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Ryder(R) - 2024 Q1 - Quarterly Report
2024-04-23 19:22
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED MARCH 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number: 1-4364 RYDER SYSTEM, INC. (Exact name of registrant as specified in its charter) Florida 59-0739250 (State or other jurisdiction of incorporat ...
Ryder(R) - 2024 Q1 - Earnings Call Transcript
2024-04-23 16:50
An additional opportunity on the horizon for FMS is the anticipated pre-buy activity ahead of the 2027 EPA engine technology changes. The industry is generally expecting some level of prebuy activity, given the expected impact on upfront cost and maintenance cost implications. Based on what we see today, prebuy activity could begin as soon as late 2025, as we have historically seen higher levels of fleet growth a couple of years ahead of a change. We also would expect used vehicle pricing to be supported by ...
Ryder(R) - 2024 Q1 - Earnings Call Presentation
2024-04-23 15:10
April 23, 2024 Safe Harbor and Non-GAAP Financial Measures Certain statements and information included in this news release are "forward-looking statements" under the Federal Private Securities Litigation Reform Act of 1995, including: our forecast; our outlook; our expectations regarding market trends and economic environment, such as rental demand, economic growth, challenging freight environment, weakening used vehicle sales and rental, and declining volumes in our omnichannel retail vertical; our expect ...
Ryder(R) - 2023 Q4 - Annual Report
2024-02-19 16:00
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-4364 RYDER SYSTEM, INC. (Exact name of registrant as specified in its charter) Florida 59-0739250 (State or other jurisdiction of incorporation or organization ...
Ryder(R) - 2023 Q4 - Earnings Call Transcript
2024-02-14 22:27
Calene Candela - VP, IR Robert Sanchez - Chairman and CEO John Diez - EVP and CFO Steve Sensing - President, Supply Chain Solutions and Dedicated Transportation Solutions Tom Haven - President, Fleet Management Solutions Good morning, and welcome to the Ryder System Fourth Quarter 2023 Earnings Release Conference Call. All lines are in a listen-only mode until after the presentation. Today's call is being recorded. If you have any objections, please disconnect at this time. I would now like to introduce Ms. ...
Ryder(R) - 2023 Q4 - Earnings Call Presentation
2024-02-14 20:35
43 Note: Amounts may not be additive due to rounding. SUPPLY CHAIN | DEDICATED TRANSPORTATION | FLEET MANAGEMENT SOLUTIONS © 2024 Ryder System, Inc. All Rights Reserved Adjusted Return on Equity Reconciliation(1) Adjusted return on equity (1) [A]/[B] 13 % 29 % 19 % 16 % Note: Amounts may not be additive due to rounding. ($ Millions) SUPPLY CHAIN | DEDICATED TRANSPORTATION | FLEET MANAGEMENT SOLUTIONS 45 | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------|-------|-- ...
Ryder(R) - 2023 Q3 - Earnings Call Transcript
2023-10-25 20:47
Ryder System, Inc. (NYSE:R) Q3 2023 Earnings Conference Call October 25, 2023 11:00 AM ET Jordan Alliger - Goldman Sachs Jeffrey Kauffman - Vertical Research Partners Scott Group - Wolfe Research Allison Poliniak - Wells Fargo Brian Ossenbeck - JPMorgan Brady Lierz - Stephens Second, over 85% of our operating revenue is recurring and supported by a high-performing portfolio of longterm contracts for Lease, Dedicated, Transportation and Supply Chain services. We have de-risked our ChoiceLease portfolio by lo ...
Ryder(R) - 2023 Q3 - Earnings Call Presentation
2023-10-25 16:52
SUPPLY CHAIN | DEDICATED TRANSPORTATION | FLEET MANAGEMENT SOLUTIONS © 2023 Ryder System, Inc. All Rights Reserved | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |--------------|-------|-------|-------|-------|-------|-------|----------------|-------|-------|-------| | Total Revenue: \nFleet Management Solutions \nSupply Chain Solutions | | 2023 \n$ 1,487 \n 1,194 | Third Quarter \n2022 \n$ 1,582 \n 1,206 | \n% B/(W) \n (6)% \n (1)% | | 2023 \n$ 1,266 \n 909 | \n | Memo: Operating Reven ...
Ryder(R) - 2023 Q3 - Quarterly Report
2023-10-24 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED SEPTEMBER 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number: 1-4364 RYDER SYSTEM, INC. (Exact name of registrant as specified in its charter) Florida 59-0739250 (State or other jurisdiction of incorp ...
Ryder(R) - 2023 Q2 - Earnings Call Transcript
2023-07-26 18:12
Company Participants Conference Call Participants Operator I would now like to introduce Ms. Calene Candela, Vice President, Investor Relations for Ryder. Ms. Candela, you may begin. Thank you. Good morning, and welcome to Ryder's second quarter 2023 earnings conference call. I'd like to remind you that during this presentation, you'll hear some forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on management's current expectatio ...