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NYSE · Consumer Discretionary

RYDER SYS INC R

Ryder System, Inc. operates as a logistics and transportation company worldwide. It operates through three segments: Fleet Management Solutions (FMS), Supply Chain Solutions (SCS), and Dedicated Transportation Solutions (DTS). The FMS segment offers full-service leasing and leasing with flexible maintenance options; commercial vehicle rental; maintenance services; digital and technology support services; fuel services; and fuel planning and tax reporting, cards, and monitoring services, and centralized billing, as well as sells used vehicles through its retail sales centers and www.ryder.com/used-trucks website.

Sources StockAnalysis company profile stockanalysis.com
Rental/Leasing Companies

Company profile

Business mix

  • It operates through three segments: Fleet Management Solutions (FMS), Supply Chain Solutions (SCS), and Dedicated Transportation Solutions (DTS).
  • The FMS segment offers full-service leasing and leasing with flexible maintenance options; commercial vehicle rental; maintenance services; digital and technology support services; fuel services.
  • The DTS segment offers transportation, vehicles, drivers, outing and scheduling, fleet design, safety, regulatory compliance, risk management and technology and communication systems support.
  • The SCS segment comprises distribution management services, such as coordinating warehousing and transportation for inbound and outbound material flows.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in rental & leasing services?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 21.92 FCF 9.17% Buyback 6.27%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.2% $52.1M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $26.6M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +104.7% +130,112 / 124,244
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 38.3% 13F value change +$12.7M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -5.9% 13F value change -$1.5M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 57.4% 13F value change +$21.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 124,244 Last 3 periods +130,112 (+104.7%) Total shares 254,356 Value $52.1M

Recent mentions

No public mentions.