Ryder System, Inc. (R) AI Stock Analysis

Ryder System operates globally in logistics and transportation through three segments: Fleet Management Solutions (FMS), Supply Chain Solutions (SCS), and Dedicated Transportation Solutions (DTS). FMS provides commercial vehicle leasing, flexible maintenance, truck and trailer rentals, and fleet support. DTS offers dedicated vehicle leasing, maintenance, driver staffing, administrative support, and specialized routing and safety compliance. SCS delivers distribution management, warehousing, and transportation coordination for domestic and international shipments, including just-in-time manufacturing support, transportation optimization, e-commerce fulfillment, and last mile delivery.

Ryder's revenue reached $12.69B in FY2025, down slightly by 0.2% compared to $12.71B in FY2024, following a 5-year revenue CAGR of 8.5% from FY2020. Gross margin stood at 20.3% in FY2025, while operating margin was 8.7%, up from 8.4% in FY2024. Net income for FY2025 was $499.0M with a 3.9% net margin and EPS of $12.94. In the latest quarter ended June 30, 2026, revenue increased 5.0% year-over-year, and quarterly earnings grew 8.6%, lifting trailing twelve-month revenue to $12.82B.

As of June 30, 2026, Ryder held $219.0M in cash and short-term investments against $8.45B in total debt, resulting in net debt of $8.23B and a debt-to-equity ratio of 2.94. Shareholders' equity was $2.88B, and the current ratio was 0.64. In FY2025, Ryder generated $2.59B in operating cash flow and $459.0M in free cash flow after funding $2.13B in capital expenditures. Cash returns included $519.0M in share buybacks and $145.0M in dividends paid, contributing to a 28.0% reduction in share count over five years.

At $238.39, Ryder holds a market capitalization of $9.14B and an enterprise value of $17.56B. The stock trades at a trailing P/E of 19.4x and an EV/EBITDA of 5.3x, both lower than the median of its US-listed Industrials peers at 24.8x and 13.9x, respectively. Ryder's forward P/E of 23.1x sits above the peer median of 17.2x. Over the past year, Ryder gained 32.8% compared to a 16.8% return for the S&P 500, and its 5-year return of 220.9% surpassed the index return of 83.0%.

Ryder pays a quarterly dividend with an annual forward payout of $4.04, reflecting a dividend yield of 1.69% and a payout ratio of 27.9%. The company has paid dividends for 47 consecutive years and achieved a 5-year annualized dividend growth rate of 9.0%. The last ex-dividend date is November 23, 2026.

Wall Street coverage consists of 5 Strong Buys, 3 Buys, and 3 Holds, with zero Sell ratings. The mean price target is $288.33, implying an upside of 21.0% from the last close of $238.39. For the fiscal year ending December 31, 2026, analysts estimate EPS of $14.67 (13.5% growth) on revenue of $13.29B. The company has beaten EPS estimates in each of the last 4 quarters, and the next earnings date is October 22, 2026.

This page is an AI-written research summary of Ryder System, Inc. (R). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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