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R Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
193.810
Open
192.480
VWAP
191.83
Vol
737.11K
Mkt Cap
7.52B
Low
189.890
Amount
141.40M
EV/EBITDA(TTM)
5.29
Total Shares
39.21M
EV
14.97B
EV/OCF(TTM)
5.77
P/S(TTM)
0.63
Ryder System, Inc. is a provider of outsourced logistics and transportation services. The Company provides supply chain, dedicated transportation, and commercial fleet management solutions. It operates through three segments: Fleet Management Solutions (FMS), which provides full service leasing that includes its contractual maintenance offering, commercial rental and maintenance services of trucks, tractors and trailers to customers principally in the United States (U.S.) and Canada; Supply Chain Solutions (SCS), which provides fully integrated port-to-door logistics solutions, including distribution management, dedicated transportation, transportation management, freight brokerage, e-commerce fulfillment, last-mile delivery, contract packaging, and contract manufacturing in North America, and Dedicated Transportation Solutions (DTS), which provides turnkey transportation solutions in the U.S., including dedicated vehicles, professional drivers, management, and administrative support.
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Events Timeline

(ET)
2026-02-11
07:00:00
FY26 Operating Revenue Expected to Increase 3% to $13.17B
select
2026-02-11
07:00:00
Ryder Sees Q1 Adjusted EPS of $2.10-$2.35
select
2026-02-11
07:00:00
Ryder Q4 Revenue at $3.18B, Below Consensus
select
2026-02-11
07:00:00
Ryder Sees FY26 Net Cash from Operating Activities at $2.7B
select

News

CNBC
7.5
03-18CNBC
Amazon's Contract Negotiations with USPS Collapse
  • Contract Negotiation Breakdown: Amazon's contract renewal negotiations with the USPS fell apart when the Postal Service abruptly walked away, leading Amazon to plan a reduction of at least two-thirds in package volumes, which could significantly impact its logistics costs and service capabilities.
  • Threat to Long-term Partnership: Amazon indicated that it had been negotiating for over a year to establish a long-term agreement, but the breakdown in talks jeopardizes its future reliance on USPS for package deliveries, potentially affecting customer delivery experiences.
  • USPS Financial Crisis: The USPS Postmaster General warned during a congressional hearing that without congressional assistance, the Postal Service would run out of cash in less than 12 months, highlighting the urgency of its financial situation and the potential impact on its partnership with Amazon.
  • Rural Delivery Network Expansion: Amazon has committed to investing approximately $4 billion by the end of 2026 to triple the size of its rural delivery network, indicating its strategic focus on the rural market, which is typically serviced by USPS, and demonstrating Amazon's ambition to capture market share.
Fool
5.0
03-11Fool
Ryder Executive Sells Over 30,000 Shares Amid Stock Surge
  • Transaction Overview: John S. Sensing, President of Ryder's Supply Chain Solutions, sold 30,110 shares of common stock on February 19, 2026, for a total of $6.6 million, reflecting confidence in the company's stock performance.
  • Ownership Changes: Post-transaction, Sensing retains 49,081 shares, representing approximately 0.12% of outstanding shares, with a direct ownership value of about $10.76 million, indicating a continued optimistic outlook on the company's future.
  • Market Performance: The transaction occurred at a stock price of $220.36, which is up 38.55% year-over-year, highlighting the company's strong performance in earnings growth and market demand.
  • Investor Strategy: With Ryder's earnings per share (EPS) increasing by 8% to $11.99, and a price-to-earnings ratio around 17, the stock appears overvalued, suggesting investors should wait for a price correction before buying.
NASDAQ.COM
5.0
03-11NASDAQ.COM
John Sensing Sells Ryder System Shares Worth $6.64 Million
  • Sale Overview: John Sensing sold 30,110 shares of Ryder System on February 19, 2026, for approximately $6.64 million at a weighted average price of $220.36 per share, representing 38.02% of his direct holdings, reducing them from 79,000 to 49,081 shares.
  • Options Exercise and Market Response: The sale coincided with the exercise of 12,110 options, with all proceeds realized through open-market sales, leaving remaining direct holdings valued at approximately $10.76 million, indicating Sensing's keen market timing.
  • Company Performance and Stock Fluctuation: Ryder System achieved an EPS of $11.99 in 2025, an 8% increase year-over-year, despite only a slight revenue growth to $12.67 billion, with shares hitting a 52-week high of $230.39 on February 11, 2026, reflecting excellent expense management.
  • Investor Recommendations and Market Outlook: While Ryder's P/E ratio hovers around 17, suggesting a high valuation, analysts recommend selling for current shareholders, whereas potential buyers may consider waiting for a price drop, indicating a cautious market sentiment towards the stock.
Fool
6.5
03-03Fool
HG Vora Exits Entire Position in Ryder System
  • Complete Exit: On February 17, 2026, HG Vora Capital Management disclosed in an SEC filing that it sold its entire position of 335,000 shares in Ryder System for $63.19 million, reducing its stake from 8.6% to zero, indicating a cautious outlook on the stock's future performance.
  • Stable Performance: Despite HG Vora's exit, Ryder System's stock has risen 35% over the past year, currently priced at $213.93, with fourth-quarter revenue of $3.2 billion remaining consistent with the previous year, reflecting the company's ongoing profitability in the logistics and transportation sector.
  • Uncertain Future Outlook: Management has guided for 2026 earnings per share between $13.45 and $14.45; however, the normalization of freight demand may impact future profitability, prompting investors to monitor cyclical changes in the industry.
  • Portfolio Shift: HG Vora's current portfolio has shifted focus towards higher conviction stocks like PENN and DRVN, which together account for over 60% of its assets, indicating a preference for investment opportunities with greater growth potential.
NASDAQ.COM
5.0
03-03NASDAQ.COM
HG Vora Fully Exits Ryder System Position
  • Exit Transaction: HG Vora sold 335,000 shares of Ryder System in Q4, resulting in a $63.19 million decrease in position value, indicating a complete liquidation and a cautious outlook on future market conditions.
  • Position Proportion Shift: Prior to the exit, Ryder System accounted for 8.6% of HG Vora's assets under management, suggesting a strategic pivot towards other higher conviction investments post-liquidation.
  • Stable Financial Performance: Ryder System reported fourth-quarter revenue of $3.2 billion, consistent with the previous year, while earnings per share increased by 4%, demonstrating the company's ongoing profitability in the logistics and transportation sector.
  • Market Outlook Uncertainty: Although Ryder remains a cash-generative logistics operator, the normalization of freight markets may pressure future profitability, and HG Vora's exit could reflect concerns regarding industry cyclicality.
moomoo
5.0
02-13moomoo
Ryder System (R.US) Officer Plans to Sell $3.04 Million in Common Stock via Form 144
  • Share Sale Announcement: Ryder System Officer Ravindra Rajeev intends to sell 14,367 shares of its common stock.
  • Market Value: The total market value of the shares being sold is approximately $3.04 million.
Wall Street analysts forecast R stock price to rise
7 Analyst Rating
Wall Street analysts forecast R stock price to rise
4 Buy
2 Hold
1 Sell
Moderate Buy
Current: 0.000
sliders
Low
197.00
Averages
219.00
High
250.00
Current: 0.000
sliders
Low
197.00
Averages
219.00
High
250.00
Susquehanna
Harrison Bauer
Positive
maintain
$235 -> $250
AI Analysis
2026-02-13
Reason
Susquehanna
Harrison Bauer
Price Target
$235 -> $250
AI Analysis
2026-02-13
maintain
Positive
Reason
Susquehanna analyst Harrison Bauer raised the firm's price target on Ryder to $250 from $235 and keeps a Positive rating on the shares. The firm said 1Q will be challenged, but they think Ryder has more risk to the upside of its guide than downside. They continue to believe Ryder's contractual earnings profile is deserving of a multiple closer to TL/Log peers.
Goldman Sachs
Buy
maintain
$197 -> $219
2026-02-13
Reason
Goldman Sachs
Price Target
$197 -> $219
2026-02-13
maintain
Buy
Reason
Goldman Sachs raised the firm's price target on Ryder to $219 from $197 and keeps a Buy rating on the shares. Ryder's 2026 estimates are being lowered due to a slow start in commercial rental and tough supply chain comparisons, but forecasts remain above the midpoint of guidance at $14.10, supported by stable-to-strong freight market conditions, potential higher used truck values, and accelerating supply chain growth, the analyst tells investors in a research note. Ongoing lease pricing initiatives and new contracts could further help EPS track above the midpoint, though downside risk exists if the freight economy softens, Goldman adds.
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Valuation Metrics

The current forward P/E ratio for Ryder System Inc (R.N) is 13.77, compared to its 5-year average forward P/E of 9.32. For a more detailed relative valuation and DCF analysis to assess Ryder System Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
9.32
Current PE
13.77
Overvalued PE
11.85
Undervalued PE
6.79

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
4.39
Current EV/EBITDA
5.56
Overvalued EV/EBITDA
5.03
Undervalued EV/EBITDA
3.76

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
0.42
Current PS
0.60
Overvalued PS
0.50
Undervalued PS
0.34

Financials

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Whales Holding R

E
EARNEST Partners, LLC
Holding
R
+4.63%
3M Return
P
Pacific Heights Asset Management, LLC
Holding
R
+4.02%
3M Return
A
AE Wealth Management, LLC
Holding
R
-5.97%
3M Return
E
Edgestream Partners, L.P.
Holding
R
-6.03%
3M Return
N
NewEdge Wealth, LLC
Holding
R
-8.04%
3M Return
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Nippon Life Global Investors Americas, Inc.
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-8.64%
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Frequently Asked Questions

What is Ryder System Inc (R) stock price today?

The current price of R is 191.78 USD — it has decreased -0.36

What is Ryder System Inc (R)'s business?

Ryder System, Inc. is a provider of outsourced logistics and transportation services. The Company provides supply chain, dedicated transportation, and commercial fleet management solutions. It operates through three segments: Fleet Management Solutions (FMS), which provides full service leasing that includes its contractual maintenance offering, commercial rental and maintenance services of trucks, tractors and trailers to customers principally in the United States (U.S.) and Canada; Supply Chain Solutions (SCS), which provides fully integrated port-to-door logistics solutions, including distribution management, dedicated transportation, transportation management, freight brokerage, e-commerce fulfillment, last-mile delivery, contract packaging, and contract manufacturing in North America, and Dedicated Transportation Solutions (DTS), which provides turnkey transportation solutions in the U.S., including dedicated vehicles, professional drivers, management, and administrative support.

What is the price predicton of R Stock?

Wall Street analysts forecast R stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for R is219.00 USD with a low forecast of 197.00 USD and a high forecast of 250.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Ryder System Inc (R)'s revenue for the last quarter?

Ryder System Inc revenue for the last quarter amounts to 3.17B USD, decreased -0.44

What is Ryder System Inc (R)'s earnings per share (EPS) for the last quarter?

Ryder System Inc. EPS for the last quarter amounts to 3.21 USD, increased 5.59

How many employees does Ryder System Inc (R). have?

Ryder System Inc (R) has 51600 emplpoyees as of March 23 2026.

What is Ryder System Inc (R) market cap?

Today R has the market capitalization of 7.52B USD.