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Ryde or Die?
Ryder System (NYSE: R) provides transportation by offering 3 services, including Fleet Management Solutions (FMS), Dedicated Transportation Solutions (DTS), and Supply Chain Solutions (SCS). The company primarily generates revenue with long-term contracts for both truck leasing and maintenance.
Biggest Issue: Tariffs.
Timeline made using Preceden by Nisa using data from https://www.congress.gov/crs-product/R48549
Why is this a problem? Tariffs raise prices of new vehicles AND equipment. Ryder relies heavily on imported goods and raw materials including steel and aluminum because they own their fleet vehicles. These tariffs are not going to stop... at least not until January 20, 2029.
EVIDENCE OF DEGRADATION:
I. Layoffs by Ryder
II. Contracts Lost + Debt
III. Unable to uphold Financial Promises
IV. Wayback Machine Reveals Everything
I. Layoffs by Ryder
Layoffs show instability.
Fleet's last layoff was in 2019 and less than 60% of what Ryder has done in just this past year.
Sources: https://www.freightwaves.com, https://www.yahoo.com/
II. Contracts Lost + Debt
Contracts lost + High Debt can create uncertainty.
Fleet isn't directly affected by tariffs because they don't own vehicles.
Sources:
https://finance.yahoo.com/ -Feb 2025
https://my.pitchbook.com/ - Balance Sheet through Yale pitch book website
III. Unable to uphold Financial Promises
Negative edits in company's finance options show signs of decline.
Specifically, the wording no residual risk (included on the website in January) was removed. Now, there is a PROMINENT risk in finances.
IV. Wayback Machine Reveals Everything
Wording on the website has changed to no longer reflect rates and pricing!
Since October of 2023, the wording has been the same (with heavy emphasis on pricing regulation). In June, however, this was suddenly changed to be about communication and customer satisfaction, alluding to customer dissatisfaction.
Same Source as III.:
Wayback Machine to see websites' pasts!
First Analysis
Conclusions of Research
As shown by the recent impacts of the tariffs implemented in the past year, we can see the gradual decline of Ryder. Layoffs, Losses of Contracts, Increased Debt, and Disappearing Financial Promises have unmasked the true future of Ryder Management. It would be an tremendous mistake to invest in Ryder, at least for the next four years.
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