Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

RYDER SYSTEM INC
Next earnings Jul 23, 2026 · consensus $3.72 EPS, $3.36B rev
Last earnings +6.6% on 2026-04-23
Cash-generative fleet-leasing and logistics franchise with 16% ROE, but flat revenue, heavy leverage and freight-cycle risk.
Sources: SEC EDGAR (CIK 0000085961, latest 10-Q filed 2026-04-23) · EODHD · analysis by claude-code · as of 6/21/2026, 8:49:31 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~60% above fair value) leave little margin of safety — a wait-and-see.
Ryder System is a fleet-leasing, dedicated-transportation and supply-chain-logistics company. The model is asset-heavy and capital-intensive, which is why leverage looks high at 4.37x liabilities/equity ($13.3B liabilities on $3.05B equity, with ~$7.76B long-term debt) — but that financing supports a depreciating vehicle fleet that throws off substantial cash. FY2025 operating cash flow rose 14.5% to $2.59B and capex fell 20.4% to $2.13B, generating meaningful free cash that funded $519M of buybacks (up 61.7%) and a $145M dividend (up 7.4%). Return on equity is a respectable 16.3%.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $9.66B | $12.0B | $11.8B | $12.6B | $12.7B |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | $519M | $867M | $406M | $489M | $499M |
| Diluted EPS | $9.66 | $17.04 | $8.73 | $11.06 | $11.94 |
| Net margin | 5.4% | 7.2% | 3.4% | 3.9% | 3.9% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Last 90 days: 0 open-market buys · 3 sales
| 2026-05-29 | Fatovic Robert D EVP, CLO & Corp. Secretary | Sell | 5.00K @ $249.85 | $1.25M |
| 2026-05-28 | HODES SANFORD J. SVP, C Procur Of, Corp Dev Of | Sell | 595.00 @ $251.95 | $150K |
| 2026-05-27 | HODES SANFORD J. SVP, C Procur Of, Corp Dev Of | Gift | 411.00 | |
| 2026-05-04 | Nieto Luis P Jr Director | Sell | 720.00 @ $235.79 | $170K |
| 2026-05-01 | SWOBODA CHARLES M Director | Award | 720.00 | |
| 2026-05-01 | SWOBODA CHARLES M Director | Award | 191.00 | |
| 2026-05-01 | STOCKTON DMITRI L Director | Award | 720.00 | |
| 2026-05-01 | STOCKTON DMITRI L Director | Award | 549.00 | |
| 2026-05-01 | SMITH ABBIE J Director | Award | 1.21K | |
| 2026-05-01 | Romo Tammy Director | Award | 712.00 | |
| 2026-05-01 | NORD DAVID G Director | Award | 720.00 | |
| 2026-05-01 | NORD DAVID G Director | Award | 796.00 |
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.