Ryder Sys SEC Filings

Ryder System, Inc. (R) reported stable Q3 2025 results. Total revenue was $3.171 billion, essentially flat year over year, while diluted EPS from continuing operations rose to $3.33, up 2%. Comparable EPS was $3.57, up 4%, as contractual earnings offset softer used vehicle pricing and rental demand. Operating revenue reached $2.611 billion, up 1%.

Profitability held up as lease & related maintenance and rental gross margin improved to 36% (from 33%) on ChoiceLease pricing and maintenance savings. Fuel services revenue fell 4% but margin doubled to 6% amid pricing dynamics. Interest expense increased to $102 million and the effective tax rate rose to 27.1%.

Year to date, operating cash flow was $1.845 billion and free cash flow was $496 million, after $1.605 billion of capital expenditures. Ryder repurchased 2.2 million shares for $350 million and paid $107 million in dividends. Total debt was $7.857 billion, with debt to equity of 254%, and available liquidity on facilities of $776 million. Shares outstanding were 40,376,534 as of September 30, 2025.

Ryder System, Inc. furnished an 8‑K stating it issued a press release reporting financial results for the three months ended September 30, 2025. The press release and a presentation are available on its investor website. The company is hosting a conference call and webcast on October 23, 2025. The materials, including Exhibit 99.1, are furnished under Item 2.02 and, per the filing, are not incorporated by reference unless expressly set forth by specific reference.

Ryder System director Charles M. Swoboda received a grant of 151 restricted stock units (RSUs) on 10/01/2025 as an election in lieu of a cash retainer under the company’s Amended and Restated 2019 Equity and Incentive Compensation Plan. Each RSU represents the right to receive one share of common stock. After the reported transaction the reporting person beneficially owned 7,919 shares. The Form 4 was filed by a single reporting person and signed via power of attorney on 10/02/2025.

Regan Thomas Michael filed an initial Form 3 disclosing direct ownership of 7,765 shares of Ryder System, Inc. (ticker R) common stock related to his role as an officer (EVP of DTS) and director. The filing reports multiple time-vested restricted stock rights included in the total: 593 shares vesting 02/10/2026; 5,000 shares vesting 11/01/2026; 1,024 shares vesting ratably on 02/09/2026 and 02/09/2027; and 1,139 shares vesting ratably on 02/07/2026, 02/07/2027 and 02/07/2028.

The event date triggering the statement is 09/01/2025. The Form 3 was signed via power of attorney by Robert D. Fatovic on 09/10/2025. No derivative securities or other transactions are reported on this form.

Sanford J. Hodes, an officer of Ryder System, Inc. (ticker R), reported a sale of common stock on 08/22/2025. The Form 4 shows 532 shares sold (transaction code S) at a weighted average price of $187.48, with the sale prices ranging from $187.47 to $187.61. After the sale, the reporting person beneficially owns 24,452 shares, which includes 246 shares acquired under Ryder's dividend reinvestment plan. The filing lists the reporting person's role as a director and officer with the title shown as "SVP, C Procur Of, Corp Dev Of". The Form 4 was signed on behalf of Mr. Hodes by a power of attorney, Robert D. Fatovic, dated 08/26/2025.

Ryder System, Inc. (R) reporting person Steve W. Martin, EVP of DTS, reported multiple open-market sales of common stock on 08/22/2025. The Form 4 shows four separate sales totaling 5,500 shares at weighted average prices of $185.49, $186.88, $187.69, and $188.56, respectively. Following the transactions the reporting person’s direct beneficial ownership declined from 28,693 to 24,235 shares. The filing also discloses 2,639 shares held indirectly through the Ryder Employee Savings Plan and 126 shares held indirectly through the Ryder Deferred Compensation Plan. The Form 4 was signed by a power of attorney on 08/26/2025.

Ryder System, Inc. (R) submitted a Form 144 reporting a proposed sale of 5,500 common shares through Fidelity Brokerage Services with an aggregate market value of $1,028,450.72, to be executed on 08/22/2025 on the NYSE. The shares were acquired in 2024 through restricted stock vesting (totaling 4,940 shares across February 9–12), an ESPP purchase (155 shares on June 24), and a dividend reinvestment (3 shares on June 21). No securities sold by the reporting person in the past three months are reported. The filing includes the required representation about lack of undisclosed material adverse information and attests to Rule 144 compliance.

Ryder System, Inc. (R) notice of a proposed sale under Rule 144: an insider plans to sell 532 shares of Common stock through Fidelity Brokerage Services LLC on or about 08/22/2025 on the NYSE. The filing reports an aggregate market value of $99,739.79 for the shares to be sold and lists 40,790,636 shares outstanding. The 532 shares match recent restricted stock vesting events: 476 shares vested on 02/09/2025 and 56 shares vested on 02/11/2025, both acquired from the issuer as compensation and paid on the acquisition dates. The filer reports no sales of issuer securities in the past three months and includes the standard attestation that the seller is not aware of undisclosed material adverse information.

Thomas M. Havens, an officer serving as President, Global FMS, reported a sale of 6,500 shares of Ryder System, Inc. (ticker R) common stock on 08/13/2025 at a reported price of $181.77 per share. After the transaction he beneficially owned 32,478 shares, which includes 278 shares acquired under the company's dividend reinvestment plan. The Form 4 was signed on 08/15/2025 by Robert D. Fatovic by power of attorney. The filer notes the sale price reflects multiple sales at the same per-share price and offers to provide full details on request.