RYDER SYSTEM INC SEC Filings

Ryder System, Inc. reported results of its May 1, 2026 annual shareholder meeting. Shareholders re-elected eleven directors for one-year terms expiring at the 2027 annual meeting, with all nominees receiving strong majority support.

Investors also ratified PricewaterhouseCoopers LLP as the independent auditor for the 2026 fiscal year, with 34,551,838 votes in favor. On an advisory basis, shareholders approved the compensation of the company’s named executive officers, with 33,104,177 votes for and 640,638 against. A shareholder proposal seeking an independent board chair was not approved, drawing 7,075,247 votes for and 26,410,511 against.

Ryder System Inc ownership filing: Vanguard Portfolio Management reports beneficial ownership of 2,766,603 shares of Common Stock, representing 7.01% of the class. The filing states sole dispositive power over 2,766,603 shares and sole voting power over 20,886 shares. The disclosure attributes ownership to Vanguard Portfolio Management LLC and specified affiliates in accordance with SEC Release No. 34-39538.

Ryder System, Inc. reported first-quarter 2026 results with total revenue of $3.13 billion, essentially unchanged from a year ago, while diluted EPS from continuing operations rose to $2.34 from $2.29.

Earnings from continuing operations before income taxes fell to $118 million from $134 million as segment profits softened, particularly in Supply Chain Solutions and Dedicated Transportation Solutions. Fleet Management Solutions delivered higher earnings on steady operating revenue and better used vehicle sales. Operating cash flow was a strong $583 million, and free cash flow improved to $273 million as capital spending decreased. Ryder continued returning capital through a higher quarterly dividend of $0.91 per share and repurchased 1.1 million shares for $233 million, while the debt-to-equity ratio increased to 269%.

Ryder System, Inc. reported first-quarter 2026 results with earnings growth and reiterated strong cash generation while raising its full-year outlook. GAAP EPS from continuing operations was $2.34, up 2% from the prior year, and comparable EPS (non-GAAP) was $2.54, up 3%, helped by share repurchases.

Total revenue was $3.13 billion, essentially flat year over year, while operating revenue (non-GAAP) was $2.57 billion, up 1%. Fleet Management Solutions delivered 6% EBT growth to $99 million, SCS revenue grew but EBT fell 17% to $72 million, and DTS EBT declined 15% to $23 million.

The effective tax rate dropped to 21.0%, and free cash flow (non-GAAP) improved to $273 million from $259 million, despite lower operating cash flow. Capital expenditures decreased to $409 million. Debt-to-equity was 269%, within the 250%–300% target, and adjusted ROE remained at 17%.

For full-year 2026, Ryder now targets GAAP EPS of $13.15–$13.90, comparable EPS of $14.05–$14.80, operating revenue growth of 3%, ROE (non-GAAP) of 17%–18%, net cash from operating activities of $2.7 billion, and free cash flow of $700–$800 million. Second-quarter 2026 GAAP EPS is projected at $3.20–$3.45 and comparable EPS at $3.50–$3.75.

SWOBODA CHARLES M reported acquisition or exercise transactions in this Form 4 filing.

Ryder System Inc. director Charles M. Swoboda received a grant of 138 shares of common stock on April 1, 2026. The award is in the form of restricted stock units granted in lieu of a cash retainer under the company’s Amended and Restated 2019 Equity and Incentive Compensation Plan. Following this grant, he directly holds 8,210 shares of Ryder common stock.

Ryder System Inc disclosure: The Vanguard Group filed an amendment to its Schedule 13G stating it beneficially owns 0 shares of Ryder System Inc common stock, representing 0% of the class. The filing explains an internal realignment on 01/12/2026 that led certain Vanguard subsidiaries/divisions to report holdings separately under SEC Release No. 34-39538. The amendment is signed by Ashley Grim as Head of Global Fund Administration on 03/27/2026.

Ryder System, Inc. reports a transformed, more resilient business after its balanced growth strategy, with operating revenue $12.7B and comparable EPS $12.92 in 2025. The company highlights a 17% adjusted ROE and operating cash flow $2.6B, plus cumulative annual strategic benefits of $100M since 2024.

Management says >60% of revenue now comes from asset-light Supply Chain Solutions and Dedicated Transportation Solutions. Capital deployment in 2025 included $1.8B invested in lease and rental fleets, $664M returned to shareholders (3.2 million shares repurchased; quarterly dividend increased 12%), and total shareholder return of 24.5%. CEO succession to John Diez is effective March 31, 2026.

Ryder System, Inc. is asking shareholders to vote at its 2026 Annual Meeting on four main items: electing eleven directors for one-year terms, ratifying PricewaterhouseCoopers LLP as independent auditor for fiscal 2026, approving executive compensation on an advisory basis, and an advisory shareholder proposal seeking an independent Board Chair, which the Board recommends voting against.

The Board recommends voting in favor of all director nominees, the auditor ratification, and Say‑on‑Pay. Ryder highlights 2025 performance with diluted EPS from continuing operations of $11.99, total revenue of $12.7 billion, adjusted ROE of 17% and operating cash flow of $2.6 billion, alongside a three‑year total shareholder return of 146%, well ahead of key indices.

The proxy details a CEO transition effective March 31, 2026, when Robert E. Sanchez will retire as CEO and become Executive Chair and John J. Diez will become CEO and join the Board. Governance features include a majority‑independent, skills‑diverse Board, a strong Lead Independent Director, annual director elections with majority voting, robust risk oversight and active shareholder engagement. Compensation programs are described as strongly performance‑based, with 89% of CEO total direct compensation at risk and incentive plans using multi‑year, multi‑metric designs.