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RRyder System, Inc.
$238.00$9.1B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Discovery & Screens
Live BreakoutsStock ScreenerOwnership
R logo

Ryder System, Inc.

R
NYSE · Rental & Leasing
$238.00
At close - Sep 23, 4:00 PM EDT - USD
Market Cap$9.13B
P/E19.8x
52W High$284.25
Volume175.19K
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q2

Margin Compression and Leverage Risk Cloud Ryder's Outlook

Ryder System's flat revenue trajectory and recent gross margin collapse to 15.6% in 2026Q2 from 20.7% a year earlier suggest a mature, cyclical business facing cost pressures and fading operating leverage. While robust cash conversion (OCF/NI averaging 5.2x) a...

GrowthStable
ProfitabilityStable
ValuationAttractive
TechnicalsMixed
Explore valuation models
MARKET ACTION

R price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

11/12 Beats

EPS beat 11 of last 12 quarters

02

Valuation risk

-29% Peers

P/E is 29% below peer median

03

Market leadership

RS 64 · Avg

Average momentum (RS Rating: 64)

04

Mixed Trend

Mixed

Price < 50DMA but > 200DMA

Next CatalystEstimated earnings · Oct 23
01

Build the investment case

Start with the evidence for owning the stock and the risks that can break the thesis.

EXECUTIVE THESIS

The Investment Case

Full Analysis
Fundamental Trajectory

Revenue growth has been essentially flat (2026Q2 +5.0% YoY, 2026Q1 -0.1%), but gross margin fell sharply to 15.6% in 2026Q2 from 20.7% a year earlier, with operating margin dropping to 4.0% from 8.8%, indicating significant cost pressure and loss of operating leverage.

Analyst Consensus+23.6% target
Buy(35 analysts)
21 Buy14 Hold0 Sell

The Bull Case

Upside Catalysts

Advanced fulfillment platform

Ryder's RyderShip™ platform combines automation and expert operators to manage inventory, orders, and returns in real time, enabling brands to scale D2C and omnichannel fulfillment.

Strong financial guidance

Ryder's 2026 GAAP EPS guidance of US$12.80 to US$13.80 alongside US$394.69 million of completed buybacks in 2025 indicates robust financial performance and shareholder returns.

Smart fleet management

RyderGyde™ offers an all-in-one solution to help fleets run smarter, safer, and simpler, enhancing operational efficiency and safety.

The Bear Case

Key Downside Risks

Market performance

Price History →

Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
R+24.02%
S&P 500 (^GSPC)+12.39%
1-Year Return
R+29.52%
S&P 500 (^GSPC)+15.77%
3-Year Return
R+136.98%
S&P 500 (^GSPC)+77.17%
5-Year Return
R+211.59%
S&P 500 (^GSPC)+68.41%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/E5Y High
19.8x
Forward P/EExpansion
16.2x
EV/EBITDA100th %ile
5.3x
FCF YieldCash Flow
5.0%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
19.8x
13.2x
100th· High
EV/EBITDA
5.3x
4.2x
100th· High
Price/FCF
19.9x
18.8x
100th· High
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$381.85+60.4%
Base (Fair)$782.53+228.0%
Bull$1495.03+528.2%
$381.85 Bear$782.53 Base$1495.03 Bull
Current Market Price: $238.00
Trades at a 69.6% discount to Base DCF ($782.53)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue
$12.69B-0.2% YoY
Net income
$499M+2.0% YoY
Free cash flow
$459M+209.8% YoY
Operating margin
8.7%+0.3 pts YoY
ROIC (TTM)7.1%
Avg ROIC 5Y-
ROE (TTM)16.2%
Piotroski Score9 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate11/12 (92%)
Revenue Beat Rate3/12 (25%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q3 2026Latest
Jul 23, 2026
$3.73+1.1%
vs $3.69
$3.3B+1.7%
vs $3.3B
Q2 2026
Apr 23, 2026
$2.54+11.9%
vs $2.27
$3.1B-0.5%
vs $3.1B
Q1 2026
Feb 11, 2026
$3.59-1.9%
vs $3.66
$3.2B-0.8%
vs $3.2B
Q4 2025
Oct 23, 2025
$3.57+0.3%
vs $3.56
$3.2B-1.2%
vs $3.2B
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

5 Stories
Accesswire·1d ago
RETRANSMISSION: Vicapsys Life Sciences Completes Reverse Merger with Stateline Distributors of Puerto Rico and Signs Definitive Agreement to Acquire NitroMist(R), Creating a Vertically Integrated Pharmaceutical Manufacturing and Distribution Platform Serving Federal, Tribal and Underserved Markets

Stateline is a DSCSA-compliant specialty pharmaceutical wholesale distributor with approximately 400 active healthcare accounts in Puerto Rico and a 50-state title model executed through third-party logistics partner Drugzone Strategic tribal 8(a) teaming agreement gives the combined company access to set-aside and sole-source federal contracting channels, including Indian Health Service pharmaceutical supply VICP has signed a definitive agreement to acquire NitroMist® (nitroglycerin) lingual aerosol, NDA 021780, for a US$2.0million convertible note and is preparing stability, medium-fill and pre-production batches with its contract manufacturing partner for the product's relaunch Company in discussions to acquire an approximately 120,000-square-foot former big-pharma API manufacturing facility in Puerto Rico, including 50,000 square feet of cleanroom manufacturing space and 70,000 square feet of distribution space MIAMI, FL AND SAN JUAN, PUERTO RICO / ACCESS Newswire / September 23, 2026 / Vicapsys Life Sciences, Inc. (OTC PINK:VICP) ("VICP" or the "Company") today announced that it has completed its reverse merger with Stateline Distributors of Puerto Rico, Inc. ("Stateline"), effective September 3, 2026, and has entered into a definitive asset purchase agreement to acquire the FDA-approved NitroMist® (nitroglycerin) lingual aerosol product. Stateline is now a wholly owned subsidiary of VICP.

Newsfile Corp·1d ago
TempraMed Announces Distribution Agreement with CenterWell Pharmacy(R), the Pharmacy Services Brand of Humana

Toronto, Ontario--(Newsfile Corp. - September 23, 2026) - TempraMed Technologies Ltd. (CSE: VIVI) (FSE: 9DY) (OTCQB: TMPTF) ("TempraMed" or the "Company"), a medical-technology innovator transforming how temperature-sensitive medications are stored and managed, is pleased to announce it has entered into a distribution agreement dated August 25, 2026 (the "Distribution Agreement") with CenterWell Pharmacy, Inc. ("CenterWell") the pharmacy services brand of Humana Inc, a major U.S. health insurer.

Accesswire·2d ago
Vicapsys Life Sciences Completes Reverse Merger with Stateline Distributors of Puerto Rico and Signs Definitive Agreement to Acquire NitroMist(R), Creating a Vertically Integrated Pharmaceutical Manufacturing and Distribution Platform Serving Federal, Tribal and Underserved Markets

Stateline is a DSCSA-compliant specialty pharmaceutical wholesale distributor with approximately 400 active healthcare accounts in Puerto Rico and a 50-state title model executed through third-party logistics partner Drugzone Strategic tribal 8(a) teaming agreement gives the combined company access to set-aside and sole-source federal contracting channels, including Indian Health Service pharmaceutical supply VICP has signed a definitive agreement to acquire NitroMist® (nitroglycerin) lingual aerosol, NDA 021780, for a US$2.0million convertible note and is preparing stability, medium-fill and pre-production batches with its contract manufacturing partner for the product's relaunch Company in discussions to acquire an approximately 120,000-square-foot former big-pharma API manufacturing facility in Puerto Rico, including 50,000 square feet of cleanroom manufacturing space and 70,000 square feet of distribution space MIAMI, FL AND SAN JUAN, PUERTO RICO / ACCESS Newswire / September 22, 2026 / Vicapsys Life Sciences, Inc. (OTC PINK:VICP) ("VICP" or the "Company") today announced that it has completed its reverse merger with Stateline Distributors of Puerto Rico, Inc. ("Stateline"), effective September 3, 2026, and has entered into a definitive asset purchase agreement to acquire the FDA-approved NitroMist® (nitroglycerin) lingual aerosol product. Stateline is now a wholly owned subsidiary of VICP.

Business Wire·2d ago
Ryder to Release Third Quarter 2026 Earnings on October 22, 2026

MIAMI--(BUSINESS WIRE)--Ryder System, Inc. (NYSE: R) expects to issue its third quarter 2026 results at approximately 7:00 a.m. Eastern Time on Thursday, October 22, 2026. The company will also host a conference call at 11 a.m. Eastern Time on the same day. The call will be webcast live and a replay will be available. Details for the call include: When: Thursday, October 22, 2026, from 11:00 a.m. to 12:00 p.m. Eastern Time   How: Live webcast: Ryder - 3Q 2026 Ryder System Inc. Earnings Conferen.

Filtered for Ryder System, Inc.More Headlines
04

Compare before deciding

Benchmark R against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for Ryder System, Inc. (R)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
R logoRRyder System, Inc.Current
$238.00$9.13B19.85-0.17%3.93%16.18%1.46%
GATX logoGATXGATX Corporation
$185.70$6.59B20.369.77%17.94%10.83%—
AL logoALAir Lease Corporation
$65.00$7.26B7.0010.32%36.09%13.23%—
URI logoURIUnited Rentals, Inc.
$1031.99$64.23B26.734.91%15.67%29.18%—
XPO logoXPOXPO Logistics, Inc.
$179.92$21.12B68.151.05%4.71%21.57%—
CHRW logoCHRWC.H. Robinson Worldwide, Inc.
$149.67$17.64B30.99-8.42%3.73%36.01%—

Compare R vs Peers

Ryder System, Inc. (R) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs GATX

Most directly comparable listed peer for R.

Scale Benchmark

vs AMZN

Larger-name benchmark to compare R against a more recognizable public peer.

Peer Set

Compare Top 5

vs GATX, AL, URI, XPO

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

R SEC Filings & Documents

Ryder System, Inc. (R) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Jul 23, 2026·SEC

Material company update

May 4, 2026·SEC

Material company update

Apr 23, 2026·SEC

10-K Annual Reports

3
FY 2026

Feb 11, 2026·SEC

FY 2025

Feb 12, 2025·SEC

FY 2024

Feb 20, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

Jul 23, 2026·SEC

FY 2026

Apr 23, 2026·SEC

FY 2025

Oct 23, 2025·SEC

Get notified when R posts new earnings or crosses analyst targets

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R Frequently Asked Questions

Ryder System, Inc. (R) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Ryder System, Inc.'s revenue?

Ryder System, Inc. (R) reported $12.85B in revenue for fiscal year 2025. This represents a 160% increase from $4.94B in 1996.

How fast is Ryder System, Inc. growing?

Ryder System, Inc. (R) saw revenue decline by 0.2% over the past year.

Is R profitable?

Yes, Ryder System, Inc. (R) is profitable, generating $496.0M in net income for fiscal year 2025 (3.9% net margin).

Dividend & Returns
Does R pay dividends?

Yes, Ryder System, Inc. (R) pays a dividend with a yield of 1.46%. This makes it attractive for income-focused investors.

What is R's return on equity?

Ryder System, Inc. (R) has a return on equity (ROE) of 16.2%. This is reasonable for most industries.

What is Ryder System, Inc.'s free cash flow?

Ryder System, Inc. (R) generated $687.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in R back in 1996?

Total return calculator · dividends reinvested · 30+ years of data

See returns →