Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
R
STRONG BUYFLAGRyder System, Inc. · Industrials · United States · $10.3B · Avg Vol: $108M/d
Ryder System clears stage one, with quality exactly on the floor at Q50 alongside V56 and M77, and a buyback retiring 5.69% of shares outstanding providing substantial corroboration. Insiders sold 0.02% with no offsetting purchases, so there is net selling and stage two blocks approval.
COMPANY DESCRIPTION
Ryder System, Inc. is a leading provider of commercial fleet management, dedicated transportation, and supply chain solutions across North America. Its competitive moat is built on a comprehensive suite of integrated services, an extensive operational network, and long-term customer relationships that generate high switching costs and significant logistical efficiencies. Ryder's asset-heavy model and deep expertise position it as a dominant force in transportation and logistics services.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 12.5B | 12.0B | 12.7B | 12.7B | 0.6% | 12.7B | 13.2B | 14.0B | 5.1% |
| EPS | 18.73 | 9.25 | 11.62 | 12.66 | -12.2% | 11.86 | 14.38 | 17.36 | 17.1% |
| Shares | 46.3M | 43.9M | 42.1M | 39.4M | -14.8% | 38.7M | — | — | — |
| Debt | 7.1B | 8.1B | 8.9B | 8.7B | 7.0% | 8.7B | — | — | — |
| Equity | 2.9B | 3.1B | 3.1B | 3.1B | 1.3% | — | — | — | — |
| Op CF | 2.3B | 2.4B | 2.3B | 2.6B | 3.9% | 2.5B | — | — | — |
| Inv CF | -1.9B | -2.7B | -2.4B | -1.6B | — | — | — | — | — |
| Fin CF | -861.0M | 256.0M | 153.0M | -912.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of R are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| R | Ryder System, Inc.(you) | $10.3B | 86 | STRONG BUY |
| MGRC | McGrath RentCorp | $2.9B | 75 | BUY |
| URI.MX | United Rentals, Inc. | $71.1B | 86 | STRONG BUY |
| PRG | PROG Holdings, Inc. | $1.8B | 99 | STRONG BUY |
| WSC | WillScot Holdings Corporation | $4.8B | 47 | HOLD |
| UHAL-B | U-Haul Holding Company | $12.2B | 35 | SELL |
| GATX | GATX Corporation | $6.6B | 39 | HOLD |
| SUNB.L | Sunbelt Rentals Holdings, Inc. | $30.9B | 49 | HOLD |
| VSTS | Vestis Corporation | $2.1B | 59 | HOLD |
| HRI | Herc Holdings Inc. | $5.4B | 37 | HOLD |
Peer medians: ROE 10.7% · P/E 30.7x · Gross margin 28.6%