Ryder: 3 Key Takeaways for Long-Term Investors

Ryder raised its 2026 comparable earnings per share forecast to $14.85-$15.05, driven by a strategic shift toward asset-light operations. Supply Chain Solutions and Dedicated Transportation now represent 60% of expected 2026 revenue, up from 44% in 2018. With $4.5 billion in available capital and commercial rental fleet utilization at 77%, management is positioned to fund growth, return capital to shareholders, and capitalize on stabilizing freight market conditions.