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Ryder System (R) has outperformed its industry with a 32.1% share price gain over the past year, driven by expansion initiatives in the Northeast, positive earnings estimate revisions, and significant capital returns to shareholders totaling $664 million in 2025. The company is well-positioned to benefit from e-commerce and logistics growth trends.

Zacks Premium offers investment research tools including Style Scores (Value, Growth, Momentum, and VGM) that work alongside the Zacks Rank system to help investors identify stocks with the best performance potential. The article highlights Ryder System (R) as a #2 Buy with strong growth prospects, forecasting 14.1% year-over-year earnings growth. The Zacks Rank has historically outperformed the S&P 500 with an average annual return of +23.86% since 1988.

Ryder System, Inc. has expanded its used commercial vehicle sales network by relocating its Kearny facility to Newark and opening a new sales center in North Bergen, New Jersey. The Newark location provides direct access to the Port of Newark and major transportation corridors, supporting Ryder's port-to-door strategy and operational efficiency. Both facilities offer used vehicle warranties and enhance Ryder's competitive position in the critical New York-New Jersey logistics hub.

Zacks highlights Ryder System (R) as a compelling value investment opportunity, citing its Zacks Rank #2 (Buy) rating and 'A' Value grade. The company trades at a P/E ratio of 12.74 compared to its industry average of 14.59, with favorable P/B and P/S ratios suggesting undervaluation relative to peers.

Ryder raised its 2026 comparable earnings per share forecast to $14.85-$15.05, driven by a strategic shift toward asset-light operations. Supply Chain Solutions and Dedicated Transportation now represent 60% of expected 2026 revenue, up from 44% in 2018. With $4.5 billion in available capital and commercial rental fleet utilization at 77%, management is positioned to fund growth, return capital to shareholders, and capitalize on stabilizing freight market conditions.