Forensic Analysis · General / Diversified · as of Aug 11, 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.

C · Mixed — selective

Forensic grade

Grey Zone

Financial health

1.5

Distress distance

Clean

Earnings quality

Forensic signals

20.4

P / E (ttm)

16.3%

ROE

$10.0B

Market cap

1.54%

Dividend yield

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 (red flags, auditor quality, say on pay, board independence). 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 C (Mixed — selective) forensic quality grade, and its balance-sheet distress test reads 1.5, placing it in the Grey 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 slipping from 8% — well below its ~9% cost of capital, so reinvested dollars may be destroying value, not building it.

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 (3yr)+1.8%

Net Margin3.9%

Free Cash Flow$459.0M

Return on Equity16.3%

Debt / Equity2.50x

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Data from SEC EDGAR public filings · metrics as of Aug 11, 2026. Forensic signals flag probability, not certainty.