Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
R
BuySecond WindFLAGRyder System, Inc. · Industrials · United States · $9.4B · Avg Vol: $65M/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% | 12.8B | 13.2B | 14.0B | 5.1% |
| EPS | 18.73 | 9.25 | 11.62 | 12.15 | -13.4% | 12.30 | 13.80 | 16.66 | 17.1% |
| Shares | 46.3M | 43.9M | 42.1M | 39.4M | -14.8% | 38.3M | — | — | — |
| Debt | 7.1B | 8.1B | 8.9B | 8.7B | 7.0% | 8.5B | — | — | — |
| Equity | 2.9B | 3.1B | 3.1B | 3.1B | 1.3% | — | — | — | — |
| Op CF | 2.3B | 2.4B | 2.3B | 2.6B | 3.9% | 2.4B | — | — | — |
| 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) | $9.4B | 73 | Buy |
| MGRC | McGrath RentCorp | $2.7B | 60 | Hold |
| SUNB.L | Sunbelt Rentals Holdings, Inc. | $29.6B | 54 | Hold |
| VSTS | Vestis Corporation | $1.6B | 66 | Buy |
| WLFC | Willis Lease Finance Corporation | $1.1B | 71 | Buy |
| URI | United Rentals, Inc. | $64.1B | 65 | Buy |
| HRI | Herc Holdings Inc. | $5.0B | 39 | Hold |
| GATX | GATX Corporation | $6.3B | 32 | Sell |
| UHAL-B | U-Haul Holding Company | $11.8B | 28 | Sell |
| CTOS | Custom Truck One Source, Inc. | $2.1B | 47 | Hold |
Peer medians: ROE 8.8% · P/E 27.6x · Gross margin 29.3%