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Ryder System Goldman Sachs Industrials and Materials Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Industrials and Materials Conference 2025 summary4 Dec, 2025
Strategic transformation and business model evolution
Initiated a balanced growth strategy in 2018, focusing on de-risking, margin improvement, and shifting to an asset-light model.
Adjusted residual value pricing to the historical bottom quartile, reducing risk exposure.
Achieved $125M in pricing initiatives and $100M in maintenance cost savings, boosting margins.
Invested $1.1B in acquisitions, notably Cardinal, doubling dedicated business size in two years.
Earnings in the current freight market trough are double 2018 levels, with ROE rising to 17-18%.
Market environment and outlook
Freight market remains in a prolonged downturn, now stabilizing with no clear recovery yet.
Key indicators like rental demand, used vehicle pricing, and industrial production are steady but not improving.
Active truck utilization lingers just below the 95% threshold for a true recovery.
No inflection point expected soon; environment described as steady state.
Cost initiatives and future savings
Next phase targets $150M in savings by 2026, with $100M expected by end of 2025.
$50M to come from service employee efficiency, $40-60M from Cardinal synergies, and the rest from network optimization.
Additional $200M upside identified if market returns to peak conditions.
Next phase cost savings initiatives and targets
Used vehicle pricing outlook and key drivers
AI applications and return quantification
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Next Ryder System earnings date
Q4 202511 Feb, 2026
Next Ryder System earnings date
Q4 202511 Feb, 2026
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Frequently asked questions
Ryder System, Inc. operates as a logistics and transportation company worldwide. It operates through three segments: Fleet Management Solutions, Dedicated Transportation Solutions, and Supply Chain Solutions. The company offers full-service leasing, lease-to-own, and maintenance services for trucks, tractors, and trailers; supply chain solutions, such as order fulfillment and distribution center management, transportation management, inbound freight management and visibility, reverse logistics and refurbishment center network management, freight forwarding planning and scheduling, warehousing management, retail visibility services; and outsourced fleet maintenance services.
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