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Ryder System R SelectCare and other — Lease & related maintenance and rental revenue

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Other financials

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

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Market cap$10.18B+39.8%
Enterprise value$20.38B+23.1%
P/E20.5×+6.1×
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 equity16.7%+0.2pp
Debt / equity3.6×+0.5×
Current ratio0.6×-0.2×

Where this comes from

Reported directly by Ryder System in its filing.

Tagged under the XBRL concept us-gaap:OperatingLeaseLeaseIncome.

The source filing: Ryder System’s 10-Q, filed July 23, 2026.

Filed
Jul 23, 2026, 4:48 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001628280-26-049417
(In millions)Three months ended June 30, 2026Three months ended June 30, 2025Six months ended June 30, 2026Six months ended June 30, 2025
ChoiceLease$885$871$1,763$1,738
Commercial rental229239440458
SelectCare and other189178365352
Fuel services revenue257179453366
Total FMS revenue$1,560$1,467$3,021$2,914

Item 1. Financial Statements (unaudited)

FAQ

What is Ryder System's selectcare and other — lease & related maintenance and rental revenue?
Ryder System (R) reported selectcare and other — lease & related maintenance and rental revenue of $189M in Q2 2026.
How has Ryder System's selectcare and other — lease & related maintenance and rental revenue changed year-over-year?
Ryder System's selectcare and other — lease & related maintenance and rental revenue increased by 6.2% year-over-year, from $178M to $189M.
What is the long-term trend for Ryder System's selectcare and other — lease & related maintenance and rental revenue?
Over 3 years (2021 to 2024), Ryder System's selectcare and other — lease & related maintenance and rental revenue has grown at a 8.9% compound annual growth rate (CAGR), from $538M to $695M.
What does selectcare and other — lease & related maintenance and rental revenue mean?
This metric represents the revenue generated from specialized maintenance services, flexible leasing arrangements, and commercial rental activities within the company's secondary fleet service offerings. It captures the financial performance of non-core or specialized maintenance contracts that provide customers with operational flexibility outside of standard full-service lease agreements. This revenue stream is critical for assessing the company's ability to monetize its maintenance infrastructure and service expertise for clients who prefer unbundled or customized service models.

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