Ryder (R)
NYSEIndustrialsRental & Leasing ServicesSnapshot 2026-11-05
$270.16-4.58%
Close 2026-11-05 · 1-day change
NYSEIndustrialsRental & Leasing ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · R
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-05.
The screen ranks R against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 61% for the rest of the cohort, n=9285).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 3 guided quarters · 6.6% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We are on track to deliver ROE above 18% and over $70 million in benefits from strategic initiatives in 2026.
Stated in 4 of 4 supplied quarters. Management reported: “We are on track to deliver ROE above 18% and over $70 million in benefits from strategic initiatives in 2026.” “"We achieved an annual benefit of $100 million from our multi-year strategic initiatives, with incremental benefits expected in 2026.”
“We are on track to deliver ROE above 18% and over $70 million in benefits from strategic initiatives in 2026.”
““Results for the quarter were solid, and we remain on track to achieve $70 million in benefits from strategic initiatives during 2026.”
“6 Outlook “We are on track for another year of earnings growth in 2026, driven by execution on $70 million in incremental benefits from strategic initiatives,” says Ryder Chief Financial Officer Cris…”
“7 Outlook "We expect another year of earnings growth in 2026, driven by $70M in incremental benefits from upsized strategic initiatives," says Ryder Chief Financial Officer Cristina Gallo-Aquino.”
Operating revenue growth rates continued to improve, with SCS and FMS generating strong contractual growth.
Stated in 4 of 4 supplied quarters. Management reported: “Operating revenue growth rates continued to improve, with SCS and FMS generating strong contractual growth.” ““Our high-quality contractual portfolio continues to generate strong returns and higher operating cash flow, enabling us to support profitable growth while also returning capital to shareholders.” Revenue was $3.433 billion in 2026-Q3.
“Operating revenue growth rates continued to improve, with SCS and FMS generating strong contractual growth.”
As a result, we are increasing our full-year investment in the rental fleet to $500 million, up $300 million from our prior forecast.
Stated in 4 of 4 supplied quarters. Management reported: “As a result, we are increasing our full-year investment in the rental fleet to $500 million, up $300 million from our prior forecast.” ““Free cash flow is expected to remain strong in 2026, and we expect our capital deployment capacity to continue to enable us to support profitable growth while returning capital to shareholders through share repurchases and dividends.””
Our market-leading solutions, strong customer relationships, and our transformed model will continue to drive long-term earnings growth.”
Stated in 4 of 4 supplied quarters. Management reported: “Since 2021, we have repurchased 26% of shares outstanding and increased our quarterly dividend by 74%.” “The recent increase in our quarterly dividend marked the fourth consecutive year with a double-digit raise, reflecting our commitment to shareholders as well as our confidence in Ryder’s long-term outlook.””
“Our market-leading solutions, strong customer relationships, and our transformed model will continue to drive long-term earnings growth.””
Continue execution on strategic initiatives to achieve $70 million in benefits in 2026 and drive earnings growth across business segments.
Over the trailing year it converted 5.68x of net income into operating cash flow. Historically, Industrials names rated robust grew net income 59% of the time over the next year (vs 55% for the rest of the cohort, n=5006).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
3 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-05.
““Our high-quality contractual portfolio continues to generate strong returns and higher operating cash flow, enabling us to support profitable growth while also returning capital to shareholders.”
““Year-over-year earnings growth in FMS was driven primarily by higher contractual results, reflecting benefits from our ongoing execution on strategic initiatives.”
“We are confident that continued execution on our balanced growth strategy provides a solid foundation for ongoing contractual earnings growth while also positioning us to benefit from a cycle upturn."”
“As a result, we are increasing our full-year investment in the rental fleet to $500 million, up $300 million from our prior forecast.”
““Our high-quality contractual portfolio continues to generate strong returns and higher operating cash flow, enabling us to support profitable growth while also returning capital to shareholders.”
““Free cash flow is expected to remain strong in 2026, and we expect our capital deployment capacity to continue to enable us to support profitable growth while returning capital to shareholders throu…”
“Free cash flow is expected to remain strong in 2026, and we expect our capital deployment capacity to continue to enable us to support profitable growth while returning capital to shareholders throug…”
“Since 2021, we have repurchased 26% of shares outstanding and increased our quarterly dividend by 74%.”
““Free cash flow is expected to remain strong in 2026, and we expect our capital deployment capacity to continue to enable us to support profitable growth while returning capital to shareholders throu…”
“Free cash flow is expected to remain strong in 2026, and we expect our capital deployment capacity to continue to enable us to support profitable growth while returning capital to shareholders throug…”