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R Industrials Latest YouTube: Q1 2026 Published 2026-04-26

Ryder System, Inc.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

R Stock: EPS Beats, Revenue Misses — Q1 2026

Published 2026-04-26

Library coverage

Episodes tracked
2
Episodes linked
2
Latest video
Q1 2026
2026-04-26
Podcast available
Yes
Current price
$249.73
+1.88 (+0.76%)
Trailing / Forward P/E
20.29x
Forward: 14.09x
Market cap / Volume
Volume:
Revenue / Earnings Growth
5.0%
Earnings: 8.6%
Margins
8.5% op
Gross: 19.8% · Net: 3.9%
Balance sheet
0.65x current
Debt / Equity: 293.6
52-week range / Beta
$157.67 - $284.25
Beta: 1.01
Analyst target
$299.56
Upside: 20.0%
Cash / shareholder return
9.91% FCF yield
Dividend yield: 1.47%

Company context

Industry: Rental & Leasing Services
Country: United States
Employees:
Price to book: 3.33x
Return on equity: 16.7%
Ryder System, Inc. operates as a logistics and transportation company worldwide. It operates through three segments: Fleet Management Solutions (FMS), Supply Chain Solutions (SCS), and Dedicated Transportation Solutions (DTS). The FMS segment offers full-service leasing and leasing with flexible maintenance options; commercial vehicle rental; maintenance services; digital and technology support services; fuel services; and fuel planning and tax reporting, cards, and monitoring services, and centralized billing, as well as sells used vehicles through its retail sales centers and www.ryder.com/used-trucks website. The DTS segment offers transportation, vehicles, drivers, outing and scheduling, fleet design, safety, regulatory compliance, risk management and technology and communication systems support. The SCS segment comprises distribution management services, such as coordinating warehousing and transportation for inbound and outbound material flows; managing import and export for international shipments; coordinating just-in-time replenishment of component parts to manufacturing and final assembly; and offering shipment delivery to distribution centers or end delivery points, as well as e-commerce fulfillment. This segment also offers dedicated transportation; transportation management and brokerage; e-commerce and last mile; and contract manufacturing and contract packaging. The company was founded in 1933 and is headquartered in Coral Gables, Florida.

Price chart

Market context for R

Competitive view

R vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Ryder System, Inc. latest YouTube video thumbnail YouTube
Ryder System, Inc.
R
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Honeywell International Inc. latest YouTube video thumbnail YouTube
Honeywell International Inc.
HON
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Lockheed Martin Corporation latest YouTube video thumbnail YouTube
Lockheed Martin Corporation
LMT
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
R
$9.58B
Ryder System, Inc.
HON
$68.43B
Honeywell International Inc.
LMT
$130.07B
Lockheed Martin Corporation
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
R
20.3x
Ryder System, Inc.
HON
8.3x
Honeywell International Inc.
LMT
20.8x
Lockheed Martin Corporation
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
R
14.1x
Ryder System, Inc.
HON
21.6x
Honeywell International Inc.
LMT
17.2x
Lockheed Martin Corporation
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
R
5.0%
Ryder System, Inc.
HON
4.3%
Honeywell International Inc.
LMT
10.5%
Lockheed Martin Corporation
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
R
8.6%
Ryder System, Inc.
HON
263.9%
Honeywell International Inc.
LMT
443.8%
Lockheed Martin Corporation
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
R
8.5%
Ryder System, Inc.
HON
20.2%
Honeywell International Inc.
LMT
12.0%
Lockheed Martin Corporation
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
R
19.8%
Ryder System, Inc.
HON
36.5%
Honeywell International Inc.
LMT
11.8%
Lockheed Martin Corporation
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
R
3.9%
Ryder System, Inc.
HON
21.6%
Honeywell International Inc.
LMT
8.2%
Lockheed Martin Corporation
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
R
16.7%
Ryder System, Inc.
HON
46.6%
Honeywell International Inc.
LMT
89.2%
Lockheed Martin Corporation
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
R
9.9%
Ryder System, Inc.
HON
3.8%
Honeywell International Inc.
LMT
4.3%
Lockheed Martin Corporation
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
R
293.61x
Ryder System, Inc.
HON
185.37x
Honeywell International Inc.
LMT
234.24x
Lockheed Martin Corporation
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
R
0.65x
Ryder System, Inc.
HON
1.21x
Honeywell International Inc.
LMT
1.19x
Lockheed Martin Corporation
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
R
1.01
Ryder System, Inc.
HON
0.92
Honeywell International Inc.
LMT
0.11
Lockheed Martin Corporation
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
R
1.5%
Ryder System, Inc.
HON
4.3%
Honeywell International Inc.
LMT
2.4%
Lockheed Martin Corporation
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
R
20.0%
Ryder System, Inc.
HON
21.8%
Honeywell International Inc.
LMT
12.3%
Lockheed Martin Corporation

Episode timeline

Episode archive for R

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
2026-04-26
Published youtube complete
R Stock: EPS Beats, Revenue Misses — Q1 2026
Quarterly earnings-analysis entry for Ryder System, Inc.. Use the links on the right to open the video or podcast episode.
Deep Dive
Episode live
2026-04-25
Published podcast complete
Charged Alpha | Ryder System Inc (R) | S&P 500 Deep Dive — Ep. 226
Quarterly earnings-analysis entry for Ryder System, Inc.. Use the links on the right to open the video or podcast episode.