Ryder System: An Insight Into Its $100 Million Transformation Plan & Recent Strategic Initiatives Towards Fleet Management & Beyond!

Ryder System, Inc. presented its third-quarter 2025 financial results, revealing stability amidst challenging freight market conditions. The company recorded $2.6 billion in operating revenue, a 1% increase year-over-year, driven largely by growth in contractual revenues in its Supply Chain Solutions (SCS) and Fleet Management Solutions (FMS) sectors. Comparable earnings per share (EPS) from continuing operations increased by 4% from the previous year, reaching $3.57. This growth was predominantly due to improved contractual earnings and benefits from share repurchases. Return on equity (ROE) stood at 17%, reflecting enhanced contractual earnings, although partially offset by subdued rental demand and used vehicle sales performance. Ryder’s strategic emphasis on derisking its business and enhancing its asset-light supply chain and dedicated businesses has played a crucial role in its ability to withstand market fluctuations. The company continues to see positive impacts from strategic initiatives that bolster earnings and return profiles while supporting asset-light business growth.