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.…