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R · Ryder System Inc

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$247.85 -2.69 (-1.07%) At close · Aug 20
Market Cap
$9.57B
Shares
38.35M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$247.85 Open$248.33 Day$246.55–250.67 52W close$160.20–280.34 Avg vol 30d335K Short int1.0M · 2.7% float · 2.5d Short vol67% Last earningsFeb 10, 2027 DataJan 2020–Aug 2026 Filing10-Q · Jul 23

Up next

Next earnings call
Oct 22, 2026 Scheduled · in 9 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
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 Rating

      blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Neutral Momentum Strong Sentiment Bullish Fundamentals Weak Quant / Vol Moderate
      Market backdrop VIX 14.9 · calm Equity put/call 0.52
      Technical
      price trend
      Neutral
      50 / 200-day cross No cross
      Price vs 200-day avg +12%
      above
      Price vs 50-day avg −7%
      below
      RSI (14) 34
      neutral
      MACD trend Negative
      52-week position 73%
      mid-range
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Strong
      1-month return −7%
      trailing
      6-month return +12%
      trailing
      YTD return +30%
      this year
      Relative strength +1%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bullish
      Trend (MA cross) No cross
      50d $265 › 200d $222 — 50d above 200d
      Institutional flow Accumulating
      +9% holders QoQ · +100 funds added
      Insider flow Distributing
      Net -$1.4M over 90 days · 100% sells
      Short interest Falling
      2.66% of float · ▼ -6.5% MoM · 2.5 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      580 holders — near 3-yr high, broad support
      Squeeze score 46
      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 34%
      annualized · 1-yr
      Max drawdown −18%
      past year
      ATR 2.7%
      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

      Beat or met 0 of last 2
      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 2 settled
      FY25 GAAP EPS Full Year 2025
      guided $12.10 – $12.30
      $11.94 Miss −2.1%
      Comparable EPS full-year 2023
      guided $12.60 – $12.85
      $8.73 Miss −31.4%

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

      Technicals

      trend & momentum for long-term holders Neutral
      2 · 4 · 1
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +12% Bullish
      Price vs 50-day avg
      −7% Bearish
      RSI (14)
      34 Neutral
      MACD trend
      Negative Bearish
      52-week position
      73% Neutral
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bullish · 3 of 6
      Trend (MA cross) No cross
      50d $265 › 200d $222 — 50d above 200d
      Institutional flow Accumulating
      +9% holders QoQ · +100 funds added
      Insider flow Distributing
      Net -$1.4M over 90 days · 100% sells
      Short interest Falling
      2.66% of float · ▼ -6.5% MoM · 2.5 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 $248 · 73% Range high $280
      vs 200-day avg +12% vs 50-day avg -7%

      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
      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
      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
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      R
      Ryder System Inc
      this stock
      $9.57B +29.5% +0.2% 20.4 2.7%
      URI
      United Rentals, Inc.
      $68.61B +35.3% +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 +41.9% +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 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
      486
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      1.0M
      Days to cover
      2.5d
      Change
      -70.8K sh
      View
      Short Volume
      Short vol %
      67%
      As of
      Aug 20, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      130
      Value
      $33.6K
      As of
      Jul 30, 2026
      View
      Off-Exchange
      Off-exchange %
      49.5%
      Week of
      Jul 13, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$1.4M
      Buyers / Sellers
      0 / 2
      Buyers Sellers
      View
      Congressional Trades Sell
      Member
      Virginia Foxx
      Amount
      $15.0K–$50.0K
      Traded
      Apr 8, 2022
      View
      Financials
      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
      Oct 22, 2026
      Last call
      Jul 23, 2026
      View
      Investor Relations
      Latest news
      Ryder Honors 2026 Top Technician…
      Published
      Aug 18, 2026
      Upcoming events
      2
      View

      Performance

      5D 20D 120D MTD YTD
      R -5.8% -7.5% +11.9% -3.3% +29.5%
      SPY -2.0% +3.3% +11.2% +2.1% +11.8%
      vs SPY -3.9% -10.8% +0.7% -5.4% +17.7%

      Capital returns

      Latest dividend
      $0.91 / share · ex May 18, 2026
      Declared · upcoming
      $1.01 / share · ex Aug 24, 2026
      Raised 12.3%
      Paid (TTM)
      $2.73 / share · 3 payouts
      Dividend yield (TTM, derived)
      1.10%
      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) 514 filings 487 filers Visit website Investor relations