Ryder System, Inc. (R)

In Q4 2025, Ryder reported GAAP EPS of $3.25, up 5% year-over-year, and revenue of $3.2 billion, consistent with the prior year, but the stock traded down 3.6% to $204.50 after the report. In Q1 2026, Ryder reported diluted EPS of $2.34, up from $2.29 in the prior year, and revenue of $3.13 billion, and the stock price surged by 11.32% in pre-market trading. Ryder authorized a new 2-million-share repurchase program and declared its 199th consecutive quarterly dividend of $0.91 per share. As of May 7, 2026, Ryder System's stock price had increased by 65.05% over the last 12 months, with a year-to-date return of 26.22%, reaching an all-time high closing price of $253.77 on April 30, 2026.

Demand for Ryder System, Inc.'s products and services exhibits seasonality, influenced by the needs of its diverse customer base. Businesses require scalable leasing and dedicated fleet solutions to manage seasonal and peak demand. Ryder's flexible warehouse management solutions adapt to changing inventory levels and seasonal demand. The company offers services like ChoiceLease to allow seasonal fleet adjustments and emphasizes accurate demand forecasting and flexible inventory planning to manage seasonal surplus inventory. Regional demand varies, with manufacturing and automotive logistics strongest in the Southeast and Midwest, while the Northeast and West Coast drive e-commerce fulfillment and last-mile needs.

Ryder System, Inc. is a fully integrated port-to-door logistics and transportation company that provides supply chain, dedicated transportation, and fleet management solutions. The company's business is divided into three main segments: Fleet Management Solutions (FMS), Supply Chain Solutions (SCS), and Dedicated Transportation Solutions (DTS). The FMS segment provides leasing, maintenance, and rental of trucks and offers fleet support services. The SCS segment offers comprehensive supply chain solutions, including warehouse management and e-commerce fulfillment. The DTS segment provides turnkey transportation solutions with dedicated vehicles and drivers.

Ryder System, Inc. primarily operates throughout the United States, Canada, and Mexico. The company has an extensive network of maintenance facilities, distribution centers, and transportation hubs. Ryder also has operations in the United Kingdom for its FMS segment.

Ryder has maintained a strong brand reputation, being recognized as one of Fortune's World's Most Admired Companies for the 13th consecutive year in 2025. Ryder was named one of America's Greatest Workplaces for Diversity in both 2024 and 2025 by Newsweek. Newsweek also named Ryder to its America's Greatest Workplaces list for the second consecutive year in June 2025. Ryder was named to Fortune's America's Most Innovative Companies list for the second consecutive year in April 2026.

Ryder System, Inc.'s ownership is predominantly institutional, with approximately 62.05% of the company's stock owned by Institutional Investors, 3.67% by Insiders, and 34.27% by Public Companies and Individual Investors. Major institutional owners include The Vanguard Group, BlackRock, Inc., and Wellington Management Group LLP.