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Ryder System, Inc. (R) Presents at Bank of America 33rd Annual Industrials, Transportation and Airlines Key Leaders Conference Transcript
2026-05-13 · via All Articles on Seeking Alpha

Ryder System, Inc. (R) Bank of America 33rd Annual Industrials, Transportation and Airlines Key Leaders Conference May 12, 2026 11:05 AM EDT

Company Participants

John Diez - CEO & Director

Conference Call Participants

Ken Hoexter - BofA Securities, Research Division

Presentation

Ken Hoexter
BofA Securities, Research Division

Jump right in. We welcome Ryder Systems' CEO, John Diez. John has been CEO for 3 months, after having served as EVP and CFO for nearly 5 years, President of Ryder's Fleet Management Solutions business unit from 2019 to 2021. He's been with the company for 24 years. But given the rapid changes in the truck market, Ryder's exposure to dedicated transport solutions, fleet management solutions and supply chain solutions, provides great insight into the state of the market from its various perspectives. So we welcome Ryder back. If you can believe it's your first time since 2005 when we had your former CEO, Swienton, join us. So a while back, but we're happy to have you with us today. Also joining John is Calene Candela from Investor Relations in the audience. So I guess you're going to send all the tough questions over there.

John Diez
CEO & Director

Yes.

Ken Hoexter
BofA Securities, Research Division

Okay. So with that, John, I know you've got a few slides to kick us off here. So I'll turn it over to you. And hopefully, within that, maybe you can kind of throw in maybe 3 key takeaways that you want us to take away with as well along with your slides.

John Diez
CEO & Director

Sure. Fantastic. Thank you, Ken, and good morning, everyone. If you go to that next slide, let me just give you a quick overview. One more. Let me give you a quick overview on Ryder, who we are and the customers we serve. So Ryder is a leader