R · Ryder System Inc
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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our published analysis of this companyEquibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative 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 | — |
| Debt to equity | 259% | June 30 | — |
| DTS earnings before income taxes as % of DTS operating revenue non-GAAP | 6.6% | Six months ended June 30 | — |
| 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 | — |
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| 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 | — |
| Debt-to-equity | 269% | Q1 FY2026 | — |
| Used tractor pricing change | 6% | 1Q26 | — |
| Used truck pricing change | -5% | 1Q26 | — |
| 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| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
R
this stock
Ryder System Inc
|
$9.57B | +30.9% | +0.2% | 20.4 | 2.7% |
|
URI
United Rentals, Inc.
|
$68.61B | +38.0% | +4.9% | 27.9 | 2.2% |
|
SUNB
Sunbelt Rentals Holdings, Inc.
|
$31.76B | — | +3.4% | — | 2.8% |
|
AER
AerCap Holdings N.V.
|
$23.07B | +2.1% | +6.5% | — | 0.7% |
|
UHAL
U-Haul Holding Co /NV/
|
$13.91B | +44.2% | +3.6% | — | 0.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| R | -4.7% | -9.4% | +12.3% | -2.3% | +30.9% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | -4.3% | -12.3% | +0.7% | -5.2% | +18.1% |
Capital returns
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.