Welcome to our dedicated page for RYDER SYSTEM 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 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.
Ryder Inc. Chair and CEO Robert E. Sanchez reported equity compensation activity and related tax withholdings. On February 6, 2026, he acquired 62,613 shares of common stock at $0 from performance-based restricted stock rights (PBRSRs) that were granted on February 10, 2023 and vested upon Board approval. The company withheld 24,661 shares at $217.5 per share to cover taxes on this vesting.
That same day, Sanchez received 21,609 time-based restricted stock rights, which vest ratably over three years. On February 7, 2026, the company withheld a further 2,217 shares at $217.5 per share for taxes tied to the vesting of TVRSRs granted on February 7, 2025. After these transactions, he held 98,168 shares directly, plus indirect holdings of 441,532 shares through The Robert E. Sanchez Revocable Trust, 28,450 shares via the Ryder Employee Savings Plan, and 3,696 shares through the Ryder Deferred Compensation Plan.
Ryder executive Regan Thomas Michael reported equity compensation and related tax withholding transactions in Ryder common stock. On February 6, 2026, he received 1,471 time-based restricted stock rights (TVRSRs) at $0 per share, which vest ratably over three years, bringing his direct holdings to 9,236 shares.
On February 7, 2026, 170 shares of common stock at $217.5 per share were withheld by the company to cover taxes due upon vesting of earlier TVRSRs granted on February 7, 2025, leaving him with 9,066 directly owned shares.
Ryder System's EVP & CIO, Ravindran Rajeev, reported equity compensation activity and related tax withholding. On February 6, 2026, he acquired 5,738 shares of common stock from performance-based restricted stock rights that vested upon Board approval, and 1,103 shares from time-based restricted stock rights.
Also on February 6, the company withheld 1,970 shares at $217.5 per share to cover taxes on the PBRSR vesting. On February 7, 2026, the company withheld an additional 190 shares at $217.5 per share for taxes on the time-based awards. After these transactions, Rajeev directly owned 21,253 shares of Ryder common stock.
Ryder Inc EVP & Chief HR Officer Francisco Jr. Lopez reported multiple equity-related transactions in company common stock. On February 6, 2026, he acquired 9,389 shares tied to performance-based restricted stock rights that vested upon Board approval and 2,114 shares from time-based restricted stock rights that vest over three years. On the same day, the company withheld 3,729 shares at $217.50 per share to cover taxes on the performance-based vesting. On February 7, 2026, an additional 366 shares were withheld at $217.50 per share for taxes on the time-based vesting. After these transactions, Lopez directly owned 64,332 shares of Ryder common stock.
Ryder Inc. President, Global FMS, Thomas M. Havens reported equity award activity and related tax withholding. On February 6, 2026, he acquired 18,780 shares of common stock at $0 and separately acquired 4,413 shares at $0, reflecting vesting of performance- and time-based restricted stock rights.
To cover taxes on these vestings, Ryder withheld 7,422 shares on February 6, 2026, and 729 shares on February 7, 2026, both at a price of $217.50 per share. After these transactions, Havens directly owned 47,520 Ryder common shares.
Ryder Inc. executive Karen M. Jones, EVP & Chief Marketing Officer, reported equity compensation-related share movements in company stock. On February 6, 2026, she acquired 6,572 shares of common stock at $0 per share from performance-based restricted stock rights that vested upon Board approval, and 2,988 time-based restricted stock rights that vest over three years.
On the same day, 2,621 shares and on February 7, 2026, 206 shares of common stock were withheld by Ryder at a price of $217.50 per share to cover taxes due upon vesting of these awards. After these transactions, Jones directly owned 18,980 shares of Ryder common stock.
Ryder Inc. senior vice president Sanford J. Hodes reported equity compensation activity and related tax withholdings. On February 6, 2026, he acquired 3,649 shares of common stock at $0 from performance-based restricted stock rights that vested upon Board approval, then had 1,472 shares withheld at $217.50 per share to cover taxes. He also received 689 time-based restricted stock rights that vest over three years. On February 7, 2026, 115 additional shares were withheld at $217.50 per share for taxes on vesting time-based awards. After these transactions, he directly held 27,203 Ryder common shares.
Ryder Inc EVP and CFO Cristina Gallo-Aquino reported routine equity compensation and related tax withholding transactions in company common stock. On February 6, 2026, she received 3,862 time-based restricted stock rights at $0, which vest ratably over three years. On February 7, 2026, 596 shares were withheld at $217.50 per share to cover taxes upon vesting of previously granted restricted stock rights. Following these transactions, she directly owned 29,827 common shares and indirectly held 1,440 shares through the Ryder Employee Savings Plan.