CluenexRyder R
Ryder scores weak on business quality (2.9 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Ryder does
Ryder System operates commercial fleet management, dedicated transportation, and supply chain solutions, charging business customers for vehicle leases, maintenance, and logistics services. The firm is navigating a slow revenue environment while managing heavy capital expenditures.
- What it does best
Ryder operates a massive commercial fleet network that delivers a gross margin of 40.2%, outperforming peers like JBHT at 18.8%. This asset density creates high switching costs for enterprise customers who rely on its outsourced maintenance infrastructure.
- The main risk
A high debt-to-equity ratio of 2.5 strains the balance sheet, leaving little room for error if freight demand contracts and eats into its $686M free cash flow.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin rests at a thin 7.9% and net margin at 3.8%, showing that high capital intensity prevents earnings from expanding efficiently with scale.
Its asset-heavy logistics network locks in enterprise shippers, though a moat score of 4.4 highlights that rivals easily chip away at market share.
Revenue growth crawls at 0.2%, lagging far behind the broader sector at the 21st percentile and reflecting a stalled top line.
Total debt of $7.6B towers over cash reserves of $198M, while interest coverage sits at a tight 2.5x: leaving the balance sheet soft.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on R
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Ryder scores weak on the Cluenex quality check (2.9 of 10), measured against its own industry. Profitability is weak, moat weak, growth slow and financial health weak.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Oct 22, 2026.
See R today
- Today's verdict on R, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Ryder (R)”, https://cluenex.com/stocks/r/, data as of Oct 10, 2026.