Stocks · Industrials · Rental & Leasing Services

Ryder System, Inc. R

$237.24 +2.74% Close, Oct 2, 2026 · NYSE · Market cap $9.10B

Next earnings report: Oct 22, 2026

Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.

Three things to know

  1. The diluted share count fell 8.3% in a year, mainly through buybacks.
  2. The shares trade at 19.3× trailing earnings, higher than 90% of the company's own readings over the past five years.
  3. Net debt is 3.2× EBITDA, a high level of leverage.

PromtFinance scores

Each score is a percentile within the Industrials sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.

Growth49Neutral

How fast revenue, earnings and cash flow are growing.

  • Revenue growth (TTM, YoY)Bottom 24%
  • EPS growth (TTM, YoY)Bottom 44%
  • FCF growth (TTM, YoY)Top 2%
  • Revenue growth, 3-year CAGRBottom 31%
  • Revenue growth accelerationTop 49%
Quality55Neutral

Returns on capital, margins, earnings quality and balance-sheet strength.

  • Return on invested capitalBottom 45%
  • Gross marginBottom 26%
  • Operating marginTop 49%
  • Cash conversion (OCF / net income)Top 7%
  • Accruals (lower is better)Top 12%
  • Net debt / EBITDA (lower is better)Bottom 29%
  • Interest coverBottom 42%
Value79Positive

How cheap the shares are relative to earnings, cash flow and their own history.

  • Earnings yieldTop 18%
  • Free-cash-flow yieldTop 17%
  • EBITDA / enterprise valueTop 5%
  • Sales / enterprise valueTop 33%
  • P/E vs own 5-year history (lower is better)Bottom 14%
Momentum69Positive

Strength and persistence of the price trend, including versus the S&P 500.

  • 12-month return excluding last monthTop 32%
  • 6-month returnTop 33%
  • 1-year return vs S&P 500Top 35%
  • Distance from 52-week highTop 29%
  • Trend checklist (0–4)Top 42%
Revisions37Weak

Earnings surprises and analyst sentiment (estimate-revision history is being collected).

  • Average EPS surprise, last 4 quartersBottom 41%
  • Consecutive EPS beatsTop 45%
  • Share of analysts rating BuyBottom 48%
  • Upside to consensus price targetBottom 29%
Stability78Positive

Low volatility, shallow drawdowns, low market sensitivity and modest leverage.

  • Volatility, 60 days (lower is better)Top 5%
  • Maximum drawdown, 3 yearsTop 6%
  • Beta vs S&P 500 (lower is better)Top 44%
  • Net debt / EBITDA (lower is better)Bottom 29%

What changed

Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).

MeasureBeforeNow
Revenue growth (YoY)-0.4%1.0%↑
EPS growth (YoY)5.1%4.9%↓
Gross margin20.4%18.9%↓
Operating margin8.7%7.3%↓
FCF margin0.2%5.3%↑

Fundamental momentum

MeasureNow (TTM)Year / quarter beforeSector rank
Revenue growth (TTM, YoY)1.0%-0.4%↑Bottom 24%
EPS growth (TTM, YoY)4.9%5.1%↓Bottom 44%
Gross margin18.9%20.4%↓Bottom 26%
Operating margin7.3%8.7%↓Top 49%
Net margin3.9%4.0%↓—
Free-cash-flow margin5.3%0.2%↑—
Return on invested capital4.8%—Bottom 45%
Revenue growth, 3-year CAGR0.6%—Bottom 31%

Quality of earnings and balance sheet

Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
3.00×
Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
-12.2%
Stock-based compensation / revenueA cost to shareholders through dilution.
0.3%
Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
+6.8 pp
Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
3.16×
Interest cover (operating income / interest)How many times operating profit covers interest.
2.4×

Shareholder returns

Dividend yield (dividends paid, TTM)
1.63%
Net buyback yield (TTM)
6.65%
Shareholder yield
8.28%
Share count change, 1 year
-8.3%
Share count change, 3-year CAGR
-5.4%

Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.

Based on the four quarters through Jun 30, 2026 (filed Jul 23, 2026).

Earnings and expectations

Earnings momentum

Consecutive EPS beats
2
Beats in the last 8 reports
7 of 8
Average EPS surprise, last 4
+2.8%
Average 2-day reaction, last 8
-0.9%
Positive 20 days after report
4 of 8

Analysts

Consensus price target
$281.67
Target vs current price
+18.7%
Analysts with a rating
35
Share rating Buy or Strong Buy
57%
Consensus rating
Buy

How the stock reacted to recent reports

Report dateEPS surprise2 days5 days20 days60 days
Jul 23, 2026+1.1%-3.1%-6.6%-9.3%—
Apr 23, 2026+11.9%+6.6%+7.8%+3.2%+17.6%
Feb 11, 2026-1.9%+2.4%+5.1%-8.3%+14.0%
Oct 23, 2025+0.3%-12.4%-6.6%-8.8%+2.8%
Jul 24, 2025+6.8%+2.5%+3.3%+3.5%+5.7%
Apr 23, 2025+2.5%-1.9%-0.1%+12.2%+23.1%
Feb 12, 2025+1.8%+3.0%+6.1%-8.6%-7.3%
Oct 24, 2024+0.6%-4.3%+2.6%+10.2%+13.9%

Returns from the close before each report. Past reactions do not determine future ones.

Earnings history

Report dateEPSEstimateSurpriseRevenue
Jul 23, 2026$3.73$3.69+1.1%$3.35B
Apr 23, 2026$2.54$2.27+11.9%$3.13B
Feb 11, 2026$3.59$3.66-1.9%$3.17B
Oct 23, 2025$3.57$3.56+0.3%$3.17B
Jul 24, 2025$3.32$3.11+6.8%$3.19B
Apr 23, 2025$2.46$2.40+2.5%$3.13B
Feb 12, 2025$3.45$3.39+1.8%$3.21B
Oct 24, 2024$3.44$3.42+0.6%$3.18B

Valuation in context

MultipleNow5-year median5-year percentileSector rank (cheapness)
P/E (trailing)19.3×12.4×90thTop 18%
P/E (forward)16.2×———
EV / EBITDA6.7×——Top 5%
EV / Sales1.35×——Top 33%
Free-cash-flow yield7.55%——Top 17%
Earnings yield5.19%——Top 18%

P/E over the past five years

Range 4.7× – 21.8× since Jun 30, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.

What moved the stock over the past year

Price return, 1 year
+24.9%
Earnings per share growth (TTM)
+4.9%
Change in P/E multiple
+44.1%

Most of the move came from a change in the valuation multiple.

Technical state

Trend checklist

  • ✗ Price above 20-day average
  • ✗ Price above 50-day average
  • ✓ Price above 200-day average
  • ✓ 50-day average above 200-day
  • ✓ MACD histogram positive

Trend quality

Days above the 50-day average
0
Days above the 200-day average
1
50-day average slope (20 days)
-4.4%
200-day average slope (20 days)
+2.7%
Distance from 50-day average
-4.7%
Distance from 200-day average
+2.4%
RSI (14)
45.0
Relative volume
1.16×

Risk and drawdowns

Volatility, 60 days (annualized)
21.6%
Volatility vs own 5-year history
3th percentile · Low for this stock
Beta vs S&P 500 (2 years, weekly)
1.00
Correlation with S&P 500
0.47
Current drawdown from 1-year high
-15.4%
Maximum drawdown, 3 years
-23.9%

Largest declines in the past six years

From peakTo lowDeclineLengthRecovery
Oct 25, 2021Apr 11, 2022-31.0%116 days156 days (Nov 22, 2022)
Feb 18, 2025Apr 8, 2025-23.9%35 days58 days (Jul 2, 2025)
Feb 15, 2023Apr 26, 2023-22.5%48 days64 days (Jul 28, 2023)
May 7, 2021Jul 19, 2021-21.0%49 days66 days (Oct 20, 2021)
Jun 11, 2026Sep 30, 2026-18.7%76 daysNot yet recovered

Declines of 10% or more from a closing high, measured on daily closes.

Financial statements

Market cap
$9.10B
P/E (TTM)
19.3
EPS, diluted (TTM)
$12.32
Revenue (TTM)
$12.85B
Dividend yield
1.58%
52-week range
$157.67 – $284.25
FY 2021FY 2022FY 2023FY 2024FY 2025
Revenue$9.92B$12.46B$11.98B$12.71B$12.69B
Gross profit$2.06B$2.84B$2.50B$2.54B$2.58B
Operating income$872.0M$1.43B$1.07B$1.07B$1.11B
Net income$519.0M$867.0M$406.0M$489.0M$499.0M
EPS (diluted)$9.65$16.94$8.69$11.06$11.99
Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Revenue$3.18B$3.21B$3.14B$3.19B$3.17B$3.19B$3.14B$3.35B
Net income$142.0M$135.0M$98.0M$131.0M$138.0M$132.0M$93.0M$133.0M
EPS (diluted)$3.24$3.12$2.27$3.11$3.33$3.25$2.34$3.40
FY 2021FY 2022FY 2023FY 2024FY 2025
Operating cash flow$2.17B$2.31B$2.35B$2.27B$2.59B
Capital expenditure-$1.94B-$2.63B-$3.23B-$2.68B-$2.13B
Free cash flow$234.0M-$321.0M-$881.0M-$418.0M$459.0M
Dividends paid-$122.0M-$123.0M-$128.0M-$135.0M-$145.0M
Net share buybacks-$27.0M-$543.0M-$335.0M-$311.0M-$531.0M

Cash outflows are shown as negative numbers.

Cash and short-term investments
$219.0M
Total assets
$16.09B
Total liabilities
$13.22B
Total debt
$8.45B
Net debt
$8.23B
Shareholders’ equity
$2.88B

As of Jun 30, 2026 (filed Jul 23, 2026).

Dividends

Ex-dateAmountPaid
Aug 24, 2026$1.01Sep 18, 2026
May 18, 2026$0.91Jun 19, 2026
Feb 17, 2026$0.91Mar 20, 2026
Nov 17, 2025$0.91Dec 19, 2025
Aug 18, 2025$0.91Sep 19, 2025
May 19, 2025$0.81Jun 20, 2025
Feb 18, 2025$0.81Mar 21, 2025
Nov 18, 2024$0.81Dec 20, 2024

Short interest

Shares sold short
821,383
Days to cover
3.33
Change vs previous report
-2.0%

FINRA short interest, settlement date Sep 15, 2026.

Stock splits

Dec 15, 1993
5,767-for-5,000
Jun 2, 1986
3-for-2
Mar 20, 1985
2-for-1
May 24, 1984
103-for-100
May 23, 1983
103-for-100