Ryder reported FY2025 revenue of $12.7 billion and 2026 Q1 revenue of $3.1 billion. The thesis turns on fleet demand, logistics execution, used-vehicle values, leverage, capex and cash conversion.
Ryder: logistics cash flow has to carry a capital-heavy fleet cycle
NYSERCoverage BootstrapRyder System, Inc.
Thesis summary
Ryder reported FY2025 revenue of $12.7 billion and 2026 Q1 revenue of $3.1 billion. The thesis turns on fleet demand, logistics execution, used-vehicle values, leverage, capex and cash conversion.
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