Ryder 2022 Investor Day
Enhanced Asset Management Playbook in Place
FREIGHT MARKET
STRENGTHENING
•
Drive profitable lease sales
PEAK
•
Invest growth capital in truck segments
for rental fleet
介
•
Incorporate cyclical forecast into
residual value estimates
Strengthening
Demand
•
Manage contract expirations to limit
Demand > Supply
exposure in downturn
•
Target early replacement opportunities
B
Weakening
Demand
Supply Demand
FREIGHT MARKET
WEAKENING
•
Reduce used truck inventory as market
starts to weaken
Extend lease contracts
Redeploy rental vehicles to lease,
dedicated, and supply chain applications
Leverage expanded used vehicle sales
retail sales network
Reduce discretionary spend
Invest in rental early in the upturn
TROUGH
Although Earnings Will be Impacted by Freight Cycles, Executing Our Enhanced Asset Management Playbook
Better Positions Ryder for Higher Earnings in Each Phase of the Cycle
SUPPLY CHAIN | DEDICATED TRANSPORTATION | FLEET MANAGEMENT SOLUTIONS
RYDER 2022 INVESTOR DAY
Ryder
60
Ever better.™View entire presentation