RRYDER SYSTEM INC
Services-Auto Rental & Leasing (no Drivers)
- Revenue
- $12.7B
- 0.2% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $5.3B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear520% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear26% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear7% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $9.7B | $12.0B | $11.8B | $12.6B | $12.7B | 0.2% |
| Net income | $519M | $867M | $406M | $489M | $499M | 2.0% |
| Operating cash flow | $2.2B | $2.3B | $2.4B | $2.3B | $2.6B | 15% |
| Capex | $1.9B | $2.6B | $3.2B | $2.7B | $2.1B | 20% |
| Stock-based comp | $47M | $46M | $44M | $42M | $39M | 7.1% |
| Buybacks | $57M | $557M | $337M | $321M | $519M | 62% |
| Dividends | $122M | $123M | $128M | $135M | $145M | 7.4% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $22M · 11
- Net
- −$22M
Pay vs performance
No pay-versus-performance disclosure yet.