Ryder System, Inc. (R)

Ryder's stock price increased by 36.77% over the past year as of March 23, 2026, but decreased by 10.44% in the month leading up to March 30, 2026. The company's Q4 2025 EPS and revenue fell short of expectations, leading to a stock drop, but projects a 2026 EPS increase. There has been significant insider selling, totaling approximately $28.2 million in the last quarter leading up to March 29, 2026.

Ryder's supply chain solutions experience demand seasonality driven by peak seasons, particularly from the back-to-school period through the end-of-year holidays. Ryder emphasizes demand forecasting, analytics, supplier collaboration, and inventory management software to manage seasonal surplus inventory. The company's contractual revenue helps provide stable cash flow and some insulation from short-term demand fluctuations.

Ryder's core business is divided into three segments: Fleet Management Solutions (FMS), which offers leasing, maintenance, rentals, and fuel services; Supply Chain Solutions (SCS), which provides warehouse management, distribution, and e-commerce fulfillment; and Dedicated Transportation Solutions (DTS), which combines leasing and maintenance with professional drivers.

Ryder System, Inc. primarily operates across North America, with a significant presence in the United States, Canada, and Mexico, and also has operations in the United Kingdom. The United States accounts for the largest portion of Ryder's revenue, representing approximately 93% in fiscal year 2025, followed by Canada at around 4.3% and Mexico at about 2.6%.

Ryder has maintained a strong brand reputation, being recognized as one of the World's Most Admired Companies by Fortune magazine for the 13th consecutive year. The company consistently receives high marks for workforce development, innovation, and product excellence. Ryder has also received recognition for diversity, workplace environment, and trustworthiness. Two Ryder leaders were also honored as 2026 "Top Women to Watch in Trucking" by the Women In Trucking Association.

Ryder System's ownership is diversified among institutional, retail, and individual investors, with institutional investors holding the largest share. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Wellington Management Group Llp, State Street Corp, and Dimensional Fund Advisors Lp. Insider ownership is relatively modest.