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Side-by-side financial comparison of RYDER SYSTEM INC (R) and Roper Technologies (ROP). Click either name above to swap in a different company.
RYDER SYSTEM INC is the larger business by last-quarter revenue ($3.1B vs $2.1B, roughly 1.5× Roper Technologies). Roper Technologies runs the higher net margin — 15.8% vs 3.0%, a 12.8% gap on every dollar of revenue. On growth, Roper Technologies posted the faster year-over-year revenue change (11.3% vs 1.0%). Roper Technologies produced more free cash flow last quarter ($507.0M vs $273.0M). Over the past eight quarters, Roper Technologies's revenue compounded faster (10.5% CAGR vs -0.9%).
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.
Roper Technologies, Inc. is a holding company that owns companies in the technology sector.
R vs ROP — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.1B | $2.1B |
| Net Profit | $93.0M | $331.0M |
| Gross Margin | — | 69.4% |
| Operating Margin | — | 27.2% |
| Net Margin | 3.0% | 15.8% |
| Revenue YoY | 1.0% | 11.3% |
| Net Profit YoY | -5.1% | 53.7% |
| EPS (diluted) | $2.34 | $4.87 |
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 | $2.1B | ||
| Q4 25 | $3.2B | $2.1B | ||
| Q3 25 | $3.2B | $2.0B | ||
| Q2 25 | $3.2B | $1.9B | ||
| Q1 25 | $3.1B | $1.9B | ||
| Q4 24 | $3.2B | $1.9B | ||
| Q3 24 | $3.2B | $1.8B | ||
| Q2 24 | $3.2B | $1.7B |
| Q1 26 | $93.0M | $331.0M | ||
| Q4 25 | $132.0M | $428.4M | ||
| Q3 25 | $138.0M | $398.5M | ||
| Q2 25 | $131.0M | $378.3M | ||
| Q1 25 | $98.0M | $331.1M | ||
| Q4 24 | $135.0M | $462.3M | ||
| Q3 24 | $142.0M | $367.9M | ||
| Q2 24 | $127.0M | $337.1M |
| Q1 26 | — | 69.4% | ||
| Q4 25 | — | 69.5% | ||
| Q3 25 | — | 69.5% | ||
| Q2 25 | — | 69.2% | ||
| Q1 25 | — | 68.7% | ||
| Q4 24 | — | 68.3% | ||
| Q3 24 | — | 69.2% | ||
| Q2 24 | — | 69.5% |
| Q1 26 | — | 27.2% | ||
| Q4 25 | 5.6% | 28.6% | ||
| Q3 25 | 6.0% | 28.4% | ||
| Q2 25 | 5.8% | 28.2% | ||
| Q1 25 | 4.3% | 27.9% | ||
| Q4 24 | 5.7% | 28.0% | ||
| Q3 24 | 5.9% | 28.1% | ||
| Q2 24 | 5.6% | 28.8% |
| Q1 26 | 3.0% | 15.8% | ||
| Q4 25 | 4.2% | 20.8% | ||
| Q3 25 | 4.4% | 19.8% | ||
| Q2 25 | 4.1% | 19.5% | ||
| Q1 25 | 3.1% | 17.6% | ||
| Q4 24 | 4.2% | 24.6% | ||
| Q3 24 | 4.5% | 20.8% | ||
| Q2 24 | 4.0% | 19.6% |
| Q1 26 | $2.34 | $4.87 | ||
| Q4 25 | $3.22 | $3.97 | ||
| Q3 25 | $3.32 | $3.68 | ||
| Q2 25 | $3.13 | $3.49 | ||
| Q1 25 | $2.27 | $3.06 | ||
| Q4 24 | $3.09 | $4.29 | ||
| Q3 24 | $3.24 | $3.40 | ||
| Q2 24 | $2.84 | $3.12 |
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 | $382.9M |
| Total DebtLower is stronger | — | $9.7B |
| Stockholders' EquityBook value | $2.9B | $18.8B |
| Total Assets | — | $34.6B |
| Debt / EquityLower = less leverage | — | 0.52× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $182.0M | $382.9M | ||
| Q4 25 | $198.0M | $297.4M | ||
| Q3 25 | $189.0M | $320.0M | ||
| Q2 25 | $180.0M | $242.4M | ||
| Q1 25 | $151.0M | $372.8M | ||
| Q4 24 | $154.0M | $188.2M | ||
| Q3 24 | $162.0M | $269.6M | ||
| Q2 24 | $164.0M | $251.5M |
| Q1 26 | — | $9.7B | ||
| Q4 25 | $6.8B | $9.3B | ||
| Q3 25 | $7.3B | — | ||
| Q2 25 | $7.0B | — | ||
| Q1 25 | $6.7B | — | ||
| Q4 24 | $6.7B | $7.6B | ||
| Q3 24 | $6.6B | — | ||
| Q2 24 | $6.5B | — |
| Q1 26 | $2.9B | $18.8B | ||
| Q4 25 | $3.1B | $19.9B | ||
| Q3 25 | $3.1B | $20.0B | ||
| Q2 25 | $3.1B | $19.6B | ||
| Q1 25 | $3.0B | $19.2B | ||
| Q4 24 | $3.1B | $18.9B | ||
| Q3 24 | $3.1B | $18.5B | ||
| Q2 24 | $3.1B | $18.1B |
| Q1 26 | — | $34.6B | ||
| Q4 25 | $16.4B | $34.6B | ||
| Q3 25 | $16.5B | $34.6B | ||
| Q2 25 | $16.5B | $33.2B | ||
| Q1 25 | $16.4B | $31.4B | ||
| Q4 24 | $16.7B | $31.3B | ||
| Q3 24 | $16.5B | $31.6B | ||
| Q2 24 | $16.4B | $29.8B |
| Q1 26 | — | 0.52× | ||
| Q4 25 | 2.24× | 0.47× | ||
| Q3 25 | 2.35× | — | ||
| Q2 25 | 2.27× | — | ||
| Q1 25 | 2.21× | — | ||
| Q4 24 | 2.14× | 0.40× | ||
| 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 | $507.0M |
| FCF MarginFCF / Revenue | 8.7% | 24.2% |
| Capex IntensityCapex / Revenue | 13.7% | 0.5% |
| 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 | $738.0M | ||
| Q3 25 | $442.0M | $869.5M | ||
| Q2 25 | $752.0M | $404.1M | ||
| Q1 25 | $651.0M | $528.7M | ||
| Q4 24 | $558.0M | $722.2M | ||
| Q3 24 | $629.0M | $755.4M | ||
| Q2 24 | $552.0M | $384.1M |
| Q1 26 | $273.0M | $507.0M | ||
| 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% | 24.2% | ||
| 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% | 0.5% | ||
| 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× | 1.72× | ||
| Q3 25 | 3.20× | 2.18× | ||
| Q2 25 | 5.74× | 1.07× | ||
| Q1 25 | 6.64× | 1.60× | ||
| Q4 24 | 4.13× | 1.56× | ||
| Q3 24 | 4.43× | 2.05× | ||
| Q2 24 | 4.35× | 1.14× |
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% |
ROP
Segment breakdown not available.
