Company Analysis

Ryder System, Inc. (R)

NYSE: R · Services-Auto Rental & Leasing (No Drivers) · Miami, FL · filing with the SEC since 1994
Grade7.0
◀ Past 7.3● Present 7.9▶ Future 5.3

The grade of Ryder System, Inc.

Nine metrics read from its own filings, by tense
Headline grade
7.0/10
◀ Past7.325% of the headline
● Present7.945% of the headline
▶ Future5.330% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

7.3/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
8.2/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 45% of this tense · 82nd percentile among 14 sector filers · read for itself

From the record

Ryder System, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
5.4/10

What has it actually done, year after year?

+7.2% a year over 10 filed years; profitable in 8 of 10.

weight 33% of this tense · 54th percentile among 13 sector filers · read for its customers

From the record

Ryder System, Inc.'s 10 filed years say what it did: revenue went from $6.8 billion in fiscal 2016 to $13 billion in fiscal 2025, up 7.2% a year; it rose in 7 of 9 years; the deepest fall was 6% from fiscal 2019 to fiscal 2020; net income was positive in 8 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span7.2%top 50% of its family
  • the share of years revenue rosetop 50% of its family
  • the share of filed years with a profittop 35% of its family
  • the deepest fall from a revenue peak5.7%top 50% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
8.2/10

How has it treated the people who own it?

Share count shrank 6.3% a year. 22% of cash flow returned. Insiders: 45 sales, 0 purchases.

weight 22% of this tense · 82nd percentile among 9 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, Ryder System, Inc.'s diluted share count shrank about 6.3% a year, and dividends and buybacks returned about 22% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 45 sales and 0 purchases of their own stock on the open market in the year to 2026-11-03 (their Form 4 filings).

What it rests on

  • the share count over the yearstop 19% of its family
  • cash returned against operating cash flowtop 17% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

7.9/1045% of the headline grade · 3 of 3 filed

Financial health

as filed
7.7/10

Is it financially healthy right now?

ROE 16%: 16¢ of profit per shareholder dollar. Leverage 81%: owes 81¢ per asset dollar.

weight 45% of this tense · 77th percentile among 14 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Ryder System, Inc. earned about 16 cents of profit for every dollar of shareholders' money. Leverage: it owed about 81 cents per dollar of assets, and net share issuance: its share count shrank 5.5% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 46% of its family
  • return on equitytop 19% of its family
  • the share count against the year beforetop 4% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
8.2/10

How strong is its position in its industry?

top 18% of 14 in its family; net margin 3.9%.

weight 33% of this tense · 82nd percentile among 14 sector filers · read for its customers

From the record

Ryder System, Inc.'s standing among 14 graded names in its industry family: revenue of $13 billion in fiscal 2025 ranks in the top 4% by size; a net margin of 3.9% ranks in the top 11%; revenue growth of 1.8% a year over the last 3 filed years ranks in the top 39% (its annual reports).

What it rests on

  • revenue against the family$12.66Btop 4% of its family
  • net margin3.9%top 11% of its family
  • three-year revenue growth1.8%top 39% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
7.6/10

What are the people in charge doing?

top 24% of 8 in its family for leadership; chief executive since 2013.

weight 22% of this tense · 76th percentile among 8 sector filers · read for its shareholders

From the record

Ryder System, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Sanchez, Robert E (Chair and CEO, as filed), filing under that title since 2013-05-21, 13.5 years (top 8% of its family); the 24 officers and directors filing in the last fifteen months have been on the record a median of 11.6 years (top 31%); 4 officer or director changes were reported on Form 8-K since 2023-11-13, against the 24 people in charge now (top 31%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge4 in three years among 24 peopletop 31% of its family
  • the median years the people in charge have filed11.6 yearstop 31% of its family
  • the chief executive's years on the record13.5 yearstop 8% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

5.3/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
4.3/10

How much room does it have to grow?

bottom 43% of 14 in its family for room to expand.

weight 22% of this tense · 43rd percentile among 14 sector filers · read for itself

From the record

Ryder System, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $198 million against debt of $6.8 billion leaves -40.4% of its assets as net cash, bottom 18% of its family; cash from operations less capital spending is 3.6% of revenue (top 32%) (its annual report).

What it rests on

  • cash less debt against assets-40.4%bottom 18% of its family
  • cash from operations less capital spending against revenue3.6%top 32% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
5.0/10

What could actually drive growth from here?

top 50% of 13 in its family for growth drivers.

weight 33% of this tense · 50th percentile among 13 sector filers · read for its customers

From the record

Ryder System, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 1.8% a year over the last three filed years against 7.2% over all 10, slowing (top 50% of its family); the newest year grew 0.2% (bottom 42%); capital spending grew -6.7% a year (top 41%) (its annual reports). Ryder System, Inc. reported 3 lines of business in fiscal 2025: Fleet Management Solutions at $5.8 billion, Supply Chain Solutions at $5.5 billion, Dedicated Transportation Solutions at $2.3 billion. 1 of 3 grew in the latest filed year, and the largest line is 43% of revenue (its annual report).

What it rests on

  • three-year growth against the whole span-5.4 points a yeartop 50% of its family
  • the newest year's revenue growth0.2%bottom 42% of its family
  • three-year growth of capital spending-6.7%top 41% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
6.0/10

Did its newest year beat what its own record pointed to?

top 40% of 13 in its family for expectations against reality.

weight 45% of this tense · 60th percentile among 13 sector filers · read for its shareholders

From the record

Ryder System, Inc.'s newest year against its own record: revenue of $13 billion in fiscal 2025 came in 2.3% below the $13 billion its prior three years' pace pointed to (bottom 35% of its family); net income of $499 million against a prior three-year average of $587 million (top 27%); a net margin of 3.9% against 4.8% before (top 27%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-2.3%bottom 35% of its family
  • net income against the prior three years' average-15%top 27% of its family
  • net margin against its prior average-0.9 pointstop 27% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton R · research, not advice