Ryder - About Ryder

Ryder 101

Ryder 101 Learn more about Ryder through Q & A sessions with Chairman and CEO, Robert Sanchez. Visitors will be able to select specific topics based on their interest and knowledge.

Ryder operates behind the scenes, managing critical fleet and supply chain functions for approximately 50,000 customers, many of which make the products that consumers use every day. The Company’s solutions fall into the following three areas: Fleet Management Solutions, Supply Chain Solutions, and Dedicated Transportation Solutions.

Video message from Robert Sanchez,
Chairman & CEO, Ryder System, Inc.

WATCH VIDEO

Ryder System, Inc.

Supply Chain Solutions

WATCH SCS VIDEO

Distribution Management

Warehouse & distribution center operations
Inbound materials management
Outbound product support
Kitting, Packaging and postponement
Reverse logistics
Just-in-time replenishment
E-commerce network support

Dedicated Transportation

Transportation component of integrated logistics solution that includes drivers, vehicles, maintenance, routing & scheduling, management & administrative support

Transportation Management

Procure and execute freight moves as customer's agent
Shipment planning and executing
Freight brokerage
Freight bill audit and payment
Origin/destination services

Ryder Last Mile

E-commerce fulfillment provider
Last mile delivery of big and bulky goods
Nationwide network able to reach 100% of US in 2 days and 60% in 1 day

Professional Services

Strategic consulting & decision support
Solutions engineering
Network modeling & optimization
Total landed cost
Lean Six Sigma

Dedicated Transport Solutions

WATCH DTS VIDEO

Dedicated Transportation

Turnkey transportation service with drivers, vehicles, maintenance, routing & scheduling, management & administrative support

Transportation Management

Freight procurement & contract management
Shipment planning and executing
Freight brokerage
Freight bill audit and payment
Origin/destination services

Fleet Management Solutions

WATCH FMS VIDEO

ChoiceLease

Long-term contractual agreement
Includes vehicles procurement, flexible levels of maintenane services and used vehicle disposition
Comprehensive package of fleet support services available

SelectCare & Other

Comprehensive, preventative maintenance services
Vehicles are owned by our clients under third-party finance lease contracts
Ancillary maintenance work on Ryder or customer owned vehicles not included in base contract
Safety services
Regulatory reporting

Commercial Rental

Commercial vehicles for short-term customer needs
Used by lease and non-lease customers
Complementary Service offering for ChoiceLease customers

Distribution Management

Warehouse & distribution center operations
Inbound materials management
Outbound product support
Kitting, Packaging and postponement
Reverse logistics
Just-in-time replenishment
E-commerce network support

Dedicated Transportation

Turnkey transportation service with drivers, vehicles, maintenance, routing & scheduling, management & administrative support

ChoiceLease

Long-term contractual agreement
Includes vehicles procurement, flexible levels of maintenane services and used vehicle disposition
Comprehensive package of fleet support services available

Dedicated Transportation

Transportation component of integrated logistics solution that includes drivers, vehicles, maintenance, routing & scheduling, management & administrative support

Transportation Management

Freight procurement & contract management
Shipment planning and executing
Freight brokerage
Freight bill audit and payment
Origin/destination services

SelectCare & Other

Comprehensive, preventative maintenance services
Vehicles are owned by our clients under third-party finance lease contracts
Ancillary maintenance work on Ryder or customer owned vehicles not included in base contract
Safety services
Regulatory reporting

Transportation Management

Procure and execute freight moves as customer's agent
Shipment planning and executing
Freight brokerage
Freight bill audit and payment
Origin/destination services

Commercial Rental

Commercial vehicles for short-term customer needs
Used by lease and non-lease customers
Complementary Service offering for ChoiceLease customers

Ryder Last Mile

E-commerce fulfillment provider
Last mile delivery of big and bulky goods
Nationwide network able to reach 100% of US in 2 days and 60% in 1 day

Professional Services

Strategic consulting & decision support
Solutions engineering
Network modeling & optimization
Total landed cost
Lean Six Sigma

OUR

STRATEGY

Become the most trusted logistics and transportation partner in North America by providing innovative solutions, operational excellence, customer focus, best in class talent and technology - enabled by disciplined capital allocation.

High-Teens Return on Equity (ROE) Target Over The Cycle

Operational Excellence

Continuous productivity and process improve-ment to solve customer problems, increase cost effectiveness and drive safety

Customer Focus

Accelerate growth rate through increased sales & marketing effectiveness and new product innovation

Innovation

Develop new services connected to the core business that deliver value to targeted customer segments

Talent & Culture

Attract, develop and retain the best talent in an environment where leaders engage their people to innovate, pursue the vision and build on our values

Technology

Deploy technology to enable growth while improving operational efficiencies

Disciplined Capital Allocation

Moderate growth in capital intensive FMS business; accelerated growth in higher ROE SCS/DTS businesses

Accelerate growth in higher-return DTS/SCS business
Balanced growth and higher returns in capital intensive FMS business
Continue commitment to dividend; maintain balance sheet flexibility to allow for share buybacks
Invest in capabilities through acquisitions and innovation

Positive free cash flow from moderate FMS growth enhances our ability to invest in higher ROE opportunities.

Disciplined Capital Allocation

Accelerate growth in higher-return DTS/SCS business

Balanced growth and higher returns in capital intensive FMS business

Continue commitment to dividend; maintain balance sheet flexibility to allow for share buybacks

Invest in capabilities through acquisitions and innovation

Positive free cash flow from moderate FMS growth enhances our ability to invest in higher ROE opportunities.

WHY INVEST?

Leader In Logistics and Transportation Outsourcing

Large, addressable non-outsourced markets
Secular growth trends accelerated by post-COVID effects

Large Contractual Revenue Base

85% of total revenue is contractual
Supports stable cash flow generation
Drives long-term value creation

Focused On Increased Returns And Free Cash Flow

Supports strong balance sheet
Allows for strategic optionality
Expected to increase shareholder returns

Industry Leader In New Product Innovation

E-commerce fulfillment
Ryder Last Mile delivery of big & bulky goods
Truck sharing platform - COOP^TM by Ryder
Freight visibility & collaboration - RyderShare^TM
Electric and autonomous vehicle technology
Learn more about our innovative technologies

Key Drivers To Delivering High-Teens ROE Over The Cycle

Disciplined capital allocation
Moderate FMS growth with improved returns
Accelerated growth in higher ROE SCS/DTS businesses
Lease pricing initiative
Cost actions

Dividend History

Financial Snapshot

Full Year 2022
Revenue	$12.0 Billion
Operating Revenue	$9.3 Billion
Comparable Earnings ⁽¹⁾	$834 Million
Comparable EPS ⁽¹⁾	$16.37
Free Cash Flow ⁽¹⁾	$921 Million
Adjusted Return on Equity	29.3%
Assets	$14.4 Billion

(1) These amounts result from continuing operations.
Non-GAAP financial measures - please refer to financial statements and Earnings Release materials for description and reconciliation of non-GAAP financial measures.