Top 10 Transportation and Industrial Stocks to Buy Now

Page 3 of 10

8. Ryder System, Inc. (NYSE:R)

Number of Hedge Fund Holders: 25

Ryder System, Inc. (NYSE:R) is one of the Top 10 Transportation and Industrial Stocks to Buy Now.  Wolfe Research upgraded the company’s stock from “Peerperform” to “Outperform.” The firm highlighted Ryder System, Inc. (NYSE:R)’s unique position in the trucking coverage, mentioning that the company demonstrates modest EPS upside potential as compared to consensus estimates. The company’s Q1 2025 was the second consecutive quarter with YoY earnings growth, aided by the strength of contractual businesses.

Ryder System, Inc. (NYSE:R) is on track to achieve the expected benefits in 2025 stemming from the strategic initiatives. The benefits consist of its lease pricing initiative, savings from the multi-year maintenance initiative, realization of acquisition synergies, and optimization of its omnichannel retail network. Furthermore, Ryder System, Inc. (NYSE:R)’s capability to generate ROE of 17% in the current environment highlights the consistent execution and resilience of its transformed business model, according to the company’s top management.

In Q1 2025, Ryder System, Inc. (NYSE:R)’s net cash provided by operating activities from continuing operations came in at $651 million as compared to $526 million in 2024. This mainly demonstrates reduced working capital needs. Furthermore, the FCF (non-GAAP) of $259 million, as compared to $13 million in 2024, primarily reflects reduced capital expenditures.

Ryder System, Inc. (NYSE:R) operates as a logistics and transportation company.

Page 3 of 10