Ryder (R) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Wed, February 11, 2026 astatine 11:34 AM CST 46 min read

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Wednesday, Feb. 11, 2026 astatine 11 a.m. ET

• Executive Chair — Robert E. Sanchez

• Incoming Chief Executive Officer — John J. Diez

• Executive Vice President & Chief Financial Officer — Cristina A. Gallo-Aquino

• President, Fleet Management Solutions — Thomas M. Havens

• President, Supply Chain Solutions — John Steven Sensing

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Robert E. Sanchez: Good morning, everyone, and acknowledgment for joining us. Today, I'll statesman by providing you with an update connected our balanced maturation strategy and stock immoderate highlights from our 2025 performance. Cristina volition supply you with an overview of our 4th fourth results, which were successful enactment with our expectations, and we'll besides sermon our superior spending and superior deployment capacity. John volition past supply you with our outlook for 2026 and sermon the strategical initiatives that are the cardinal drivers of expected net maturation successful 2026. Before I get started, I'd similar to supply a speedy overview of our CEO succession plan, which was announced successful December.

Effective March 31, I volition retire, and John Diez volition presume the relation of Chief Executive Officer. I volition stay connected Ryder's committee arsenic Executive Chair. Many of you person had the accidental to interact with John during his twenty-plus twelvemonth vocation astatine Ryder, wherever helium has held assorted enactment roles crossed the organization, including Chief Financial Officer, arsenic good arsenic President of FMS and President of DTS. John has been a cardinal subordinate successful the development, execution, and occurrence of our balanced maturation strategy, and I americium assured that helium is the close person to physique upon the spot of our transformed concern exemplary and make incremental worth for our customers, employees, and shareholders.

So with that, let's determination to the strategical update connected Slide four. We've made singular advancement connected our balanced maturation strategy, and I proceed to beryllium highly arrogant of the Ryder squad for their accordant execution. Our travel has been transformative, enabling america to outperform anterior cycles adjacent during this prolonged freight downturn and providing america with a coagulated instauration for aboriginal growth. In bid to found our transformed foundation, we derisked the concern exemplary by importantly reducing our reliance connected utilized conveyance proceeds to execute our people returns. We besides exited underperforming geographies and services.

Our multiyear lease pricing and archetypal attraction outgo savings initiatives meaningfully contributed to expanding our instrumentality illustration by delivering a combined yearly pretax net payment of implicit $225 cardinal and besides contributing to affirmative escaped currency travel implicit the cycle. In addition, we accelerated maturation successful our asset-light proviso concatenation and dedicated businesses, resulting successful a much resilient concern premix that is little superior intensive. We proceed to germinate our transformed instauration by executing connected strategical priorities focused connected operational excellence, customer-centric innovation, and profitable growth. We are expecting different $50 cardinal successful benefits from the adjacent signifier of our attraction outgo savings initiatives.