vs
Side-by-side financial comparison of RYDER SYSTEM INC (R) and RENAISSANCERE HOLDINGS LTD (RNR). Click either name above to swap in a different company.
RYDER SYSTEM INC is the larger business by last-quarter revenue ($3.1B vs $2.2B, roughly 1.4× RENAISSANCERE HOLDINGS LTD). RENAISSANCERE HOLDINGS LTD runs the higher net margin — 23.5% vs 3.0%, a 20.5% gap on every dollar of revenue. On growth, RYDER SYSTEM INC posted the faster year-over-year revenue change (1.0% vs -36.8%). Over the past eight quarters, RYDER SYSTEM INC's revenue compounded faster (-0.9% CAGR vs -11.9%).
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.
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
R vs RNR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.1B | $2.2B |
| Net Profit | $93.0M | $515.8M |
| Gross Margin | — | — |
| Operating Margin | — | — |
| Net Margin | 3.0% | 23.5% |
| Revenue YoY | 1.0% | -36.8% |
| Net Profit YoY | -5.1% | 72.6% |
| EPS (diluted) | $2.34 | $6.57 |
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 | $3.1B | $2.2B | ||
| Q4 25 | $3.2B | $3.0B | ||
| Q3 25 | $3.2B | $3.2B | ||
| Q2 25 | $3.2B | $3.2B | ||
| Q1 25 | $3.1B | $3.5B | ||
| Q4 24 | $3.2B | $2.3B | ||
| Q3 24 | $3.2B | $4.0B | ||
| Q2 24 | $3.2B | $2.8B |
| Q1 26 | $93.0M | $515.8M | ||
| Q4 25 | $132.0M | $760.5M | ||
| Q3 25 | $138.0M | $916.5M | ||
| Q2 25 | $131.0M | $835.4M | ||
| Q1 25 | $98.0M | $170.0M | ||
| Q4 24 | $135.0M | $-189.7M | ||
| Q3 24 | $142.0M | $1.2B | ||
| Q2 24 | $127.0M | $503.9M |
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 42.5% | ||
| Q3 25 | 6.0% | 46.3% | ||
| Q2 25 | 5.8% | 41.8% | ||
| Q1 25 | 4.3% | -2.0% | ||
| Q4 24 | 5.7% | -3.6% | ||
| Q3 24 | 5.9% | 43.7% | ||
| Q2 24 | 5.6% | 25.0% |
| Q1 26 | 3.0% | 23.5% | ||
| Q4 25 | 4.2% | 25.6% | ||
| Q3 25 | 4.4% | 28.7% | ||
| Q2 25 | 4.1% | 26.1% | ||
| Q1 25 | 3.1% | 4.9% | ||
| Q4 24 | 4.2% | -8.3% | ||
| Q3 24 | 4.5% | 29.8% | ||
| Q2 24 | 4.0% | 17.8% |
| Q1 26 | $2.34 | $6.57 | ||
| Q4 25 | $3.22 | $16.16 | ||
| Q3 25 | $3.32 | $19.40 | ||
| Q2 25 | $3.13 | $17.20 | ||
| Q1 25 | $2.27 | $3.27 | ||
| Q4 24 | $3.09 | $-3.76 | ||
| Q3 24 | $3.24 | $22.62 | ||
| Q2 24 | $2.84 | $9.41 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $182.0M | $1.6B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.9B | $4.3B |
| Total Assets | — | $53.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $182.0M | $1.6B | ||
| Q4 25 | $198.0M | $1.7B | ||
| Q3 25 | $189.0M | $1.7B | ||
| Q2 25 | $180.0M | $1.4B | ||
| Q1 25 | $151.0M | $1.6B | ||
| Q4 24 | $154.0M | $1.7B | ||
| Q3 24 | $162.0M | $1.6B | ||
| Q2 24 | $164.0M | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | $6.8B | $2.3B | ||
| Q3 25 | $7.3B | $2.2B | ||
| Q2 25 | $7.0B | $2.3B | ||
| Q1 25 | $6.7B | $2.8B | ||
| Q4 24 | $6.7B | $1.9B | ||
| Q3 24 | $6.6B | $1.9B | ||
| Q2 24 | $6.5B | $2.0B |
| Q1 26 | $2.9B | $4.3B | ||
| Q4 25 | $3.1B | $11.6B | ||
| Q3 25 | $3.1B | $11.5B | ||
| Q2 25 | $3.1B | $10.8B | ||
| Q1 25 | $3.0B | $10.3B | ||
| Q4 24 | $3.1B | $10.6B | ||
| Q3 24 | $3.1B | $11.2B | ||
| Q2 24 | $3.1B | $10.2B |
| Q1 26 | — | $53.7B | ||
| Q4 25 | $16.4B | $53.8B | ||
| Q3 25 | $16.5B | $54.5B | ||
| Q2 25 | $16.5B | $54.7B | ||
| Q1 25 | $16.4B | $53.6B | ||
| Q4 24 | $16.7B | $50.7B | ||
| Q3 24 | $16.5B | $52.8B | ||
| Q2 24 | $16.4B | $51.6B |
| Q1 26 | — | — | ||
| Q4 25 | 2.24× | 0.20× | ||
| Q3 25 | 2.35× | 0.19× | ||
| Q2 25 | 2.27× | 0.21× | ||
| Q1 25 | 2.21× | 0.27× | ||
| Q4 24 | 2.14× | 0.18× | ||
| Q3 24 | 2.17× | 0.17× | ||
| Q2 24 | 2.09× | 0.19× |
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 | 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 | $749.0M | $483.0M | ||
| Q3 25 | $442.0M | $1.6B | ||
| Q2 25 | $752.0M | $1.5B | ||
| Q1 25 | $651.0M | $157.8M | ||
| Q4 24 | $558.0M | $778.9M | ||
| Q3 24 | $629.0M | $1.5B | ||
| Q2 24 | $552.0M | $1.2B |
| Q1 26 | $273.0M | — | ||
| Q4 25 | $344.0M | — | ||
| Q3 25 | $-85.0M | — | ||
| Q2 25 | $63.0M | — | ||
| Q1 25 | $137.0M | — | ||
| Q4 24 | $-201.0M | — | ||
| Q3 24 | $30.0M | — | ||
| Q2 24 | $-87.0M | — |
| Q1 26 | 8.7% | — | ||
| Q4 25 | 10.8% | — | ||
| Q3 25 | -2.7% | — | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | 4.4% | — | ||
| Q4 24 | -6.3% | — | ||
| Q3 24 | 0.9% | — | ||
| Q2 24 | -2.7% | — |
| Q1 26 | 13.7% | — | ||
| Q4 25 | 12.8% | — | ||
| Q3 25 | 16.6% | — | ||
| Q2 25 | 21.6% | — | ||
| Q1 25 | 16.4% | — | ||
| Q4 24 | 23.8% | — | ||
| Q3 24 | 18.9% | — | ||
| Q2 24 | 20.1% | — |
| Q1 26 | 6.27× | — | ||
| Q4 25 | 5.67× | 0.64× | ||
| Q3 25 | 3.20× | 1.73× | ||
| Q2 25 | 5.74× | 1.76× | ||
| Q1 25 | 6.64× | 0.93× | ||
| Q4 24 | 4.13× | — | ||
| Q3 24 | 4.43× | 1.26× | ||
| Q2 24 | 4.35× | 2.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
RNR
Segment breakdown not available.
