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Side-by-side financial comparison of PBF Energy Inc. (PBF) and RYDER SYSTEM INC (R). Click either name above to swap in a different company.
PBF Energy Inc. is the larger business by last-quarter revenue ($33.1B vs $3.1B, roughly 10.6× RYDER SYSTEM INC). RYDER SYSTEM INC runs the higher net margin — 3.0% vs 0.2%, a 2.7% gap on every dollar of revenue. On growth, RYDER SYSTEM INC posted the faster year-over-year revenue change (1.0% vs -0.1%). Over the past eight quarters, PBF Energy Inc.'s revenue compounded faster (94.6% CAGR vs -0.9%).
PBF Energy Inc. is a petroleum refining and logistics company that produces and sells transportation fuels, heating oils, lubricants, petrochemical feedstocks, and other petroleum products. The company owns and operated 6 refineries throughout the United States, located in Chalmette, Louisiana; Toledo, Ohio; Paulsboro, New Jersey; the Delaware City Refinery in Delaware City; Torrance, California; Martinez, California. PBF produces a range of products including gasoline, ultra-low-sulfur diese...
Ryder System, Inc. is an American transportation and logistics company, specializing in truck rental and leasing, fleet management, supply chain management, and transportation management. It also offers full-service leasing, rental and maintenance, used vehicle sales, transportation management, professional drivers, e-commerce fulfillment, and last-mile delivery services. The company is headquartered in Coral Gables, Florida, and operates in the United States and United Kingdom.
PBF vs R — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $33.1B | $3.1B |
| Net Profit | $79.1M | $93.0M |
| Gross Margin | 78.0% | — |
| Operating Margin | 78.8% | — |
| Net Margin | 0.2% | 3.0% |
| Revenue YoY | -0.1% | 1.0% |
| Net Profit YoY | 149.3% | -5.1% |
| EPS (diluted) | $0.66 | $2.34 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $33.1B | $3.1B | ||
| Q4 25 | $7.1B | $3.2B | ||
| Q3 25 | $7.7B | $3.2B | ||
| Q2 25 | $7.5B | $3.2B | ||
| Q1 25 | $7.1B | $3.1B | ||
| Q4 24 | $7.4B | $3.2B | ||
| Q3 24 | $8.4B | $3.2B | ||
| Q2 24 | $8.7B | $3.2B |
| Q1 26 | $79.1M | $93.0M | ||
| Q4 25 | $78.4M | $132.0M | ||
| Q3 25 | $170.1M | $138.0M | ||
| Q2 25 | $-5.2M | $131.0M | ||
| Q1 25 | $-401.8M | $98.0M | ||
| Q4 24 | $-289.3M | $135.0M | ||
| Q3 24 | $-285.9M | $142.0M | ||
| Q2 24 | $-65.2M | $127.0M |
| Q1 26 | 78.0% | — | ||
| Q4 25 | -1.8% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | -0.8% | — | ||
| Q1 25 | -5.9% | — | ||
| Q4 24 | -4.2% | — | ||
| Q3 24 | -3.4% | — | ||
| Q2 24 | 0.1% | — |
| Q1 26 | 78.8% | — | ||
| Q4 25 | 1.8% | 5.6% | ||
| Q3 25 | 3.7% | 6.0% | ||
| Q2 25 | 0.6% | 5.8% | ||
| Q1 25 | -7.2% | 4.3% | ||
| Q4 24 | -5.2% | 5.7% | ||
| Q3 24 | -4.6% | 5.9% | ||
| Q2 24 | -0.9% | 5.6% |
| Q1 26 | 0.2% | 3.0% | ||
| Q4 25 | 1.1% | 4.2% | ||
| Q3 25 | 2.2% | 4.4% | ||
| Q2 25 | -0.1% | 4.1% | ||
| Q1 25 | -5.7% | 3.1% | ||
| Q4 24 | -3.9% | 4.2% | ||
| Q3 24 | -3.4% | 4.5% | ||
| Q2 24 | -0.7% | 4.0% |
| Q1 26 | $0.66 | $2.34 | ||
| Q4 25 | $0.74 | $3.22 | ||
| Q3 25 | $1.45 | $3.32 | ||
| Q2 25 | $-0.05 | $3.13 | ||
| Q1 25 | $-3.53 | $2.27 | ||
| Q4 24 | $-2.41 | $3.09 | ||
| Q3 24 | $-2.49 | $3.24 | ||
| Q2 24 | $-0.56 | $2.84 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $527.9M | $182.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $5.4B | $2.9B |
| Total Assets | $13.0B | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $527.9M | $182.0M | ||
| Q4 25 | $527.9M | $198.0M | ||
| Q3 25 | $482.0M | $189.0M | ||
| Q2 25 | $590.7M | $180.0M | ||
| Q1 25 | $468.6M | $151.0M | ||
| Q4 24 | $536.1M | $154.0M | ||
| Q3 24 | $976.7M | $162.0M | ||
| Q2 24 | $1.4B | $164.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $6.8B | ||
| Q3 25 | — | $7.3B | ||
| Q2 25 | — | $7.0B | ||
| Q1 25 | — | $6.7B | ||
| Q4 24 | — | $6.7B | ||
| Q3 24 | — | $6.6B | ||
| Q2 24 | — | $6.5B |
| Q1 26 | $5.4B | $2.9B | ||
| Q4 25 | $5.3B | $3.1B | ||
| Q3 25 | $5.2B | $3.1B | ||
| Q2 25 | $5.1B | $3.1B | ||
| Q1 25 | $5.1B | $3.0B | ||
| Q4 24 | $5.5B | $3.1B | ||
| Q3 24 | $5.9B | $3.1B | ||
| Q2 24 | $6.3B | $3.1B |
| Q1 26 | $13.0B | — | ||
| Q4 25 | $13.0B | $16.4B | ||
| Q3 25 | $13.0B | $16.5B | ||
| Q2 25 | $13.0B | $16.5B | ||
| Q1 25 | $13.0B | $16.4B | ||
| Q4 24 | $12.7B | $16.7B | ||
| Q3 24 | $13.1B | $16.5B | ||
| Q2 24 | $14.1B | $16.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.24× | ||
| Q3 25 | — | 2.35× | ||
| Q2 25 | — | 2.27× | ||
| Q1 25 | — | 2.21× | ||
| Q4 24 | — | 2.14× | ||
| Q3 24 | — | 2.17× | ||
| Q2 24 | — | 2.09× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $583.0M |
| Free Cash FlowOCF − Capex | — | $273.0M |
| FCF MarginFCF / Revenue | — | 8.7% |
| Capex IntensityCapex / Revenue | 0.3% | 13.7% |
| Cash ConversionOCF / Net Profit | — | 6.27× |
| TTM Free Cash FlowTrailing 4 quarters | — | $595.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $583.0M | ||
| Q4 25 | $366.6M | $749.0M | ||
| Q3 25 | $25.7M | $442.0M | ||
| Q2 25 | $191.1M | $752.0M | ||
| Q1 25 | $-661.4M | $651.0M | ||
| Q4 24 | $-329.7M | $558.0M | ||
| Q3 24 | $-68.0M | $629.0M | ||
| Q2 24 | $425.3M | $552.0M |
| Q1 26 | — | $273.0M | ||
| Q4 25 | $77.0M | $344.0M | ||
| Q3 25 | $-122.8M | $-85.0M | ||
| Q2 25 | $35.0M | $63.0M | ||
| Q1 25 | $-772.4M | $137.0M | ||
| Q4 24 | $-425.7M | $-201.0M | ||
| Q3 24 | $-169.8M | $30.0M | ||
| Q2 24 | $371.8M | $-87.0M |
| Q1 26 | — | 8.7% | ||
| Q4 25 | 1.1% | 10.8% | ||
| Q3 25 | -1.6% | -2.7% | ||
| Q2 25 | 0.5% | 2.0% | ||
| Q1 25 | -10.9% | 4.4% | ||
| Q4 24 | -5.8% | -6.3% | ||
| Q3 24 | -2.0% | 0.9% | ||
| Q2 24 | 4.3% | -2.7% |
| Q1 26 | 0.3% | 13.7% | ||
| Q4 25 | 4.1% | 12.8% | ||
| Q3 25 | 1.9% | 16.6% | ||
| Q2 25 | 2.1% | 21.6% | ||
| Q1 25 | 1.6% | 16.4% | ||
| Q4 24 | 1.3% | 23.8% | ||
| Q3 24 | 1.2% | 18.9% | ||
| Q2 24 | 0.6% | 20.1% |
| Q1 26 | — | 6.27× | ||
| Q4 25 | 4.68× | 5.67× | ||
| Q3 25 | 0.15× | 3.20× | ||
| Q2 25 | — | 5.74× | ||
| Q1 25 | — | 6.64× | ||
| Q4 24 | — | 4.13× | ||
| Q3 24 | — | 4.43× | ||
| Q2 24 | — | 4.35× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PBF
Segment breakdown not available.
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
