vs
Side-by-side financial comparison of RYDER SYSTEM INC (R) and Molson Coors Beverage Company (TAP). Click either name above to swap in a different company.
RYDER SYSTEM INC is the larger business by last-quarter revenue ($3.1B vs $2.7B, roughly 1.2× Molson Coors Beverage Company). Molson Coors Beverage Company runs the higher net margin — 5.5% vs 3.0%, a 2.5% gap on every dollar of revenue. On growth, Molson Coors Beverage Company posted the faster year-over-year revenue change (2.0% vs 1.0%). RYDER SYSTEM INC produced more free cash flow last quarter ($273.0M vs $-212.9M). Over the past eight quarters, RYDER SYSTEM INC's revenue compounded faster (-0.9% CAGR vs -15.8%).
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.
Molson Coors Beverage Company is a Canadian-American multinational drink and brewing company headquartered in Chicago, Illinois and Montreal, Quebec.
R vs TAP — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.1B | $2.7B |
| Net Profit | $93.0M | $150.1M |
| Gross Margin | — | 33.0% |
| Operating Margin | — | — |
| Net Margin | 3.0% | 5.5% |
| Revenue YoY | 1.0% | 2.0% |
| Net Profit YoY | -5.1% | 25.0% |
| EPS (diluted) | $2.34 | $0.80 |
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 | $2.7B | ||
| Q4 25 | $3.2B | $3.1B | ||
| Q3 25 | $3.2B | $3.5B | ||
| Q2 25 | $3.2B | $3.7B | ||
| Q1 25 | $3.1B | $2.7B | ||
| Q4 24 | $3.2B | $3.2B | ||
| Q3 24 | $3.2B | $3.6B | ||
| Q2 24 | $3.2B | $3.8B |
| Q1 26 | $93.0M | $150.1M | ||
| Q4 25 | $132.0M | $238.3M | ||
| Q3 25 | $138.0M | $-2.9B | ||
| Q2 25 | $131.0M | $428.7M | ||
| Q1 25 | $98.0M | $121.0M | ||
| Q4 24 | $135.0M | $287.8M | ||
| Q3 24 | $142.0M | $199.8M | ||
| Q2 24 | $127.0M | $427.0M |
| Q1 26 | — | 33.0% | ||
| Q4 25 | — | 31.0% | ||
| Q3 25 | — | 33.7% | ||
| Q2 25 | — | 34.3% | ||
| Q1 25 | — | 31.6% | ||
| Q4 24 | — | 32.0% | ||
| Q3 24 | — | 33.4% | ||
| Q2 24 | — | 34.6% |
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 10.4% | ||
| Q3 25 | 6.0% | -98.5% | ||
| Q2 25 | 5.8% | 15.6% | ||
| Q1 25 | 4.3% | 6.9% | ||
| Q4 24 | 5.7% | 12.0% | ||
| Q3 24 | 5.9% | 12.5% | ||
| Q2 24 | 5.6% | 15.6% |
| Q1 26 | 3.0% | 5.5% | ||
| Q4 25 | 4.2% | 7.6% | ||
| Q3 25 | 4.4% | -84.0% | ||
| Q2 25 | 4.1% | 11.5% | ||
| Q1 25 | 3.1% | 4.5% | ||
| Q4 24 | 4.2% | 8.9% | ||
| Q3 24 | 4.5% | 5.5% | ||
| Q2 24 | 4.0% | 11.1% |
| Q1 26 | $2.34 | $0.80 | ||
| Q4 25 | $3.22 | $1.32 | ||
| Q3 25 | $3.32 | $-14.79 | ||
| Q2 25 | $3.13 | $2.13 | ||
| Q1 25 | $2.27 | $0.59 | ||
| Q4 24 | $3.09 | $1.39 | ||
| Q3 24 | $3.24 | $0.96 | ||
| Q2 24 | $2.84 | $2.03 |
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 | $382.6M |
| Total DebtLower is stronger | — | $3.8B |
| Stockholders' EquityBook value | $2.9B | $10.3B |
| Total Assets | — | $22.4B |
| Debt / EquityLower = less leverage | — | 0.38× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $182.0M | $382.6M | ||
| Q4 25 | $198.0M | $896.5M | ||
| Q3 25 | $189.0M | $950.2M | ||
| Q2 25 | $180.0M | $613.8M | ||
| Q1 25 | $151.0M | $412.7M | ||
| Q4 24 | $154.0M | $969.3M | ||
| Q3 24 | $162.0M | $1.0B | ||
| Q2 24 | $164.0M | $1.6B |
| Q1 26 | — | $3.8B | ||
| Q4 25 | $6.8B | $6.3B | ||
| Q3 25 | $7.3B | $6.3B | ||
| Q2 25 | $7.0B | $6.3B | ||
| Q1 25 | $6.7B | $6.2B | ||
| Q4 24 | $6.7B | $6.1B | ||
| Q3 24 | $6.6B | $6.2B | ||
| Q2 24 | $6.5B | $7.0B |
| Q1 26 | $2.9B | $10.3B | ||
| Q4 25 | $3.1B | $10.2B | ||
| Q3 25 | $3.1B | $10.3B | ||
| Q2 25 | $3.1B | $13.4B | ||
| Q1 25 | $3.0B | $13.1B | ||
| Q4 24 | $3.1B | $13.1B | ||
| Q3 24 | $3.1B | $13.3B | ||
| Q2 24 | $3.1B | $13.2B |
| Q1 26 | — | $22.4B | ||
| Q4 25 | $16.4B | $22.7B | ||
| Q3 25 | $16.5B | $22.9B | ||
| Q2 25 | $16.5B | $26.8B | ||
| Q1 25 | $16.4B | $25.9B | ||
| Q4 24 | $16.7B | $26.1B | ||
| Q3 24 | $16.5B | $26.6B | ||
| Q2 24 | $16.4B | $27.4B |
| Q1 26 | — | 0.38× | ||
| Q4 25 | 2.24× | 0.61× | ||
| Q3 25 | 2.35× | 0.61× | ||
| Q2 25 | 2.27× | 0.47× | ||
| Q1 25 | 2.21× | 0.47× | ||
| Q4 24 | 2.14× | 0.47× | ||
| Q3 24 | 2.17× | 0.47× | ||
| Q2 24 | 2.09× | 0.53× |
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 | $-212.9M |
| FCF MarginFCF / Revenue | 8.7% | -7.8% |
| Capex IntensityCapex / Revenue | 13.7% | — |
| Cash ConversionOCF / Net Profit | 6.27× | — |
| TTM Free Cash FlowTrailing 4 quarters | $595.0M | $1.2B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $583.0M | — | ||
| Q4 25 | $749.0M | $540.7M | ||
| Q3 25 | $442.0M | $616.1M | ||
| Q2 25 | $752.0M | $718.3M | ||
| Q1 25 | $651.0M | $-90.7M | ||
| Q4 24 | $558.0M | $494.5M | ||
| Q3 24 | $629.0M | $521.2M | ||
| Q2 24 | $552.0M | $869.2M |
| Q1 26 | $273.0M | $-212.9M | ||
| Q4 25 | $344.0M | $357.8M | ||
| Q3 25 | $-85.0M | $483.0M | ||
| Q2 25 | $63.0M | $555.0M | ||
| Q1 25 | $137.0M | $-328.0M | ||
| Q4 24 | $-201.0M | $383.4M | ||
| Q3 24 | $30.0M | $350.4M | ||
| Q2 24 | $-87.0M | $691.7M |
| Q1 26 | 8.7% | -7.8% | ||
| Q4 25 | 10.8% | 11.4% | ||
| Q3 25 | -2.7% | 13.9% | ||
| Q2 25 | 2.0% | 14.8% | ||
| Q1 25 | 4.4% | -12.2% | ||
| Q4 24 | -6.3% | 11.8% | ||
| Q3 24 | 0.9% | 9.7% | ||
| Q2 24 | -2.7% | 18.0% |
| Q1 26 | 13.7% | — | ||
| Q4 25 | 12.8% | 5.9% | ||
| Q3 25 | 16.6% | 3.8% | ||
| Q2 25 | 21.6% | 4.4% | ||
| Q1 25 | 16.4% | 8.8% | ||
| Q4 24 | 23.8% | 3.4% | ||
| Q3 24 | 18.9% | 4.7% | ||
| Q2 24 | 20.1% | 4.6% |
| Q1 26 | 6.27× | — | ||
| Q4 25 | 5.67× | 2.27× | ||
| Q3 25 | 3.20× | — | ||
| Q2 25 | 5.74× | 1.68× | ||
| Q1 25 | 6.64× | -0.75× | ||
| Q4 24 | 4.13× | 1.72× | ||
| Q3 24 | 4.43× | 2.61× | ||
| Q2 24 | 4.35× | 2.04× |
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% |
TAP
Segment breakdown not available.
