Transformative changes have increased earnings and return profile Executing on balanced growth strategy Outperforming prior cycles Reduced reliance on used vehicle proceeds
Growth from Large, Addressable Markets and Secular Trends Only 5-25% of US addressable market is outsourced Secular growth trends supported by demand for supply chain resiliency and optimization Labor challenges, vehicle complexity and nearshoring trends favor outsourcing
Recuring Revenue from High-performing Contractual Portfolio ∼85% of total revenue is contractual (ChoiceLease, SCS & DTS) Expanded pricing spreads Supports stable cash flow generation Diversified SCS revenue base Drives long-term value creation
Industry Leader In New Product Innovation RyderShareTM - freight visibility and collaboration E-commerce fulfillment Ryder Last Mile delivery of big & bulky goods Baton, A Ryder Technology Lab Electric and autonomous vehicle technology
Positioned to achieve long-term targets over the cycle Accelerated growth in asset-light SCS/DTS businesses Moderate FMS growth with higher returns Cost management and pricing discipline Enhanced asset management playbook Disciplined capital allocation Strong balance sheet