Ryder 2022 Investor Day slide image

Ryder 2022 Investor Day

Reconciliation Revenue to Operating Revenue ($M) Total Revenue Subcontracted Transportation and fuel ChoiceLease Liability Insurance Revenue¹ Operating Revenue² TOTAL 2019 2020 2021 2022F 8,926 8,420 9,663 $ 11,300 (1,701) (1,372) (1,834) (2,400) (35) (24) (1) $ 7,189 $ 7,024 $ 7,828 $ 8,900 2014-2018 2014³ 2015³ 2016³ 2017 2018 Avg. Total Revenue $ 6,638 $ Subcontracted Transportation and fuel (1,386) 6,572 $ (1,011) 6,758 $ (967) 7,280 $ 8,414 $ 7,132 (1,258) (1,716) (1,268) ChoiceLease Liability Insurance Revenue¹ Operating Revenue² (28) (9) $ 5,252 $ 5,561 $ 5,791 $ 6,023 $ 6,670 $ 5,859 SUPPLY CHAIN | DEDICATED TRANSPORTATION | FLEET MANAGEMENT SOLUTIONS RYDER 2022 INVESTOR DAY Ryder Note: Amounts may not be additive due to rounding. 1 In the first quarter of 2020, we announced our plan to exit of the extension of our liability insurance coverage for Choice Lease customers. This was completed in the first quarter of 2021. Amounts prior to 2018 have not been revised to exclude the revenues associated with this program. 2 Non-GAAP financial measure. 3 Amounts do not reflect the impact of the retrospective adoption of the new accounting standard related to leasing Ever better.™ 104
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