Ryder System, Inc. (R)

Over the past six months, Ryder System, Inc.'s stock price increased by 22.40%. In Q3 2025, Ryder reported EPS of $3.57, surpassing the forecast, but revenue slightly missed the target, causing the stock to drop by 11.76%. Wolfe Research downgraded Ryder Systems' stock rating from "Outperform" to "Peerperform" due to fewer company-specific tailwinds and anticipated transactional headwinds. The acquisition of Cardinal Logistics in February 2024 was a strategic move to grow Ryder's dedicated transportation services.

Demand for Ryder System, Inc.'s services is influenced by seasonal peaks, particularly in the apparel industry, including the back-to-school season, holiday shopping, and new fashion seasons. The logistics industry experiences annual bid cycles, with the first quarter being crucial, and a growing trend of mini-bids. Ryder has observed weak rental demand in recent periods, reflecting an extended market downturn and weaker market conditions in the freight sector.

Ryder System, Inc. is an American transportation and logistics company based in Coral Gables, Florida, operating in the Industrials sector. It specializes in supply chain, dedicated transportation, and fleet management solutions. The company's business is divided into Fleet Management Solutions (FMS), Supply Chain Solutions (SCS), and Dedicated Transportation Solutions (DTS). Ryder serves diverse industries, including automotive, consumer packaged goods, food and beverage, healthcare, industrial, retail, and technology.

Ryder System, Inc. operates primarily in the United States, Canada, and Mexico, with operations in the United Kingdom. It manages a fleet of over 235,000 to 260,000 vehicles and operates approximately 800 maintenance facilities across North America. Additionally, it manages around 300 warehouses, covering more than 95 million square feet of warehouse space. Ryder Mexico handles over 250,000 freight movements annually and operates approximately five million square feet of warehouse and yard space.

Ryder System, Inc. has maintained a strong brand reputation, being named among Fortune's World's Most Admired Companies for the 13th consecutive year in February 2025. Newsweek recognized Ryder as one of America's Greatest Workplaces for Diversity in both 2025 and 2024, one of America's Greatest Workplaces in 2024, and one of America's Most Trustworthy Companies in 2023. No significant negative events impacting Ryder System, Inc.'s reputation in the past year were found in the provided search results.

Institutional investors primarily hold Ryder System, Inc.'s stock, accounting for approximately 57.79% to 71% of the ownership. Major institutional shareholders include Vanguard Group Inc, BlackRock, Inc., and Wellington Management Group LLP, collectively holding about 28% of the company. Individual investors and public companies own the remaining portion, with insiders holding about 3.31% of the stock.