Welcome to our dedicated page for Ryder Sys SEC filings (Ticker: R), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Ryder System, Inc. files regulatory reports that document operating results, governance, capital structure, and material events for its logistics and transportation business. Form 8-K disclosures include quarterly and annual results releases, Regulation FD presentations, shareholder meeting vote results, board succession matters, material agreements, and capital-structure updates.
Ryder proxy materials disclose director elections, executive compensation, auditor ratification, shareholder proposals, board governance practices, and related voting matters. Its filings also provide formal disclosure around Fleet Management Solutions, Supply Chain Solutions, Dedicated Transportation Solutions, risk factors, shareholder returns, and the corporate controls governing the company's common stock.
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.
Ryder System Inc executive Jay A. Anderson, the company’s VP and Controller, reported beneficial ownership of 6,680 shares of common stock. This initial disclosure helps show how much personal equity exposure he has to the business.
The total includes time-vested restricted stock rights. These comprise 3,000 rights scheduled to vest on January 6, 2028, 506 rights vesting ratably on each of February 7, 2027 and February 7, 2028, and 804 rights vesting ratably on each of February 6, 2027, February 6, 2028 and February 6, 2029.
Ryder System’s President and COO John J. Diez reported multiple equity transactions. On February 25, he exercised stock options for 24,190 shares of common stock at $76.49 per share, converting derivative securities into directly held common shares.
To cover the exercise price or tax obligations, 14,558 common shares were disposed of at $222.70 per share through a tax-withholding transaction. He also executed an open-market sale of 9,632 common shares at $222.20 per share, with a disclosed sale-price range from $221.68 to $222.64. After these transactions, he directly owned 183,810 common shares.
Ryder System Chair and CEO Robert E. Sanchez reported multiple equity transactions on common stock. He exercised stock options for 104,390 shares of common stock at an exercise price of $76.49 per share. To cover the exercise price or related tax obligations, 62,611 shares were disposed of at $224.90 per share in a tax-withholding transaction. He also completed open-market sales totaling 41,779 shares at weighted average prices of $223.28, $223.86, and $225.12 per share, with detailed price ranges described in the filing footnotes. Following these direct transactions, he continued to hold additional shares both directly and through various plans and a revocable trust.
Ryder System Inc executive Robert D. Fatovic, EVP, CLO & Corporate Secretary, reported an option exercise and share sale. He exercised stock options covering 11,640 shares at a price of $76.49 per share, receiving the same number of Ryder common shares.
On the same date, he sold 11,640 common shares in the open market at a weighted average price of $222.30 per share, with individual sale prices ranging from $222.00 to $222.88. After these transactions, he directly holds 93,737 Ryder common shares, plus indirect holdings of 1,818 shares through the Ryder Employee Savings Plan and 391 shares through the Ryder Deferred Compensation Plan.