Ryder 2022 Investor Day slide image

Ryder 2022 Investor Day

Solving Critical Market Need through Asset Sharing: COOP by Ryder Ⓡ COOP Creating the Largest Peer-to-Peer Truck Sharing Company in America, Without Owning a Single Asset • BY RYDER SUPPLY Aggregating excess vehicle supply from multiple sources Private Fleets Rental Companies Asset Investors DEMAND Satisfying customer demand by increasing accessibility MARKET POTENTIAL 8M commercial power vehicles in the U.S. with an average idle time of 24% Data and technology are the key to matching supply with demand RYDER BENEFITS Asset-light business for long-term rental model Supplement Ryder rental capital • • Creation of new class of asset investors Technology and innovation leadership SUPPLY CHAIN | DEDICATED TRANSPORTATION | FLEET MANAGEMENT SOLUTIONS More than doubling growth in 2022 Rental days forecasted to grow from 50k (2020) to ~400k (2022F) RYDER 2022 INVESTOR DAY 1 Numbers are power units only. Does not include 5M trailers U.S. 22% is the current market penetration of the car ride sharing market Ryder Ever better.™ 81
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