Lumida
/R
⌘K
Ryder System Inc

Ryder System Inc

R
$246.89USD↓-0.62%-1.55 today

MARKET CAP

9.5B

P/E (TTM)

18.5x

FWD P/E

14.9x

DAY RANGE

$246 – $249

52W RANGE

$158
$284

AI Summary

Stalk
TrimMedium

R is in a Stage 4 decline with medium-term bias bearish reinforced by the active Lower Highs & Lower Lows pattern. Price is oversold and has bounced into declining EMAs without clear exhaustion. Short-term timing is neutral, and there is no decisive sell trigger. Defer execution; trim exposure on relief rallies into the 9/20 EMA zone or near the 50-day SMA.

  • ↑Comparable EPS rose 12% YoY to $3.73, marking seven straight quarters of growth
  • ↑Free cash flow surged to $684M, enabling dividends and buybacks
  • ↓Prolonged freight downturn and economic uncertainty delay lease and dedicated decisions
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Ryder System, Inc. (NYSE: R) is a recognized leader in the transportation and logistics sector, primarily specializing in providing fleet management, supply chain solutions, and dedicated transportation services. With a strategic focus on transitioning to an asset-light business model, Ryder aims to enhance operational efficiency while leveraging technology to optimize customer engagement and drive growth amidst evolving market dynamics.

Bull says

  • ↑Comparable EPS rose 12% YoY to $3.73, marking seven straight quarters of growth
  • ↑Free cash flow surged to $684M, enabling dividends and buybacks
  • ↑Over 90% of revenue secured by long-term contracts, ensuring stable cash flows
  • ↑AI integration improving service delivery and operational efficiency
  • ↑Strategic initiatives targeting ~$70M incremental benefits by 2026
  • ↑High earnings yield and strong momentum factors support valuation

Bear says

  • ↓Prolonged freight downturn and economic uncertainty delay lease and dedicated decisions
  • ↓Rental fleet utilization remains low at 72%, pressuring earnings
  • ↓Used vehicle pricing volatility risks profitability in resale segment
  • ↓Capex set to rise to ~$2.4B by 2026, potentially straining cash flow
  • ↓Negative growth factor exposure and weak profitability factors limit upside
  • ↓Low institutional ownership signals investor caution

Investment themes with R

High Dividend Yield↑ +0.32%

Companies paying above-average dividends

AVGO · JPM · XOM
Logistics↓ -0.07%

UNP · UBER · FDX

Earnings Call · Q2 2025 · Mgmt. Guidance

Updated 08-17-2026neutral

Transcript signals

Bull points

  • Comparable earnings per share from continuing operations were $3.32 in the second quarter, up 11% from $3 in the prior year, primarily reflecting higher contractual earnings and share repurchases.
  • Year-to-date free cash flow increased to $461 million from $71 million in the prior year, reflecting lower working capital needs and reduced capital expenditures.
  • Rental utilization on the power fleet was 70%, up from 69% in the prior year on an average active power fleet that was 7% smaller. Although utilization remains below our target range of mid-70s, year-over-year comparisons improved for the first time since the third quarter of 2022.

Bear points

  • Pre-tax earnings in fleet management were $126 million, down year-over-year, reflecting weaker freight market conditions.
  • we are not expecting any significant change to market conditions for the second half, we expect used vehicle sales results to be in line with first quarter levels for the next two quarters.
  • operating revenue decreased 3% due to lower fleet count reflecting the prolonged freight downturn.
Read full transcript analysis ›