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Ryder System (R) investor relations material
Ryder System Stephens Annual Investment Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Stephens Annual Investment Conference summary19 Nov, 2025
Business transformation and segment evolution
Shifted from fleet management dominance (60%+ of revenue/earnings in 2018) to a more balanced portfolio, with fleet management now just over 40% of revenue and about half of earnings.
Focused on de-risking fleet management, enhancing margins, and accelerating growth in supply chain and dedicated segments.
Earnings per share nearly doubled since the last freight cycle peak, with improved return on equity and operating cash flow.
90% of business is now contractual, providing stability and upside potential as the freight market recovers.
Fleet management and market dynamics
Reduced residual value assumptions on leases in 2019, leading to higher prices and initial market share loss, but later market alignment and portfolio repricing.
Rental fleet activity reflects broader economic softness, with manufacturing, housing, and consumer sectors all showing weakness.
Used vehicle prices remain at historic lows, expected to recover as supply tightens and new vehicle production slows.
Majority of leasing customers are private fleets, with regulatory and cost pressures making outsourcing more attractive.
Dedicated and supply chain solutions
Dedicated segment differentiated by specialized, high-touch services, with most revenue outside the retail sector.
Long-term contracts (3-5 years) with inflation and wage escalators provide earnings stability.
Supply chain segment offers port-to-door solutions, warehousing, last-mile, packaging, and e-commerce fulfillment, with strong growth in warehousing and nearshoring.
Technology investments (Ryder Share, Ryder Guide, Ryder Ship) drive customer value, transparency, and operational optimization.
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Next Ryder System earnings date
Goldman Sachs Industrials and Materials Conference 20254 Dec, 2025
Next Ryder System earnings date
Goldman Sachs Industrials and Materials Conference 20254 Dec, 2025
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Frequently asked questions
Ryder System, Inc. operates as a logistics and transportation company worldwide. It operates through three segments: Fleet Management Solutions, Dedicated Transportation Solutions, and Supply Chain Solutions. The company offers full-service leasing, lease-to-own, and maintenance services for trucks, tractors, and trailers; supply chain solutions, such as order fulfillment and distribution center management, transportation management, inbound freight management and visibility, reverse logistics and refurbishment center network management, freight forwarding planning and scheduling, warehousing management, retail visibility services; and outsourced fleet maintenance services.
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