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Earnings transcript
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R
Ryder System, Inc.
$205.95
-0.91
(-0.44%)
| Exchange: | NYSE |
| Market Cap: | 8.12B |
| Shares Outstanding: | 72.428M |
About The Company
| Sector: | Industrials | |||||
| Industry: | Rental & Leasing Services | |||||
| CEO: | John J. Diez | |||||
| Full Time Employees: | 50700 | |||||
| Address: |
| |||||
| Website: | https://www.ryder.com |
Ryder System, Inc. operates as a logistics and transportation company worldwide. The company 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, as well as maintenance services, supplies, and related equipment for operation of the vehicles; commercial vehicle rental services; and contract or transactional maintenance services of trucks, tractors, and trailers, as well as fleet support services. This segment also provides access to diesel fuel; offers fuel planning and tax reporting, cards, and monitoring services, and centralized billing; and sells used vehicles through its 63 retail sales centers and www.ryder.com/used-trucks website. The DTS segment offers equipment, maintenance, drivers, administrative, and additional 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 designing and managing customer’s distribution network and facilities; coordinating warehousing and transportation for inbound and outbound material flows; handling import and export for international shipments; coordinating just-in-time replenishment of component parts to manufacturing and final assembly; and offering shipments to customer distribution centers or end customer delivery points, as well as other value added services, such as light assembly of components. This segment also offers transportation management services, such as shipment optimization, load scheduling, and delivery confirmation services; knowledge-based professional services; and e-commerce and last mile services. Ryder System, Inc. was founded in 1933 and is headquartered in Miami, Florida.
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Revenue Segmentation
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 | 11,783,000 | 12,636,000 | 12,665,000 |
| Gross Profit | 2,264,000 | 2,420,000 | 2,504,000 |
| EBITDA | 2,932,000 | 2,794,000 | 3,329,000 |
| Operating Income | 878,000 | 995,000 | 1,086,000 |
| 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 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 14,265,986.664 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 15,373,043.495 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 14,775,047.520 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 3,694,317.569 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 3,981,000.824 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 3,826,143.885 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 781,442.658 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 861,128.926 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 821,285.792 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 1,636,048.054 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 1,763,007.249 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 1,694,428.035 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 19.570 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 20.600 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 18.690 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 4 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full 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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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.
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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.
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R
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Daily snapshot
-0.44
Trading Metrics:
| Open: | 204.41 | Previous Close: | 206.86 | |
| Day Low: | 201.2 | Day High: | 207.45 | |
| Year Low: | 125.54 | Year High: | 230.39 | |
| Price Avg 50: | 205.28 | Price Avg 200: | 185.95 | |
| Volume: | 265931 | Average Volume: | 383345 |
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Login — it's freeR 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…
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