How do you interpret commercial rental — lease, related maintenance and rental revenues?

Rising revenue indicates strong adoption of value-added maintenance services and high client retention, while falling revenue may signal a shift toward lower-margin service models or increased competition.

Ryder System R Commercial rental — Lease, related maintenance and rental revenues

Discontinued — last reported Q1 '20

Similar metrics at other companies

ROLCommercial revenue — Customer services

$272.21M+11.8%

ROLEquipment Rental — Revenue Percentage

0.3%0.0pp

NRGOther revenue — Lease revenue included in other revenue

$4.25M—

EQROther Revenue — Operating Lease Lease Income

$11.97M-7.8%

SUIRental Home Revenue — Rental home revenue

$15.66M+8.8%

ARE

ARERentalrevenues — Revenue Subject To The ASU On Recognition Of Revenue Arising From Contracts With Customers

$13.1M—

Other financials

Income statement

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Revenue$3.1B-0.2%

Net income$93.0M-5.1%

EPS (diluted)$2.33+2.6%

Balance sheet

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Cash & equivalents$182.0M+20.5%

Total debt$10.4B+5.0%

Total equity$2.9B-4.8%

Total assets$16.2B-1.2%

Cash flow

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Operating cash flow$583.0M-10.4%

CapEx$427.0M-16.9%

Free cash flow$156.0M+13.9%

Valuation

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Market cap$10.19B+33.7%

Enterprise value$20.44B+15.8%

P/E20.6×+5.4×

P/S0.8×+0.2×

Profitability

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Gross margin59.1%—

Net margin3.9%-0.1pp

FCF margin-0%0.0pp

Returns & leverage

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Return on equity16.9%+0.3pp

Debt / equity3.7×+0.3×

Current ratio0.7×-0.1×

Where this comes from

Reported directly by Ryder System in its filing.

Tagged under the XBRL concept us-gaap:OperatingLeasesIncomeStatementLeaseRevenue.

The official record: Ryder System’s 10-Q, filed May 1, 2020, on SEC EDGAR. View the filing →

Questions, answered.

What does commercial rental — lease, related maintenance and rental revenues mean?: Revenue generated from specialized maintenance and rental services provided to commercial fleet clients.
How do you interpret commercial rental — lease, related maintenance and rental revenues?: Rising revenue indicates strong adoption of value-added maintenance services and high client retention, while falling revenue may signal a shift toward lower-margin service models or increased competition.
How does commercial rental — lease, related maintenance and rental revenues compare across companies?: Comparable to service-based revenue streams in fleet management and industrial maintenance companies.