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Side-by-side financial comparison of RYDER SYSTEM INC (R) and Sempra (SRE). Click either name above to swap in a different company.
Sempra is the larger business by last-quarter revenue ($3.3B vs $3.1B, roughly 1.0× RYDER SYSTEM INC). Sempra runs the higher net margin — 10.7% vs 3.0%, a 7.8% gap on every dollar of revenue. On growth, Sempra posted the faster year-over-year revenue change (6.9% vs 1.0%). RYDER SYSTEM INC produced more free cash flow last quarter ($273.0M vs $-2.2B). Over the past eight quarters, RYDER SYSTEM INC's revenue compounded faster (-0.9% CAGR vs -5.8%).
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.
Sempra is a North American public utility holding company based in San Diego, California. The company is one of the largest utility holding companies in the United States with nearly 40 million consumers.
R vs SRE — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $3.1B | $3.3B |
| Net Profit | $93.0M | $352.0M |
| Gross Margin | — | — |
| Operating Margin | — | 7.2% |
| Net Margin | 3.0% | 10.7% |
| Revenue YoY | 1.0% | 6.9% |
| Net Profit YoY | -5.1% | -47.9% |
| EPS (diluted) | $2.34 | $0.53 |
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 | — | ||
| Q4 25 | $3.2B | $3.3B | ||
| Q3 25 | $3.2B | $2.8B | ||
| Q2 25 | $3.2B | $2.7B | ||
| Q1 25 | $3.1B | $3.7B | ||
| Q4 24 | $3.2B | $3.1B | ||
| Q3 24 | $3.2B | $2.6B | ||
| Q2 24 | $3.2B | $2.5B |
| Q1 26 | $93.0M | — | ||
| Q4 25 | $132.0M | $352.0M | ||
| Q3 25 | $138.0M | $95.0M | ||
| Q2 25 | $131.0M | $473.0M | ||
| Q1 25 | $98.0M | $917.0M | ||
| Q4 24 | $135.0M | $676.0M | ||
| Q3 24 | $142.0M | $649.0M | ||
| Q2 24 | $127.0M | $725.0M |
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 7.2% | ||
| Q3 25 | 6.0% | 10.6% | ||
| Q2 25 | 5.8% | 17.3% | ||
| Q1 25 | 4.3% | 21.5% | ||
| Q4 24 | 5.7% | 35.0% | ||
| Q3 24 | 5.9% | 12.9% | ||
| Q2 24 | 5.6% | 18.8% |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 4.2% | 10.7% | ||
| Q3 25 | 4.4% | 3.4% | ||
| Q2 25 | 4.1% | 17.5% | ||
| Q1 25 | 3.1% | 24.9% | ||
| Q4 24 | 4.2% | 22.0% | ||
| Q3 24 | 4.5% | 25.3% | ||
| Q2 24 | 4.0% | 29.2% |
| Q1 26 | $2.34 | — | ||
| Q4 25 | $3.22 | $0.53 | ||
| Q3 25 | $3.32 | $0.12 | ||
| Q2 25 | $3.13 | $0.71 | ||
| Q1 25 | $2.27 | $1.39 | ||
| Q4 24 | $3.09 | $1.04 | ||
| Q3 24 | $3.24 | $1.00 | ||
| Q2 24 | $2.84 | $1.12 |
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 | $29.0M |
| Total DebtLower is stronger | — | $29.0B |
| Stockholders' EquityBook value | $2.9B | $31.6B |
| Total Assets | — | $110.9B |
| Debt / EquityLower = less leverage | — | 0.92× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $182.0M | — | ||
| Q4 25 | $198.0M | $29.0M | ||
| Q3 25 | $189.0M | $5.0M | ||
| Q2 25 | $180.0M | $155.0M | ||
| Q1 25 | $151.0M | $1.7B | ||
| Q4 24 | $154.0M | $1.6B | ||
| Q3 24 | $162.0M | $560.0M | ||
| Q2 24 | $164.0M | $228.0M |
| Q1 26 | — | — | ||
| Q4 25 | $6.8B | $29.0B | ||
| Q3 25 | $7.3B | $29.0B | ||
| Q2 25 | $7.0B | $34.9B | ||
| Q1 25 | $6.7B | $33.3B | ||
| Q4 24 | $6.7B | $31.6B | ||
| Q3 24 | $6.6B | $31.0B | ||
| Q2 24 | $6.5B | $29.0B |
| Q1 26 | $2.9B | — | ||
| Q4 25 | $3.1B | $31.6B | ||
| Q3 25 | $3.1B | $31.2B | ||
| Q2 25 | $3.1B | $31.7B | ||
| Q1 25 | $3.0B | $31.6B | ||
| Q4 24 | $3.1B | $31.2B | ||
| Q3 24 | $3.1B | $29.7B | ||
| Q2 24 | $3.1B | $29.5B |
| Q1 26 | — | — | ||
| Q4 25 | $16.4B | $110.9B | ||
| Q3 25 | $16.5B | $106.9B | ||
| Q2 25 | $16.5B | $99.9B | ||
| Q1 25 | $16.4B | $99.0B | ||
| Q4 24 | $16.7B | $96.2B | ||
| Q3 24 | $16.5B | $93.7B | ||
| Q2 24 | $16.4B | $90.5B |
| Q1 26 | — | — | ||
| Q4 25 | 2.24× | 0.92× | ||
| Q3 25 | 2.35× | 0.93× | ||
| Q2 25 | 2.27× | 1.10× | ||
| Q1 25 | 2.21× | 1.05× | ||
| Q4 24 | 2.14× | 1.01× | ||
| Q3 24 | 2.17× | 1.04× | ||
| Q2 24 | 2.09× | 0.98× |
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 | $1.2B |
| Free Cash FlowOCF − Capex | $273.0M | $-2.2B |
| FCF MarginFCF / Revenue | 8.7% | -67.7% |
| Capex IntensityCapex / Revenue | 13.7% | 104.0% |
| Cash ConversionOCF / Net Profit | 6.27× | 3.38× |
| TTM Free Cash FlowTrailing 4 quarters | $595.0M | $-6.0B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $583.0M | — | ||
| Q4 25 | $749.0M | $1.2B | ||
| Q3 25 | $442.0M | $1.1B | ||
| Q2 25 | $752.0M | $784.0M | ||
| Q1 25 | $651.0M | $1.5B | ||
| Q4 24 | $558.0M | $1.4B | ||
| Q3 24 | $629.0M | $1.0B | ||
| Q2 24 | $552.0M | $669.0M |
| Q1 26 | $273.0M | — | ||
| Q4 25 | $344.0M | $-2.2B | ||
| Q3 25 | $-85.0M | $-1.5B | ||
| Q2 25 | $63.0M | $-1.5B | ||
| Q1 25 | $137.0M | $-854.0M | ||
| Q4 24 | $-201.0M | $-1.1B | ||
| Q3 24 | $30.0M | $-913.0M | ||
| Q2 24 | $-87.0M | $-1.2B |
| Q1 26 | 8.7% | — | ||
| Q4 25 | 10.8% | -67.7% | ||
| Q3 25 | -2.7% | -52.6% | ||
| Q2 25 | 2.0% | -56.3% | ||
| Q1 25 | 4.4% | -23.2% | ||
| Q4 24 | -6.3% | -35.4% | ||
| Q3 24 | 0.9% | -35.5% | ||
| Q2 24 | -2.7% | -49.4% |
| Q1 26 | 13.7% | — | ||
| Q4 25 | 12.8% | 104.0% | ||
| Q3 25 | 16.6% | 92.9% | ||
| Q2 25 | 21.6% | 85.3% | ||
| Q1 25 | 16.4% | 63.5% | ||
| Q4 24 | 23.8% | 79.9% | ||
| Q3 24 | 18.9% | 75.3% | ||
| Q2 24 | 20.1% | 76.4% |
| Q1 26 | 6.27× | — | ||
| Q4 25 | 5.67× | 3.38× | ||
| Q3 25 | 3.20× | 11.68× | ||
| Q2 25 | 5.74× | 1.66× | ||
| Q1 25 | 6.64× | 1.62× | ||
| Q4 24 | 4.13× | 2.02× | ||
| Q3 24 | 4.43× | 1.57× | ||
| Q2 24 | 4.35× | 0.92× |
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% |
SRE
Segment breakdown not available.
