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Ryder System

R

Ryder System, Inc. is a leading provider of outsourced logistics and transportation services in North America, offering a comprehensive port-to-door supply chain network.

Market cap
$9.83B+35.0%
Revenue$12.8B+1.1%
Net income$496.0M-2.0%
Free cash flow$835.0M+649%
EPS (diluted)$12.28+4.5%
Trailing twelve months · change vs. prior year

Earnings

Next report

Oct 22, 2026 (in 3 months)
Revenue estimate$3.4B
EPS estimate$4.17

Financials

Q2 2026

Income statement

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Revenue$3.3B+5.0%
Net income$133.0M+1.5%
EPS (diluted)$3.39+8.3%

Balance sheet

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Cash & equivalents$219.0M+21.7%
Total debt$10.4B+10.2%
Total equity$2.9B-6.3%
Total assets$16.1B-2.3%

Cash flow

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Operating cash flow$677.0M-10.0%
CapEx$405.0M-41.2%
Free cash flow$272.0M+332%

Valuation & ratios

Valuation

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Market cap$9.83B+35.0%
Enterprise value$20.03B+21.9%
P/E19.8×+5.7×
P/S0.8×+0.2×

Profitability

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Net margin3.9%-0.1pp

Returns & leverage

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Return on equity16.7%+0.2pp
Debt / equity3.6×+0.5×
Current ratio0.6×-0.2×

Segments

By segment

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FMS$1.6B+6.3%
SCS$1.5B+7.8%
DTS$600.0M-1.0%

By geography

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U.S.$3.1B+4.5%
Canada$158.0M+12.9%
Mexico$92.0M+7.0%

By product

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Fuel services revenue$257.0M

Competitors

Profile

Ryder System, Inc. is a leading provider of outsourced logistics and transportation services in North America, offering a comprehensive port-to-door supply chain network. The company specializes in fleet management, integrated logistics solutions, and dedicated transportation services designed to reduce complexity and improve operational efficiency for its customers. Its value proposition centers on leveraging its extensive infrastructure and technical expertise to manage the entire flow of goods from international inbound flows to final-mile delivery.

Competitive position

Ryder is a market leader in North American outsourced logistics, differentiating itself through a massive physical infrastructure of maintenance facilities and a proprietary technology stack.

GeographiesUnited States, Canada, Mexico, Puerto Rico
Customer segmentsEnterprise, SMB, Industrial, Retail
Business modelAsset-heavy leasing, Contractual services, Transactional rental, Managed services
SuppliersOriginal Equipment Manufacturers (OEMs), Fuel suppliers, Technology and software providers, Professional drivers and technicians
CustomersRetail and e-commerce companies, Automotive manufacturers, Consumer packaged goods brands, Industrial and healthcare organizations
Listed1972
Employees78.8K
CEOJohn J. Diez
Websiteryder.com
FilingsSEC EDGAR

FAQ

What is Ryder System's market cap?
Ryder System (R) has a market capitalization of $9.8B and trades on NYSE.
What is Ryder System's revenue and profitability?
Ryder System generated $12.8B in trailing twelve-month revenue with net income of $496.0M, representing a net margin of 3.9%. Gross margin stands at 59.1%, with free cash flow of $835.0M. These figures are based on the Q2 2026 filing.
Who are Ryder System's competitors?
Ryder System's key competitors include J.B. Hunt Transport Services, Inc., United Parcel Service, Inc., Penske Automotive Group, Inc., and others. These companies compete in similar markets and product categories.
Where is Ryder System headquartered?
Ryder System is headquartered in United States of America and employs approximately 78,800 people. It has been publicly traded since 1972.