Ryder 2022 Investor Day slide image

Ryder 2022 Investor Day

Residual Value Estimates at Historically Low Levels HISTORICAL SALES PRICE AS A % OF ORIGINAL COST 155 115 སྐ ཤྩ ཤྲཱ བྷ ཋ ཤྩ ཁྐྲ ིི ྴ ཆ e ཤྩ g 175 165 Truck Residual Index¹ 185 175 165 155 145 135 145. 135 125 Residual Estimate for Accounting 125. 115. 105 105 95 95 85 85 75 75 65 65 55 55 45 45 35 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 RESIDUAL VALUE ESTIMATE ACTIONS TAKEN Tractor Residual Index¹ Residual Estimate for Accounting Range 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 Accounting Residuals: Lowered residual value estimates ~30% to address used vehicle volatility risk and incorporated a tractor downturn into estimates Pricing Residuals: Underwriting residuals used in lease pricing also set at historically conservative levels Achieve Target Returns with Reduced Reliance on Used Vehicle Proceeds SUPPLY CHAIN | DEDICATED TRANSPORTATION | FLEET MANAGEMENT SOLUTIONS RYDER 2022 INVESTOR DAY 1 Illustrative for Truck and Tractor (U.S. only) fleets. Depicts Ryder's sales prices as a percent of original cost indexed to the value in 1999 to show the percent change in value each year. Excludes vehicles operated in excessively high mileage applications and sales prices adjusted to a consistent age at sale. Sales prices incorporate retail/wholesale mix at the respective time periods. Ryder 88 Ever better.™
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