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Side-by-side financial comparison of RYDER SYSTEM INC (R) and Stanley Black & Decker (SWK). Click either name above to swap in a different company.
Stanley Black & Decker is the larger business by last-quarter revenue ($3.8B vs $3.1B, roughly 1.2× RYDER SYSTEM INC). RYDER SYSTEM INC runs the higher net margin — 3.0% vs 1.4%, a 1.6% gap on every dollar of revenue. On growth, RYDER SYSTEM INC posted the faster year-over-year revenue change (1.0% vs 0.1%). RYDER SYSTEM INC produced more free cash flow last quarter ($273.0M vs $155.3M). Over the past eight quarters, Stanley Black & Decker's revenue compounded faster (0.3% 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.
Stanley Black & Decker, Inc., formerly known as The Stanley Works, is an American manufacturer of industrial tools and household hardware, and a provider of security products. Headquartered in the Greater Hartford city of New Britain, Connecticut, Stanley Black & Decker is the result of the merger of The Stanley Works and Black & Decker on March 12, 2010.
R vs SWK — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $3.1B | $3.8B |
| Net Profit | $93.0M | $51.4M |
| Gross Margin | — | 31.4% |
| Operating Margin | — | — |
| Net Margin | 3.0% | 1.4% |
| Revenue YoY | 1.0% | 0.1% |
| Net Profit YoY | -5.1% | -43.6% |
| EPS (diluted) | $2.34 | $0.34 |
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 | $3.1B | — | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.2B | $3.8B | ||
| Q2 25 | $3.2B | $3.9B | ||
| Q1 25 | $3.1B | $3.7B | ||
| Q4 24 | $3.2B | $3.7B | ||
| Q3 24 | $3.2B | $3.8B | ||
| Q2 24 | $3.2B | $4.0B |
| Q1 26 | $93.0M | — | ||
| Q4 25 | $132.0M | — | ||
| Q3 25 | $138.0M | $51.4M | ||
| Q2 25 | $131.0M | $101.9M | ||
| Q1 25 | $98.0M | $90.4M | ||
| Q4 24 | $135.0M | $194.9M | ||
| Q3 24 | $142.0M | $91.1M | ||
| Q2 24 | $127.0M | $-11.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 31.4% | ||
| Q2 25 | — | 27.0% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 30.8% | ||
| Q3 24 | — | 29.9% | ||
| Q2 24 | — | 28.4% |
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | — | ||
| Q3 25 | 6.0% | — | ||
| Q2 25 | 5.8% | — | ||
| Q1 25 | 4.3% | — | ||
| Q4 24 | 5.7% | 3.4% | ||
| Q3 24 | 5.9% | 10.6% | ||
| Q2 24 | 5.6% | 9.5% |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 4.2% | — | ||
| Q3 25 | 4.4% | 1.4% | ||
| Q2 25 | 4.1% | 2.6% | ||
| Q1 25 | 3.1% | 2.4% | ||
| Q4 24 | 4.2% | 5.2% | ||
| Q3 24 | 4.5% | 2.4% | ||
| Q2 24 | 4.0% | -0.3% |
| Q1 26 | $2.34 | — | ||
| Q4 25 | $3.22 | — | ||
| Q3 25 | $3.32 | $0.34 | ||
| Q2 25 | $3.13 | $0.67 | ||
| Q1 25 | $2.27 | $0.60 | ||
| Q4 24 | $3.09 | $1.29 | ||
| Q3 24 | $3.24 | $0.60 | ||
| Q2 24 | $2.84 | $-0.07 |
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 | $268.3M |
| Total DebtLower is stronger | — | $5.3B |
| Stockholders' EquityBook value | $2.9B | $9.0B |
| Total Assets | — | $21.8B |
| Debt / EquityLower = less leverage | — | 0.59× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $182.0M | — | ||
| Q4 25 | $198.0M | — | ||
| Q3 25 | $189.0M | $268.3M | ||
| Q2 25 | $180.0M | $311.8M | ||
| Q1 25 | $151.0M | $344.8M | ||
| Q4 24 | $154.0M | $290.5M | ||
| Q3 24 | $162.0M | $298.7M | ||
| Q2 24 | $164.0M | $318.5M |
| Q1 26 | — | — | ||
| Q4 25 | $6.8B | — | ||
| Q3 25 | $7.3B | $5.3B | ||
| Q2 25 | $7.0B | $5.6B | ||
| Q1 25 | $6.7B | $5.6B | ||
| Q4 24 | $6.7B | $6.1B | ||
| Q3 24 | $6.6B | $6.1B | ||
| Q2 24 | $6.5B | $6.1B |
| Q1 26 | $2.9B | — | ||
| Q4 25 | $3.1B | — | ||
| Q3 25 | $3.1B | $9.0B | ||
| Q2 25 | $3.1B | $9.1B | ||
| Q1 25 | $3.0B | $8.8B | ||
| Q4 24 | $3.1B | $8.7B | ||
| Q3 24 | $3.1B | $8.9B | ||
| Q2 24 | $3.1B | $8.7B |
| Q1 26 | — | — | ||
| Q4 25 | $16.4B | — | ||
| Q3 25 | $16.5B | $21.8B | ||
| Q2 25 | $16.5B | $22.5B | ||
| Q1 25 | $16.4B | $22.5B | ||
| Q4 24 | $16.7B | $21.8B | ||
| Q3 24 | $16.5B | $22.5B | ||
| Q2 24 | $16.4B | $22.5B |
| Q1 26 | — | — | ||
| Q4 25 | 2.24× | — | ||
| Q3 25 | 2.35× | 0.59× | ||
| Q2 25 | 2.27× | 0.62× | ||
| Q1 25 | 2.21× | 0.63× | ||
| Q4 24 | 2.14× | 0.70× | ||
| Q3 24 | 2.17× | 0.69× | ||
| Q2 24 | 2.09× | 0.70× |
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 | $221.2M |
| Free Cash FlowOCF − Capex | $273.0M | $155.3M |
| FCF MarginFCF / Revenue | 8.7% | 4.1% |
| Capex IntensityCapex / Revenue | 13.7% | 1.8% |
| Cash ConversionOCF / Net Profit | 6.27× | 4.30× |
| TTM Free Cash FlowTrailing 4 quarters | $595.0M | $369.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $583.0M | — | ||
| Q4 25 | $749.0M | — | ||
| Q3 25 | $442.0M | $221.2M | ||
| Q2 25 | $752.0M | $214.3M | ||
| Q1 25 | $651.0M | $-420.0M | ||
| Q4 24 | $558.0M | $679.1M | ||
| Q3 24 | $629.0M | $285.8M | ||
| Q2 24 | $552.0M | $573.0M |
| Q1 26 | $273.0M | — | ||
| Q4 25 | $344.0M | — | ||
| Q3 25 | $-85.0M | $155.3M | ||
| Q2 25 | $63.0M | $134.7M | ||
| Q1 25 | $137.0M | $-485.0M | ||
| Q4 24 | $-201.0M | $564.6M | ||
| Q3 24 | $30.0M | $199.3M | ||
| Q2 24 | $-87.0M | $485.8M |
| Q1 26 | 8.7% | — | ||
| Q4 25 | 10.8% | — | ||
| Q3 25 | -2.7% | 4.1% | ||
| Q2 25 | 2.0% | 3.4% | ||
| Q1 25 | 4.4% | -13.0% | ||
| Q4 24 | -6.3% | 15.2% | ||
| Q3 24 | 0.9% | 5.3% | ||
| Q2 24 | -2.7% | 12.1% |
| Q1 26 | 13.7% | — | ||
| Q4 25 | 12.8% | — | ||
| Q3 25 | 16.6% | 1.8% | ||
| Q2 25 | 21.6% | 2.0% | ||
| Q1 25 | 16.4% | 1.7% | ||
| Q4 24 | 23.8% | 3.1% | ||
| Q3 24 | 18.9% | 2.3% | ||
| Q2 24 | 20.1% | 2.2% |
| Q1 26 | 6.27× | — | ||
| Q4 25 | 5.67× | — | ||
| Q3 25 | 3.20× | 4.30× | ||
| Q2 25 | 5.74× | 2.10× | ||
| Q1 25 | 6.64× | -4.65× | ||
| Q4 24 | 4.13× | 3.48× | ||
| Q3 24 | 4.43× | 3.14× | ||
| Q2 24 | 4.35× | — |
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% |
SWK
| Tools And Outdoor Segment | $3.3B | 87% |
| Engineered Fastening Segment | $500.5M | 13% |
