ITEM 1. BUSINESS Ryder System, Inc. (Ryder) is a leading provider of outsourced logistics and transportation services throughout North America. We offer port‑to‑door solutions that integrate every step of the supply chain, including international inbound flows and cross‑border logistics, fleet and transportation management, warehousing, manufacturing support and multi-channel final delivery. Our complementary business segments provide a broad range of value-added solutions, which provides our customers with a seamless, end‑to‑end logistics network designed to reduce complexity and improve speed, reliability and efficiency across the entire flow of goods. Ryder connects every link in the supply chain, moving products smoothly from ports and suppliers all the way to customers’ doorsteps as illustrated below.
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 12.7B | 12.7B | 12.6B | 11.8B | 12.0B | 9.7B |
| Net Income | 499M | 499M | 489M | 406M | 867M | 519M |
| EPS | $11.94 | $11.94 | $11.06 | $8.73 | $17.04 | $9.66 |
| Free Cash Flow | 459M | 459M | -418M | -881M | -321M | 234M |
| ROIC | 6.4% | 6.8% | 6.8% | 6.0% | 10.7% | 7.5% |
| Gross Margin | - | - | - | - | - | - |
| Debt/Equity | 3.16 | 3.16 | 3.17 | 2.62 | 2.46 | 2.57 |
| Dividends/Share | $3.47 | $3.44 | $3.04 | $2.66 | $2.40 | $2.28 |
| Operating Income | 1.1B | 1.1B | 1.0B | 914M | 1.4B | 904M |
| Operating Margin | 8.6% | 8.6% | 8.3% | 7.8% | 12.1% | 9.4% |
| ROE | 16.3% | 16.2% | 15.8% | 13.5% | 30.2% | 20.5% |
| Shares Outstanding | 42M | 42M | 44M | 47M | 51M | 54M |
RYDER SYSTEM INC passes 6 of 9 quality checks, suggesting mixed fundamentals.
RYDER SYSTEM INC trades at 18.4x trailing earnings, compared to its 15-year median P/E of 9.5x, suggesting it is currently Expensive relative to its historical range. On a free-cash-flow basis, the stock trades at 18.9x vs a median of 16.7x. The company's 5-year average ROIC is 7.5%. Total shareholder yield (dividends + buybacks) is 7.2%. At current prices, the estimated annualized return to fair value is -27.6%.
RYDER SYSTEM INC (R) has a current P/E ratio of 18.4, compared to its historical median P/E of 9.5. The stock is currently considered Expensive based on its historical valuation range.
RYDER SYSTEM INC (R) has a 5-year average return on invested capital (ROIC) of 7.5%. This is below average and may indicate limited pricing power.
RYDER SYSTEM INC (R) has a market capitalization of $9.2B. It is classified as a mid-cap stock.
Yes, RYDER SYSTEM INC (R) pays a dividend with a trailing twelve-month yield of 1.58%. The company also returns capital through share buybacks, with a buyback yield of 5.65%.
Based on historical P/E analysis, RYDER SYSTEM INC (R) appears expensive. The current P/E of 18.4 is 93% above its historical median of 9.5. The estimated fair value CAGR (P/E method) is 26.4%.
RYDER SYSTEM INC (R) operates in the Services-Auto Rental & Leasing (No Drivers) industry, within the Consumer Cyclical sector.
RYDER SYSTEM INC (R) reported annual revenue of $12.7 billion in its most recent fiscal year, based on SEC EDGAR filings.
RYDER SYSTEM INC (R) has a net profit margin of 3.9%. This is a modest margin.
RYDER SYSTEM INC (R) generated $459 million in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
RYDER SYSTEM INC (R) has a debt-to-equity ratio of 3.16. This indicates higher leverage, which may increase financial risk.
RYDER SYSTEM INC (R) reported earnings per share (EPS) of $11.94 in its most recent fiscal year.
RYDER SYSTEM INC (R) has a return on equity (ROE) of 16.2%. This indicates the company generates strong returns for shareholders.
The Ledger Terminal provides 16 years of financial data for RYDER SYSTEM INC (R), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
RYDER SYSTEM INC (R) has a book value per share of $73.03, based on its most recent annual SEC filing.