Ryder 2022 Investor Day
A Fundamentally Transformed Business
STRUCTURAL CHANGES
De-risked Model
Residual value estimates at historically low levels
Higher Returns Business Model
Compelling FMS returns from multi-year maintenance and
lease pricing initiatives
Growth Acceleration
BEGINNING OF
TRANSFORMATION
LONG-TERM TARGET
Operating
Revenue
MSD %
(3-yr CAGR)
HSD % CAGR
(Organic)
Secular trends and market leadership present SCS/ DTS with
significant growth opportunity
ROE
e-Commerce-Significant Opportunity
12.7%
(2018)
High Teens %
Whiplash acquisition and Ryder Last Mile provide capabilities to
participate in meaningful growth segment
Enhanced Capital Discipline
Balanced growth strategy allows us to invest in strategic acquisitions
and share buybacks
Structurally Positioned for Higher Returns Over the Cycle
SUPPLY CHAIN | DEDICATED TRANSPORTATION | FLEET MANAGEMENT SOLUTIONS
RYDER 2022 INVESTOR DAY
Note: Includes Non-GAAP Financial Measures such as Operating Revenue and ROE. Please see Appendix - Non-GAAP Financial Measures for the
reconciliation to the GAAP Financial Measure
Ryder
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