long-term investors?
MarketSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether R trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is R’s P/E ratio?
You can see R’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for R?
MarketSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MarketSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is R a good long-term investment?
Whether R fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MarketSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
R
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Daily snapshot
-0.74
Trading Metrics:
| Open: | 239.79 | Previous Close: | 240.16 | |
| Day Low: | 236.5 | Day High: | 242.86 | |
| Year Low: | 157.67 | Year High: | 284.25 | |
| Price Avg 50: | 244.36 | Price Avg 200: | 233.71 | |
| Volume: | 518823 | Average Volume: | 324608 |
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