The Company in a Nutshell
| Date Reviewed | 02/23/2026 |
| Company Name | Ryder System Inc |
| Symbol | R |
| Sector | Industrials |
| Industry | Rental & Leasing Services |
| Beta | 0.93 |
| PRO Rating | 4 |
| Dividend Safety | 3 |
Business Model
| Current price | 205.96 |
| ROE | 16.15 % |
| ROIC | 5.65 % |
| Shareholder Yield | 0.85 % |
| 5-Yr Total Return | 205.15 % |
| 1-Yr Total Return | 39.15 % |
| Next Earnings Date | 04-23-26 |
Latest Quarter Information
What the CEO said:
CEO Robert Sanchez said, “Ryder delivered earnings growth and another year of solid returns in 2025,” citing the “strength and resiliency of our transformed business model,” and added the company achieved “an annual benefit of $100 million from our multi-year strategic initiatives,” with more expected in 2026.
What we say:
2026-02-21, Ryder System Inc reported a mixed quarter performance on EPS and revenue with +4.5% and -0.4% respectively. Q4 rev $3.175B (flat YoY) as SCS grew but was offset by softer DTS and modest FMS pressure from used-vehicle/rental conditions. EPS rose: GAAP $3.25 vs $3.11; comparable $3.59 vs $3.45, mainly from buybacks lowering share count; FMS EBT $136M (-10%), SCS $83M (-8%), DTS $40M (+19%), with FMS lease pricing/maintenance savings helping offset weaker used vehicle/rental. 2025 capital return $664M on FCF $946M. FY26: ~1% total rev growth, ~3% op rev growth; GAAP EPS $12.80–$13.80, comp EPS $13.45–$14.45; capex ~$2.4B. Strategy: more contractual mix + initiatives.
Investment Thesis
Dividend Triangle
| 5-Yr Rev. Growth | 8.35 % |
| 5-Yr EPS Growth | 66.80 % |
| 5-Yr Div Growth | 9.60 % |
Potential Risks
| Debt/Equity | 2.50 |
| Financial Debt to EBITDA (TTM) | 2.75 |
| Current Ratio (Quarterly) | 0.90 |
| Credit Score | 25 |
Dividend Growth Perspective
| Dividend ($) | 3.64 |
| Dividend Yield Fwd | 1.80 % |
| Dividend Frequency | Quarterly |
| Average 5-Yr Yield | 2.35 % |
| Payout Ratio (%) | 28.90 |
| Cash Payout Ratio (%) | 31.60 |
| DGR 1-Yr (TTM) | 12.75 |
| DGR 3-Yr (TTM) | 13.20 |
| DGR 5-Yr (TTM) | 9.60 |
| DGR Streak | 19 |
| Chowder Score | 11.35 |
| Next DVD PMT | 03-20-26 |
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 | 8 B |
| PE Ratio | 17.35 |
| Fwd PE | 14.10 |
| Price to Book Ratio | 2.65 |
| DDM Valuation | 0 |
| Average 5-Yr PE | 15.01 |
| Value Score | 81 |