At the JPMorgan Industrials Conference on March 17, 2026, Ryder System, Inc. (NYSE: R) delivered a powerful message to investors: the “truck leasing company” of the past is gone, replaced by a high-margin, asset-light logistics powerhouse. Executives, led by CEO Robert Sanchez and CFO Cristina Gallo-Aquino, detailed a business model that has successfully decoupled from the volatile cycles of …

