Ryder System, Inc.

Ryder System, Inc.

RยทNYSE

$260.38

+0.70%
IndustrialsRental & Leasing Services

Ryder System, Inc. operates as a logistics and transportation company worldwide. The company operates through three segments: Fleet Management Solutions (FMS), Supply Chain Solutions (SCS), and Dedicated Transportation Solutions (DTS). The FMS segment offers full service leasing and leasing with flexible maintenance options, as well as maintenance services, supplies, and related equipment for operation of the vehicles; commercial vehicle rental services; and contract or transactional maintenance services of trucks, tractors, and trailers, as well as fleet support services. This segment also provides access to diesel fuel; offers fuel planning and tax reporting, cards, and monitoring services, and centralized billing; and sells used vehicles through its 63 retail sales centers and www.ryder.com/used-trucks website. The DTS segment offers equipment, maintenance, drivers, administrative, and additional services, as well as routing and scheduling, fleet sizing, safety, regulatory compliance, risk management, and technology and communication systems support services. The SCS segment comprises distribution management services, such as designing and managing customer's distribution network and facilities; coordinating warehousing and transportation for inbound and outbound material flows; handling import and export for international shipments; coordinating just-in-time replenishment of component parts to manufacturing and final assembly; and offering shipments to customer distribution centers or end customer delivery points, as well as other value added services, such as light assembly of components. This segment also offers transportation management services, such as shipment optimization, load scheduling, and delivery confirmation services; knowledge-based professional services; and e-commerce and last mile services. Ryder System, Inc. was founded in 1933 and is headquartered in Miami, Florida.

At a Glance

Live Snapshot
Market Cap$10.07B
EPS12.2000
P/E Ratio21.34
Earnings Date07/23/2026
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Ryder System, Inc. Street Expectations Map

R ยท NYSE

Wall Street analysts project that R stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 247.33, with estimates ranging from a low of 236.00 to a high of 253.00.

Lowest Target
236.00
-9.36%
Consensus Target
247.33
-5.01%
Highest Target
253.00
-2.83%

The consensus 1-year price target stands at 247.33, with estimates ranging from a low of 236.00 to a high of 253.00.

Analyst Consensus Analysis

Upside Potential

-5.0%

Downside risk. Current price above analyst targets indicates potential overvaluation. Exercise caution and review catalysts.

Analyst Agreement

6.9% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

0.30x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Ryder System, Inc. Forward Estimates of Revenue

R ยท NYSE
Latest Revenue
12.66B
FY 2025
Avg Estimate
13.05B
FY 2026
Estimate Range
13.02B - 13.09B
Analyst Spread

Forward Growth Analysis

Projected Growth+3.0%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Ryder System, Inc. Forward Estimates of Net Income

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Latest Net Income
499.00M
FY 2025
Avg Estimate
650.42M
FY 2026
Estimate Range
643.42M - 657.42M
Analyst Spread

Forward Growth Analysis

Projected Growth+30.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Ryder System, Inc. Forward Estimates of EPS

R ยท NYSE
Latest EPS
12.20
FY 2025
Avg Estimate
$14.70
FY 2026
Estimate Range
$14.55 - $14.86
Analyst Spread

Forward Growth Analysis

Projected Growth+20.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Ryder System, Inc. Forward Estimates of EBIT

R ยท NYSE
Latest EBIT
1.09B
FY 2025
Avg Estimate
1.02B
FY 2026
Estimate Range
1.02B - 1.02B
Analyst Spread

Forward Growth Analysis

Projected Growth-6.5%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Ryder System, Inc. Forward Estimates of EBITDA

R ยท NYSE
Latest EBITDA
3.33B
FY 2025
Avg Estimate
3.39B
FY 2026
Estimate Range
3.39B - 3.40B
Analyst Spread

Forward Growth Analysis

Projected Growth+1.9%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Ryder System, Inc. Forward Estimates of SG&A Expense

R ยท NYSE
Latest SG&A Expense
1.47B
FY 2025
Avg Estimate
1.48B
FY 2026
Estimate Range
1.48B - 1.48B
Analyst Spread

Forward Growth Analysis

Projected Growth+0.6%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Ryder System, Inc. Insider Positioning

R ยท NYSE

During the last 12 months, insiders have sold $22.35M worth of R shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

6.3K

1.57M

Net Activity

-1.6M

-$1.57M

3-6 Months

Bought

0

0.00

Sold

69.3K

15.42M

Net Activity

-15.4M

-$15.42M

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

29.7K

5.36M

Net Activity

-5.4M

-$5.36M

Top Buyers

No buying activity

Top Sellers

1
SRE

Sanchez Robert E

Director, Officer: Chair And Ceo

56.2K sharesโ€ข3 transactions

$11.90M

2
FRD

Fatovic Robert D

Officer: Evp, Clo & Corp. Secretary

16.6K sharesโ€ข2 transactions

$3.84M

3
DJJ

Diez John J.

Officer: President And Coo

9.6K sharesโ€ข1 transactions

$2.14M

4
SEF

Smith E Follin

Director

7.3K sharesโ€ข3 transactions

$1.33M

5
SJS

Sensing John S.

Officer: President, Global Scs & Dts

6.0K sharesโ€ข1 transactions

$1.31M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $22.35M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$1.57M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.