Ryder System, Inc. (R) Stock Analysis
Industrials · Rental & Leasing Services
Sell if holding. Engine safety override at $235.66: Quality below floor (3.7 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.5/10. Specifically: Below-average business quality; Negative price momentum.
Ryder System is a leading North American outsourced logistics and transportation company operating through three segments: Fleet Management Solutions (full-service leasing, commercial rental, maintenance for 141,700 lease vehicles), Supply Chain Solutions (port-to-door logistics... Read more
Sell if holding. Engine safety override at $235.66: Quality below floor (3.7 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.5/10. Specifically: Below-average business quality; Negative price momentum. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Score 4.5/10, moderate confidence.
Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 63d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.
Recent Developments — Ryder System, Inc.
Latest news
- Ryder Authorizes Repurchase Of Up To 2.0 M Shares Under New Plan Through May 1 2028 — benzinga May 1, 2026 positive
- Citigroup Maintains Buy on Ryder System, Raises Price Target to $276 — benzinga Apr 24, 2026 positive
- Barclays Maintains Overweight on Ryder System, Raises Price Target to $250 — benzinga Apr 24, 2026 positive
- JP Morgan Maintains Neutral on Ryder System, Raises Price Target to $250 — benzinga Apr 24, 2026 neutral
- Baird Maintains Outperform on Ryder System, Raises Price Target to $253 — benzinga Apr 24, 2026 positive
Generated 2026-05-20T20:21:21Z.
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMCustomertop-10 customers in SCS and DTS10-K Item 1A: 'During 2025, sales to our top ten customers in each of SCS and DTS accounted for approximately one-third of total revenue and operating revenue for each segment.'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
3 floor-breakers
Revenue shrinking — -0.2% YoY. Growth thesis broken unless recovery story develops.static
Momentum below the gate floor. Component breakdown shows what dragged the score down.static
Quality below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $235.66: Quality below floor (3.7 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.5/10. Specifically: Below-average business quality; Negative price momentum. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Prior stop was $220.47. Score 4.5/10, moderate confidence.
Take-profit target: $252.82 (+7.3% upside). Prior stop was $220.47. Stop-loss: $220.47.
Target reached (-3.7% upside); Quality below floor (3.7 < 4.0).
Ryder System, Inc. trades at a P/E of 18.9 (forward 13.0). TrendMatrix value score: 6.3/10. Verdict: Sell.
17 analysts cover R with a consensus score of 4.0/5. Average price target: $261.
What does Ryder System, Inc. do?Ryder System is a leading North American outsourced logistics and transportation company operating through three...
Ryder System is a leading North American outsourced logistics and transportation company operating through three segments: Fleet Management Solutions (full-service leasing, commercial rental, maintenance for 141,700 lease vehicles), Supply Chain Solutions (port-to-door logistics across 319 warehouses), and Dedicated Transportation Solutions (turnkey private fleet management). Revenues are contractual with long-term customer agreements; FMS contributed 38%, SCS 43%, and DTS 18% of 2025 consolidated revenue.