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Forensic Analysis · General / Diversified · as of Nov 9, 2026

Ryder System Inc (R)

A forensic read on Ryder System Inc built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.

D · Weak — demands caution
Forensic grade
Distress
Financial health
0.9
Distress distance
Clean
Earnings quality
2
Forensic signals
16.2%
ROE
0.2%
Revenue growth

This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (auditor quality, say on pay, board independence, going concern). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.

Ryder System Inc earns a D (Weak — demands caution) forensic quality grade, and its balance-sheet distress test reads 0.9, placing it in the Distress zone. 2 forensic signals were flagged in its latest SEC filings, led by return on invested capital.

What the filings flag

5.6%
FY2025
Return on invested capital. Return on invested capital is 5.6% in the latest fiscal year and steady across FY2023–FY2025, inside a 1.1-point range. After-tax operating profit was $600M in FY2023 and $796M in FY2025. The capital base behind it went from $13.5B in FY2023 to $14.3B in FY2025 (+6%), while the revenue it carried went from $11.8B to $12.7B.
145% of FCF
FY2025
Shareholder returns. Returned $664M to shareholders (buybacks + dividends) in FY2025 — 145% of free cash flow, but 26% of operating cash flow. Returns run ahead of free cash flow, with the gap funded by debt or cash reserves rather than the cash the business itself throws off; the payout itself is still covered by operating cash. Counting the $39M of stock-based comp paid out in shares on top of that, the combined claim on free cash flow is 153%.

Key fundamentals

Latest Revenue$12.66B
Revenue Growth YoY+0.2%
Revenue CAGR (2yr)+3.7%
Net Margin3.9%
Free Cash Flow$459.0M
Return on Equity16.2%
Debt / Equity2.50x

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Data from SEC EDGAR public filings · metrics as of Nov 9, 2026. Forensic signals flag probability, not certainty.

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