Ryder 2022 Investor Day
Improve Returns and FCF
INCREASE LEASE PRICING
•
Spread increased from 60-100bps (pre-2019) to 100-150bps
MODERATE FMS GROWTH
• Annual lease fleet growth 2-4k at higher returns
REDUCE MAINTENANCE COST
.
Multi-year initiative focused on productivity and efficiency
EXPAND RETAIL USED VEHICLE SALES
(VS. WHOLESALE)
•
Premium priced retail used vehicles sales capacity up 50%
ENHANCE RENTAL TRUCK-TRACTOR MIX
• More stable truck investment driven by e-Commerce growth
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40% of portfolio has been priced at higher
returns (through 2021) delivering $45M of
improved annual earnings
60% of portfolio expected to be priced at
higher returns and generate an incremental
annual earnings benefit of $80M
Actions Delivering Higher Quality Core Earnings and FCF
SUPPLY CHAIN | DEDICATED TRANSPORTATION | FLEET MANAGEMENT SOLUTIONS
RYDER 2022 INVESTOR DAY
XP60655
Ryder
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Ever better.™View entire presentation