Ryder 2022 Investor Day
Increasing 2022 Forecast
Operating
Revenue Growth
Comparable EPS
ROE
Free Cash Flow
2022 FORECAST
AS OF 1Q 221
REVISED 2022
FORECAST 2
~14%
$13.00 $14.00
Up 36% -46% YoY
23%-25%
~14%
$13.40 - $14.40
Up 40%-50% YoY
24% -26%
MARKET
ASSUMPTIONS
Robust outsourcing trends supported
by increased supply chain awareness
Near-term tight truck environment
due to OEM constraints; Used Vehicle
Sales and Rental to moderate in 2H22
Labor and supply chain disruptions
expected to continue in 2022
$550M $650M
$550M - $650M
SCS / DTS pricing adjustments recover
costs from labor shortage in 2H22
Robust Freight Environment, Balanced Growth Strategy, and Return Initiatives Driving Strong Results
SUPPLY CHAIN | DEDICATED TRANSPORTATION | FLEET MANAGEMENT SOLUTIONS
RYDER 2022 INVESTOR DAY
Note: Includes Non-GAAP Financial Measures, such as Operating Revenue, Comparable EPS, ROE and Free Cash Flow. Please see Appendix - Non-GAAP
Financial Measures for the reconciliation to the GAAP Financial Measure. 1 Announced on 1Q21 Earnings Call on April 27, 2022. 2 Announced the
morning of Investor Day on June 3, 2022
Ryder
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