Ryder System Still Has Fuel In The Tank

Daniel Jones Investing Group Leader Follow Summary Ryder System, Inc. remains a Buy as management drives revenue and profitability growth, with shares still trading at low multiples. Strategic focus on value-added services and shifting revenue mix toward SCS and DTS segments has doubled R's EPS and improved cash flow. FMS segment's ChoiceLease and SelectCare businesses offset rental softness, while fleet right-sizing and used-vehicle sales boost margins. R management guides for 3% revenue growth and $14.40–$14.80 adjusted EPS in 2026, with profitability expected to rise despite analyst forecasts of lower revenue. Looking for a helping hand in the market? Members of Crude Value Insights get exclusive ideas and guidance to navigate any climate. Learn More » jetcityimage/iStock Editorial via Getty Images In early June of last year, I made the decision to revisit Ryder System, Inc. ( R ). At the time, I argued that the company justified a bullish outlook. The stock was trading at discounts This article was written by Daniel Jones 37.84K Followers Follow Daniel is an avid and active professional investor. He runs Crude Value Insights, a value-oriented newsletter aimed at analyzing the cash flows and assessing the value of companies in the oil and gas space. His primary focus is on finding businesses that are trading at a significant discount to their intrinsic value by employing a combination of Benjamin Graham's investment philosophy and a contrarian approach to the market and the securities therein. Learn more. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.