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.
Regan Thomas Michael reported disposition transactions in a Form 4 filing for R. The filing lists transactions totaling 451 shares at a weighted average price of $213.89 per share. Following the reported transactions, holdings were 8,849 shares.
Ryder Inc executive John S. Sensing reported routine tax-related share dispositions. On February 9, 2026, 940 shares of common stock were withheld at $215.73 per share to cover taxes due on vesting of time-vested restricted stock rights granted on February 9, 2024.
On February 10, 2026, a further 1,090 shares were withheld at $212.19 per share for taxes on awards granted on February 10, 2023. After these tax-withholding dispositions, Sensing directly beneficially owned 67,081 shares of Ryder common stock as President, Global SCS & DTS.
Fatovic Robert D reported disposition transactions in a Form 4 filing for R. The filing lists transactions totaling 1,386 shares at a weighted average price of $213.61 per share. Following the reported transactions, holdings were 94,090 shares.
Ryder Inc senior vice president Sanford J. Hodes reported two tax-related share dispositions in company common stock. On February 9, 2026, 150 shares were withheld at $215.73 per share to cover taxes on vested restricted stock units, leaving him with 27,053 directly held shares. On February 10, 2026, a further 182 shares were withheld at $212.19 per share for the same purpose on an earlier award, resulting in 26,871 common shares held directly after the transactions.
Ravindran Rajeev reported disposition transactions in a Form 4 filing for R. The filing lists transactions totaling 521 shares at a weighted average price of $213.79 per share. Following the reported transactions, holdings were 21,018 shares.
Ryder Inc. Chair and CEO Robert E. Sanchez reported tax-related share transactions in company common stock. On February 9, 2026, the company withheld 2,776 shares at $215.73 per share, and on February 10, 2026 it withheld 3,114 shares at $212.19 per share. Both were coded as tax-withholding dispositions tied to the vesting of time-vested restricted stock rights granted in 2023 and 2024. After these transactions, Sanchez directly owned 92,278 common shares. He also had indirect ownership of 441,532 shares through the Robert E. Sanchez Revocable Trust, 28,450 shares through the Ryder Employee Savings Plan, and 3,696 shares through the Ryder Deferred Compensation Plan.
Ryder Inc. executive vice president and chief HR officer Francisco Jr. Lopez reported two small share dispositions related to tax withholding on vested equity awards. On February 9, 2026, the company withheld 449 shares of common stock at $215.73 per share to cover taxes on time-vested restricted stock rights granted on February 9, 2024.
On February 10, 2026, the company withheld an additional 490 shares at $212.19 per share to pay taxes on similar awards granted on February 10, 2023. After these tax-withholding dispositions, Lopez directly beneficially owned 63,393 shares of Ryder common stock.
Ryder System, Inc. is a North American logistics and transportation provider offering port‑to‑door solutions through three segments: Fleet Management Solutions (FMS), Supply Chain Solutions (SCS) and Dedicated Transportation Solutions (DTS). In 2025, FMS generated 38% of consolidated revenue, SCS 43% and DTS 18%.
FMS focuses on full‑service leasing, commercial rental, maintenance, fuel and used vehicle sales, with ChoiceLease contributing 60% of FMS revenue and commercial rental 16%. SCS runs 319 warehouses with 105 million square feet, serving 722 customer accounts, while DTS serves 210 U.S. dedicated transportation customers.
The company highlights labor shortages, cyclical demand, used vehicle residual value risk, technology disruption, cybersecurity and regulatory compliance as key risks. As of December 31, 2025, Ryder employed 51,600 people in North America, and the board has planned a CEO transition effective March 31, 2026.
Ryder System, Inc. reported fourth quarter 2025 GAAP EPS from continuing operations of $3.25, up 5% from $3.11, with comparable EPS of $3.59, up 4%. Total revenue was $3.2 billion and operating revenue was $2.6 billion, both essentially flat year over year.
For full-year 2025, GAAP EPS from continuing operations rose 8% to $11.99 and comparable EPS increased 8% to $12.92. Operating revenue reached $10.4 billion, up 1%, and adjusted ROE was 17% versus 16%. Free cash flow was $946 million, supported by lower capital spending and strong operating cash flow of $2.6 billion.
Management forecasts 2026 comparable EPS of $13.45–$14.45, ROE of 17%–18%, operating revenue growth of 3%, and free cash flow of $700–$800 million, driven by upsized strategic initiatives and continued strength in contractual businesses despite soft freight and used vehicle markets.
Ryder Inc. executive John S. Sensing, President, Global SCS & DTS, reported multiple equity transactions in company common stock. On February 6, 2026, he acquired 21,913 shares tied to performance-based restricted stock rights that vested upon Board approval, and 4,413 time-based restricted stock rights that vest over three years. That day the company also withheld 8,654 shares at $217.5 per share to cover taxes on the vesting PBRSRs. On February 7, 2026, an additional 729 shares were withheld at $217.5 per share for taxes on vesting TVRSRs. After these transactions, Sensing directly owned 69,111 Ryder common shares.