Ryder System, Inc. (R) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript

Unknown Analyst

Well, good afternoon, everyone. It’s now my pleasure to introduce Ryder’s CFO, Cristina Gallo-Aquino. We look forward to hearing about Ryder’s ongoing plan execution, which we think sets the company up well for long-term growth with opportunities across Supply Chain and Dedicated, all things that are contributing to an earnings floor that’s greater than prior period’s peak.

And before we get into the Q&A, I think, Cristina, you had a few opening remarks.

Cristina Gallo-Aquino
CFO, EVP & Principal Accounting Officer

Yes. I just wanted to briefly introduce Ryder for those of you that may not be familiar with us, but we are an outsourced logistics and transportation solutions provider, a leader in the industry here. We operate primarily in the U.S., but North America is our base. And we operate out of 3 main segments. The first one being our Fleet Management Solutions, which is offering leasing and rental truck options to customers.

Then we have our Dedicated Transportation Solutions, and that is providing the same leasing of the vehicle, but add a driver to it. And then finally, our Supply Chain Solutions, which is about port-to-door logistics anywhere from drayage to warehouse management and e-commerce and last mile. So we offer an array of services. We are a $13 billion company. We’ve been around for 90 years and excited to share our story today.