Ryder System, Inc. (R) Deutsche Financial institution’s Chicago Industrials Summit August 11, 2026 4:00 PM EDT
Firm Contributors
John Diez – CEO & Director
Presentation
Unknown Analyst
Hello, everybody. Welcome to Deutsche Financial institution’s Industrials Convention. We’re within the afternoon session right here. I believe we’re within the last inning. So more than happy to be joined by John Diez on the present second, President and CEO of Ryder. John, thanks for being right here and supporting us at this convention.
John Diez
CEO & Director
Thanks. Nice to be right here.
Query-and-Reply Session
Unknown Analyst
So possibly we are able to begin with just a few opening remarks by you, simply giving us some perception on the present lay of the land as you see it, what the market seems to be like, how Ryder suits in, and we’ll take it from there.
John Diez
CEO & Director
Certain. I will offer you a little bit little bit of background and an introduction to Ryder. We’re a $13 billion enterprise. We’re organized round 3 segments. We’re within the outsourced transportation and logistics enterprise. All of our enterprise is B2B and 90% of it’s contractual in nature. And it is organized across the 3 segments: Fleet administration, which is our truck leasing and rental enterprise. That accounts for about 40% of the portfolio. Then you definitely’ve obtained our Provide Chain enterprise, which is end-to-end provide chain logistics capabilities. Warehousing is the predominant service that we offer there, however we additionally present transportation and built-in transportation and warehousing options to our clients.
After which our devoted enterprise is the smallest of the three, simply over 20% of the enterprise, and that’s the place you choose to outsource your transportation. We do the supply for our clients to their clients or if it is a center mile answer to their distribution web site. All 3 companies function in North America and
