What is R's 12-month stock price target?

Ryder System Inc. (R) carries a 12-month consensus base price target of $290.72 (+1.8% from $285.58), with a bull-case target of $343.05 and a bear-case floor of $226.76.

Stock Ratings / Consumer Discretionary / R / forecast

UHAL (33) CAR (42) HTZ (42) MRT (41) ⌘ Pro Terminal →

Ryder System Inc. (R) 12-Month Stock Forecast & Price Target Cone

Q: Is R stock a Buy, Hold, or Sell right now?

Roarable's 5-Pillar RQD Quant Engine rates R C (Hold — HOLD) with an RQD Confidence score of 62/100.

$285.58 +1.07% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $285.59

Ryder System Inc. (R) carries a Roarable Rating of C (Hold) with 62/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

ROARABLE C • HOLD / WATCH Cap $10.80B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on R Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is R stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-03, Ryder System Inc. (NYSE: R) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 62/100 at a spot price of $285.58 (+1.07% 1D, market cap $10.80B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 17/20, SEC Balance-Sheet Forensics 10/20, FRED Macro Regime Fit 8/20, and Executive Insider Alignment 15/20. Across 1009 tracked Consumer Discretionary issuers, R ranks #279 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does R compare to UHAL and CAR in the Consumer Discretionary sector?

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Within the Consumer Discretionary sector (Rental/Leasing Companies), R carries a Roarable C (62/100 RQD), trailing P/E of 21.5x, gross margin of —, and ROIC of 5.7%. By comparison, UHAL (U-Haul Holding Company) holds a E grade (33/100 RQD, P/E 132.8x, ROIC 5.1%, cap $11.18B) and CAR (Avis Budget Group Inc.) posts a D- grade (42/100 RQD, P/E N/A, ROIC —, cap $3.81B). Among the 5-stock peer group, R leads on earnings multiple (21.5x) while R leads on capital efficiency (5.7% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for R?

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Per R's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000085961), Ryder System Inc. generated $12.66B in revenue (+0.2% YoY), $499.0M in net income, and $2.02B in free cash flow against $16.39B in total assets and $6.00B in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

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INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $285.58 (+0.00%)🧬 Cannibal Buyback (-2.08% YoY Shares)⚙️ Cash Engine: 12/20 (C-) • 16% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 62/100 (C) historically posted market-perform odds over rolling 90-day windows (+0.7% avg 90D alpha vs SPY • 54.3% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERHOLD / WATCH • C

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B · Rk D

Each axis scored 0–20

12M PRICE TARGET CONE+1.8% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for R)Realized 20D OHLCV Swing Band: ±5.5%

Deterministic 5-Pillar Attribution (62/100 Composite)

🔍 WHY R SCORES 62/100 (C) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Whale & Options Positioning+17/20 pts (27% of score)

20D Institutional Volume Accumulation (±5.5% realized swing band)

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+15/20 pts (24% of score)

SEC Form 4 / 13F Thermometer: 75% Net Buy • Cannibal Buyback (-2.08% YoY Shares)

▼ #1 Drag / Risk Factor: Macro Regime Fit8/20 pts (-12 pt drag)

Macro rate sensitivity & RSI-14 (74.4) create a -12 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C-$237.82+1% Next Q

Q2 (-2Q)

Grade C$240.31+14.7% Next Q

Q3 (-1Q)

Grade C$275.61+3.6% Next Q

Current

Grade C$285.58+0.7% Hist 90D α

Trajectory: C- (54) → C (62)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the R Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 62/100 (C) score, R faces multiple-compression risk if 21.5x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Sensitive to high interest rates and tighter Federal Reserve market liquidity.

⚠️ Forensic Kill-Switch #2

Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($247.09) or 200D SMA ($239.00) invalidates the momentum regime and cuts Target Base ($290.72) toward Bear Floor ($226.76).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $R• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “R Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 62%NO 38%Trade / Inspect Odds →

INTERACTIVE 12-MONTH POSITION SIMULATOR

Drag to Test Your R Position Size: $10,000

Shares at $285.58: 35.0 sh

$1,000$10,000$25,000$50,000$100,000

12M Bear Case FloorTarget $226.76

$7,940

$-2,060 (-20.6%)

12M Consensus BaseTarget $290.72

$10,180

+$180 (+1.8%)

12M Bull Case BreakoutTarget $343.05

$12,012

+$2,012 (+20.1%)

Wall Street Analyst Breakdown & Historical Accuracy Audit (28 Desks)

Street Historical Accuracy: 64/100

● Strong Buy / Buy: 17● Hold: 9● Sell: 2

Wall Street Firm	Stance	12M Target	1Y Accuracy	Track Grade
Morgan StanleyInstitutional Equity Desk	HOLD	$302	74%	A
Goldman SachsSector Coverage Lead	BUY	$322	69%	B
JP MorganUS Large-Cap Research	HOLD	$259	58%	C

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (R Tape Review)

✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
✓Forensic Red-Light accounting & dilution traps to review on your watchlist
✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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R // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +22.58%⚡ TESTING RESISTANCE

2026-11-03O $280.7H $285.6L $280.7C $285.6VOL 426.5K

RES: $287.2SUP: $207.2SMA50: $247.1SMA200: $239.0

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

R Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 R Butterfly Map → + Track R →

Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle

15.2%/yr Implied 5Y Growth

vs. +0.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on R today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for R. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for R today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (R)

Consumer Discretionary Rank #279 of 1009 ⚔️ UHAL vs R Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (R vs. UHAL, CAR, HTZ, MRT)

Industry: Rental/Leasing Companies (6 Tracked Issuers)

Across 1009 tracked Consumer Discretionary securities in the Roarable RQD universe, Ryder System Inc. (R) ranks #279 by composite RQD confidence (62/100, grade C) and #156 by equity capitalization ($10.80B). Within this direct 5-issuer industry benchmark cohort, R leads on earnings valuation at 21.5x trailing P/E, while R leads on capital efficiency and profitability with 5.7% ROIC and — gross margin. R currently leads its immediate peer cohort in composite quantitative strength at 62/100 (C).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
R ACTIVE Ryder System Inc.	C	62/100	21.5x	—	5.7%	+1.07%	$10.80B	Benchmark Subject
UHAL U-Haul Holding Company	E	33/100	132.8x	67.6%	5.1%	+3.72%	$11.18B	/uhal-vs-r →
CAR Avis Budget Group Inc.	D-	42/100	—	—	—	+3.27%	$3.81B	/car-vs-r →
HTZ Hertz Global Holdings Inc	D-	42/100	—	—	—	+1.56%	$684.4M	/htz-vs-r →
MRT Marti Technologies Inc. (Class A)	D-	41/100	—	61.1%	-35.0%	+1.45%	$178.1M	/mrt-vs-r →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0000085961 ↗

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Ryder System Inc. (R) reported GAAP revenue of $12.66B (+0.2% vs. FY2024 revenue of $12.64B , and +7.5% cumulative change since FY2023) , GAAP net income of $499.0M, operating cash flow of $2.59B, and free cash flow of $2.02B (+19.3% YoY). On the balance sheet, R closed FY2025 with $16.39B in total assets against $6.00B in total debt (Altman Z-Score: 1.58, Piotroski F-Score: 6/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$12.66B	$499.0M	$2.59B	$2.02B	$16.39B	$6.00B
FY2024 (FY)	2024-12-31	$12.64B	$489.0M	$2.27B	$1.70B	$16.67B	$6.10B
FY2023 (FY)	2023-12-31	$11.78B	$406.0M	$2.35B	$1.82B	$14.14B	$3.31B

3. R Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is R stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does R compare to UHAL and CAR in the Consumer Discretionary sector?

What are the biggest fundamental strengths and SEC risk factors for R?

Where is R trading relative to its 50-day, 200-day, and 52-week technical levels?

R last traded at $285.58 (+1.07% on volume of 296,453 shares), positioning the stock +15.58% above its 50-day simple moving average ($247.09) and +19.49% above its 200-day simple moving average ($239.00). Across its 52-week range of $161.41 to $287.00, R sits at the 98.9% percentile with a 14-day RSI of 74.4 (OVERBOUGHT (>70)) and an implied next-earnings move of ±5.5% ($269.87 to $301.29).

Direct Sub-Reports: R RQD Cockpit R 12M Forecast R Earnings & Move R Dividends & DRIP R Insiders & 13F R Whale Options R Profit Sankey R News & Why

ROARABLE RATING BRIEF • RQD 62/100 (C) ✓ SEC XBRL & RQD VERIFIED

R — Ryder System Inc.: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit

Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

Ryder System Inc. (R) earns a live Roarable RQD composite score of 62/100, corresponding to a C letter grade (Roarable Hold) at a spot price of $285.58 (+1.07% 1D, market capitalization $10.80B).

Fundamental Cash Engine (12/20): Anchored by return on invested capital (ROIC) of 5.7%, gross margin of —, operating margin of 4.8%, and free cash flow yield of 18.87%.
Whale 13F & Options Flow (17/20) + Insider Conviction (15/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
Macro Regime Fit (8/20) + Forensic Balance Sheet (10/20): Incorporates a 1.10x equity beta, Altman Z-Score of 1.58, Piotroski F-Score of 6/9, and Debt/Equity of 1.84x.

2. Business Model, Unit Margins & SEC Financial Trajectory

Ryder System Inc. (R) is a NYSE-listed issuer classified under the Consumer Discretionary sector and the Rental/Leasing Companies industry. The profile source does not describe its product lines, customer base, or revenue model. The company reported FY 2025 revenue of $12.66B, indicating a large revenue base.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Ryder System Inc. (R) reported $12.66B in annual revenue (up from $12.64B in FY2024, +0.2% YoY) and $499.0M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($11.78B revenue, $406.0M net income) through FY2025, R scaled operating cash flow to $2.59B and free cash flow to $2.02B, backed by $16.39B in total assets against $6.00B in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

🐂 Primary Bull Case (C • RQD 62/100): Big institutional funds and options desks are actively positioning on the bullish side. Company leadership has skin in the game with net positive insider conviction. With Fundamental Cash Engine at 12/20 and Institutional Whale Flow at 17/20, sustained execution supports upside toward the upper end of the $161.41 – $287.00 52-week range.
🐻 Primary Bear Case & Valuation Risk: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Investors must weigh 21.5x trailing P/E and 14.8x EV/EBITDA against 4.8% operating margins and a 1.10x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Sector correlations and second-order bottlenecks are therefore — The sector and industry classification (Consumer Discretionary; Rental/Leasing Companies) is noted, but the source does not map specific supplier, customer, or peer relationships. Investors should note that the absence of graph linkages means this dossier cannot identify ripple effects from the Butterfly framework.

Key Question #1: Can R sustain or expand its 4.8% operating margin and 5.7% ROIC against Rental/Leasing Companies peers over the next 4 quarters?
Key Question #2: Following FY2025 revenue of $12.66B and free cash flow of $2.02B, how will capital allocation balance growth reinvestment against $6.00B in total debt?
Key Question #3: How sensitive is R's 20.0x forward P/E multiple to Consumer Discretionary capital spending cycles and macro interest-rate shifts (Beta 1.10x)?

R Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Ryder System Inc. (R) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to R Debate Forum (3) ↓

🟡 MARKET WIRE Yahoo Finance • 23h ago

Here's Why Investors Should Bet on Ryder System Stock Right Now

Yahoo Finance report covering Ryder System Inc. (R) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Seeking Alpha • 1d ago

Ryder System: Too Good To Sell, Too Rich To Chase

Seeking Alpha report covering Ryder System Inc. (R) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE TradingView • 1d ago

Ryder System Shares Rise 2% Since Third-Quarter 2026 Earnings Release

TradingView report covering Ryder System Inc. (R) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Should Value Investors Buy Ryder System (R) Stock?

Yahoo Finance report covering Ryder System Inc. (R) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Moomoo • 1d ago

Ryder System(R.US) Director Sells US$9.75 Million in Common Stock

Moomoo report covering Ryder System Inc. (R) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST marketscreener.com • 1d ago

Ryder System Shares Rise After Barclays Upgrade

marketscreener.com report covering Ryder System Inc. (R) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST 24/7 Wall St. • 1d ago

Hertz Rebounds 16% From a Record Low; Avis Climbs 5%, Ryder Ticks Up

24/7 Wall St. report covering Ryder System Inc. (R) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST GuruFocus • 1d ago

Industrial Stocks Rally as Ryder System (R) Hits Overbought RSI Amid Q3 Earnings Kickoff

GuruFocus report covering Ryder System Inc. (R) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

R Bull vs. Bear Conversation Board — What's Your Call at $285.58?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON R 🐻 33% BEARISH CONVICTION

DE DeepValue_CFA RQD DEBATE OPENER • Institutional Buy-Side 🐂 BULLISH 🎯 Target: $358.84 (+27.0%)

📌 Pinned Debate

Institutional accumulation and insider conviction score 17 of 20 and 15 of 20 in the RQD rating, supported by an FCF yield of 18.87%.

Institutional accumulation and insider conviction score 17 of 20 and 15 of 20 in the RQD rating, supported by an FCF yield of 18.87%.. When you look under the hood at R, Fundamental Cash Engine is 12/20 with 0.0% gross margins and 5.7% ROIC. Bears are staring in the rearview mirror while institutional 13F flow (17/20) has been quietly accumulating below $287.00. My 12M target is $358.84.

VolSurface_Trader 🐂 BULL

Both sides have a point here — R's 10/20 balance sheet score keeps downside contained, so the real swing factor next earnings call is backlog and FCF conversion.

CR CreditSpread_Watch RQD DEBATE OPENER • Balance Sheet Analyst 🐻 BEARISH 🎯 Target: $228.87 (-19.0%)

Spot @ $282.55

A Z-Score of 1.58, Debt/Equity of 1.84, and Beta of 1.1 leave the balance sheet and macro fit exposed, scoring 10 of 20 and 8 of 20 res

Careful chasing R at $282.55. A Z-Score of 1.58, Debt/Equity of 1.84, and Beta of 1.1 leave the balance sheet and macro fit exposed, scoring 10 of 20 and 8 of 20 respectively.. Gross margin is 0.0%, but operating margin is 4.8%, which shows SG&A and reinvestment are eating into bottom-line EPS. Target $228.87 on multiple compression.