R · Ryder System Inc

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$249.64 +3.46 (+1.41%) At close · Aug 26

Market Cap

$9.57B

38.35M

Up next

Next earnings call

Oct 22, 2026 Scheduled · in 8 wks

FQ3-26 quarter ends

~Sep 30, 2026 Est

Latest filing: 10-Q

filed Jul 23, 2026

AI Brief

TL;DR.

Bullish

Bearish

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Ask ALVIS about this →

Equibles Research

our published analysis of this company

Research Thesis August 9, 2026

Hertz's crowded short and improving print stage an asymmetric setup — dilution caps the ceiling

Short interest of 32.7% and a FINRA squeeze score of 92 meet a third straight quarter of RPD-DOE spread improvement, but -$786M of stockholders' equity and continued operating-cash outflow bound the upside.

Equibles Rating

blended score · not investment advice

Overall

Neutral

SellHoldBuy

Technical Sell Momentum Strong Sentiment Bullish Fundamentals Weak Quant / Vol Moderate

Market backdrop VIX 15.2 · calm Equity put/call 0.64

Technical

price trend

Sell

50 / 200-day cross No cross

Price vs 200-day avg +12%

above

Price vs 50-day avg −5%

below

RSI (14) 40

neutral

MACD trend Negative

52-week position 74%

mid-range

Momentum

relative strength

Strong

1-month return −3%

trailing

6-month return +19%

trailing

YTD return +30%

this year

Relative strength +6%

vs S&P · 6-mo

Sentiment

smart money

Bullish

Trend (MA cross) No cross

50d $263 › 200d $223 — 50d above 200d

Institutional flow Accumulating

+9% holders QoQ · +100 funds added

Insider flow Distributing

Net -$1.2M over 90 days · 100% sells

Short interest Falling

2.14% of float · ▼ -19.5% MoM · 3.1 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

580 holders — near 3-yr high, broad support

Squeeze score 44

elevated · 0–100

Fundamentals

Weak

Revenue growth +0%

Y/Y

EPS growth +8%

Y/Y

Valuation P/E 20.4

in line

Balance sheet $7.9B

net debt

Quant / Vol

risk profile

Moderate

Volatility 33%

annualized · 1-yr

Max drawdown −18%

past year

ATR 2.6%

of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

what management promised — and delivered

Beat or met 4 of last 6

Latest guidance · from the 8-K filed Jul 23, 2026

Full Year 2026

FY26 GAAP EPS Initiated $13.50 – $13.90

prior FY $11.94 midpoint +14.7% Y/Y

FY26 Comparable EPS Initiated $14.40 – $14.80

ROE Initiated 18%

Debt-to-Equity Initiated 245%

Free Cash Flow Initiated $700M – $800M

Third Quarter 2026

3Q26 Comparable EPS Initiated $4.00 – $4.20

3Q26 GAAP EPS Initiated $3.80 – $4.00

prior qtr $3.39 midpoint +15.0% QoQ

Prior guidance period ended · from the 8-K filed Apr 23, 2026

2Q26 GAAP EPS · Second Quarter 2026 $3.20 – $3.45

2Q26 Comparable EPS (non-GAAP) · Second Quarter 2026 $3.50 – $3.75

Guided vs delivered · last 6 settled

FY25 GAAP EPS Full Year 2025

guided $12.10 – $12.30

guided $12.10 – $12.30 $11.94 Miss −2.1%

3Q25 GAAP EPS Third Quarter 2025

guided $3.30 – $3.50

guided $3.30 – $3.50 $3.32 In line

2Q25 GAAP EPS Second Quarter 2025

guided $2.85 – $3.10

guided $2.85 – $3.10 $3.13 Beat +5.2%

1Q25 GAAP EPS First Quarter 2025

guided $2.15 – $2.40

guided $2.15 – $2.40 $2.27 In line

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Sell

2 · 3 · 1

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

+12% Bullish

Price vs 50-day avg

−5% Bearish

RSI (14)

40 Neutral

MACD trend

Negative Bearish

52-week position

74% Neutral

Market signals — smart money & positioning

Bullish · 3 of 6

Trend (MA cross) No cross

50d $263 › 200d $223 — 50d above 200d

Institutional flow Accumulating

+9% holders QoQ · +100 funds added

Insider flow Distributing

Net -$1.2M over 90 days · 100% sells

Short interest Falling

2.14% of float · ▼ -19.5% MoM · 3.1 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

580 holders — near 3-yr high, broad support

Price context

position in its 52-week range

Range low $160 Now $250 · 74% Range high $280

vs 200-day avg +12% vs 50-day avg -5%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings

Metric	Latest	Period	YoY
Adjusted ROE non-GAAP	17%	Twelve months ended June 30	—
ChoiceLease average active fleet count	131,100	Three months ended June 30	—

ChoiceLease average fleet count	141,200	Three months ended June 30	—

ChoiceLease end of period active fleet count	131,000	Three months ended June 30	—

ChoiceLease end of period fleet count	140,600	Three months ended June 30	—

Commercial rental average fleet count	29,200	Three months ended June 30	—

Commercial rental end of period fleet count	29,100	Three months ended June 30	—

Comparable earnings from continuing operations non-GAAP	$247M	Six months ended June 30, 2026	—
Comparable EBITDA non-GAAP	$1.4B	Six months ended June 30	—

Comparable EBT non-GAAP	$330M	Six months ended June 30, 2026	—

Comparable EPS from continuing operations non-GAAP	$6.25	Six months ended June 30	—
Comparable tax rate on continuing operations non-GAAP	25.1%	Six months ended June 30, 2026	—
Customer vehicles under DTS contracts end of period fleet count	17,200	Three months ended June 30	—

Customer vehicles under DTS contracts end of period power vehicles	6,800	Three months ended June 30	—

Customer vehicles under SCS contracts end of period fleet count	13,100	Three months ended June 30	—

Customer vehicles under SCS contracts end of period power vehicles	4,200	Three months ended June 30	—

Customer vehicles under SelectCare contracts average fleet count	44,300	Three months ended June 30	—

Customer vehicles under SelectCare contracts end of period fleet count	44,600	Three months ended June 30	—

DTS earnings before income taxes as % of DTS operating revenue non-GAAP	6.6%	Six months ended June 30	—

EBT as a % of operating revenue (DTS)	7.9%	2Q26	—
EBT as a % of operating revenue (FMS)	11.5%	2Q26	—
EBT as a % of operating revenue (SCS)	8.4%	2Q26	—
End of period fleet count	8,500	Q2 FY2026	—
End of period power vehicles	6,800	Q2 FY2026	—
FMS earnings before income taxes as % of FMS operating revenue non-GAAP	9.7%	Six months ended June 30	—

Free cash flow non-GAAP	$684M	Six months ended June 30	—

Operating revenue non-GAAP	$5.26B	Six months ended June 30, 2026	—

Rental rate change - %	1%	Three months ended June 30	—
Rental utilization - power units	72%	Six months ended June 30	—

SCS earnings before income taxes as % of SCS operating revenue non-GAAP	7.7%	Six months ended June 30	—

Total cash generated non-GAAP	$1.52B	Six months ended June 30, 2026	—
Used truck and tractor pricing increased 6% and 3%, respectively, from prior year (used truck pr	6%	2Q26	—
Used vehicle sales end of period fleet count	8,500	Three months ended June 30	—

Used vehicles sold	9,700	Six months ended June 30	—

UVS pricing change - Trucks	6%	Three months ended June 30	—

Capital expenditures paid	$427M	Three months ended March 31, 2026	—
Comparable earnings non-GAAP	$101M	Three months ended March 31, 2026	—
Comparable tax rate non-GAAP	20.9%	Three months ended March 31, 2026	—
Debt-to-equity	269%	as of March 31, 2026	—
DTS earnings before income taxes as % of DTS total revenue	4.2%	Three months ended March 31, 2026	—
Effective interest rate	5.1%	Three months ended March 31, 2026	—
FMS earnings before income taxes as % of FMS total revenue	6.8%	Three months ended March 31, 2026	—
Gross capital expenditures	$409M	Three months ended March 31, 2026	—
SCS earnings before income taxes as % of SCS total revenue	5.3%	Three months ended March 31, 2026	—
UVS pricing change Tractors	6%	Three months ended March 31, 2026	—
EBT as a % of operating revenue non-GAAP	10.5%	4Q25	—

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Rental & Leasing Services — same industry group

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
R Ryder System Inc this stock	$9.57B	+30.4%	+0.2%	20.4	2.1%
URI United Rentals, Inc.	$67.88B	+30.7%	+4.9%	27.6	2.0%
SUNB Sunbelt Rentals Holdings, Inc.	$30.48B	—	+3.4%	—	3.3%
AER AerCap Holdings N.V.	$23.19B	+4.2%	+6.5%	—	1.7%
UHAL U-Haul Holding Co /NV/	$13.82B	+36.4%	+3.6%	—	0.8%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Reducing

Holders

580

% held: 91.1%
Net QoQ: -272.8K sh
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

497

View

Short & Settlement

Short Interest Falling

Shares short

822.5K

Days to cover: 3.1d
Change: -199.0K sh

View

Short Volume

Short vol %

63%

As of: Aug 26, 2026

Short Total

View

Fails to Deliver

FTD shares

130

Value: $33.6K
As of: Jul 30, 2026

View

Off-Exchange

Off-exchange %

40.9%

Week of: Jul 20, 2026

Off-exch Lit

View

Smart Money

Insider Trades Net selling

Net (90d)

-$1.2M

Buyers / Sellers: 0 / 1

Buyers Sellers

View

Congressional Trades Sell

Member

Virginia Foxx

Amount: $15.0K–$50.0K
Traded: Apr 8, 2022

View

Financials

Revenue (FY)

$12.7B

Net income (FY): $499.0M
EPS diluted: $11.94

View

Buybacks

Authorized

shares 2.0M

View

Filings

SEC Filings

Latest

8-K

Filed: Jul 23, 2026
This year: 11

View

Proposed Sales

Value

$1.2M

Shares: 5.0K
Filed: May 29, 2026

View

Earnings & Events

Earnings Calls Upcoming

Next call

Sep 16, 2026

Last call: Jul 23, 2026

View

Investor Relations

Performance

	5D	20D	120D	MTD	YTD
R	-0.4%	-3.3%	+18.7%	-2.6%	+30.4%
SPY	-0.4%	+5.0%	+12.4%	+2.6%	+12.3%
vs SPY	+0.0%	-8.4%	+6.2%	-5.2%	+18.1%

Capital returns

Latest dividend

$1.01 / share · ex Aug 24, 2026

Raised 11%

Paid (TTM)

$3.74 / share · 4 payouts

Dividend yield (TTM, derived)

1.50%

Buyback program · as of Jun 30, 2026

Authorized

shares 2.00M

Spent (derived)

—

Remaining

—

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 85961 CUSIP 783549108 13F (30d) 464 filings 449 filers Visit website Investor relations

R · Ryder System Inc

Price & Indicators

Up next

AI Brief

Equibles Research

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns