The Company in a Nutshell
| Date Reviewed | 08/12/2025 |
| Company Name | Ryder System Inc |
| Symbol | R |
| Sector | Industrials |
| Industry | Rental & Leasing Services |
| Beta | 1.03 |
| PRO Rating | 4 |
| Dividend Safety | 3 |
Business Model
Ryder System, Inc. is a provider of outsourced logistics and transportation services. The Company provides supply chain, dedicated transportation, and commercial fleet management solutions. It operates through three segments: Fleet Management Solutions (FMS), which provides full service leasing that includes its contractual maintenance offering, commercial rental and maintenance services of trucks, tractors and trailers to customers principally in the United States (U.S.) and Canada; Supply Chain Solutions (SCS), which provides fully integrated port-to-door logistics solutions, including distribution management, dedicated transportation, transportation management, freight brokerage, e-commerce fulfillment, last-mile delivery, contract packaging, and contract manufacturing in North America, and Dedicated Transportation Solutions (DTS), which provides turnkey transportation solutions in the U.S., including dedicated vehicles, professional drivers, management, and administrative support.
| Current price | 170.8 |
| ROE | 15.70 % |
| ROIC | 5.85 % |
| Shareholder Yield | 1.05 % |
| 5-Yr Total Return | 279.40 % |
| 1-Yr Total Return | 18.75 % |
| Next Earnings Date |
Latest Quarter Information
What the CEO said:
Ryder CEO Robert Sanchez said, “The Ryder team delivered our third consecutive quarter of double-digit growth in earnings per share,” citing strong supply chain performance and cost-saving initiatives. SCS marked nine straight quarters of record earnings, DTS saw slight gains, and FMS contractual growth offset weaker used-vehicle sales. Ryder raised its dividend 12%, cut share count 21% since 2021, and remains confident in its asset-light model’s resilience and long-term growth potential.
What we say:
2025-08-09, Ryder System Inc reported a good quarter performance on EPS and revenue with +11.3% and +0.2% respectively. Ryder’s revenue rose on SCS and FMS contractual growth, while EPS gained from higher contractual earnings and buybacks. FY25 free cash flow guidance was raised $500M to $900M–$1B on lower spending and bonus depreciation. FY25 outlook: ~1% revenue growth, EPS $12.85–$13.30, ROE 17%. Lease capex cut $300M; Q3 EPS seen at $3.45–$3.65. Asset-light model drives resilience despite used-vehicle and freight softness.
Investment Thesis
Dividend Triangle
| 5-Yr Rev. Growth | 8.35 % |
| 5-Yr EPS Growth | 0.00 % |
| 5-Yr Div Growth | 8.30 % |
Potential Risks
| Debt/Equity | 2.50 |
| Financial Debt to EBITDA (TTM) | 2.80 |
| Current Ratio (Quarterly) | 0.75 |
| Credit Score | 20 |
Dividend Growth Perspective
| Dividend ($) | 3.64 |
| Dividend Yield Fwd | 2.15 % |
| Dividend Frequency | Quarterly |
| Average 5-Yr Yield | 2.60 % |
| Payout Ratio (%) | 27.80 |
| Cash Payout Ratio (%) | -161.35 |
| DGR 1-Yr | 9.85 |
| DGR 3-Yr | 11.65 |
| DGR 5-Yr | 8.30 |
| DGR Streak | 19 |
| Chowder Score | 10.45 |
| Next DVD PMT | 12-19-25 |
Valuation
(Data for `ddm_growth_rate_years` field are missing to build DDM tables)
Video Tutorial: How to Read the Stock Cards DDM Valuation
| Market Cap | 7 B |
| PE Ratio | 14.40 |
| Fwd PE | 11.70 |
| Price to Book Ratio | 2.20 |
| DDM Valuation | 0 |
| Average 5-Yr PE | 14.88 |
| Value Score | 87 |