Fundamental analysis · SEC EDGAR · TTM through 30/06/2026

Fundamental analysis of Ryder System Inc

R · NYSE · Industrial

Fundamental quality

REASONABLE

61

out of 100

Ryder System Inc earns a fundamental-quality score of 61 out of 100, profiling it as a company of reasonable quality. Its score rests mainly on its financial strength (net debt 2.26× EBITDA). Its weakest area is its growth (revenue +7.9%/yr). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.

What the company does

Ryder System is the company of other people's trucks: it leases and maintains full fleets for companies that don't want to own them, runs their supply chains and manages their warehouses. The silent owner of tens of thousands of trucks working under others' logos.

What will shape its future

  • The freight cycle and the industrial economy, its three businesses' tide.
  • Used-truck resale values, the variable that surprises its results.
  • Logistics outsourcing, its structural tailwind.

Breakdown by area

I.Growth
50

EPS growth: 5.4% · Revenue growth: 7.9%

II.Profitability
60

Net margin: 3.9% · ROE: 17.3% · ROIC: 7.6%

III.Financial health
62

Net debt/EBITDA: 2.26x · FCF: 5.4%

Source: SEC EDGAR · TTM through 30/06/2026

The score includes +4 for dividend strength: 17 consecutive years of increases. Keeping that streak demands growing cash generation and balance-sheet discipline.

The score combines growth, profitability and financial strength. Here its financial strength weighs in its favor, while its growth drags it down the most.

Versus its sector

Percentile against the other 69 Industrial companies in our coverage: how far it beats them on each metric (100 = best in sector).

Net marginbeats 21%
ROEbeats 51%
Growthbeats 44%
Cash generationbeats 34%
Less debtbeats 46%

Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.

Key concepts

What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow

Ryder System Inc strengths

  • It has turned profitable after years of losses.

Ryder System Inc risks and weaknesses

  • Thin margins (net margin of 3.9%), little cushion for setbacks.
  • Erratic free cash flow, with several years in the red.

Ryder System Inc historical evolution

YearRevenueNet incomeFree cash flowNet debt
20208,420-1221,0356,953
20219,6635192347,654
202212,011867-3217,410
202311,783406-8818,508
202412,636489-4188,731
202512,6654994597,495

Between 2020 and 2025, revenue went from $8,420M to $12,665M (+50%) and net income went from -$122M to $499M (+509%).

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Latest results

Versus the same period a year earlier

Figures for the half-year ended June 30, 2026, versus the half-year ended June 30, 2025 (SEC filings):

  • Revenue+2.4%
  • Net income-0.9%

What changed with the June 30, 2026 results

Compared with the previous close (March 31, 2026), this is what moved in its accounts:

  • Quality score6061
  • FCF margin3.8%5.4%

Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.

Dividend

$3.44

per share, yearly

29.1% of earnings

Payout

at least 17 straight years raising it

Growth

That is what we can verify in the SEC filings, whose structured data only starts in 2008 and which many companies begin tagging later. The real streak may be considerably longer.

The dividend yield depends on today's price. Compute it in the analyzer → · See all dividend-paying stocks →

Advertising

Want to invest in Ryder System Inc?

Open your account in minutes with regulated brokers and buy U.S. and European stocks from small amounts. No paperwork.

Interactive BrokersGlobal markets

The serious investor's standard

Open free account →
WebullCommission-free

Popular in the U.S.

Open free account →

Investing carries risk of loss.

Is Ryder System Inc cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

Compute the valuation →

Frequently asked questions

Is Ryder System Inc a good company to invest in?

In terms of business quality, Ryder System Inc scores 61 out of 100 in our analysis, placing it as a company of reasonable quality. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.

Is Ryder System Inc a profitable company?

Ryder System Inc is profitable, with a net margin of 3.9%, though a thin one.

Does Ryder System Inc have a lot of debt?

A moderate level: its net debt is 2.26 times its EBITDA.

Is Ryder System Inc growing?

Its revenue has grown 7.9% annualized in recent years and its earnings per share 5.4%.

Does Ryder System Inc generate cash?

Yes. It converts about 5.4% of its revenue into free cash flow.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

Was this page helpful?